Vertex, Inc. (VERX) has 20 known insider and institutional holders on record. The largest holder is Tensile Capital Management LP with 5,403,233 shares. Other notable holders include ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 and Westphal Jeffery.
Over the last 12 months, insiders have made 43 transactions in VERX stock — 19 buys (valued at $6.37M) and 7 sells (valued at $15M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
VERX Insider Ownership
Top Holder
Tensile Capital Management LP
5,403,233 shares
Buys (12 mo)
19
$6.37M value
Sells (12 mo)
7
$15M value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Tensile Capital Management Lp |
10 Percent Owner |
5,403,233 |
2023-11-13 |
|
| 2 |
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner |
1,221,100 |
2026-03-09 |
|
| 3 |
Westphal Jeffery |
10 Percent Owner |
838,000 |
2023-12-11 |
|
| 4 |
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
745,706 |
2024-12-26 |
|
| 5 |
Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
600,000 |
2025-05-22 |
|
| 6 |
Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
400,000 |
2025-05-22 |
|
| 7 |
Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
300,000 |
2025-05-22 |
|
| 8 |
Westphal Jeffrey |
Other: See Remarks |
247,740 |
2026-02-18 |
|
| 9 |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
188,009 |
2025-06-24 |
|
| 10 |
Andersen Eric C. |
Director |
150,341 |
2026-02-23 |
|
| 11 |
Radcliffe Amanda Westphal |
10 Percent Owner |
143,392 |
2025-06-13 |
|
| 12 |
Destefano David |
Director |
101,396 |
2026-02-25 |
|
| 13 |
Young Christopher David |
President and CEO |
60,000 |
2026-02-25 |
|
| 14 |
Kyle Terrence |
Officer |
57,429 |
2021-11-12 |
|
| 15 |
Gayton Bradley M |
Director |
52,862 |
2025-06-13 |
|
| 16 |
Thompson Stefanie Westphal |
10 Percent Owner |
51,357 |
2025-06-13 |
|
| 17 |
Saunders Philip Seth |
Director |
34,968 |
2025-06-13 |
|
| 18 |
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan |
10 Percent Owner, Other: 13(d) Group Member |
30,692 |
2024-03-28 |
|
| 19 |
Schwab John R |
Chief Financial Officer |
30,305 |
2026-02-25 |
|
| 20 |
Robert Kevin L |
Director |
23,936 |
2023-12-19 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-09 |
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner |
Informative Sell |
10,000 |
$15.05 |
$150.48K |
| 2026-02-24 |
Destefano David |
Director |
Option Exercise (Sell) |
109,233 |
- |
- |
| 2026-02-23 |
Destefano David |
Director |
Option Exercise (Sell) |
101,395 |
- |
- |
| 2026-02-23 |
Young Christopher David |
President and CEO |
Informative Buy |
60,000 |
$12.18 |
$730.79K |
| 2026-02-23 |
Rowland Bryan T.r. |
General Counsel |
Option Exercise (Sell) |
6,428 |
- |
- |
| 2026-02-23 |
Schwab John R |
Chief Financial Officer |
Option Exercise (Sell) |
30,305 |
- |
- |
| 2026-02-20 |
Destefano David |
Director |
Option Exercise (Sell) |
44,014 |
- |
- |
| 2026-02-20 |
Leib Ryan J |
Chief Accounting Officer |
Tax Withholding of RSU |
1,263 |
$12.74 |
$16.09K |
| 2026-02-20 |
Rowland Bryan T.r. |
General Counsel |
Tax Withholding of RSU |
1,259 |
$12.74 |
$16.04K |
| 2026-02-20 |
Schwab John R |
Chief Financial Officer |
Option Exercise (Sell) |
15,878 |
- |
- |
| 2026-02-19 |
Leib Ryan J |
Chief Accounting Officer |
RSU Award |
33,891 |
- |
- |
| 2026-02-19 |
Rowland Bryan T.r. |
General Counsel |
RSU Award |
43,443 |
- |
- |
| 2026-02-20 |
Andersen Eric C. |
Director |
Informative Buy |
40,000 |
$12.91 |
$516.4K |
| 2026-02-19 |
Schwab John R |
Chief Financial Officer |
RSU Award |
269,399 |
- |
- |
| 2026-02-17 |
Westphal Jeffrey |
Other: See Remarks |
Informative Buy |
150,000 |
$12.53 |
$1.88M |
| 2026-02-13 |
Westphal Jeffrey |
Other: See Remarks |
Informative Buy |
247,740 |
$13.08 |
$3.24M |
| 2026-02-10 |
Rowland Bryan T.r. |
General Counsel |
Option Exercise (Sell) |
4,088 |
- |
- |
| 2026-02-10 |
Schwab John R |
Chief Financial Officer |
Option Exercise (Sell) |
24,010 |
- |
- |
| 2026-01-30 |
Leib Ryan J |
Chief Accounting Officer |
Tax Withholding of RSU |
1,359 |
$18.55 |
$25.21K |
| 2025-12-01 |
Young Christopher David |
President and CEO |
RSU Award |
1,300,728 |
- |
- |
| 2025-11-10 |
Young Christopher David |
Officer |
Unknown |
- |
- |
- |
| 2025-06-24 |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
Informative Sell |
14,425 |
$35.24 |
$508.39K |
| 2025-06-23 |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
Informative Sell |
510 |
$35.00 |
$17.85K |
| 2025-06-20 |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
Informative Sell |
8,832 |
$35.12 |
$310.17K |
| 2025-06-18 |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 |
10 Percent Owner, Other: 13(d) Group Member |
Informative Sell |
157,874 |
$35.93 |
$5.67M |
