Vertex VERX Insider Ownership

NASDAQ VERX

$13.53 +0.16 (+1.20%)

At close: Oct 19, 2026 · 4:00 PM EDT

Insider Holdings by Owner

30.96Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

46.68%

■0% pp QoQ

Shares Held by Insiders

75.73Mn

filed for Sep 2026

■0.00% QoQ

Shares Outstanding

162.22Mn

162,218,339 shares

Direct Holdings

11.34Mn

Indirect: 64.38Mn

Net Shares Traded (QoQ)

no net change in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 10, 2026

Over the past year, VERX insiders bought $6.52 million of stock (507.74K shares) and sold $82,365 (6.46K shares) on the open market.

Vertex's open-market purchases in the past 12 months came from 4 insiders, and its sales from one insider.
Among Vertex's insiders, the largest open-market purchases in the past 12 months were by Jeffrey Westphal, totaling $5.12 million (397.74K shares), most recently on February 17, 2026.
On the selling side, David Destefano (Director) sold the most Vertex stock on the open market over the past 12 months, $82,365 (6.46K shares), most recently on May 28, 2026.
Beyond open-market trades, insiders at Vertex received 26.84K shares in stock awards, acquired 446.24K shares through option exercises and conversions and gave up 195.5K shares to cover taxes or exercise prices in the last 12 months.
Business Quant data shows Vertex insiders holding 75.74Mn shares in total in their latest Form 4 filings, up 0.01% from 75.73Mn shares at the end of Q2 2026.
Indirect holdings, through trusts, partnerships, family members and other entities, make up 85.01% (64.38Mn shares) of Vertex's insider total, with the other 14.99% (11.35Mn shares) held directly.
VERX's insider total is spread across 21 insiders who have filed a Form 4 in the past two years.
VERX's largest insider holders by reported holdings are Stefanie Westphal Thompson (Director and 10% owner, 33Mn shares), Amanda Westphal Radcliffe (Director and 10% owner, 30.66Mn shares) and Lucas Second Irr. Trust Fbo Andrea P. (10% owner, 1.98Mn shares).
Stefanie Westphal Thompson holds 43.57% of the combined insider position in Vertex.
In the past year, 15 insiders of Vertex submitted 29 Form 4 filings reporting trades, awards or other transactions.
The insider holdings and trades above for Vertex reflect Form 4 filings through October 9, 2026.

Form 4 Holdings

Insiders Holding VERX

Insiders 25

Shares held 30.96Mn

Of outstanding 19.08%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Capital Management Lp Tensile	TenPercentOwner	0	16,739,733	16,739,733	54.1%	13 Nov, 2023
2	Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item	TenPercentOwner, Other	1,983,968	0	1,983,968	6.4%	22 May, 2025
3	David Destefano	President Ceo	1,974,240	0	1,974,240	6.4%	12 Jun, 2026
4	Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item	TenPercentOwner, Other	1,941,750	0	1,941,750	6.3%	22 May, 2025
5	Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Item	TenPercentOwner, Other	1,941,750	0	1,941,750	6.3%	22 May, 2025
6	Jeffrey Westphal	Other	0	1,523,667	1,523,667	4.9%	18 Feb, 2026
7	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	3.9%	09 Mar, 2026
8	Amanda Westphal Radcliffe	Director, TenPercentOwner	997,030	0	997,030	3.2%	12 Jun, 2026
9	Stefanie Westphal Thompson	Director, TenPercentOwner	904,995	0	904,995	2.9%	12 Jun, 2026
10	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	2.4%	26 Dec, 2024
11	Eric C. Andersen	Director	278,409	0	278,409	0.9%	12 Jun, 2026
12	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	0.6%	24 Jun, 2025
13	John R Schwab	Chief Financial Officer	132,271	0	132,271	0.4%	25 Feb, 2026
14	Irrevocable Trust For Benefit Of Constance A. Thompson 2020	TenPercentOwner, Other	112,581	0	112,581	0.4%	22 May, 2025
15	Bradley M Gayton	Director	68,500	0	68,500	0.2%	12 Jun, 2026
16	Christopher David Young	President And Ceo	0	60,000	60,000	0.2%	25 Feb, 2026
17	Philip Seth Saunders	Director	50,606	0	50,606	0.2%	12 Jun, 2026
18	John Richard Stamm	Director	32,685	0	32,685	0.1%	12 Jun, 2026
19	Kevin L Robert	Director	23,936	0	23,936	0.1%	19 Dec, 2023
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	0.0%	25 Feb, 2026
22	Debanjan Saha	Director	11,199	0	11,199	0.0%	09 Oct, 2026
23	Ryan J Leib	Chief Accounting Officer	7,423	0	7,423	0.0%	24 Feb, 2026
24	Lisa Butler	Chief Accounting Officer	250	0	250	0.0%	18 Mar, 2024
25	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.

Form 4 Filings

656 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
07 Oct, 2026	Debanjan Saha	Director	Acquired A	11,199	$0.00	$0	11,199	Direct
10 Jun, 2026	Stefanie Westphal Thompson	Director, TenPercentOwner	Acquired A	15,638	$0.00	$0	66,995	Direct
10 Jun, 2026	Mark J Mendola	Director	Acquired A	15,638	$0.00	$0	20,965	Direct
10 Jun, 2026	David Destefano	Director	Acquired A	15,638	$0.00	$0	1,271,155	Direct
10 Jun, 2026	Bradley M Gayton	Director	Acquired A	15,638	$0.00	$0	68,500	Direct
10 Jun, 2026	Amanda Westphal Radcliffe	Director, TenPercentOwner	Acquired A	15,638	$0.00	$0	159,030	Direct
10 Jun, 2026	John Richard Stamm	Director	Acquired A	15,638	$0.00	$0	32,685	Direct
10 Jun, 2026	Philip Seth Saunders	Director	Acquired A	15,638	$0.00	$0	50,606	Direct
10 Jun, 2026	Eric C. Andersen	Director	Acquired A	15,638	$0.00	$0	165,979	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	David Destefano	Director	Acquired M	101,395	$0.00	$0	1,245,379	Direct
23 Feb, 2026	Bryan T.R. Rowland	General Counsel	Acquired M	6,428	$0.00	$0	14,640	Direct
23 Feb, 2026	John R Schwab	Chief Financial Officer	Acquired M	30,305	$0.00	$0	148,682	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

Showing 1 to 20 of 656 transactions