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Vertex, Inc. (VERX)  
$23.24 1.87 (7.45%) as of 4:30 Wed 10/29


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Exchange: N/A
Security Type: Common
Shares Out: 155,520,000
Market Cap: 3.61(B)
Last Volume: 0 Avg Vol: 0
52 Week Range: $23.87 - $58.95
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:
   

Rankings:
     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   Vertex is a provider of enterprise tax technology solutions. Co.'s solutions automate the end-to-end indirect tax processes for companies with tax operations and audit risk. Co.'s software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations to business applications. Co.'s communications solution supports the determination of taxes, surcharges and fees affecting providers of communication services, including wireless, voice-over-IP, satellite, internet and video and audio streaming services. Co. also provides implementation services which include configuration and data migration.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 9,400 9,400
Total Buy Value $0 $0 $299,382 $299,382
Total People Bought 0 0 1 1
Total Buy Transactions 0 0 1 1
Total Shares Sold 0 3,883,286 7,384,456 20,975,773
Total Sell Value $0 $148,032,536 $323,612,166 $756,466,776
Total People Sold 0 4 9 14
Total Sell Transactions 0 10 31 147
End Date 2025-07-31 2025-04-29 2024-10-29 2023-10-30

   
Records found: 437
  Page 1 of 18  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-24 4 S $35.24 $508,389 D/D (14,425) 173,074 34%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-23 4 S $35.00 $17,850 D/D (510) 187,499 34%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-20 4 S $35.12 $310,172 D/D (8,832) 188,009 26%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-18 4 S $35.93 $5,672,634 D/D (157,874) 196,841 28%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-17 4 S $37.16 $5,392,470 D/D (145,111) 354,715 31%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2025-06-16 4 S $36.87 $2,884,722 D/D (78,248) 499,826 32%     
   Thompson Stefanie Westphal   –       •       •   2025-06-11 4 A $0.00 $0 D/D 5,327 51,357     -
   Gayton Bradley M   –       •      –    2025-06-11 4 A $0.00 $0 D/D 5,327 52,862     -
   Radcliffe Amanda Westphal   –       •       •   2025-06-11 4 A $0.00 $0 D/D 5,327 143,392     -
   Mendola Mark J   –       •      –    2025-06-11 4 A $0.00 $0 D/D 5,327 5,327     -
   Saunders Philip Seth   –       •      –    2025-06-11 4 A $0.00 $0 D/D 5,327 34,968     -
   Stamm John Richard   –       •      –    2025-06-11 4 A $0.00 $0 D/D 5,327 17,047     -
   Andersen Eric C.   –       •      –    2025-06-11 4 A $0.00 $0 D/D 5,327 110,341     -
   Westphal Jeffery See Remarks   –       –      –    2025-06-09 4 S $38.45 $115,350,000 I/I (3,000,000) 0 40%     
   Westphal Jeffery See Remarks   –       –      –    2025-06-09 4 A $0.00 $0 I/I 3,000,000 332,244     -
   Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of 13(d) Group Member   –       –       •   2025-05-20 4 A $0.00 $0 D/D 400,000 400,000     -
   2020 Irrevocable Trust For Benefit Of Constance A. 13(d) Group Member   –       –       •   2025-05-20 4 A $0.00 $0 D/D 22,500 22,500     -
   Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of 13(d) Group Member   –       –       •   2025-05-20 4 A $0.00 $0 D/D 300,000 300,000     -
   Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a 13(d) Group Member   –       –       •   2025-05-20 4 A $0.00 $0 D/D 600,000 600,000     -
   Destefano David PRESIDENT & CEO   •       •      –    2025-05-13 4 S $37.27 $4,124,402 D/D (109,415) 1,066,587 32%     
   Destefano David PRESIDENT & CEO   •       •      –    2025-05-13 4 OE $3.73 $696,731 D/D 186,591 1,176,002     -
   Leib Ryan J Chief Accounting Officer   •       –      –    2025-05-13 4 S $38.00 $218,690 D/D (5,755) 0 32%     
   Destefano David PRESIDENT & CEO   •       •      –    2025-05-12 4 S $37.18 $13,553,207 D/D (363,116) 989,411 33%     
   Destefano David PRESIDENT & CEO   •       •      –    2025-05-12 4 OE $2.50 $5,341,806 D/D 561,195 1,352,527     -
   Rowland Bryan T.r. GENERAL COUNSEL   •       –      –    2025-03-19 4 AS $35.68 $1,555,515 D/D (43,228) 132 -8%     
  437 Records found
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  Page 1 of 18
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
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