As of May 23, 2026, Vertex's top three insider holders are Capital Management Lp Tensile (TenPercentOwner, 11.08Mn shares), Jeffery Westphal (TenPercentOwner, 9.05Mn shares), Capital Management Lp Tensile (TenPercentOwner, 5.66Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John R Schwab | Chief Financial Officer | 132,271 | 0 | 25 Feb, 2026 |
| Philip Seth Saunders | - | 34,968 | 0 | 13 Jun, 2025 |
| Eric C. Andersen | - | 150,341 | 0 | 23 Feb, 2026 |
| Capital Management Lp Tensile | - | 0 | 11,083,016 | 13 Nov, 2023 |
| Bryan T.R. Rowland | General Counsel | 12,872 | 0 | 25 Feb, 2026 |
| Kevin L Robert | - | 23,936 | 0 | 19 Dec, 2023 |
| Christopher David Young | President And Ceo | 0 | 60,000 | 25 Feb, 2026 |
| Ryan J Leib | Chief Accounting Officer | 7,423 | 0 | 24 Feb, 2026 |
| Bradley M Gayton | - | 52,862 | 0 | 13 Jun, 2025 |
| Stefanie Westphal Thompson | - | 51,357 | 0 | 13 Jun, 2025 |
| Amanda Westphal Radcliffe | - | 143,392 | 0 | 13 Jun, 2025 |
| David Destefano | President Ceo | 1,255,517 | 0 | 26 Feb, 2026 |
| Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 600,000 | 0 | 22 May, 2025 |
| Irrevocable Trust For Benefit Of Nicholas A. Shuhan 2020 | - | 0 | 0 | 28 Mar, 2024 |
| Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 400,000 | 0 | 22 May, 2025 |
| Jeffery Westphal | - | 0 | 9,050,000 | 21 Nov, 2022 |
| Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Item | - | 173,074 | 0 | 24 Jun, 2025 |
| Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item | - | 300,000 | 0 | 22 May, 2025 |
| John Richard Stamm | - | 17,047 | 0 | 13 Jun, 2025 |
| Irrevocable Trust For Benefit Of Constance A. Thompson 2020 | - | 22,500 | 0 | 22 May, 2025 |
| 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 |
| Lisa Butler | Chief Accounting Officer | 250 | 0 | 18 Mar, 2024 |
| Mark J Mendola | - | 5,327 | 0 | 13 Jun, 2025 |
* 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 | Christopher David Young | Class A Common Stock | A | 60,000 | $12.18 | 60,000 | I | P |
| 23 Feb, 2026 | John R Schwab | Class A Common Stock | A | 30,305 | $0.00 | 148,682 | 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 | Christopher David Young | Class A Common Stock | A | 60,000 | $12.18 | 60,000 | I | P |
| 23 Feb, 2026 | David Destefano | Class A Common Stock | A | 101,395 | $0.00 | 1,245,379 | D | M |
| 23 Feb, 2026 | John R Schwab | Class A Common Stock | D | 16,411 | $12.03 | 132,271 | D | F |
| 23 Feb, 2026 | Bryan T.R. Rowland | Class A Common Stock | D | 1,768 | $12.03 | 12,872 | 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 | Bryan T.R. Rowland | Class A Common Stock | A | 4,133 | $0.00 | 7,472 | 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 | D | 1,259 | $12.74 | 6,213 | D | F |