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
Radcliffe Amanda Westphal
Director
10% Owner		2024-02-12 17:30:1533,262,062
0		33,262,062Form 13G
Thompson Stefanie Westphal
Director
10% Owner		2023-12-08 16:30:39838,000
32,096,905		32,934,905Form 4
Tensile Capital Management LP
10% Owner		2024-02-14 16:26:575,114,805
0		5,114,805Form 13G
THIRD 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
ITEM 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
ITEM 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
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2020-07-29 21:52:311,981,224
0		1,981,224Form 3
ITEM 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
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2020-07-29 21:05:401,941,750
0		1,941,750Form 3
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		2020-07-29 21:04:491,941,750
0		1,941,750Form 3
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		2023-11-14 18:00:421,589,000
0		1,589,000Form 4
Westphal Jeffrey
10% Owner		2024-04-09 19:33:527895
1,554,641		1,562,536Form 4
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		2024-03-25 18:54:101,197,706
0		1,197,706Form 4
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		2024-03-28 18:00:40965,074
0		965,074Form 4
DeStefano David
PRESIDENT & CEO		2024-03-12 16:17:09701,363
0		701,363Form 4
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		2024-03-07 16:05:07459,577
0		459,577Form 4
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
13(d) Group Member
10% Owner		2020-07-29 21:10:33105,263
0		105,263Form 3
ANDERSEN ERIC C.
Director		2024-02-16 16:05:4177,309
0		77,309Form 4
Kyle Terrence
Director		2021-11-12 16:21:3757,429
0		57,429Form 4/A
Rowland Bryan T.R.
GENERAL COUNSEL		2024-03-12 16:17:5838,018
0		38,018Form 4
Gayton Bradley M
Director		2023-06-15 16:20:1132,430
0		32,430Form 4
Leib Ryan J
Chief Accounting Officer		2024-03-20 16:17:4532,218
0		32,218Form 3
Saunders Philip Seth
Director		2023-06-15 16:16:1823,936
0		23,936Form 4
Robert Kevin L
Director		2023-12-19 16:17:0023,936
0		23,936Form 4
Stamm John Richard
Director		2024-03-07 16:05:4915,930
0		15,930Form 4
Butler Lisa
CHIEF ACCOUNTING OFFICER		2024-03-18 16:27:39250
0		250Form 4
2020 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