VERX insider buying and SEC filings, explained
Vertex, Inc. · CIK 1806837
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$6.4M
Insiders who bought
3
Sold (not marked 10b5-1)
$82K
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| May 28, 2026 | Sale | David DeStefano (Director) sold 6,460 shares indirectly (by trust) at $12.75 ($82K). Holdings by trust down 3% to 197,572 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 1, 2026 |
| Mar 9, 2026 | Other purchase | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% owner) bought 10,000 Class A Common Stock at about $15.05 ($151K), reported as a purchase (code P). Holdings down 1% to 1,221,100 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 9, 2026 |
| Feb 23, 2026 | Purchase (code P) | Christopher David Young (CEO and Director) bought 60,000 shares indirectly (by trust) at about $12.18 ($731K), reported as a purchase (code P). New position of 60,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 25, 2026 |
| Feb 20, 2026 | Purchase (code P) | Eric C. Andersen (Director) bought 40,000 shares at about $12.91 ($516K), reported as a purchase (code P). Holdings up 36% to 150,341 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 23, 2026 |
| Feb 13–17, 2026 | Purchase (code P) | Jeffrey Westphal (Officer) bought 397,740 shares indirectly (by trust) between Feb 13 and Feb 17 at about $12.87 ($5.1M), reported as a purchase (code P). New position of 397,740 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 18, 2026 |
24 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
3 insiders bought in 30 days
$6.4M in purchases since Feb 17, 2026 · Purchases traded Feb 17, 2026 to Feb 23, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Jeffrey Westphal (Officer) | $5.1M | Feb 17, 2026 | SEC filing |
| Eric C. Andersen (Director) | $516K | Feb 20, 2026 | SEC filing |
| Christopher David Young (CEO) | $731K | Feb 23, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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