🕵️ Vertex, Inc. ($VERX)
SEC insider & ownership activity, last 12 months · CIK 1806837 · every row links its SEC filing
Over the last 12 months insiders sold $82K against $6.4M of open-market buying. Jeffrey Westphal bought $5.1M in discretionary trades (Feb). Blackrock, Inc. trimmed 9.6% → 7.2%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
3 buyers, $6.4M (4 lots) · 1 seller, $82K (1 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Jeffrey Westphal | 2 | $5.1M | 0 | – | Feb 17, 2026 |
| Young Christopher David | 1 | $731K | 0 | – | Feb 23, 2026 |
| Eric C. Andersen | 1 | $516K | 0 | – | Feb 20, 2026 |
| Destefano David | 0 | – | 1 | $82K | May 28, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Amanda Radcliffe | 20.9% | 13G | Aug 13, 2025 | filing ↗ | |
| Stefanie Thompson | 20.7% | 13G | Aug 13, 2025 | filing ↗ | |
| Blackrock, Inc. | 7.2% | 13G | Jan 21, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 6.2% | 13G | Apr 29, 2026 | filing ↗ | |
| Morgan Stanley | 5.3% | 13G | May 12, 2026 | filing ↗ | |
| Tensile Capital Partners Master Fund | 5.1% | 13G | May 15, 2025 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| David Destefano | $82K | May 28, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Shareholder vote (5.07) | Jun 10, 2026 | filing ↗ |
| Earnings (2.02) | May 7, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 7, 2026 | filing ↗ |
| Exit or disposal costs (2.05) | Apr 28, 2026 | filing ↗ |
| Earnings (2.02) | Feb 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 11, 2026 | filing ↗ |
| Material agreement (1.01) | Nov 14, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 14, 2025 | filing ↗ |
| Earnings (2.02) | Oct 30, 2025 | filing ↗ |
| Other events (8.01) | Oct 30, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 30, 2025 | filing ↗ |
| Earnings (2.02) | Oct 20, 2025 | filing ↗ |
| Officer/director changes (5.02) | Oct 20, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 20, 2025 | filing ↗ |
| Earnings (2.02) | Aug 6, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 6, 2025 | filing ↗ |