Vertex's three largest insider shareholders as of September 05, 2026 are Capital Management Lp Tensile (TenPercentOwner, 11.08Mn shares), Jeffery Westphal (TenPercentOwner, 9.05Mn shares), Jeffery Westphal (TenPercentOwner, 9.05Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Capital Management Lp Tensile | TenPercentOwner | 0 | 16,739,733 | 16,739,733 | 71.3% | 13 Nov, 2023 |
| 2 | David Destefano | President Ceo | 1,974,240 | 0 | 1,974,240 | 8.4% | 12 Jun, 2026 |
| 3 | Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | TenPercentOwner | 1,221,100 | 0 | 1,221,100 | 5.2% | 09 Mar, 2026 |
| 4 | Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | TenPercentOwner, Other | 745,706 | 0 | 745,706 | 3.2% | 26 Dec, 2024 |
| 5 | Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | TenPercentOwner, Other | 600,000 | 0 | 600,000 | 2.6% | 22 May, 2025 |
| 6 | Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | TenPercentOwner, Other | 400,000 | 0 | 400,000 | 1.7% | 22 May, 2025 |
| 7 | Jeffrey Westphal | Other | 0 | 397,740 | 397,740 | 1.7% | 18 Feb, 2026 |
| 8 | Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | TenPercentOwner, Other | 300,000 | 0 | 300,000 | 1.3% | 22 May, 2025 |
| 9 | Eric C. Andersen | Director | 278,409 | 0 | 278,409 | 1.2% | 12 Jun, 2026 |
| 10 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | TenPercentOwner, Other | 173,074 | 0 | 173,074 | 0.7% | 24 Jun, 2025 |
| 11 | Amanda Westphal Radcliffe | Director, TenPercentOwner | 159,030 | 0 | 159,030 | 0.7% | 12 Jun, 2026 |
| 12 | John R Schwab | Chief Financial Officer | 132,271 | 0 | 132,271 | 0.6% | 25 Feb, 2026 |
| 13 | Bradley M Gayton | Director | 68,500 | 0 | 68,500 | 0.3% | 12 Jun, 2026 |
| 14 | Stefanie Westphal Thompson | Director, TenPercentOwner | 66,995 | 0 | 66,995 | 0.3% | 12 Jun, 2026 |
| 15 | Christopher David Young | President And Ceo | 0 | 60,000 | 60,000 | 0.3% | 25 Feb, 2026 |
| 16 | Philip Seth Saunders | Director | 50,606 | 0 | 50,606 | 0.2% | 12 Jun, 2026 |
| 17 | John Richard Stamm | Director | 32,685 | 0 | 32,685 | 0.1% | 12 Jun, 2026 |
| 18 | Kevin L Robert | Director | 23,936 | 0 | 23,936 | 0.1% | 19 Dec, 2023 |
| 19 | Irrevocable Trust For Benefit Of Constance A. Thompson 2020 | TenPercentOwner, Other | 22,500 | 0 | 22,500 | 0.1% | 22 May, 2025 |
| 20 | Mark J Mendola | Director | 20,965 | 0 | 20,965 | 0.1% | 12 Jun, 2026 |
| 21 | Bryan T.R. Rowland | General Counsel | 12,872 | 0 | 12,872 | 0.1% | 25 Feb, 2026 |
| 22 | Ryan J Leib | Chief Accounting Officer | 7,423 | 0 | 7,423 | 0.0% | 24 Feb, 2026 |
| 23 | Lisa Butler | Chief Accounting Officer | 250 | 0 | 250 | 0.0% | 18 Mar, 2024 |
| 24 | Irrevocable Trust For Benefit Of Nicholas A. Shuhan 2020 | TenPercentOwner, Other | 0 | 0 | 0 | 0.0% | 28 Mar, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 10 Jun, 2026 | Eric C. Andersen | Director | Acquired A | 15,638 | $0.00 | $0 | 165,979 | Direct |
| 10 Jun, 2026 | Philip Seth Saunders | Director | Acquired A | 15,638 | $0.00 | $0 | 50,606 | Direct |
| 10 Jun, 2026 | Bradley M Gayton | Director | Acquired A | 15,638 | $0.00 | $0 | 68,500 | Direct |
| 10 Jun, 2026 | John Richard Stamm | Director | Acquired A | 15,638 | $0.00 | $0 | 32,685 | Direct |
| 10 Jun, 2026 | David Destefano | Director | Acquired A | 15,638 | $0.00 | $0 | 1,271,155 | Direct |
| 10 Jun, 2026 | Mark J Mendola | Director | Acquired A | 15,638 | $0.00 | $0 | 20,965 | Direct |
| 10 Jun, 2026 | Stefanie Westphal Thompson | Director, TenPercentOwner | Acquired A | 15,638 | $0.00 | $0 | 66,995 | Direct |
| 10 Jun, 2026 | Amanda Westphal Radcliffe | Director, TenPercentOwner | Acquired A | 15,638 | $0.00 | $0 | 159,030 | Direct |
| 28 May, 2026 | David Destefano | Director | Disposed S | 6,460 | $12.75 | $82.37K | 197,572 | Indirect |
| 09 Mar, 2026 | Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | TenPercentOwner | Disposed P | 10,000 | $15.05 | $150.48K | 1,221,100 | Direct |
| 24 Feb, 2026 | David Destefano | Director | Acquired M | 109,233 | $0.00 | $0 | 1,307,500 | Direct |
| 24 Feb, 2026 | David Destefano | Director | Disposed F | 51,983 | $13.26 | $689.29K | 1,255,517 | Direct |
| 24 Feb, 2026 | David Destefano | Director | Disposed M | 109,233 | $0.00 | $0 | 0 | Direct |
| 23 Feb, 2026 | John R Schwab | Chief Financial Officer | Acquired M | 30,305 | $0.00 | $0 | 148,682 | Direct |
| 23 Feb, 2026 | Bryan T.R. Rowland | General Counsel | Acquired M | 6,428 | $0.00 | $0 | 14,640 | Direct |
| 23 Feb, 2026 | David Destefano | Director | Acquired M | 101,395 | $0.00 | $0 | 1,245,379 | Direct |
| 23 Feb, 2026 | Christopher David Young | President And Ceo | Acquired P | 60,000 | $12.18 | $730.79K | 60,000 | Indirect |
| 23 Feb, 2026 | Bryan T.R. Rowland | General Counsel | Disposed F | 1,768 | $12.03 | $21.27K | 12,872 | Direct |
| 23 Feb, 2026 | John R Schwab | Chief Financial Officer | Disposed F | 16,411 | $12.03 | $197.42K | 132,271 | Direct |
| 23 Feb, 2026 | David Destefano | Director | Disposed F | 47,112 | $12.03 | $566.76K | 1,198,267 | Direct |