Vertex, Inc.

Estimated for Congress, as filed for insiders · by filing month · past 24 months

DD David DeStefano PRESIDENT & CEO 5 filings IO ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner 5 filings JW Jeffrey Westphal Other 5 filings IO ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner 3 filings IO ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner 3 filings BR Bryan T.R. Rowland GENERAL COUNSEL 2 filings JS John Richard Stamm Director 2 filings EA Eric C. Andersen Director 1 filing Christopher David YoungPURCHASE President and CEO $731K
60,000 sh × $12.18
Exec Feb 23
Filed Feb 25 · 4:15 PM ET Eric C. AndersenPURCHASE Director $516K
40,000 sh × $12.91
Exec Feb 20
Filed Feb 23 · 4:47 PM ET Jeffrey WestphalPURCHASE Other $5.1M
397,740 sh across 2 lots
Exec Feb 13
Filed Feb 18 · 5:22 PM ET ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $819K
23,257 sh across 2 lots
Exec Jun 20 2025
Filed Jun 24 2025 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $13.9M
381,233 sh across 3 lots
Exec Jun 16 2025
Filed Jun 18 2025 · 5:30 PM ET Jeffrey WestphalSALE Other $115.4M
3,000,000 sh across 3 lots
Exec Jun 9 2025
Filed Jun 11 2025 · 5:30 PM ET David DeStefanoSALE PRESIDENT & CEO $17.7M
472,531 sh across 5 lots
Exec May 12 2025
Filed May 14 2025 · 5:30 PM ET Ryan J LeibSALE Chief Accounting Officer $219K
5,755 sh × $38.00
Exec May 13 2025
Filed May 14 2025 · 5:30 PM ET Bryan T.R. RowlandSALE GENERAL COUNSEL $1.6M
43,228 sh across 2 lots
Exec Mar 19 2025
Filed Mar 21 2025 · 5:30 PM ET Bradley M GaytonPURCHASE Director $298K
9,350 sh × $31.85
Exec Mar 4 2025
Filed Mar 4 2025 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $4.1M
72,000 sh across 2 lots
Exec Jan 22 2025
Filed Jan 23 2025 · 5:30 PM ET John R SchwabSALE CHIEF FINANCIAL OFFICER $1.1M
20,000 sh × $53.05
Exec Dec 17 2024
Filed Dec 18 2024 · 5:30 PM ET Jeffrey WestphalSALE Other $30.5M
575,000 sh × $53.01
Exec Dec 12 2024
Filed Dec 16 2024 · 5:30 PM ET David DeStefanoSALE PRESIDENT & CEO $21.0M
380,700 sh across 2 lots
Exec Dec 10 2024
Filed Dec 12 2024 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $4.1M
75,000 sh across 2 lots
Exec Dec 9 2024
Filed Dec 11 2024 · 5:30 PM ET David DeStefanoSALE PRESIDENT & CEO $926K
16,500 sh × $56.15
Exec Dec 6 2024
Filed Dec 10 2024 · 5:30 PM ET John Richard StammSALE Director $214K
3,815 sh × $56.11
Exec Dec 6 2024
Filed Dec 10 2024 · 5:30 PM ET John Richard StammSALE Director $135K
2,500 sh × $53.81
Exec Nov 22 2024
Filed Nov 27 2024 · 5:30 PM ET † David DeStefanoSALE PRESIDENT & CEO $1.4M
25,607 sh × $55.05
Exec Nov 26 2024
Filed Nov 27 2024 · 5:30 PM ET Bryan T.R. RowlandSALE GENERAL COUNSEL $166K
3,020 sh × $55.08
Exec Nov 26 2024
Filed Nov 27 2024 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $3.8M
72,000 sh across 2 lots
Exec Nov 20 2024
Filed Nov 21 2024 · 5:30 PM ET David DeStefanoSALE PRESIDENT & CEO $9.8M
198,151 sh across 3 lots
Exec Nov 14 2024
Filed Nov 18 2024 · 5:30 PM ET Jeffrey WestphalSALE 10% owner $121.5M
2,485,000 sh × $48.90
Exec Nov 11 2024
Filed Nov 13 2024 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $7.8M
150,000 sh across 2 lots
Exec Nov 7 2024
Filed Nov 12 2024 · 5:30 PM ET ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001SALE 10% owner $7.8M
150,000 sh across 3 lots
Exec Nov 7 2024
Filed Nov 12 2024 · 5:30 PM ET