Vertex, Inc.

NasdaqGM:VERX Stock Report

Market Cap: US$8.4b

Vertex Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:VERX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Nov 24SellUS$3,785,737Second Irrevocable TrustCompany72,000US$53.13
18 Nov 24SellUS$9,828,118David DeStefanoIndividual198,151US$49.61
11 Nov 24SellUS$7,799,980Jacob WestphalIndividual150,000US$52.32
08 Nov 24SellUS$7,764,424Second Irrevocable TrustCompany150,000US$52.26
14 Oct 24SellUS$5,462,274Jacob WestphalIndividual135,146US$40.77
11 Oct 24SellUS$3,018,886Second Irrevocable TrustCompany75,175US$40.48
09 Oct 24SellUS$5,142,877Second Irrevocable TrustCompany124,825US$41.32
09 Oct 24SellUS$5,349,348Jacob WestphalIndividual129,854US$41.32
03 Oct 24SellUS$41,573,948Jeffrey WestphalIndividual1,054,641US$39.42
12 Sep 24SellUS$177,073J. StammIndividual5,000US$35.41
26 Aug 24SellUS$5,922,521Second Irrevocable TrustCompany158,900US$37.27
20 Aug 24SellUS$292,061Bryan T. RowlandIndividual8,176US$35.72
23 Jul 24SellUS$56,715,000Jeffrey WestphalIndividual1,500,000US$37.81
05 Jun 24SellUS$49,395,000Jeffrey WestphalIndividual1,500,000US$32.93
05 Apr 24SellUS$23,773,547Jeffrey WestphalIndividual791,133US$30.05
27 Mar 24SellUS$2,459,469Nicholas ShuhanIndividual81,361US$30.23
26 Mar 24SellUS$821,192Second Irrevocable TrustCompany27,128US$30.27
25 Mar 24SellUS$1,434,554Second Irrevocable TrustCompany47,671US$30.09
25 Mar 24SellUS$88,847Jacob WestphalIndividual2,959US$30.03
25 Mar 24SellUS$1,433,032Nicholas ShuhanIndividual47,622US$30.09
20 Mar 24SellUS$1,467,506Nicholas ShuhanIndividual48,834US$30.06
20 Mar 24SellUS$1,465,491Second Irrevocable TrustCompany48,768US$30.05
20 Mar 24SellUS$1,475,294Jacob WestphalIndividual49,095US$30.06
14 Mar 24SellUS$595,025Nicholas ShuhanIndividual19,829US$30.01
14 Mar 24SellUS$573,713Second Irrevocable TrustCompany19,118US$30.01
14 Mar 24SellUS$587,774Jacob WestphalIndividual19,587US$30.01
14 Mar 24SellUS$245,616Lisa ButlerIndividual8,290US$29.63
12 Mar 24SellUS$471,569David DeStefanoIndividual15,677US$30.10
08 Mar 24SellUS$1,511,508Jacob WestphalIndividual50,246US$30.14
08 Mar 24SellUS$1,508,059Nicholas ShuhanIndividual50,133US$30.14
08 Mar 24SellUS$1,521,035Second Irrevocable TrustCompany50,566US$30.14
05 Mar 24SellUS$8,482,150Jacob WestphalIndividual278,113US$33.58
05 Mar 24SellUS$1,107,085Nicholas ShuhanIndividual33,673US$33.62
05 Mar 24SellUS$6,358,541Second Irrevocable TrustCompany206,749US$33.62
05 Mar 24SellUS$191,620J. StammIndividual6,500US$29.48
04 Mar 24SellUS$76,508,231Jeffrey WestphalIndividual2,416,307US$33.74
15 Feb 24SellUS$258,823Eric AndersenIndividual10,000US$25.88
15 Dec 23SellUS$228,133Kevin RobertIndividual8,494US$26.86
15 Dec 23SellUS$268,483J. StammIndividual10,000US$26.85
15 Dec 23SellUS$1,067,199David DeStefanoIndividual39,300US$27.16
15 Dec 23SellUS$117,338Bryan T. RowlandIndividual4,369US$26.86
13 Dec 23SellUS$1,743,599Jacob WestphalIndividual60,599US$28.91
13 Dec 23SellUS$262,146Second Irrevocable TrustCompany9,300US$28.19
12 Dec 23SellUS$4,320,293Second Irrevocable TrustCompany150,284US$28.88
11 Dec 23SellUS$3,982,587Jacob WestphalIndividual138,829US$28.72
07 Dec 23SellUS$3,076,432Second Irrevocable TrustCompany105,490US$29.63
06 Dec 23SellUS$1,843,002Jacob WestphalIndividual63,311US$29.61
04 Dec 23SellUS$4,944,645Second Irrevocable TrustCompany177,400US$27.98
01 Dec 23SellUS$6,445,215Jacob WestphalIndividual228,555US$28.89

Insider Trading Volume

Insider Buying: VERX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of VERX?
Owner TypeNumber of SharesOwnership Percentage
Private Companies13,212,0578.21%
Institutions70,195,30943.6%
Individual Insiders77,445,79348.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.5% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.3%
Amanda Radcliffe
33,267,767US$1.8b0%no data
21.2%
Stefanie Thompson
32,980,935US$1.8b0%no data
6.77%
Second Irrevocable Trust
10,564,620US$568.7m-0.68%no data
4.31%
The Vanguard Group, Inc.
6,721,315US$361.8m5.23%0.01%
3.56%
Jeffrey Westphal
5,546,822US$298.6m-45.3%no data
3.21%
BlackRock, Inc.
5,007,584US$269.6m7.37%no data
2.6%
Tensile Capital Management LP
4,053,550US$218.2m-12.5%20.59%
2.23%
Neuberger Berman Investment Advisers LLC
3,473,775US$187.0m-0.41%0.14%
1.7%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437US$142.5m0%no data
1.63%
Fred Alger Management, LLC
2,543,838US$136.9m-37.8%0.6%
1.47%
FMR LLC
2,287,600US$123.1m2.46%0.01%
1.46%
Conestoga Capital Advisors, LLC
2,280,290US$122.7m-18.7%1.53%
1.39%
Legacy Advisors, LLC
2,163,058US$116.4m-0.02%11.67%
1.27%
Andrea Schmerin
1,983,968US$106.8m0%no data
1.25%
Mackenzie Lucas
1,941,750US$104.5m0%no data
1.08%
Putnam LLC
1,690,045US$91.0m17.6%0.08%
1.08%
JP Morgan Asset Management
1,681,338US$90.5m-10.2%0.01%
1.06%
TimesSquare Capital Management, LLC
1,655,400US$89.1m-5.62%1.18%
1%
Loomis Sayles & Company, L.P.
1,565,994US$84.3m-2.24%0.1%
0.9%
Nationwide Fund Advisors
1,404,495US$75.6m40.8%0.45%
0.87%
State Street Global Advisors, Inc.
1,361,901US$73.3m36.4%no data
0.85%
T. Rowe Price Group, Inc.
1,322,428US$71.2m8.31%0.01%
0.82%
Geode Capital Management, LLC
1,275,283US$68.6m3.04%no data
0.79%
Fuller & Thaler Asset Management, Inc.
1,229,444US$66.2m15.3%0.24%
0.72%
Palisade Capital Management, LP
1,129,690US$60.8m-6.5%1.73%