InsiderClue
Stocks · Technology · Services-Prepackaged Software

Vertex, Inc.

VERX Clue Score70
United States Fiscal year ends December CIK 0001806837 Results filed 4 Nov 2026
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What the insiders did Net selling

Individual transactions

43
Insider
Date
Role
Action
Shares
Price
Amount
Jeffrey Westphal
9 Jun 2025
See Remarks
Sold after exercise indirect
332,244
$38.45
$12.77M
Jeffrey Westphal
9 Jun 2025
See Remarks
Sold after exercise indirect
1,153,756
$38.45
$44.36M
Jeffrey Westphal
9 Jun 2025
See Remarks
Sold after exercise indirect
1,514,000
$38.45
$58.21M
David DeStefano
13 May 2025
President & CEO
Sold after exercise
58,844
$38.06
$2.24M
David DeStefano
13 May 2025
President & CEO
Sold after exercise
50,571
$37.27
$1.88M
David DeStefano
12 May 2025
President & CEO
Sold after exercise
8,301
$38.65
$320.86K
David DeStefano
12 May 2025
President & CEO
Sold after exercise
64,018
$37.82
$2.42M
David DeStefano
12 May 2025
President & CEO
Sold after exercise
290,797
$37.18
$10.81M
Bryan T.R. Rowland
19 Mar 2025
General Counsel
Sold after exercise
24,246
$36.22
$878.29K
Bryan T.R. Rowland
19 Mar 2025
General Counsel
Sold after exercise
18,982
$35.68
$677.22K
John R Schwab
17 Dec 2024
Chief Financial Officer
Sold after exercise
20,000
$53.05
$1.06M
Jeffrey Westphal
12 Dec 2024
See Remarks
Sold after exercise indirect
575,000
$53.01
$30.48M
David DeStefano
11 Dec 2024
President & CEO
Sold after exercise
216,268
$55.04
$11.90M
David DeStefano
10 Dec 2024
President & CEO
Sold after exercise
400
$55.52
$22.21K
David DeStefano
10 Dec 2024
President & CEO
Sold after exercise
164,432
$55.03
$9.05M
Bryan T.R. Rowland
26 Nov 2024
General Counsel
Sold after exercise
3,020
$55.08
$166.34K
John Richard Stamm
22 Nov 2024
Director
Sold after exercise
2,500
$53.81
$134.53K
Jeffrey Westphal
11 Nov 2024
10% owner
Sold after exercise indirect
2,485,000
$48.90
$121.52M
Jeffrey Westphal
3 Oct 2024
10% owner
Sold after exercise indirect
1,225,000
$39.42
$48.29M
John Richard Stamm
12 Sep 2024
Director
Sold after exercise
5,000
$35.44
$177.20K
John Richard Stamm
12 Sep 2024
Director
Sold after exercise
5,000
$35.41
$177.07K
John Richard Stamm
22 Aug 2024
Director
Sold after exercise
16,000
$35.95
$575.18K
John R Schwab
22 Aug 2024
Chief Financial Officer
Sold after exercise
25,000
$35.81
$895.15K
Bryan T.R. Rowland
20 Aug 2024
General Counsel
Sold after exercise
8,176
$35.72
$292.06K
Bryan T.R. Rowland
20 Aug 2024
General Counsel
Sold after exercise
30,000
$35.71
$1.07M
Eric C. Andersen
13 Aug 2024
Director
Sold after exercise
80,952
$36.52
$2.96M
Eric C. Andersen
13 Aug 2024
Director
Sold after exercise
59,048
$35.80
$2.11M
Bryan T.R. Rowland
8 Mar 2024
General Counsel
Sold after exercise
32,196
$29.65
$954.54K
John R Schwab
5 Mar 2024
Chief Financial Officer
Sold after exercise
10,000
$30.00
$300.00K
John R Schwab
18 Dec 2023
Chief Financial Officer
Sold after exercise
25,000
$26.55
$663.86K
Bryan T.R. Rowland
15 Dec 2023
General Counsel
Sold after exercise
4,369
$26.86
$117.34K
Bryan T.R. Rowland
15 Dec 2023
General Counsel
Sold after exercise
62,433
$26.96
$1.68M
Lisa Butler
14 Jul 2023
Chief Accounting Officer
Sold after exercise
10,000
$18.71
$187.06K
Lisa Butler
15 Jun 2023
Chief Accounting Officer
Sold after exercise
600
$22.31
$13.38K
Lisa Butler
15 Jun 2023
Chief Accounting Officer
Sold after exercise
3,900
$21.21
$82.70K
Lisa Butler
15 Jun 2023
Chief Accounting Officer
Sold after exercise
5,500
$20.52
$112.85K
John R Schwab
15 May 2023
Chief Financial Officer
Sold after exercise
30,000
$19.61
$588.38K
Lisa Butler
15 May 2023
Chief Accounting Officer
Sold after exercise
10,000
$19.56
$195.65K
Lisa Butler
17 Apr 2023
Chief Accounting Officer
Sold after exercise
10,000
$22.45
$224.48K
Lisa Butler
15 Mar 2023
Chief Accounting Officer
Sold after exercise
10,000
$18.09
$180.91K
Lisa Butler
8 Mar 2023
Chief Accounting Officer
Sold after exercise
2,894
$16.50
$47.75K
Lisa Butler
8 Mar 2023
Chief Accounting Officer
Sold after exercise
20,000
$16.41
$328.17K
Bryan T.R. Rowland
8 Mar 2023
General Counsel
Sold after exercise
50,631
$16.52
$836.23K
Showing 250 of 313 transactions. The figures above use every one of them.

What was left out

Form 4 filings counted 290
Amendments (4/A) skipped 3
Filings about a different issuer 0
Unreadable filings 0
Joint filings 0
Sales on a Rule 10b5-1 plan 6
Sales straight out of an exercise 50
Sales at will 229
Transactions with no price 0
Shares from compensation/vesting 48,371,160
Sales filed before the plan box existed 58
History held since 31 Jul 2020