Company · Ownership research

Vertex, Inc. VERX

CIK 0001806837

Form 4 transactions dated Sep 1, 2023 to Sep 27, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 48 rows; the complete set is available through the API.

Insider filings on file run through 2026-06-12.

Insider purchases & sales

Purchased: $6.82M
Sold: $833.80M

Sep 1, 2023 – Jun 12, 2026
Available records · partial months are marked ·

20266 of 6 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
2026-05-28	DeStefano David Director	Sale	$82.36K 6,460 shares sold	3.17% sold Trust holding	▾
2026-03-09	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner	Purchase	$150.48K 10,000 shares bought	Unavailable Direct holding	▾
2026-02-23	Young Christopher David President and CEO · Director	Purchase	$730.79K 60,000 shares bought	New holding Trust holding	▾
2026-02-20	ANDERSEN ERIC C. Director	Purchase	$516.40K 40,000 shares bought	36.25% added Direct holding	▾
2026-02-17	Westphal Jeffrey See Remarks	Purchase	$1.88M 150,000 shares bought	60.55% added Trust holding	▾
2026-02-13	Westphal Jeffrey See Remarks	Purchase	$3.24M 247,740 shares bought	New holding Trust holding	▾

Showing 6 / 6 record groups in 2026. The complete set is available through the API.

Vertex, Inc. · VERX

Follow the people behind the trades.

Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and reach other datasets through the Akkru API.

Download CSV
Earlier filings
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 6 of 6 purchase / sale groups and 30 of 48 other groups; the totals and the monthly series cover the whole window.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

list_insider_transactions
{"ticker":"VERX","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.