Over the 90-day window ending January 10, 2026, Vertex's three dominant insider ownership positions are held by TenPercentOwner Capital Management Lp Tensile (5.40Mn shares), President & Ceo David Destefano (1.27Mn shares), TenPercentOwner Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item (1.21Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Capital Management Lp Tensile | 5,396,299 | 13 Nov, 2023 | |
| David Destefano | President & Ceo | 1,270,619 | 14 May, 2025 |
| Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | 1,211,100 | 23 Jan, 2025 | |
| Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | 745,706 | 26 Dec, 2024 | |
| Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | 600,000 | 22 May, 2025 | |
| Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | 400,000 | 22 May, 2025 | |
| Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | 300,000 | 22 May, 2025 | |
| Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | 173,074 | 24 Jun, 2025 | |
| Amanda Westphal Radcliffe | 143,392 | 13 Jun, 2025 | |
| Eric C. Andersen | 110,341 | 13 Jun, 2025 | |
| John R Schwab | Chief Financial Officer | 89,624 | 04 Mar, 2025 |
| Terrence Kyle | 56,011 | 13 May, 2021 | |
| Bradley M Gayton | 52,862 | 13 Jun, 2025 | |
| Stefanie Westphal Thompson | 51,357 | 13 Jun, 2025 | |
| Philip Seth Saunders | 34,968 | 13 Jun, 2025 | |
| Kevin L Robert | 23,936 | 19 Dec, 2023 | |
| Irrevocable Trust For Benefit Of Constance A. Thompson 2020 | 22,500 | 22 May, 2025 | |
| John Richard Stamm | 17,047 | 13 Jun, 2025 | |
| Jeffrey Westphal | 7,895 | 03 Jan, 2025 | |
| Mark J Mendola | 5,327 | 13 Jun, 2025 | |
| Lisa Butler | Chief Accounting Officer | 250 | 18 Mar, 2024 |
| Bryan T.R. Rowland | General Counsel | 132 | 21 Mar, 2025 |
| Irrevocable Trust For Benefit Of Nicholas A. Shuhan 2020 | 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 14,425 | $35.24 | 173,074 | D | S |
| 23 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 510 | $35.00 | 187,499 | D | S |
| 20 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 8,832 | $35.12 | 188,009 | D | S |
| 18 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 157,874 | $35.93 | 196,841 | D | S |
| 17 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 145,111 | $37.16 | 354,715 | D | S |
| 16 Jun, 2025 | Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | Class A Common Stock | D | 78,248 | $36.87 | 499,826 | D | S |
| 11 Jun, 2025 | Philip Seth Saunders | Class A Common Stock | A | 5,327 | $0.00 | 34,968 | D | A |
| 11 Jun, 2025 | Eric C. Andersen | Class A Common Stock | A | 5,327 | $0.00 | 110,341 | D | A |
| 11 Jun, 2025 | Bradley M Gayton | Class A Common Stock | A | 5,327 | $0.00 | 52,862 | D | A |
| 11 Jun, 2025 | Stefanie Westphal Thompson | Class A Common Stock | A | 5,327 | $0.00 | 51,357 | D | A |
| 11 Jun, 2025 | Amanda Westphal Radcliffe | Class A Common Stock | A | 5,327 | $0.00 | 143,392 | D | A |
| 11 Jun, 2025 | John Richard Stamm | Class A Common Stock | A | 5,327 | $0.00 | 17,047 | D | A |
| 11 Jun, 2025 | Mark J Mendola | Class A Common Stock | A | 5,327 | $0.00 | 5,327 | D | A |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | A | 1,514,000 | $0.00 | 1,514,000 | I | C |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | D | 1,514,000 | $38.45 | 0 | I | S |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | A | 332,244 | $0.00 | 332,244 | I | C |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | A | 1,153,756 | $0.00 | 1,153,756 | I | C |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | D | 332,244 | $38.45 | 0 | I | S |
| 09 Jun, 2025 | Jeffrey Westphal | Class A Common Stock | D | 1,153,756 | $38.45 | 0 | I | S |
| 20 May, 2025 | Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | Class A Common Stock | A | 600,000 | $0.00 | 600,000 | D | C |