Vertex, Inc.

By person

20 insiders · 6 transactions

7.8×

Christopher Young holds 7.8 times base salary in stock. $765.00K of shares against $97.81K in salary for 2025.

Salary from the company's own proxy. The shares are what Christopher Young last reported holding, valued at $12.75, the price Class A Common Stock was last bought or sold at on the open market here, on 28 May 2026.

Insider

Role

Bought

Sold

Net

Holding

Worth

Change

Westphal Jeffrey

See Remarks

$5.12M (2)

—

+$5.12M

405,635

$5.17M

−61.8%

Young Christopher David

President and CEO

$730.79K (1)

—

+$730.79K

60,000

$765.00K

—

ANDERSEN ERIC C.

Director

$516.40K (1)

—

+$516.40K

165,979

$2.12M

+99.9%

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 entity

10% owner

$150.48K (1)

—

+$150.48K

1,221,100

$15.57M

−15.8%

DeStefano David

Director

—

$82.37K (1)

−$82.37K

1,468,727

$18.73M

+54.7%

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 entity

10% owner

—

745,706

$9.51M

−37.7%

ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 entity

10% owner

—

600,000

$7.65M

—

ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 entity

10% owner

—

400,000

$5.10M

—

ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 entity

10% owner

—

300,000

$3.83M

—

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 entity

10% owner

—

173,074

$2.21M

−82.1%

Radcliffe Amanda Westphal

Director

—

159,030

$2.03M

+15.2%

SCHWAB JOHN R

CHIEF FINANCIAL OFFICER

—

132,271

$1.69M

+149.1%

Gayton Bradley M

Director

—

68,500

$873.38K

+79.6%

Thompson Stefanie Westphal

Director

—

66,995

$854.19K

+45.5%

Saunders Philip Seth

Director

—

50,606

$645.23K

+70.7%

Stamm John Richard

Director

—

32,685

$416.73K

+96.5%

2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON entity

10% owner

—

22,500

$286.88K

—

Mendola Mark J

Director

—

20,965

$267.30K

—

Rowland Bryan T.R.

GENERAL COUNSEL

—

12,872

$164.12K

+2,074%

Leib Ryan J

Chief Accounting Officer

—

7,423

$94.64K

+1,154%

No percentages here. Vertex, Inc. reports its share count only per share class, which the XBRL frames API does not carry.

Individual transactions

Insider

Date

Role

Action

Price

Amount

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

9 Mar 2026

10% owner

Buy

10,000

$15.05

$150.48K

Young Christopher David

23 Feb 2026

President and CEO

Buy indirect

60,000

$12.18

$730.79K

ANDERSEN ERIC C.

20 Feb 2026

Director

Buy

40,000

$12.91

$516.40K

Westphal Jeffrey

17 Feb 2026

See Remarks

Buy indirect

150,000

$12.53

$1.88M

Westphal Jeffrey

13 Feb 2026

See Remarks

Buy indirect

247,740

$13.08

$3.24M

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