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

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		2025-05-15 16:15:033,630,850
0		3,630,850Form 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		2025-06-11 15:21:46395,895
1,125,927		1,521,822Form 4
10DeStefano David
PRESIDENT & CEO		2025-05-14 16:29:061,066,587
204,032		1,270,619Form 4
11ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner		2025-01-23 18:39:491,211,100
0		1,211,100Form 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
14Radcliffe Amanda Westphal
Director
10% Owner		2025-06-13 16:28:13143,392
0		143,392Form 4
152020 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
16ANDERSEN ERIC C.
Director		2025-06-13 16:26:51110,341
0		110,341Form 4
17SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		2025-03-04 16:12:1189,624
0		89,624Form 4
18Kyle Terrence
Director		2021-11-12 16:21:3757,429
0		57,429Form 4/A
19Gayton Bradley M
Director		2025-06-13 16:29:0952,862
0		52,862Form 4
20Thompson Stefanie Westphal
Director
10% Owner		2025-06-13 16:27:4851,357
0		51,357Form 4
21Saunders Philip Seth
Director		2025-06-13 16:27:1934,968
0		34,968Form 4
22Robert Kevin L
Director		2023-12-19 16:17:0023,936
0		23,936Form 4
23Stamm John Richard
Director		2025-06-13 16:28:4017,047
0		17,047Form 4
24Mendola Mark J
Director		2025-06-13 16:26:195,327
0		5,327Form 4
25Butler Lisa
CHIEF ACCOUNTING OFFICER		2024-03-18 16:27:39250
0		250Form 4
26Rowland Bryan T.R.
GENERAL COUNSEL		2025-03-21 16:03:16132
0		132Form 4
272020 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
28Leib Ryan J
Chief Accounting Officer		2025-05-14 16:30:030
0		0Form 4