List of insiders holdings for Vertex Inc.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| Radcliffe Amanda Westphal Director 10% Owner | 2024-11-13 17:30:19 | 33,267,767 0 | 33,267,767 | Form 13G |
| Westphal Jeffrey See Remarks | 2024-12-16 20:15:00 | 845,895 4,125,927 | 4,971,822 | Form 4 |
| Tensile Capital Management LP 10% Owner | 2024-11-14 16:31:49 | 4,053,550 0 | 4,053,550 | Form 13G |
| THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE u/a of AMANDA W RADCLIFFE dated May 15 2015 13(d) Group Member 10% Owner | 2020-07-29 21:59:48 | 2,643,639 0 | 2,643,639 | Form 3 |
| ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001 13(d) Group Member 10% Owner | 2020-07-29 21:59:50 | 2,643,639 0 | 2,643,639 | Form 3 |
| ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001 13(d) Group Member 10% Owner | 2020-07-29 21:03:45 | 2,643,639 0 | 2,643,639 | Form 3 |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 2020-07-29 21:52:31 | 1,981,224 0 | 1,981,224 | Form 3 |
| ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 2020-07-29 21:55:36 | 1,968,066 0 | 1,968,066 | Form 3 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 2020-07-29 21:04:49 | 1,941,750 0 | 1,941,750 | Form 3 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 2020-07-29 21:05:40 | 1,941,750 0 | 1,941,750 | Form 3 |
| DeStefano David PRESIDENT & CEO | 2024-12-12 18:14:00 | 1,710,298 204,032 | 1,914,330 | Form 4 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 10% Owner | 2024-12-11 18:00:12 | 1,283,100 0 | 1,283,100 | Form 4 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 2024-11-12 18:00:43 | 782,706 0 | 782,706 | Form 4 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 2024-11-12 18:00:10 | 615,074 0 | 615,074 | Form 4 |
| SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 2024-12-18 16:13:21 | 414,577 0 | 414,577 | Form 4 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 13(d) Group Member 10% Owner | 2020-07-29 21:10:33 | 105,263 0 | 105,263 | Form 3 |
| ANDERSEN ERIC C. Director | 2024-08-15 16:40:37 | 105,014 0 | 105,014 | Form 4 |
| Kyle Terrence Director | 2021-11-12 16:21:37 | 57,429 0 | 57,429 | Form 4/A |
| Thompson Stefanie Westphal Director 10% Owner | 2024-06-14 16:17:51 | 46,030 0 | 46,030 | Form 4 |
| Gayton Bradley M Director | 2024-06-14 16:16:50 | 38,135 0 | 38,135 | Form 4 |
| Leib Ryan J Chief Accounting Officer | 2024-03-20 16:17:45 | 32,218 0 | 32,218 | Form 3 |
| Saunders Philip Seth Director | 2024-06-14 16:18:21 | 29,641 0 | 29,641 | Form 4 |
| Robert Kevin L Director | 2023-12-19 16:17:00 | 23,936 0 | 23,936 | Form 4 |
| Stamm John Richard Director | 2024-12-10 16:19:53 | 11,720 0 | 11,720 | Form 4 |
| Rowland Bryan T.R. GENERAL COUNSEL | 2024-11-27 16:17:23 | 1,007 0 | 1,007 | Form 4 |
| Butler Lisa CHIEF ACCOUNTING OFFICER | 2024-03-18 16:27:39 | 250 0 | 250 | Form 4 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 2024-03-28 18:01:27 | 0.294 0 | 0.294 | Form 4 |