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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
VERTEX INC: VERX
Price: 6/13/25 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$36.92 $60.71 $30.26 $5,851 72 1,129 0.0% 7.6% 110.61% 8.74%
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
GAYTON BRADLEY M
DIR
JB
---
5,327
---
6/11/25
---
---
52,862
11.2
D
R
6/13/25 - 4:29:09 pm
2
    
 
STAMM JOHN RICHARD
DIR
JB
---
5,327
---
6/11/25
---
---
17,047
45.5
D
R
6/13/25 - 4:28:40 pm
3
    
 
RADCLIFFE AMANDA WESTPHAL
DIR,BO
JB
---
5,327
---
6/11/25
---
---
143,392
3.9
D
R
6/13/25 - 4:28:13 pm
4
    
 
THOMPSON STEFANIE WESTPHAL
DIR,BO
JB
---
5,327
---
6/11/25
---
---
51,357
11.6
D
R
6/13/25 - 4:27:48 pm
5
    
 
SAUNDERS PHILIP SETH
DIR
JB
---
5,327
---
6/11/25
---
---
34,968
18.0
D
R
6/13/25 - 4:27:19 pm
6
    
 
ANDERSEN ERIC C
DIR
JB
---
5,327
---
6/11/25
---
---
110,341
5.1
D
R
6/13/25 - 4:26:51 pm
7
    
 
MENDOLA MARK J
DIR
JB
---
5,327
---
6/11/25
---
---
5,327
New
D
R
6/13/25 - 4:26:19 pm
8
    
 
MENDOLA MARK J
DIR
3
---
---
---
6/11/25
---
---
---
---
---
---
6/11/25 - 4:12:24 pm
9
    
 
WESTPHAL JEFFREY
O
JS*
$115,350,000
3,000,000
---
6/9/25
---
$38.45
---
All
I
---
6/11/25 - 3:21:46 pm
10
    
 
WESTPHAL JEFFREY
O
JB
---
3,000,000
---
6/9/25
---
---
1,514,000
---
I
---
6/11/25 - 3:21:46 pm
11
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A
BO
JB
---
22,500
---
5/20/25
---
---
22,500
New
D
---
5/22/25 - 4:15:54 pm
12
    
 
ITEM SECOND IRR TRUST FBO MACKENZIE S LUCAS U A OF
BO
JB
---
600,000
---
5/20/25
---
---
600,000
New
D
---
5/22/25 - 4:14:50 pm
13
    
 
ITEM SECOND IRR TRUST FBO MELANIE H LUCAS U A OF S
BO
JB
---
300,000
---
5/20/25
---
---
300,000
New
D
---
5/22/25 - 4:13:51 pm
14
    
 
ITEM SECOND IRR TRUST FBO ANDREA P LUCAS U A OF ST
BO
JB
---
400,000
---
5/20/25
---
---
400,000
New
D
---
5/22/25 - 4:12:35 pm
15
1m
1
0%
8%
2
LEIB RYAN J
CAO
S
$218,690
5,755
---
5/13/25
---
$38.00
---
All
D
---
5/14/25 - 4:30:03 pm
16
    
 
DESTEFANO DAVID
PR,CEO,DIR
OS
$17,677,608
472,531
5/12/25
5/13/25
$37.18
$38.06
989,411
-32.3
D
---
5/14/25 - 4:29:06 pm
17
    
 
DESTEFANO DAVID
PR,CEO,DIR
OE
$6,038,537
747,786
5/12/25
5/13/25
$2.50
$3.73
1,352,527
123.7
D
---
5/14/25 - 4:29:06 pm
18
    
 
ROWLAND BRYAN T R
GC
OS
$1,555,515
43,228
---
3/19/25
$35.68
$36.22
132
-99.7
D
10b
3/21/25 - 4:03:16 pm
19
    
 
ROWLAND BRYAN T R
GC
OE
$148,505
32,105
---
3/19/25
$3.73
$32.16
43,360
285.3
D
10b
3/21/25 - 4:03:16 pm
20
3m
1
100%
30%
2
GAYTON BRADLEY M
DIR
B
$299,382
9,400
---
3/4/25
$31.82
$31.85
47,535
24.6
D
---
3/4/25 - 4:57:29 pm
21
    
 
ROWLAND BRYAN T R
GC
JS
$7,717
239
---
2/28/25
---
$32.29
11,255
-2.1
D
R
3/4/25 - 4:12:56 pm
22
    
 
ROWLAND BRYAN T R
GC
JB
---
867
---
2/28/25
---
---
11,494
8.2
D
R
3/4/25 - 4:12:56 pm
23
    
 
SCHWAB JOHN R
CFO
JS
$30,094
932
---
2/28/25
---
$32.29
89,624
-1.0
D
R
3/4/25 - 4:12:11 pm
24
    
 
SCHWAB JOHN R
CFO
JB
---
1,721
---
2/28/25
---
---
90,556
1.9
D
R
3/4/25 - 4:12:11 pm
25
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$471,854
14,613
---
2/28/25
---
$32.29
791,332
-1.8
D
R
3/4/25 - 4:11:30 pm
26
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
28,568
---
2/28/25
---
---
805,945
3.7
D
R
3/4/25 - 4:11:30 pm
27
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$2,438,298
55,873
---
2/24/25
---
$43.64
777,377
-6.7
D
R
2/26/25 - 4:21:40 pm
28
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
109,232
---
2/24/25
---
---
833,250
15.1
D
R
2/26/25 - 4:21:40 pm
29
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$3,719,918
84,142
---
2/21/25
---
$44.21
674,487
-11.1
D
R
2/25/25 - 4:19:33 pm
30
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
170,922
---
2/21/25
---
---
775,882
28.3
D
R
2/25/25 - 4:19:33 pm
31
    
 
LEIB RYAN J
CAO
JS
$50,842
1,150
---
2/21/25
---
$44.21
5,755
-16.7
D
R
2/25/25 - 4:18:50 pm
32
    
 
LEIB RYAN J
CAO
JB
---
4,035
---
2/21/25
---
---
6,905
140.6
D
R
2/25/25 - 4:18:50 pm
33
    
 
ROWLAND BRYAN T R
GC
JS
$128,386
2,904
---
2/21/25
---
$44.21
5,966
-32.7
D
R
2/25/25 - 4:18:01 pm
34
    
 
ROWLAND BRYAN T R
GC
JB
---
10,561
---
2/21/25
---
---
12,395
575.8
D
R
2/25/25 - 4:18:01 pm
35
    
 
SCHWAB JOHN R
CFO
JS
$1,297,387
29,346
---
2/21/25
---
$44.21
74,941
-28.1
D
R
2/25/25 - 4:17:21 pm
36
    
 
SCHWAB JOHN R
CFO
JB
---
54,192
---
2/21/25
---
---
105,246
106.1
D
R
2/25/25 - 4:17:21 pm
37
    
 
SCHWAB JOHN R
CFO
JS
$735,207
13,124
---
2/10/25
---
$56.02
63,989
-17.0
D
R
2/12/25 - 4:13:42 pm
38
    
 
SCHWAB JOHN R
CFO
JB
---
24,009
---
2/10/25
---
---
77,113
45.2
D
R
2/12/25 - 4:13:42 pm
39
    
 
ROWLAND BRYAN T R
GC
JS
$70,025
1,250
---
2/10/25
---
$56.02
2,970
-29.6
D
R
2/12/25 - 4:12:46 pm
40
    
 
ROWLAND BRYAN T R
GC
JB
---
4,088
---
2/10/25
---
---
4,220
3,097.0
D
R
2/12/25 - 4:12:46 pm
41
    
 
LEIB RYAN J
CAO
JS
$73,978
1,281
---
1/31/25
---
$57.75
2,870
-30.9
D
R
2/4/25 - 4:14:59 pm
42
    
 
LEIB RYAN J
CAO
JB
---
4,019
---
1/31/25
---
---
4,151
3,044.7
D
R
2/4/25 - 4:14:59 pm
43
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
S
$4,067,286
72,000
1/22/25
1/23/25
$56.48
$56.52
1,211,100
-5.6
D
---
1/23/25 - 6:39:49 pm
44
    
 
WESTPHAL JEFFREY
O
JS
---
450,000
---
12/31/24
---
---
7,895
-98.3
D
---
1/3/25 - 8:36:48 pm
45
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
JS
---
37,000
---
12/23/24
---
---
745,706
-4.7
D
---
12/26/24 - 6:01:26 pm
46
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
JS
---
37,000
---
12/23/24
---
---
578,074
-6.0
D
---
12/26/24 - 6:00:11 pm
47
    
 
WESTPHAL JEFFREY
O
JB
---
450,000
---
12/20/24
---
---
457,895
5,699.8
D
A
1/3/25 - 8:35:09 pm
48
    
 
WESTPHAL JEFFREY
O
JB
---
450,000
---
12/20/24
---
---
457,895
5,699.8
D
---
12/26/24 - 10:48:41 am
49
    
 
SCHWAB JOHN R
CFO
OS
$1,060,932
20,000
---
12/17/24
---
$53.05
53,104
-27.4
D
---
12/18/24 - 4:13:21 pm
50
    
 
SCHWAB JOHN R
CFO
OE
$94,000
20,000
---
12/17/24
---
$4.70
73,104
37.7
D
---
12/18/24 - 4:13:21 pm
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