United States Software & IT Services

Vertex Inc (VERX)

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Over the past 90 days, Vertex Inc. recorded two insider transactions, both involving director David DeStefano, who sold shares valued at approximately $82,365. This activity follows the company's May 2026 earnings report, where it reported a 6.25% earnings per share beat. The stock is currently trading near the lower end of its 52-week range.
Ticker: VERX Exchange: NMS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Sale 28 May 2026
Value US$1,078,726.84 | Price 476.41 | Shares 99,793 (-14.0%)
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-06-01 2026-05-28 S Sale
3.7
DeStefano David
Non-Executive Director
99,793 -14.0%
476.41
US$1,078,727 		99,793 -14.0% 476.41 US$1,078,727
2026-05-28 2026-05-28 PrS Proposed sale
3.7
David DeStefano

director

Non-Executive Director
18,987
37.95
US$176,129 		18,987 37.95 US$176,129
2026-02-25 2026-02-23 B Purchase
1.5
Young Christopher David

President and CEO

Executive Director
5,595 +36.7%
273.26
US$858,044 		5,595 +36.7% 273.26 US$858,044
2026-02-23 2026-02-20 B Purchase
2.5
ANDERSEN ERIC C.
Non-Executive Director
40,000 +36.3%
12.91
US$516,400 		40,000 +36.3% 12.91 US$516,400
2026-02-18 2026-02-17 B Purchase
2.8
Westphal Jeffrey
150,000 +60.5%
12.53
US$1,880,235 		150,000 +60.5% 12.53 US$1,880,235
2026-02-18 2026-02-13 B Purchase
2.8
Westphal Jeffrey
247,740 +inf%
13.08
US$3,241,059 		247,740 +inf% 13.08 US$3,241,059
2025-06-24 2025-06-24 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
14,425 -7.7%
35.24
US$508,389 		14,425 -7.7% 35.24 US$508,389
2025-06-24 2025-06-23 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
510 -0.3%
35.00
US$17,850 		510 -0.3% 35.00 US$17,850
2025-06-24 2025-06-20 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
8,832 -4.5%
35.12
US$310,172 		8,832 -4.5% 35.12 US$310,172
2025-06-18 2025-06-18 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
157,874 -44.5%
35.93
US$5,672,634 		157,874 -44.5% 35.93 US$5,672,634
2025-06-18 2025-06-17 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
145,111 -29.0%
37.16
US$5,392,470 		145,111 -29.0% 37.16 US$5,392,470
2025-06-18 2025-06-16 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
78,248 -13.5%
36.87
US$2,884,722 		78,248 -13.5% 36.87 US$2,884,722
2025-06-16 2025-06-16 PrS Proposed sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Member of immediate family of any of the foregoing
405,000
37.17
US$15,053,850 		405,000 37.17 US$15,053,850
2025-06-11 2025-06-09 S Sale
2.8
Westphal Jeffrey
332,244 -100.0%
38.45
US$12,774,782 		332,244 -100.0% 38.45 US$12,774,782
2025-06-11 2025-06-09 S Sale
2.8
Westphal Jeffrey
1,153,756 -100.0%
38.45
US$44,361,918 		1,153,756 -100.0% 38.45 US$44,361,918
2025-06-11 2025-06-09 S Sale
2.8
Westphal Jeffrey
1,514,000 -100.0%
38.45
US$58,213,300 		1,514,000 -100.0% 38.45 US$58,213,300
2025-06-09 2025-06-09 PrS Proposed sale
2.8
Jeffrey Westphal

Other
3,000,000
41.07
US$123,210,000 		3,000,000 41.07 US$123,210,000
2025-05-14 2025-05-13 S Sale
3.6
Leib Ryan J

Chief Accounting Officer

Officer
5,755 -100.0%
38.00
US$218,690 		5,755 -100.0% 38.00 US$218,690
2025-05-14 2025-05-13 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
58,844 -5.2%
38.06
US$2,239,556 		58,844 -5.2% 38.06 US$2,239,556
2025-05-14 2025-05-13 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
50,571 -4.3%
37.27
US$1,884,847 		50,571 -4.3% 37.27 US$1,884,847
2025-05-13 2025-05-13 PrS Proposed sale
3.6
Leib Ryan J

Officer

Officer
5,755
38.00
US$218,690 		5,755 38.00 US$218,690
2025-05-13 2025-05-13 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
109,415
37.48
US$4,100,874 		109,415 37.48 US$4,100,874
2025-05-14 2025-05-12 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
8,301 -0.8%
38.65
US$320,855 		8,301 -0.8% 38.65 US$320,855
2025-05-14 2025-05-12 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
64,018 -6.0%
37.82
US$2,421,391 		64,018 -6.0% 37.82 US$2,421,391
2025-05-14 2025-05-12 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
290,797 -21.5%
37.18
US$10,810,960 		290,797 -21.5% 37.18 US$10,810,960
2025-05-12 2025-05-12 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
363,116
39.32
US$14,277,721 		363,116 39.32 US$14,277,721
2025-03-21 2025-03-19 PlS Planned sale
2.4
Rowland Bryan T.R.

GENERAL COUNSEL

Officer
24,246 -99.5%
36.22
US$878,294 		24,246 -99.5% 36.22 US$878,294
2025-03-21 2025-03-19 PlS Planned sale
2.4
Rowland Bryan T.R.

GENERAL COUNSEL

Officer
18,982 -43.8%
35.68
US$677,221 		18,982 -43.8% 35.68 US$677,221
2025-03-19 2025-03-19 PrS Proposed sale
2.4
Rowland Bryan T.R.

Officer

Officer
43,228
35.98
US$1,555,514 		43,228 35.98 US$1,555,514
2025-03-04 2025-03-04 B Purchase
3.1
Gayton Bradley M
Non-Executive Director
9,350 +24.5%
31.85
US$297,791 		9,350 +24.5% 31.85 US$297,791
2025-03-04 2025-03-04 B Purchase
3.1
Gayton Bradley M
Non-Executive Director
50 +0.1%
31.82
US$1,591 		50 +0.1% 31.82 US$1,591
2025-01-23 2025-01-23 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
18,157 -1.5%
56.52
US$1,026,234 		18,157 -1.5% 56.52 US$1,026,234
2025-01-23 2025-01-22 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
53,843 -4.2%
56.48
US$3,041,053 		53,843 -4.2% 56.48 US$3,041,053
2025-01-14 2025-01-14 PrS Proposed sale
Jeff and Jenifer Westphal Foundation

Other
534,778
52.43
US$28,038,411 		534,778 52.43 US$28,038,411
2024-12-18 2024-12-17 S Sale
2.4
SCHWAB JOHN R

CHIEF FINANCIAL OFFICER

Officer
20,000 -27.4%
53.05
US$1,060,932 		20,000 -27.4% 53.05 US$1,060,932
2024-12-17 2024-12-17 PrS Proposed sale
2.4
SCHWAB JOHN R

Officer

Officer
20,000
53.05
US$1,060,931 		20,000 53.05 US$1,060,931
2024-12-16 2024-12-12 S Sale
2.8
Westphal Jeffrey
575,000 -100.0%
53.01
US$30,480,750 		575,000 -100.0% 53.01 US$30,480,750
2024-12-12 2024-12-12 PrS Proposed sale
2.8
Jeffrey Westphal

Affiliate
575,000
54.90
US$31,567,500 		575,000 54.90 US$31,567,500
2024-12-12 2024-12-11 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
216,268 -42.4%
55.04
US$11,903,629 		216,268 -42.4% 55.04 US$11,903,629
2024-12-11 2024-12-11 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
216,268
55.04
US$11,903,621 		216,268 55.04 US$11,903,621
2024-12-12 2024-12-10 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
400 -0.1%
55.52
US$22,206 		400 -0.1% 55.52 US$22,206
2024-12-12 2024-12-10 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
164,432 -35.9%
55.03
US$9,049,137 		164,432 -35.9% 55.03 US$9,049,137
2024-12-11 2024-12-10 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
61,654 -4.6%
54.98
US$3,389,737 		61,654 -4.6% 54.98 US$3,389,737
2024-12-10 2024-12-10 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
164,832
55.03
US$9,071,350 		164,832 55.03 US$9,071,350
2024-12-11 2024-12-09 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
13,346 -1.0%
55.13
US$735,765 		13,346 -1.0% 55.13 US$735,765
2024-12-10 2024-12-06 S Sale
2.5
Stamm John Richard
Non-Executive Director
3,815 -24.6%
56.11
US$214,060 		3,815 -24.6% 56.11 US$214,060
2024-12-10 2024-12-06 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
16,500 -7.5%
56.15
US$926,538 		16,500 -7.5% 56.15 US$926,538
2024-12-10 2024-12-06 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
1,400 -0.6%
55.39
US$77,551 		1,400 -0.6% 55.39 US$77,551
2024-12-06 2024-12-06 PrS Proposed sale
2.5
Stamm John Richard

Director

Non-Executive Director
3,815
56.11
US$214,060 		3,815 56.11 US$214,060
2024-12-05 2024-12-06 PrS Proposed sale
3.7
DeStefano David

Officer

Officer
17,900
55.87
US$1,000,000 		17,900 55.87 US$1,000,000
2024-11-27 2024-11-26 S Sale
2.4
Rowland Bryan T.R.

GENERAL COUNSEL

Officer
3,020 -100.0%
55.08
US$166,342 		3,020 -100.0% 55.08 US$166,342
2024-11-27 2024-11-26 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
25,607 -10.3%
55.05
US$1,409,765 		25,607 -10.3% 55.05 US$1,409,765
2024-11-26 2024-11-26 PrS Proposed sale
3.7
DeStefano David

Officer

Officer
25,607
55.00
US$1,408,385 		25,607 55.00 US$1,408,385
2024-11-26 2024-11-26 PrS Proposed sale
2.4
Rowland Bryan T.R.

Officer

Officer
3,020
55.08
US$166,342 		3,020 55.08 US$166,342
2024-11-27 2024-11-22 S Sale
2.5
Stamm John Richard
Non-Executive Director
2,500 -13.9%
53.81
US$134,525 		2,500 -13.9% 53.81 US$134,525
2024-11-22 2024-11-22 PrS Proposed sale
2.5
Stamm John Richard

Director

Non-Executive Director
2,500
53.81
US$134,525 		2,500 53.81 US$134,525
2024-11-21 2024-11-21 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
31,034 -2.2%
53.13
US$1,648,750 		31,034 -2.2% 53.13 US$1,648,750
2024-11-21 2024-11-20 S Sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
40,966 -2.9%
52.16
US$2,136,987 		40,966 -2.9% 52.16 US$2,136,987
2024-11-20 2024-11-20 PrS Proposed sale
2.4
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

10% Stockholder

Large shareholder
1,430,100
51.20
US$73,221,120 		1,430,100 51.20 US$73,221,120
2024-11-18 2024-11-18 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
22,275
49.55
US$1,103,680 		22,275 49.55 US$1,103,680
2024-11-18 2024-11-18 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
22,275 -7.1%
49.55
US$1,103,806 		22,275 -7.1% 49.55 US$1,103,806
2024-11-18 2024-11-15 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
16,769 -5.0%
49.57
US$831,268 		16,769 -5.0% 49.57 US$831,268
2024-11-15 2024-11-15 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
16,769
49.57
US$831,268 		16,769 49.57 US$831,268
2024-11-18 2024-11-14 S Sale
3.7
DeStefano David

PRESIDENT & CEO

Executive Director
159,107 -32.4%
49.61
US$7,893,044 		159,107 -32.4% 49.61 US$7,893,044
2024-11-14 2024-11-14 PrS Proposed sale
3.7
DeStefano David

Officer; Director

Executive Director
159,107
49.61
US$7,893,049 		159,107 49.61 US$7,893,049
2024-11-13 2024-11-11 S Sale
2.8
Westphal Jeffrey
Large shareholder
2,485,000 -100.0%
48.90
US$121,516,500 		2,485,000 -100.0% 48.90 US$121,516,500
2024-11-12 2024-11-11 PrS Proposed sale
2.8
Jeffrey Westphal

10% Stockholder

Large shareholder
2,485,000
51.99
US$129,195,150 		2,485,000 51.99 US$129,195,150
2024-11-12 2024-11-11 S Sale
2.4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
8,485 -1.1%
49.50
US$420,046 		8,485 -1.1% 49.50 US$420,046
2024-11-12 2024-11-08 S Sale
2.4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
114,870 -12.7%
52.32
US$6,010,504 		114,870 -12.7% 52.32 US$6,010,504
2024-11-12 2024-11-08 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
58,780 -8.7%
52.26
US$3,072,113 		58,780 -8.7% 52.26 US$3,072,113
2024-11-12 2024-11-07 S Sale
2.4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
26,645 -2.9%
51.40
US$1,369,430 		26,645 -2.9% 51.40 US$1,369,430
2024-11-12 2024-11-07 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
91,220 -11.9%
51.44
US$4,692,311 		91,220 -11.9% 51.44 US$4,692,311
2024-10-15 2024-10-14 S Sale
2.4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
56,419 -5.7%
40.77
US$2,300,135 		56,419 -5.7% 40.77 US$2,300,135
2024-10-15 2024-10-11 S Sale
2.9
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
42,765 -5.3%
40.48
US$1,731,337 		42,765 -5.3% 40.48 US$1,731,337
2024-10-15 2024-10-11 S Sale
2.4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Large shareholder
46,098 -4.5%
40.48
US$1,865,821 		46,098 -4.5% 40.48 US$1,865,821
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