Vertex, Inc.
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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.
0.75% Convertible Senior Notes due May 1, 2029
Sold 3.00M
Sold 470.4K
Bought 397.7K · Sold 13.49M
Granted 3.31M · Sold 1.16M
Bought 10.0K · Sold 1.38M
Sold 1.41M
Sold 1.70M
Granted 188.7K · Bought 40.0K · Sold 160.0K
Granted 26.7K
Granted 310.0K · Sold 80.0K
Granted 26.7K · Bought 9.4K
Granted 26.7K
Bought 60.0K
Granted 26.7K
Granted 50.2K · Sold 48.8K
Sold 8.5K
Granted 21.0K
Granted 204.3K · Sold 183.4K
Granted 18.4K · Sold 5.8K
Granted 11.9K · Sold 8.3K
Sold 281.5K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Westphal Jeffery10% owner · 3 transactions | -40% | 16.72Mas of Dec 2023 | — | — | 3.00M |
| Tensile Capital Management LP10% owner · 7 transactions | — | 11.08Mas of Nov 2023 | — | — | 470.4K |
| Westphal JeffreySee Remarks · 22 transactions | — | 2.25M | — | 397.7K | 13.49M |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 200110% owner, 13(d) Group Member · 1 transaction | — | 1.98Mas of May 2025 | — | — | — |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 200110% owner, 13(d) Group Member · 1 transaction | — | 1.94Mas of May 2025 | — | — | — |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 200110% owner, 13(d) Group Member · 1 transaction | — | 1.94Mas of May 2025 | — | — | — |
| DeStefano DavidDirector · 55 transactions | — | 1.47M | 3.31M | — | 1.16M |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner · 16 transactions | -52.8% | 1.22M | — | 10.0K | 1.38M |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner, 13(D) GROUP MEMBER · 39 transactions | +645.7% | 745.7Kas of Dec 2024 | — | — | 1.41M |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner, 13(D) GROUP MEMBER · 43 transactions | +73.1% | 173.1Kas of Jun 2025 | — | — | 1.70M |
| Andersen Eric C.Director · 10 transactions | +70.6% | 166.0K | 188.7K | 40.0K | 160.0K |
| Radcliffe Amanda WestphalDirector, 10% owner · 3 transactions | +20.1% | 159.0K | 26.7K | — | — |
| Schwab John RCHIEF FINANCIAL OFFICER · 30 transactions | +537.7% | 148.7K | 310.0K | — | 80.0K |
| 2020 Irrevocable Trust For Benefit Of Constance A. Thompson10% owner, 13(d) Group Member · 1 transaction | — | 112.6Kas of May 2025 | — | — | — |
| Gayton Bradley MDirector · 5 transactions | +111.2% | 68.5K | 26.7K | 9.4K | — |
| Thompson Stefanie WestphalDirector, 10% owner · 3 transactions | +66.1% | 67.0K | 26.7K | — | — |
| Young Christopher DavidPresident and CEO, Director · 1 transaction | — | 60.0K | — | 60.0K | — |
| Saunders Philip SethDirector · 3 transactions | +111.4% | 50.6K | 26.7K | — | — |
| Stamm John RichardDirector · 14 transactions | +0.8% | 32.7K | 50.2K | — | 48.8K |
| Robert Kevin LDirector · 1 transaction | -26.2% | 23.9Kas of Dec 2023 | — | — | 8.5K |
| Mendola Mark JDirector · 2 transactions | — | 21.0K | 21.0K | — | — |
| Rowland Bryan T.R.GENERAL COUNSEL · 36 transactions | -82.9% | 14.6K | 204.3K | — | 183.4K |
| Leib Ryan JChief Accounting Officer · 11 transactions | — | 7.2K | 18.4K | — | 5.8K |
| Butler LisaCHIEF ACCOUNTING OFFICER · 7 transactions | -97.6% | 250as of Mar 2024 | 11.9K | — | 8.3K |
| 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% owner, 13(D) GROUP MEMBER · 17 transactions | — | 0.29as of Mar 2024 | — | — | 281.5K |
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 3 years: -22.86M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.