Vertex, Inc.
A maker of indirect-tax software that helps businesses calculate and file sales, use, and value-added taxes across dozens of countries. Born in 1978 in a Pennsylvania garage as a tax-table publisher, it grew into one of the world's largest tax-technology companies. Its name comes from geometry — the vertex where two lines meet, a nod to where commerce and tax converge.
Bought 397.7K
Granted 339.8K · Sold 6.5K
Bought 10.0K
Granted 15.6K · Bought 40.0K
Granted 15.6K
Granted 94.1K
Granted 15.6K
Granted 15.6K
Bought 60.0K
Granted 15.6K
Granted 15.6K
Granted 15.6K
Granted 17.6K
Granted 10.4K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Westphal JeffreySee Remarks · 2 transactions | -33.1% | 2.25M | — | 397.7K | — |
| DeStefano DavidDirector · 10 transactions | +15.6% | 1.47M | 339.8K | — | 6.5K |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner · 1 transaction | +0.8% | 1.22M | — | 10.0K | — |
| Andersen Eric C.Director · 2 transactions | +50.4% | 166.0K | 15.6K | 40.0K | — |
| Radcliffe Amanda WestphalDirector, 10% owner · 1 transaction | +10.9% | 159.0K | 15.6K | — | — |
| Schwab John RCHIEF FINANCIAL OFFICER · 8 transactions | +65.9% | 148.7K | 94.1K | — | — |
| Gayton Bradley MDirector · 1 transaction | +29.6% | 68.5K | 15.6K | — | — |
| Thompson Stefanie WestphalDirector, 10% owner · 1 transaction | +30.4% | 67.0K | 15.6K | — | — |
| Young Christopher DavidPresident and CEO, Director · 1 transaction | — | 60.0K | — | 60.0K | — |
| Saunders Philip SethDirector · 1 transaction | +44.7% | 50.6K | 15.6K | — | — |
| Stamm John RichardDirector · 1 transaction | +91.7% | 32.7K | 15.6K | — | — |
| Mendola Mark JDirector · 1 transaction | +293.6% | 21.0K | 15.6K | — | — |
| Rowland Bryan T.R.GENERAL COUNSEL · 8 transactions | -66.2% | 14.6K | 17.6K | — | — |
| Leib Ryan JChief Accounting Officer · 6 transactions | — | 7.2K | 10.4K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last year: +501.3K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.