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Company profile

Vertex, Inc. Insider Trading

VERX

Every SEC Form 4 insider trading filing for Vertex, Inc. (VERX) since April 2023: open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?

Exchange
Nasdaq
Sector
Services-Prepackaged Software
CIK
0001806837
Filings
201
Insiders
24
Last filing
2026-06-10
SEC EDGAR ↗Yahoo Finance ↗Finviz ↗Stock Analysis ↗

Activity summary

No insider transactions in the last 30 days. The most recent was on June 10, 2026, when Mark J Mendola bought 15,638 shares. 201 filings from 24 insiders are on record below.

Three year balance

Buy and sell value by quarter, Q3 23 to Q2 26. Vertex, Inc. insiders are net sellers across the period shown.

PurchasesSales
Q3 23Q4 23Q1 24Q2 24Q3 24$277.5MQ4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $277.5M.

No insider activity recorded for VERX in the last 90 days.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValueReturn
Jun 10, 2026Mark J MendolaVERX
Award
15,638——+7.8% 3m
Jun 10, 2026John Richard StammVERX
Award
15,638——+7.8% 3m
Jun 10, 2026David DeStefanoVERX
Award
15,638——+7.8% 3m
Jun 10, 2026Amanda Westphal RadcliffeVERX
Award
15,638——+7.8% 3m
Jun 10, 2026Stefanie Westphal ThompsonVERX
Award
15,638——+7.8% 3m

45 more transactions hidden

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Top insiders

By total value filed.

David DeStefanoPRESIDENT & CEO5 filings−$1.8M
Christopher David YoungEVP, Business Development1 filing+$731K
Eric C. Andersen1 filing+$516K
John R SchwabCHIEF FINANCIAL OFFICER3 filings−$472K
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 20011 filing+$150K

Institutional Ownership

Top 13F-HR holders of Vertex, Inc. as of 2026-06-30

↓ decreasing
Total reported AUM
$192.0M
QoQ change
-78.5%
Reporting period
2026-06-30
#1
BlackRock, Inc.
CIK 0002012383
$37.3M
3.2M shares
#2
BlackRock, Inc.
CIK 0002012383
$25.9M
2.3M shares
#3
State Street Corp
CIK 0000093751
$23.6M
2.1M shares

Data source: quarterly 13F-HR filings: institutional holders report positions within 45 days of quarter end. Joined with insider activity above: see who's loading up institutionally while insiders are trading. Full 13F-HR API →

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Form4API, StockholmNot affiliated with the SEC or EDGAR. Data sourced from public EDGAR filings. Not investment advice.

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