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Vertex, Inc. (VERX)  
$35.34 0.84 (2.45%) as of 4:30 Mon 6/30


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  Company Roster

Total Insiders  : 24  
Total Direct Shares :
5,112,109
Total Indirect Shares :
5,600,331
 
% Held by Insiders:
3.29%
 
12 other people own 
 $12,788,055 Andersen Eric C.
 $3,898,899 Radcliffe Amanda Westphal
 $5,066,756 Item Second Irr. Trust Fb...
 $6,115,570 Item Second Irr. Trust Fb...
 $10,600,500 Item Second Irr. Trust Fb...
 $14,134,000 Item Second Irr. Trust Fb...
 $21,201,000 Item Second Irr. Trust Fb...
 $26,349,522 Destefano David
 $37,687,852 Item Second Irr. Trust Fb...
 $42,794,219  
 
Filer's Name Relation Direct Date   Direct Shares Indirect Date Indirect Shares
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER, 10% Owner 2025-06-24 173,074 2022-11-16 0
   Saunders Philip Seth 2025-06-11 34,968 2022-06-14 0
   Andersen Eric C. 2025-06-11 110,341 0
   Radcliffe Amanda Westphal 2025-06-11 143,392 0
   Gayton Bradley M 2025-06-11 52,862 2021-05-11 0
   Stamm John Richard 2025-06-11 17,047 0
   Thompson Stefanie Westphal 2025-06-11 51,357 0
   Mendola Mark J 2025-06-11 5,327 2025-06-11 0
   Westphal Jeffery See Remarks 2025-06-09 7,895 2025-06-09 0
   Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a 2025-05-20 600,000 2025-05-20 0
   Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of 2025-05-20 400,000 2025-05-20 0
   2020 Irrevocable Trust For Benefit Of Constance A. 2025-05-20 22,500 2025-05-20 0
   Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of 2025-05-20 300,000 2025-05-20 0
   Leib Ryan J 2025-05-13 0 2025-01-31 0
   Destefano David 2025-05-13 1,066,587 2025-05-13 204,032
   Rowland Bryan T.r. 2025-03-19 132 0
   Schwab John R 2025-02-28 89,624 0
   Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of 10% Owner 2025-01-23 1,211,100 2023-11-06 0
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER, 10% Owner 2024-12-23 745,706 2022-11-16 0
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER, 10% Owner 2024-03-27 0 2023-10-04 0
   Butler Lisa 2024-03-14 250 0
   Robert Kevin L 2023-12-15 23,936 0
   Kyle Terrence Director 2021-05-11 56,011 0
   Tensile Capital Management Lp 0 2023-11-10 5,396,299
24 Records found