VERX's three largest insider shareholders as of April 11, 2026 are Jeffery Westphal (TenPercentOwner, 9.05Mn shares), Capital Management Lp Tensile (TenPercentOwner, 5.69Mn shares), Capital Management Lp Tensile (TenPercentOwner, 5.66Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffery Westphal | - | 0 | 9,050,000 | 21 Nov, 2022 |
| Capital Management Lp Tensile | - | 0 | 5,686,717 | 10 Oct, 2023 |
| Capital Management Lp Tensile | - | 0 | 5,656,717 | 10 Oct, 2023 |
| Capital Management Lp Tensile | - | 0 | 5,396,299 | 13 Nov, 2023 |
| David Destefano | President Ceo | 1,255,517 | 0 | 26 Feb, 2026 |
| Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | - | 1,221,100 | 0 | 09 Mar, 2026 |
| Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | - | 745,706 | 0 | 26 Dec, 2024 |
| David Destefano | President Ceo | 703,085 | 0 | 04 Mar, 2024 |
| Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 600,000 | 0 | 22 May, 2025 |
| Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 400,000 | 0 | 22 May, 2025 |
| Jeffrey Westphal | - | 0 | 397,740 | 18 Feb, 2026 |
| Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 300,000 | 0 | 22 May, 2025 |
| David Destefano | President Ceo | 0 | 204,032 | 10 Dec, 2024 |
| Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | - | 173,074 | 0 | 24 Jun, 2025 |
| Eric C. Andersen | - | 150,341 | 0 | 23 Feb, 2026 |
| Amanda Westphal Radcliffe | - | 143,392 | 0 | 13 Jun, 2025 |
| John R Schwab | Chief Financial Officer | 132,271 | 0 | 25 Feb, 2026 |
| Eric C. Andersen | - | 112,430 | 0 | 15 Jun, 2023 |
| Christopher David Young | President And Ceo | 0 | 60,000 | 25 Feb, 2026 |
| Bradley M Gayton | - | 52,862 | 0 | 13 Jun, 2025 |
| Stefanie Westphal Thompson | - | 51,357 | 0 | 13 Jun, 2025 |
| Philip Seth Saunders | - | 34,968 | 0 | 13 Jun, 2025 |
| Kevin L Robert | - | 23,936 | 0 | 19 Dec, 2023 |
| Irrevocable Trust For Benefit Of Constance A. Thompson 2020 | - | 22,500 | 0 | 22 May, 2025 |
| John Richard Stamm | - | 17,047 | 0 | 13 Jun, 2025 |
| Bryan T.R. Rowland | General Counsel | 12,872 | 0 | 25 Feb, 2026 |
| Jeffrey Westphal | - | 7,895 | 0 | 03 Jan, 2025 |
| Ryan J Leib | Chief Accounting Officer | 7,423 | 0 | 24 Feb, 2026 |
| Mark J Mendola | - | 5,327 | 0 | 13 Jun, 2025 |
| Lisa Butler | Chief Accounting Officer | 250 | 0 | 18 Mar, 2024 |
| Irrevocable Trust For Benefit Of Nicholas A. Shuhan 2020 | - | 0 | 0 | 28 Mar, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Mar, 2026 | Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 10,000 | $15.05 | 1,221,100 | D | P |
| 24 Feb, 2026 | David Destefano | Class A Common Stock | A | 109,233 | $0.00 | 1,307,500 | D | M |
| 24 Feb, 2026 | David Destefano | Class A Common Stock | D | 51,983 | $13.26 | 1,255,517 | D | F |
| 24 Feb, 2026 | David Destefano | Restricted Stock Units | D | 109,233 | $0.00 | 0 | D | M |
| 23 Feb, 2026 | David Destefano | Class A Common Stock | A | 101,395 | $0.00 | 1,245,379 | D | M |
| 23 Feb, 2026 | Bryan T.R. Rowland | Class A Common Stock | A | 6,428 | $0.00 | 14,640 | D | M |
| 23 Feb, 2026 | John R Schwab | Class A Common Stock | A | 30,305 | $0.00 | 148,682 | D | M |
| 23 Feb, 2026 | Christopher David Young | Class A Common Stock | A | 60,000 | $12.18 | 60,000 | I | P |
| 23 Feb, 2026 | Bryan T.R. Rowland | Class A Common Stock | D | 1,768 | $12.03 | 12,872 | D | F |
| 23 Feb, 2026 | John R Schwab | Class A Common Stock | D | 16,411 | $12.03 | 132,271 | D | F |
| 23 Feb, 2026 | David Destefano | Class A Common Stock | D | 47,112 | $12.03 | 1,198,267 | D | F |
| 23 Feb, 2026 | John R Schwab | Restricted Stock Units | D | 30,305 | $0.00 | 30,305 | D | M |
| 23 Feb, 2026 | Bryan T.R. Rowland | Restricted Stock Units | D | 6,428 | $0.00 | 6,429 | D | M |
| 23 Feb, 2026 | David Destefano | Restricted Stock Units | D | 101,395 | $0.00 | 101,396 | D | M |
| 20 Feb, 2026 | Ryan J Leib | Class A Common Stock | A | 4,035 | $0.00 | 7,155 | D | M |
| 20 Feb, 2026 | David Destefano | Class A Common Stock | A | 69,527 | $0.00 | 1,136,198 | D | M |
| 20 Feb, 2026 | John R Schwab | Class A Common Stock | A | 23,888 | $0.00 | 124,033 | D | M |
| 20 Feb, 2026 | Bryan T.R. Rowland | Class A Common Stock | A | 4,133 | $0.00 | 7,472 | D | M |
| 20 Feb, 2026 | Ryan J Leib | Class A Common Stock | D | 1,263 | $12.74 | 5,892 | D | F |
| 20 Feb, 2026 | Bryan T.R. Rowland | Class A Common Stock | D | 1,259 | $12.74 | 6,213 | D | F |