Vertex, Inc.

By person

25 insiders · 313 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)

$735.29M (40)

−$730.17M

12,505,635

$159.45M

+5.9%

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

10% owner

—

$66.02M (57)

−$66.02M

173,074

$2.21M

—

DeStefano David

Director

—

$61.72M (33) scheduled

−$61.72M

2,171,812

$27.69M

+128.2%

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

10% owner

—

$55.29M (53)

−$55.29M

745,706

$9.51M

—

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

10% owner

$150.48K (1)

$42.18M (15)

−$42.03M

1,221,100

$15.57M

+6,006%

Tensile Capital Management LP entity

10% owner

—

$14.27M (10)

−$14.27M

5,396,299

$68.80M

+3.4%

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN entity

10% owner

—

$8.57M (16)

−$8.57M

$3.75

—

Rowland Bryan T.R.

GENERAL COUNSEL

—

$7.61M (11) scheduled

−$7.61M

12,872

$164.12K

+145.1%

ANDERSEN ERIC C.

Director

$516.40K (1)

$6.28M (6) scheduled

−$5.76M

278,409

$3.55M

+30.3%

Butler Lisa

CHIEF ACCOUNTING OFFICER

$54.99K (1)

$4.70M (18)

−$4.65M

250

$3.19K

−97.6%

SCHWAB JOHN R

CHIEF FINANCIAL OFFICER

$54.99K (1)

$3.92M (8) scheduled

−$3.87M

132,271

$1.69M

+4,925%

Stamm John Richard

Director

—

$2.87M (12)

−$2.87M

32,685

$416.73K

−44.8%

Radcliffe Amanda Westphal

Director

$1.70M (2)

—

+$1.70M

159,030

$2.03M

+1,914%

Kyle Terrence

Director

—

$996.76K (1)

−$996.76K

56,011

$714.14K

—

Young Christopher David

President and CEO

$730.79K (1)

—

+$730.79K

60,000

$765.00K

—

Robert Kevin L

Director

$150.01K (1)

$618.40K (4)

−$468.39K

23,936

$305.18K

+102.1%

Gayton Bradley M

Director

$299.38K (2)

—

+$299.38K

68,500

$873.38K

—

Leib Ryan J

Chief Accounting Officer

—

$218.69K (1)

−$218.69K

7,423

$94.64K

+1,154%

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

—

Thompson Stefanie Westphal

Director

—

66,995

$854.19K

+748.6%

Saunders Philip Seth

Director

—

50,606

$645.23K

—

2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON entity

10% owner

—

22,500

$286.88K

—

Mendola Mark J

Director

—

20,965

$267.30K

—

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

Westphal Jeffrey

9 Jun 2025

See Remarks

Sold after exercise indirect

332,244

$38.45

$12.77M

Westphal Jeffrey

9 Jun 2025

See Remarks

Sold after exercise indirect

1,153,756

$38.45

$44.36M

Westphal Jeffrey

9 Jun 2025

See Remarks

Sold after exercise indirect

1,514,000

$38.45

$58.21M

DeStefano David

13 May 2025

PRESIDENT & CEO

Sold after exercise

58,844

$38.06

$2.24M

DeStefano David

13 May 2025

PRESIDENT & CEO

Sold after exercise

50,571

$37.27

$1.88M

DeStefano David

12 May 2025

PRESIDENT & CEO

Sold after exercise

8,301

$38.65

$320.86K

DeStefano David

12 May 2025

PRESIDENT & CEO

Sold after exercise

64,018

$37.82

$2.42M

DeStefano David

12 May 2025

PRESIDENT & CEO

Sold after exercise

290,797

$37.18

$10.81M

Rowland Bryan T.R.

19 Mar 2025

GENERAL COUNSEL

Sold after exercise

24,246

$36.22

$878.29K

Rowland Bryan T.R.

19 Mar 2025

GENERAL COUNSEL

Sold after exercise

18,982

$35.68

$677.22K

SCHWAB JOHN R

17 Dec 2024

CHIEF FINANCIAL OFFICER

Sold after exercise

20,000

$53.05

$1.06M

Westphal Jeffrey

12 Dec 2024

See Remarks

Sold after exercise indirect

575,000

$53.01

$30.48M

DeStefano David

11 Dec 2024

PRESIDENT & CEO

Sold after exercise

216,268

$55.04

$11.90M

DeStefano David

10 Dec 2024

PRESIDENT & CEO

Sold after exercise

400

$55.52

$22.21K

DeStefano David

10 Dec 2024

PRESIDENT & CEO

Sold after exercise

164,432

$55.03

$9.05M

Rowland Bryan T.R.

26 Nov 2024

GENERAL COUNSEL

Sold after exercise

3,020

$55.08

$166.34K

Stamm John Richard

22 Nov 2024

Director

Sold after exercise

2,500

$53.81

$134.53K

Westphal Jeffrey

11 Nov 2024

10% owner

Sold after exercise indirect

2,485,000

$48.90

$121.52M

Westphal Jeffrey

3 Oct 2024

10% owner

Sold after exercise indirect

1,225,000

$39.42

$48.29M

Stamm John Richard

12 Sep 2024

Director

Sold after exercise

5,000

$35.44

$177.20K

Stamm John Richard

12 Sep 2024

Director

Sold after exercise

5,000

$35.41

$177.07K

Stamm John Richard

22 Aug 2024

Director

Sold after exercise

16,000

$35.95

$575.18K

SCHWAB JOHN R

22 Aug 2024

CHIEF FINANCIAL OFFICER

Sold after exercise

25,000

$35.81

$895.15K

Rowland Bryan T.R.

20 Aug 2024

GENERAL COUNSEL

Sold after exercise

8,176

$35.72

$292.06K

Rowland Bryan T.R.

20 Aug 2024

GENERAL COUNSEL

Sold after exercise

30,000

$35.71

$1.07M

ANDERSEN ERIC C.

13 Aug 2024

Director

Sold after exercise

80,952

$36.52

$2.96M

ANDERSEN ERIC C.

13 Aug 2024

Director

Sold after exercise

59,048

$35.80

$2.11M

Rowland Bryan T.R.

8 Mar 2024

GENERAL COUNSEL

Sold after exercise

32,196

$29.65

$954.54K

SCHWAB JOHN R

5 Mar 2024

CHIEF FINANCIAL OFFICER

Sold after exercise

10,000

$30.00

$300.00K

SCHWAB JOHN R

18 Dec 2023

CHIEF FINANCIAL OFFICER

Sold after exercise

25,000

$26.55

$663.86K

Rowland Bryan T.R.

15 Dec 2023

GENERAL COUNSEL

Sold after exercise

4,369

$26.86

$117.34K

Rowland Bryan T.R.

15 Dec 2023

GENERAL COUNSEL

Sold after exercise

62,433

$26.96

$1.68M

Butler Lisa

14 Jul 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

10,000

$18.71

$187.06K

Butler Lisa

15 Jun 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

600

$22.31

$13.38K

Butler Lisa

15 Jun 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

3,900

$21.21

$82.70K

Butler Lisa

15 Jun 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

5,500

$20.52

$112.85K

SCHWAB JOHN R

15 May 2023

CHIEF FINANCIAL OFFICER

Sold after exercise

30,000

$19.61

$588.38K

Butler Lisa

15 May 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

10,000

$19.56

$195.65K

Butler Lisa

17 Apr 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

10,000

$22.45

$224.48K

Butler Lisa

15 Mar 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

10,000

$18.09

$180.91K

Butler Lisa

8 Mar 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

2,894

$16.50

$47.75K

Butler Lisa

8 Mar 2023

CHIEF ACCOUNTING OFFICER

Sold after exercise

20,000

$16.41

$328.17K

Rowland Bryan T.R.

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.

By person

Individual transactions

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