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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: 3/6/26 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
$15.25 $42.44 $11.87 $2,439 78 2,063 0.0% 10.0% 111.13% 7.84%
Exch Sector Industry Sub-Industry
NasdaqGM Services Business Services Services- Prepackaged Software
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#
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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
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
B
$150,477
10,000
---
3/9/26
---
$15.05
1,221,100
0.8
D
---
3/9/26 - 7:43:13 pm
2
    
 
DESTEFANO DAVID
DIR
JS
$689,295
51,983
---
2/24/26
---
$13.26
1,255,517
-4.0
D
R
2/26/26 - 4:18:44 pm
3
    
 
DESTEFANO DAVID
DIR
JB
---
109,233
---
2/24/26
---
---
1,307,500
9.1
D
R
2/26/26 - 4:18:44 pm
4
    
 
YOUNG CHRISTOPHER DAVID
PR,CEO,DIR
B
$730,794
60,000
---
2/23/26
---
$12.18
60,000
New
I
---
2/25/26 - 4:15:34 pm
5
    
 
DESTEFANO DAVID
DIR
JS
$566,757
47,112
---
2/23/26
---
$12.03
1,198,267
-3.8
D
R
2/25/26 - 4:14:21 pm
6
    
 
DESTEFANO DAVID
DIR
JB
---
101,395
---
2/23/26
---
---
1,245,379
8.9
D
R
2/25/26 - 4:14:21 pm
7
    
 
ROWLAND BRYAN T R
GC
JS
$21,269
1,768
---
2/23/26
---
$12.03
12,872
-12.1
D
R
2/25/26 - 4:13:37 pm
8
    
 
ROWLAND BRYAN T R
GC
JB
---
6,428
---
2/23/26
---
---
14,640
78.3
D
R
2/25/26 - 4:13:37 pm
9
    
 
SCHWAB JOHN R
CFO
JS
$197,424
16,411
---
2/23/26
---
$12.03
132,271
-11.0
D
R
2/25/26 - 4:12:57 pm
10
    
 
SCHWAB JOHN R
CFO
JB
---
30,305
---
2/23/26
---
---
148,682
25.6
D
R
2/25/26 - 4:12:57 pm
11
    
 
DESTEFANO DAVID
DIR
JS
$461,545
36,228
---
2/20/26
---
$12.74
1,112,493
-3.2
D
R
2/24/26 - 4:26:59 pm
12
    
 
DESTEFANO DAVID
DIR
JB
---
113,541
---
2/20/26
---
---
1,156,507
10.9
D
R
2/24/26 - 4:26:59 pm
13
    
 
SCHWAB JOHN R
CFO
JS
$274,343
21,534
---
2/20/26
---
$12.74
111,097
-16.2
D
R
2/24/26 - 4:26:05 pm
14
    
 
SCHWAB JOHN R
CFO
JB
---
39,766
---
2/20/26
---
---
126,975
45.6
D
R
2/24/26 - 4:26:05 pm
15
    
 
ROWLAND BRYAN T R
GC
JS
$28,474
2,235
---
2/20/26
---
$12.74
6,213
-26.5
D
R
2/24/26 - 4:25:25 pm
16
    
 
ROWLAND BRYAN T R
GC
JB
---
7,108
---
2/20/26
---
---
9,188
341.7
D
R
2/24/26 - 4:25:25 pm
17
    
 
LEIB RYAN J
CAO
JS
$26,053
2,045
---
2/20/26
---
$12.74
5,892
-25.8
D
R
2/24/26 - 4:24:52 pm
18
    
 
LEIB RYAN J
CAO
JB
---
6,348
---
2/20/26
---
---
8,205
341.8
D
R
2/24/26 - 4:24:52 pm
19
1w
1
100%
20%
2
ANDERSEN ERIC C
DIR
B
$516,400
40,000
---
2/20/26
---
$12.91
150,341
36.3
D
---
2/23/26 - 4:47:08 pm
20
    
 
WESTPHAL JEFFREY
O
B
$5,121,294
397,740
2/13/26
2/17/26
---
$12.53
397,740
New
I
---
2/18/26 - 5:22:20 pm
21
    
 
ROWLAND BRYAN T R
GC
JS
$19,954
1,341
---
2/10/26
---
$14.88
3,339
-28.7
D
R
2/12/26 - 4:18:11 pm
22
    
 
ROWLAND BRYAN T R
GC
JB
---
4,088
---
2/10/26
---
---
4,680
690.5
D
R
2/12/26 - 4:18:11 pm
23
    
 
SCHWAB JOHN R
CFO
JS
$200,716
13,489
---
2/10/26
---
$14.88
100,145
-11.9
D
R
2/12/26 - 4:17:31 pm
24
    
 
SCHWAB JOHN R
CFO
JB
---
24,010
---
2/10/26
---
---
113,634
26.8
D
R
2/12/26 - 4:17:31 pm
25
    
 
LEIB RYAN J
CAO
JS
$25,209
1,359
---
1/30/26
---
$18.55
3,120
-30.3
D
R
2/3/26 - 4:15:42 pm
26
    
 
LEIB RYAN J
CAO
JB
---
4,019
---
1/30/26
---
---
4,479
873.7
D
R
2/3/26 - 4:15:42 pm
27
    
 
YOUNG CHRISTOPHER DAVID
PR,CEO,DIR
3
---
---
---
11/10/25
---
---
---
---
---
---
11/10/25 - 4:31:01 pm
28
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$508,389
14,425
---
6/24/25
---
$35.24
173,074
-7.7
D
---
6/24/25 - 6:11:01 pm
29
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$328,022
9,342
6/20/25
6/23/25
---
$35.00
187,499
-4.7
D
---
6/24/25 - 6:11:01 pm
30
    
 
GAYTON BRADLEY M
DIR
JB
---
5,327
---
6/11/25
---
---
52,862
11.2
D
R
6/13/25 - 4:29:09 pm
31
    
 
STAMM JOHN RICHARD
DIR
JB
---
5,327
---
6/11/25
---
---
17,047
45.5
D
R
6/13/25 - 4:28:40 pm
32
    
 
RADCLIFFE AMANDA WESTPHAL
DIR,BO
JB
---
5,327
---
6/11/25
---
---
143,392
3.9
D
R
6/13/25 - 4:28:13 pm
33
    
 
THOMPSON STEFANIE WESTPHAL
DIR,BO
JB
---
5,327
---
6/11/25
---
---
51,357
11.6
D
R
6/13/25 - 4:27:48 pm
34
    
 
SAUNDERS PHILIP SETH
DIR
JB
---
5,327
---
6/11/25
---
---
34,968
18.0
D
R
6/13/25 - 4:27:19 pm
35
    
 
ANDERSEN ERIC C
DIR
JB
---
5,327
---
6/11/25
---
---
110,341
5.1
D
R
6/13/25 - 4:26:51 pm
36
    
 
MENDOLA MARK J
DIR
JB
---
5,327
---
6/11/25
---
---
5,327
New
D
R
6/13/25 - 4:26:19 pm
37
    
 
MENDOLA MARK J
DIR
3
---
---
---
6/11/25
---
---
---
---
---
---
6/11/25 - 4:12:24 pm
38
    
 
WESTPHAL JEFFREY
O
JS*
$115,350,000
3,000,000
---
6/9/25
---
$38.45
---
All
I
---
6/11/25 - 3:21:46 pm
39
    
 
WESTPHAL JEFFREY
O
JB
---
3,000,000
---
6/9/25
---
---
1,514,000
---
I
---
6/11/25 - 3:21:46 pm
40
    
 
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
41
    
 
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
42
    
 
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
43
    
 
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
44
9m
1
100%
-67%
2
LEIB RYAN J
CAO
S
$218,690
5,755
---
5/13/25
---
$38.00
---
All
D
---
5/14/25 - 4:30:03 pm
45
    
 
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
46
    
 
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
47
    
 
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
48
    
 
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
49
1y
1
0%
-53%
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
50
    
 
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
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