Vertex Inc. (VERX) - Insider Holders & Insider Ownership

List of insiders holdings for Vertex Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time		Shares Owned
Directly
Indirectly		Total
Shares Owned		Filing
1Tensile Capital Management LP
10% Owner		2026-04-02 06:03:033,398,563
0		3,398,563Form 13G
2THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE u/a of AMANDA W RADCLIFFE dated May 15 2015
13(d) Group Member
10% Owner		2020-07-29 21:59:482,643,639
0		2,643,639Form 3
3ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner		2020-07-29 21:59:502,643,639
0		2,643,639Form 3
4ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner		2020-07-29 21:03:452,643,639
0		2,643,639Form 3
5ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2025-05-22 16:12:351,983,968
0		1,983,968Form 4
6ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2020-07-29 21:55:361,968,066
0		1,968,066Form 3
7ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2025-05-22 16:14:501,941,750
0		1,941,750Form 4
8ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2025-05-22 16:13:511,941,750
0		1,941,750Form 4
9Westphal Jeffrey
See Remarks		2026-02-18 17:22:20395,895
1,523,667		1,919,562Form 4
10DeStefano David
Director		2026-06-12 16:21:251,271,155
197,572		1,468,727Form 4
11ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner		2026-03-09 19:43:131,221,100
0		1,221,100Form 4
12ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		2024-12-26 18:01:26745,706
0		745,706Form 4
13ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		2025-06-24 18:11:01173,074
0		173,074Form 4
14ANDERSEN ERIC C.
Director		2026-06-12 16:18:50165,979
0		165,979Form 4
15SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		2026-02-25 16:12:57162,576
0		162,576Form 4
16Radcliffe Amanda Westphal
Director
10% Owner		2026-06-12 16:19:53159,030
0		159,030Form 4
172020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
13(d) Group Member
10% Owner		2025-05-22 16:15:54112,581
0		112,581Form 4
18Gayton Bradley M
Director		2026-06-12 16:20:5468,500
0		68,500Form 4
19Thompson Stefanie Westphal
Director
10% Owner		2026-06-12 16:18:1866,995
0		66,995Form 4
20Young Christopher David
President and CEO		2026-02-25 16:15:340
60,000		60,000Form 4
21Kyle Terrence
Director		2021-11-12 16:21:3757,429
0		57,429Form 4/A
22Saunders Philip Seth
Director		2026-06-12 16:20:2350,606
0		50,606Form 4
23Stamm John Richard
Director		2026-06-12 16:19:2232,685
0		32,685Form 4
24Robert Kevin L
Director		2023-12-19 16:17:0023,936
0		23,936Form 4
25Leib Ryan J
Chief Accounting Officer		2026-02-24 16:24:5222,435
0		22,435Form 4
26Mendola Mark J
Director		2026-06-12 16:17:4520,965
0		20,965Form 4
27Rowland Bryan T.R.
GENERAL COUNSEL		2026-02-25 16:13:3719,301
0		19,301Form 4
28Butler Lisa
CHIEF ACCOUNTING OFFICER		2024-03-18 16:27:39250
0		250Form 4
292020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner		2024-03-28 18:01:270.294
0		0.294Form 4