Vertex Inc. (VERX) Insider Trading

Last 12 months

Insiders bought $1.25M and sold $82k on the open market.

None of the selling was scheduled in advance under a 10b5-1 plan.

Net open-market

+$1.16M

2 buys · 1 sale

Under a 10b5-1 plan

of the value sold

Insiders who bought / sold

2 / 1

executives and directors

Last open-market buy

Feb 2026

Feb 23, 2026

Get an email when VERX's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
May 28	David Destefano Director	SoldNo plan	6,460	$12.75	$82k	0.4%	Form 4
Mar 9	Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	Bought	10,000	$15.05	$151k	0.8%	Form 4
Feb 23	Christopher David Young President and CEO	Bought	60,000	$12.18	$731k	New	Form 4
Feb 20	Eric C. Andersen Director	Bought	40,000	$12.91	$516k	36%	Form 4
Feb 13 – 17	Jeffrey Westphal Other	Bought 2 parts	397,740	$12.87 average	$5.12M	5038%	Form 4
Jun 20, 2025 – Jun 24, 2025	Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 3 parts	23,767	$35.19 average	$836k	12%	Form 4
Jun 16, 2025 – Jun 18, 2025	Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 3 parts	381,233	$36.59 average	$13.9M	66%	Form 4
Jun 9, 2025	Jeffrey Westphal Other	SoldNo plan 3 parts	3,000,000	$38.45 average	$115M	100%	Form 4
May 13, 2025	Ryan J Leib Chief Accounting Officer	SoldNo plan	5,755	$38.00	$219k	100%	Form 4
May 12, 2025 – May 13, 2025	David Destefano PRESIDENT & CEO	SoldNo plan 5 parts	472,531	$37.41 average	$17.7M	27%	Form 4
Mar 19, 2025	Bryan T.r. Rowland GENERAL COUNSEL	Sold10b5-1 plan 2 parts	43,228	$35.98 average	$1.56M	100%	Form 4
Mar 4, 2025	Bradley M Gayton Director	Bought 2 parts	9,400	$31.85 average	$299k	25%	Form 4
Jan 22, 2025 – Jan 23, 2025	Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 2 parts	72,000	$56.49 average	$4.07M	5.6%	Form 4
Dec 17, 2024	John R Schwab CHIEF FINANCIAL OFFICER	SoldNo plan	20,000	$53.05	$1.06M	27%	Form 4
Dec 12, 2024	Jeffrey Westphal Other	SoldNo plan	575,000	$53.01	$30.5M	99%	Form 4
Dec 10, 2024 – Dec 11, 2024	David Destefano PRESIDENT & CEO	SoldNo plan 3 parts	381,100	$55.04 average	$21M	31%	Form 4
Dec 9, 2024 – Dec 10, 2024	Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 2 parts	75,000	$55.01 average	$4.13M	5.5%	Form 4
Dec 6, 2024	John Richard Stamm Director	SoldNo plan	3,815	$56.11	$214k	25%	Form 4
Dec 6, 2024	David Destefano PRESIDENT & CEO	SoldNo plan 2 parts	17,900	$56.09 average	$1M	3.5%	Form 4
Nov 26, 2024	Bryan T.r. Rowland GENERAL COUNSEL	SoldNo plan	3,020	$55.08	$166k	100%	Form 4
Nov 26, 2024	David Destefano PRESIDENT & CEO	SoldNo plan	25,607	$55.05	$1.41M	4.7%	Form 4
Nov 22, 2024	John Richard Stamm Director	SoldNo plan	2,500	$53.81	$135k	14%	Form 4
Nov 20, 2024 – Nov 21, 2024	Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 2 parts	72,000	$52.58 average	$3.79M	5.0%	Form 4
Nov 14, 2024 – Nov 18, 2024	David Destefano PRESIDENT & CEO	SoldNo plan 3 parts	198,151	$49.60 average	$9.83M	40%	Form 4
Nov 11, 2024	Jeffrey Westphal Large holder	SoldNo plan	2,485,000	$48.90	$122M	100%	Form 4
Nov 7, 2024 – Nov 11, 2024	Item Second Irr. Trust FBO Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 3 parts	150,000	$52.00 average	$7.8M	16%	Form 4
Nov 7, 2024 – Nov 8, 2024	Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Large holder	SoldNo plan 2 parts	150,000	$51.76 average	$7.76M	20%	Form 4

May 28No plan
David Destefano
Director · sold 6,460 at $12.75
$82k
0.4% of stake
Mar 9
Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · bought 10,000 at $15.05
$151k
0.8% of stake
Feb 23
Christopher David Young
President and CEO · bought 60,000 at $12.18
$731k
New position
Feb 20
Eric C. Andersen
Director · bought 40,000 at $12.91
$516k
36% of stake
Feb 13 – 17
Jeffrey Westphal
Other · bought 397,740 at avg $12.87
$5.12M
5038% of stake
Jun 20, 2025 – Jun 24, 2025No plan
Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 23,767 at avg $35.19
$836k
12% of stake
Jun 16, 2025 – Jun 18, 2025No plan
Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 381,233 at avg $36.59
$13.9M
66% of stake
Jun 9, 2025No plan
Jeffrey Westphal
Other · sold 3,000,000 at avg $38.45
$115M
100% of stake
May 13, 2025No plan
Ryan J Leib
Chief Accounting Officer · sold 5,755 at $38.00
$219k
100% of stake
May 12, 2025 – May 13, 2025No plan
David Destefano
PRESIDENT & CEO · sold 472,531 at avg $37.41
$17.7M
27% of stake
Mar 19, 202510b5-1 plan
Bryan T.r. Rowland
GENERAL COUNSEL · sold 43,228 at avg $35.98
$1.56M
100% of stake
Mar 4, 2025
Bradley M Gayton
Director · bought 9,400 at avg $31.85
$299k
25% of stake
Jan 22, 2025 – Jan 23, 2025No plan
Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 72,000 at avg $56.49
$4.07M
5.6% of stake
Dec 17, 2024No plan
John R Schwab
CHIEF FINANCIAL OFFICER · sold 20,000 at $53.05
$1.06M
27% of stake
Dec 12, 2024No plan
Jeffrey Westphal
Other · sold 575,000 at $53.01
$30.5M
99% of stake
Dec 10, 2024 – Dec 11, 2024No plan
David Destefano
PRESIDENT & CEO · sold 381,100 at avg $55.04
$21M
31% of stake
Dec 9, 2024 – Dec 10, 2024No plan
Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 75,000 at avg $55.01
$4.13M
5.5% of stake
Dec 6, 2024No plan
John Richard Stamm
Director · sold 3,815 at $56.11
$214k
25% of stake
Dec 6, 2024No plan
David Destefano
PRESIDENT & CEO · sold 17,900 at avg $56.09
$1M
3.5% of stake
Nov 26, 2024No plan
Bryan T.r. Rowland
GENERAL COUNSEL · sold 3,020 at $55.08
$166k
100% of stake
Nov 26, 2024No plan
David Destefano
PRESIDENT & CEO · sold 25,607 at $55.05
$1.41M
4.7% of stake
Nov 22, 2024No plan
John Richard Stamm
Director · sold 2,500 at $53.81
$135k
14% of stake
Nov 20, 2024 – Nov 21, 2024No plan
Item Second Irr. Trust FBO Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 72,000 at avg $52.58
$3.79M
5.0% of stake
Nov 14, 2024 – Nov 18, 2024No plan
David Destefano
PRESIDENT & CEO · sold 198,151 at avg $49.60
$9.83M
40% of stake
Nov 11, 2024No plan
Jeffrey Westphal
Large holder · sold 2,485,000 at $48.90
$122M
100% of stake
Nov 7, 2024 – Nov 11, 2024No plan
Item Second Irr. Trust FBO Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 150,000 at avg $52.00
$7.8M
16% of stake
Nov 7, 2024 – Nov 8, 2024No plan
Item Second Irr. Trust FBO Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001
Large holder · sold 150,000 at avg $51.76
$7.76M
20% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch VERX, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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