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

ANDERSEN ERIC C.

15 Feb 2024

Director

Sold on a plan

10,000

$25.88

$258.82K

ANDERSEN ERIC C.

20 Nov 2023

Director

Sold on a plan

10,000

$26.24

$262.39K

DeStefano David

15 Jun 2023

PRESIDENT & CEO

Sold on a plan

900

$22.29

$20.06K

DeStefano David

15 Jun 2023

PRESIDENT & CEO

Sold on a plan

6,871

$21.72

$149.23K

DeStefano David

15 Jun 2023

PRESIDENT & CEO

Sold on a plan

92,129

$20.32

$1.87M

DeStefano David

15 Jun 2023

PRESIDENT & CEO

Sold on a plan

100

$19.90

$1.99K

Showing 250 of 313 transactions. The figures above use every one of them.

By person

Individual transactions

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