| $255M | ||
| $48M | ||
| $38M | ||
| $37M | ||
| $34M | ||
| $34M |
Buys | $6,518,965 | 5 | 83 |
Sells | $82,365 | 1 | 17 |
| Westphal Jeffrey | See Remarks | 2 | $5.12M | 0 | $0 | $5.12M |
| Young Christopher David | President and CEO | 1 | $730,794 | 0 | $0 | $730,794 |
| ANDERSEN ERIC C. | director | 1 | $516,400 | 0 | $0 | $516,400 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 1 | $150,477 | 0 | $0 | $150,477 |
| DeStefano David | director | 0 | $0 | 1 | $82,365 | $-82,365 |
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through …
Over the last 12 months, insiders at Vertex, Inc. have bought $6.52M and sold $82,365 worth of Vertex, Inc. stock.
On average, over the past 5 years, insiders at Vertex, Inc. have bought $2.34M and sold $196.62M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Westphal Jeffrey (See Remarks) — $5.12M. Young Christopher David (President and CEO) — $730,794. ANDERSEN ERIC C. (director) — $516,400.
The last purchase of 10,000 shares for transaction amount of $150,477 was made by ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10 percent owner) on 2026‑03‑09.
| 2026-05-28 | Sale | DeStefano David | director | 6,460 0.004% | $12.75 | $82,365 | +0.91% | |
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 10,000 0.0062% | $15.05 | $150,477 | -14.76% | ||
| 2026-02-23 | Young Christopher David | President and CEO | 60,000 0.0381% | $12.18 | $730,794 | +6.32% | ||
| 2026-02-20 | ANDERSEN ERIC C. | director | 40,000 0.0254% | $12.91 | $516,400 | +0.39% | ||
| 2026-02-17 | Westphal Jeffrey | See Remarks | 150,000 0.0955% | $12.53 | $1.88M | +3.57% | ||
| 2026-02-13 | Westphal Jeffrey | See Remarks | 247,740 0.1593% | $13.08 | $3.24M | +0.16% | ||
| 2025-06-24 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 14,425 0.0091% | $35.24 | $508,389 | -44.34% | |
| 2025-06-23 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 510 0.0003% | $35.00 | $17,850 | -43.70% | |
| 2025-06-20 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 8,832 0.0058% | $35.12 | $310,172 | -41.95% | |
| 2025-06-18 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 157,874 0.1008% | $35.93 | $5.67M | -44.45% | |
| 2025-06-17 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 145,111 0.0921% | $37.16 | $5.39M | -46.48% | |
| 2025-06-16 | Sale | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | 78,248 0.0492% | $36.87 | $2.88M | -46.58% | |
| 2025-06-09 | Sale | Westphal Jeffrey | See Remarks | 332,244 0.1982% | $38.45 | $12.77M | -51.24% | |
| 2025-05-13 | Sale | DeStefano David | PRESIDENT & CEO | 109,415 0.0686% | $37.70 | $4.12M | -46.53% | |
| 2025-05-13 | Sale | Leib Ryan J | Chief Accounting Officer | 5,755 0.0036% | $38.00 | $218,690 | -46.53% | |
| 2025-05-12 | Sale | DeStefano David | PRESIDENT & CEO | 363,116 0.2286% | $37.32 | $13.55M | -45.71% | |
| 2025-03-19 | Sale | Rowland Bryan T.R. | GENERAL COUNSEL | 43,228 0.027% | $35.98 | $1.56M | -31.06% | |
| 2025-03-04 | Gayton Bradley M | director | 9,400 0.0058% | $31.85 | $299,382 | -21.11% | ||
| 2025-01-23 | Sale | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 18,157 0.0116% | $56.52 | $1.03M | -42.32% | |
| 2025-01-22 | Sale | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 53,843 0.0345% | $56.48 | $3.04M | -41.66% |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 1221100 0.7528% | $18.63M | 1 | 15 | |
| Westphal Jeffrey | See Remarks | 397740 0.2452% | $6.07M | 2 | 38 | |
| ANDERSEN ERIC C. | director | 150341 0.0927% | $2.29M | 1 | 5 | |
| Young Christopher David | President and CEO | 60000 0.037% | $915,600.00 | 1 | 0 | |
| Radcliffe Amanda Westphal | 108424 0.0668% | $1.65M | 2 | 0 | +6.6% | |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | 53104 0.0327% | $810,367.04 | 1 | 9 | +5.01% |
| Gayton Bradley M | director | 47535 0.0293% | $725,384.10 | 1 | 0 | <0.0001% |
| Robert Kevin L | director | 23936 0.0148% | $365,263.36 | 1 | 7 | +5.01% |
| Butler Lisa | CHIEF ACCOUNTING OFFICER | 250 0.0002% | $3,815.00 | 1 | 15 | +5.01% |
$81,551,296 | 260 | 6.39% | $3.38B | |
$1,702,383,638 | 164 | -24.21% | $2.55B | |
$17,961,727 | 123 | 11.41% | $2.09B | |
$12,052,963 | 53 | 54.07% | $2.44B | |
$201,368,276 | 35 | 4.97% | $3.69B |
| Increased Positions | 122 | +40.26% | 17M | +20.36% |
| Decreased Positions | 140 | -46.2% | 18M | -21.23% |
| New Positions | 41 | New | 2M | New |
| Sold Out Positions | 55 | Sold Out | 7M | Sold Out |
| Total Postitions | 285 | -5.94% | 84M | -0.87% |
| Vanguard Group Inc | $159,439.00 | 10.89% | 8.39M | +689,143 | +8.95% | 2025-09-30 |
| Blackrock, Inc. | $101,067.00 | 6.91% | 5.32M | -507,475 | -8.71% | 2025-09-30 |
| Tensile Capital Management Lp | $72,322.00 | 4.94% | 3.8M | +160,559 | +4.41% | 2025-09-30 |
| Massachusetts Financial Services Co /Ma/ | $67,826.00 | 4.63% | 3.57M | +2M | +231.03% | 2025-09-30 |
| Brown Advisory Inc | $58,568.00 | 4% | 3.08M | +3M | New | 2025-09-30 |
| Neuberger Berman Group Llc | $56,813.00 | 3.88% | 2.99M | -177,908 | -5.62% | 2025-09-30 |
| Geneva Capital Management Llc | $55,754.00 | 3.81% | 2.93M | -84,851 | -2.81% | 2025-09-30 |
| Wasatch Advisors Lp | $51,869.00 | 3.54% | 2.73M | +229,774 | +9.2% | 2025-09-30 |
| Conestoga Capital Advisors, Llc | $48,342.00 | 3.3% | 2.54M | -855,435 | -25.17% | 2025-09-30 |
| Wellington Management Group Llp | $41,090.00 | 2.81% | 2.16M | +937,905 | +76.65% | 2025-09-30 |