VERX

Vertex, Inc.

Insider trading activity for Vertex, Inc., straight from SEC Form 4 filings. Net figures below count open-market buys and sales only — grants, option exercises and tax withholding are excluded because they are compensation, not decisions to trade.

Past 3 months

net buying

Bought(0 · 0 insiders): $0
Sold(0 · 0 insiders): $0

Past 6 months

-$82.4K

net selling

Bought(0 · 0 insiders): $0
Sold(1 · 1 insiders): $82.4K

Past 12 months

+$6.3M

net buying

Bought(4 · 3 insiders): $6.4M
Sold(1 · 1 insiders): $82.4K

Transaction history

The 100 most recent Form 4 transactions.

Open in screener →

Insider transactions, newest first: date, security, transaction type, size and a link to the filing each row came from.
Date	Insider	Role	Type	Shares	Price	Value	Δ Own	Filing
Jun 10	Thompson Stefanie…	Director, 10% Owner	AGRANT	15,638	—	—	+30.4%	Open the original filing on SEC.gov
Jun 10	Stamm John Richard	Director	AGRANT	15,638	—	—	+91.7%	Open the original filing on SEC.gov
Jun 10	Saunders Philip Seth	Director	AGRANT	15,638	—	—	+44.7%	Open the original filing on SEC.gov
Jun 10	Radcliffe Amanda…	Director, 10% Owner	AGRANT	15,638	—	—	+10.9%	Open the original filing on SEC.gov
Jun 10	Mendola Mark J	Director	AGRANT	15,638	—	—	+293.6%	Open the original filing on SEC.gov
Jun 10	Gayton Bradley M	Director	AGRANT	15,638	—	—	+29.6%	Open the original filing on SEC.gov
Jun 10	DeStefano David	Director	AGRANT	15,638	—	—	+1.3%	Open the original filing on SEC.gov
Jun 10	Andersen Eric C.	Director	AGRANT	15,638	—	—	+10.4%	Open the original filing on SEC.gov
May 28	DeStefano David	Director	SSELL	6,460	$12.75	$82.4K	-3.2%	Open the original filing on SEC.gov
Mar 9	ITEM SECOND IRR. TRUST…	10% Owner	PBUY	10,000	$15.05	$150.5K	-0.8%	Open the original filing on SEC.gov
Feb 24	DeStefano David	Director	MEXER◆	109,233	—	—	—	Open the original filing on SEC.gov
Feb 24	DeStefano David	Director	FTAX	51,983	$13.26	$689.3K	-4.0%	Open the original filing on SEC.gov
Feb 24	DeStefano David	Director	MEXER	109,233	—	—	+9.1%	Open the original filing on SEC.gov
Feb 23	Young Christopher David	President and CEO	PBUY★	60,000	$12.18	$730.8K	—	Open the original filing on SEC.gov
Feb 23	Schwab John R	Chief Financial Officer	MEXER◆	30,305	—	—	—	Open the original filing on SEC.gov
Feb 23	Schwab John R	Chief Financial Officer	FTAX	16,411	$12.03	$197.4K	-11.0%	Open the original filing on SEC.gov
Feb 23	Schwab John R	Chief Financial Officer	MEXER	30,305	—	—	+25.6%	Open the original filing on SEC.gov
Feb 23	Rowland Bryan T.R.	General Counsel	MEXER◆	6,428	—	—	—	Open the original filing on SEC.gov
Feb 23	Rowland Bryan T.R.	General Counsel	FTAX	1,768	$12.03	$21.3K	-12.1%	Open the original filing on SEC.gov
Feb 23	Rowland Bryan T.R.	General Counsel	MEXER	6,428	—	—	+78.3%	Open the original filing on SEC.gov
Feb 23	DeStefano David	Director	MEXER◆	101,395	—	—	—	Open the original filing on SEC.gov
Feb 23	DeStefano David	Director	FTAX	47,112	$12.03	$566.8K	-3.8%	Open the original filing on SEC.gov
Feb 23	DeStefano David	Director	MEXER	101,395	—	—	+8.9%	Open the original filing on SEC.gov
Feb 20	Andersen Eric C.	Director	PBUY★	40,000	$12.91	$516.4K	+36.3%	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	MEXER◆	15,878	—	—	—	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	MEXER◆	23,888	—	—	—	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	FTAX	8,598	$12.74	$109.5K	-6.8%	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	MEXER	15,878	—	—	+14.3%	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	FTAX	12,936	$12.74	$164.8K	-10.4%	Open the original filing on SEC.gov
Feb 20	Schwab John R	Chief Financial Officer	MEXER	23,888	—	—	+23.8%	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	MEXER◆	2,975	—	—	—	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	MEXER◆	4,133	—	—	—	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	FTAX	976	$12.74	$12.4K	-10.6%	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	MEXER	2,975	—	—	+47.9%	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	FTAX	1,259	$12.74	$16K	-16.9%	Open the original filing on SEC.gov
Feb 20	Rowland Bryan T.R.	General Counsel	MEXER	4,133	—	—	+123.8%	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	MEXER◆	2,313	—	—	—	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	MEXER◆	4,035	—	—	—	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	FTAX	782	$12.74	$10K	-9.5%	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	MEXER	2,313	—	—	+39.3%	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	FTAX	1,263	$12.74	$16.1K	-17.6%	Open the original filing on SEC.gov
Feb 20	Leib Ryan J	Chief Accounting Officer	MEXER	4,035	—	—	+129.3%	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	MEXER◆	44,014	—	—	—	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	MEXER◆	69,527	—	—	—	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	FTAX	12,523	$12.74	$159.5K	-1.1%	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	MEXER	44,014	—	—	+4.0%	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	FTAX	23,705	$12.74	$302K	-2.1%	Open the original filing on SEC.gov
Feb 20	DeStefano David	Director	MEXER	69,527	—	—	+6.5%	Open the original filing on SEC.gov
Feb 19	Schwab John R	Chief Financial Officer	AGRANT◆	269,399	—	—	—	Open the original filing on SEC.gov
Feb 19	Rowland Bryan T.R.	General Counsel	AGRANT◆	43,443	—	—	—	Open the original filing on SEC.gov
Feb 19	Leib Ryan J	Chief Accounting Officer	AGRANT◆	33,891	—	—	—	Open the original filing on SEC.gov
Feb 17	Westphal Jeffrey	See Remarks	PBUY	150,000	$12.53	$1.9M	+60.6%	Open the original filing on SEC.gov
Feb 13	Westphal Jeffrey	See Remarks	PBUY★	247,740	$13.08	$3.2M	—	Open the original filing on SEC.gov
Feb 10	Schwab John R	Chief Financial Officer	MEXER◆	24,010	—	—	—	Open the original filing on SEC.gov
Feb 10	Schwab John R	Chief Financial Officer	FTAX	13,489	$14.88	$200.7K	-11.9%	Open the original filing on SEC.gov
Feb 10	Schwab John R	Chief Financial Officer	MEXER	24,010	—	—	+26.8%	Open the original filing on SEC.gov
Feb 10	Rowland Bryan T.R.	General Counsel	MEXER◆	4,088	—	—	—	Open the original filing on SEC.gov
Feb 10	Rowland Bryan T.R.	General Counsel	FTAX	1,341	$14.88	$20K	-28.6%	Open the original filing on SEC.gov
Feb 10	Rowland Bryan T.R.	General Counsel	MEXER	4,088	—	—	+690.5%	Open the original filing on SEC.gov
Jan 30	Leib Ryan J	Chief Accounting Officer	MEXER◆	4,019	—	—	—	Open the original filing on SEC.gov
Jan 30	Leib Ryan J	Chief Accounting Officer	FTAX	1,359	$18.55	$25.2K	-30.3%	Open the original filing on SEC.gov
Jan 30	Leib Ryan J	Chief Accounting Officer	MEXER	4,019	—	—	+873.7%	Open the original filing on SEC.gov
Dec 1, 2025	Young Christopher David	President and CEO	AGRANT◆	1.3M	—	—	—	Open the original filing on SEC.gov
Jun 24, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	14,425	$35.24	$508.4K	-7.7%	Open the original filing on SEC.gov
Jun 23, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	510	$35.00	$17.9K	-0.3%	Open the original filing on SEC.gov
Jun 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	8,832	$35.12	$310.2K	-4.5%	Open the original filing on SEC.gov
Jun 18, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	157,874	$35.93	$5.7M	-44.5%	Open the original filing on SEC.gov
Jun 17, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	145,111	$37.16	$5.4M	-29.0%	Open the original filing on SEC.gov
Jun 16, 2025	ITEM SECOND IRR. TRUST…	10% Owner	SSELL	78,248	$36.87	$2.9M	-13.5%	Open the original filing on SEC.gov
Jun 11, 2025	Thompson Stefanie…	Director, 10% Owner	AGRANT	5,327	—	—	+11.6%	Open the original filing on SEC.gov
Jun 11, 2025	Stamm John Richard	Director	AGRANT	5,327	—	—	+45.5%	Open the original filing on SEC.gov
Jun 11, 2025	Saunders Philip Seth	Director	AGRANT	5,327	—	—	+18.0%	Open the original filing on SEC.gov
Jun 11, 2025	Radcliffe Amanda…	Director, 10% Owner	AGRANT	5,327	—	—	+3.9%	Open the original filing on SEC.gov
Jun 11, 2025	Mendola Mark J	Director	AGRANT	5,327	—	—	—	Open the original filing on SEC.gov
Jun 11, 2025	Gayton Bradley M	Director	AGRANT	5,327	—	—	+11.2%	Open the original filing on SEC.gov
Jun 11, 2025	Andersen Eric C.	Director	AGRANT	5,327	—	—	+5.1%	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV◆	332,244	—	—	—	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV◆	1.2M	—	—	—	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV◆	1.5M	—	—	—	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	SSELL	332,244	$38.45	$12.8M	-100.0%	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV	332,244	—	—	—	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	SSELL	1.2M	$38.45	$44.4M	-100.0%	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV	1.2M	—	—	—	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	SSELL	1.5M	$38.45	$58.2M	-100.0%	Open the original filing on SEC.gov
Jun 9, 2025	Westphal Jeffrey	See Remarks	CCONV	1.5M	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV◆	300,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV	300,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV◆	600,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV	600,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV◆	400,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	ITEM SECOND IRR. TRUST…	10% Owner	CCONV	400,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	2020 Irrevocable Trust…	10% Owner	CCONV◆	22,500	—	—	—	Open the original filing on SEC.gov
May 20, 2025	2020 Irrevocable Trust…	10% Owner	CCONV	22,500	—	—	—	Open the original filing on SEC.gov
May 13, 2025	Leib Ryan J	Chief Accounting Officer	SSELL	5,755	$38.00	$218.7K	-100.0%	Open the original filing on SEC.gov
May 13, 2025	DeStefano David	President & CEO	MEXER◆	186,591	—	—	—	Open the original filing on SEC.gov
May 13, 2025	DeStefano David	President & CEO	SSELL	58,844	$38.06	$2.2M	-5.2%	Open the original filing on SEC.gov
May 13, 2025	DeStefano David	President & CEO	SSELL	50,571	$37.27	$1.9M	-4.3%	Open the original filing on SEC.gov
May 13, 2025	DeStefano David	President & CEO	MEXER	186,591	$3.73	$696.7K	+18.9%	Open the original filing on SEC.gov
May 12, 2025	DeStefano David	President & CEO	MEXER◆	132,799	—	—	—	Open the original filing on SEC.gov
May 12, 2025	DeStefano David	President & CEO	MEXER◆	428,396	—	—	—	Open the original filing on SEC.gov

AGRANT—

Thompson Stefanie… · Director, 10%…Jun 10

15,638 sh · +30.4% own

AGRANT—

Stamm John Richard · DirectorJun 10

15,638 sh · +91.7% own

AGRANT—

Saunders Philip Seth · DirectorJun 10

15,638 sh · +44.7% own

AGRANT—

Radcliffe Amanda… · Director, 10%…Jun 10

15,638 sh · +10.9% own

AGRANT—

Mendola Mark J · DirectorJun 10

15,638 sh · +293.6% own

AGRANT—

Gayton Bradley M · DirectorJun 10

15,638 sh · +29.6% own

AGRANT—

DeStefano David · DirectorJun 10

15,638 sh · +1.3% own

AGRANT—

Andersen Eric C. · DirectorJun 10

15,638 sh · +10.4% own

SSELL$82.4K

DeStefano David · DirectorMay 28

6,460 sh @ $12.75 · -3.2% own

PBUY$150.5K

ITEM SECOND IRR. TRUST… · 10% OwnerMar 9

10,000 sh @ $15.05 · -0.8% own

MEXER◆—

DeStefano David · DirectorFeb 24

109,233 sh

FTAX$689.3K

DeStefano David · DirectorFeb 24

51,983 sh @ $13.26 · -4.0% own

MEXER—

DeStefano David · DirectorFeb 24

109,233 sh · +9.1% own

PBUY★$730.8K

Young Christopher David · President and CEOFeb 23

60,000 sh @ $12.18

MEXER◆—

Schwab John R · Chief Financial…Feb 23

30,305 sh

FTAX$197.4K

Schwab John R · Chief Financial…Feb 23

16,411 sh @ $12.03 · -11.0% own

MEXER—

Schwab John R · Chief Financial…Feb 23

30,305 sh · +25.6% own

MEXER◆—

Rowland Bryan T.R. · General CounselFeb 23

6,428 sh

FTAX$21.3K

Rowland Bryan T.R. · General CounselFeb 23

1,768 sh @ $12.03 · -12.1% own

MEXER—

Rowland Bryan T.R. · General CounselFeb 23

6,428 sh · +78.3% own

MEXER◆—

DeStefano David · DirectorFeb 23

101,395 sh

FTAX$566.8K

DeStefano David · DirectorFeb 23

47,112 sh @ $12.03 · -3.8% own

MEXER—

DeStefano David · DirectorFeb 23

101,395 sh · +8.9% own

PBUY★$516.4K

Andersen Eric C. · DirectorFeb 20

40,000 sh @ $12.91 · +36.3% own

MEXER◆—

Schwab John R · Chief Financial…Feb 20

15,878 sh

MEXER◆—

Schwab John R · Chief Financial…Feb 20

23,888 sh

FTAX$109.5K

Schwab John R · Chief Financial…Feb 20

8,598 sh @ $12.74 · -6.8% own

MEXER—

Schwab John R · Chief Financial…Feb 20

15,878 sh · +14.3% own

FTAX$164.8K

Schwab John R · Chief Financial…Feb 20

12,936 sh @ $12.74 · -10.4% own

MEXER—

Schwab John R · Chief Financial…Feb 20

23,888 sh · +23.8% own

MEXER◆—

Rowland Bryan T.R. · General CounselFeb 20

2,975 sh

MEXER◆—

Rowland Bryan T.R. · General CounselFeb 20

4,133 sh

FTAX$12.4K

Rowland Bryan T.R. · General CounselFeb 20

976 sh @ $12.74 · -10.6% own

MEXER—

Rowland Bryan T.R. · General CounselFeb 20

2,975 sh · +47.9% own

FTAX$16K

Rowland Bryan T.R. · General CounselFeb 20

1,259 sh @ $12.74 · -16.9% own

MEXER—

Rowland Bryan T.R. · General CounselFeb 20

4,133 sh · +123.8% own

MEXER◆—