Vertex, Inc.

NasdaqGM:VERX Stock Report

Market Cap: US$4.9b

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
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
20 Nov 23SellUS$262,391Eric AndersenIndividual10,000US$26.24
15 Nov 23SellUS$2,698,937Jacob WestphalIndividual100,000US$27.67
15 Nov 23SellUS$2,708,751Second Irrevocable TrustCompany100,000US$27.66
14 Nov 23SellUS$49,488,592Jeffrey WestphalIndividual1,899,025US$26.06
13 Nov 23SellUS$8,154,858Second Irrevocable TrustCompany300,000US$27.35
10 Nov 23SellUS$6,903,362Tensile Capital Management LPCompany260,418US$27.37
08 Nov 23SellUS$8,843,493Second Irrevocable TrustCompany388,879US$23.12
03 Nov 23SellUS$7,279,714Second Irrevocable TrustCompany311,121US$23.60
10 Oct 23SellUS$3,635,100Tensile Capital Management LPCompany150,000US$24.55
02 Oct 23SellUS$24,629,562Jeffrey WestphalIndividual1,103,475US$22.32
29 Sep 23SellUS$1,401,600Tensile Capital Management LPCompany60,000US$23.36
28 Aug 23SellUS$239,592J. StammIndividual10,691US$22.41
14 Aug 23SellUS$294,908Eric AndersenIndividual15,121US$19.50
14 Jul 23SellUS$6,122,452Jeffrey WestphalIndividual325,000US$18.91
30 Jun 23SellUS$175,230Jeffrey WestphalIndividual8,798US$19.92
30 Jun 23SellUS$11,442,000Jeffrey WestphalIndividual600,000US$19.07
28 Jun 23SellUS$14,608,000Jeffrey WestphalIndividual800,000US$18.26

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 Companies16,408,43510.5%
Institutions55,005,36535.2%
Individual Insiders84,638,99254.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 88.72% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.4%
Amanda Radcliffe
33,262,062US$1.1b0%no data
21.3%
Stefanie Thompson
32,975,230US$1.0b0%no data
8.87%
Second Irrevocable Trust
13,758,300US$436.1m0%no data
8.47%
Jeffrey Westphal
13,135,822US$416.4m-19.7%no data
3.58%
The Vanguard Group, Inc.
5,555,808US$176.1m13%no data
3.3%
Tensile Capital Management LP
5,114,805US$162.1m-11.9%17.41%
2.85%
Fred Alger Management, LLC
4,417,130US$140.0m-5.04%0.64%
2.37%
Neuberger Berman Investment Advisers LLC
3,669,050US$116.3m-7.55%0.09%
1.81%
Conestoga Capital Advisors, LLC
2,806,830US$89.0m-0.91%1.28%
1.71%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437US$83.9m0%no data
1.4%
Legacy Advisors, LLC
2,164,221US$68.6m-33.3%8.31%
1.35%
JP Morgan Asset Management
2,090,172US$66.3m-7.88%0.01%
1.28%
Andrea Schmerin
1,983,968US$62.9m0%no data
1.25%
Mackenzie Lucas
1,941,750US$61.6m0%no data
1.03%
Bryn Mawr Capital Management, LLC
1,596,000US$50.6m-38.5%2.86%
0.89%
TimesSquare Capital Management, LLC
1,386,848US$44.0m2.25%0.6%
0.89%
Loomis Sayles & Company, L.P.
1,383,755US$43.9m0%0.06%
0.84%
Next Century Growth Investors LLC
1,296,768US$41.1m1.63%3.59%
0.78%
BlackRock, Inc.
1,209,343US$38.3m26.8%no data
0.76%
Palisade Capital Management, LP
1,176,808US$37.3m-6.92%1.03%
0.6%
Pembroke Management Ltd.
927,129US$29.4m255%2.13%
0.55%
Janus Henderson Group plc
859,267US$27.2m0.36%0.01%
0.54%
Putnam LLC
834,027US$26.4m21.7%0.03%
0.47%
William Blair Investment Management, LLC
724,037US$23.0m-45.8%0.03%
0.45%
David DeStefano
701,363US$22.2m78.8%no data
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