Vertex, Inc. (VERX)
Nasdaq: VERX · Services-Prepackaged Software · King Of Prussia, PA · filing with the SEC since 2020
Who runs Vertex, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Young Christopher David
President and CEO. First filing Nov 2025, latest Nov 12, 2026, 1 filing in all.
Officers reporting now
5
of 14 people with a filing in the last fifteen months
Directors reporting now
9
17 people on the record since 2020
Officerssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Young Christopher David | President and CEO | Nov 2025 | Nov 12, 2026 | none |
| Leib Ryan J | Chief Accounting Officer | Mar 2024 | Nov 12, 2026 | 1 · $100,000 |
| Destefano David | PRESIDENT & CEO | Jul 2020 | Jun 12, 2026 | 1 · $100,000 |
| Schwab John R | CHIEF FINANCIAL OFFICER | Jul 2020 | Feb 25, 2026 | none |
| Rowland Bryan T.R. | GENERAL COUNSEL | Jul 2020 | Feb 25, 2026 | none |
Directorssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Saha Debanjan | director | Oct 2026 | Oct 9, 2026 | none |
| Andersen Eric C. | director | Jul 2020 | Jun 12, 2026 | none |
| Gayton Bradley M | director | May 2021 | Jun 12, 2026 | none |
| Mendola Mark J | director | Jun 2025 | Jun 12, 2026 | none |
| Radcliffe Amanda Westphal | director | Jul 2020 | Jun 12, 2026 | none |
| Saunders Philip Seth | director | Jun 2022 | Jun 12, 2026 | none |
| Stamm John Richard | director | Jul 2020 | Jun 12, 2026 | none |
| Thompson Stefanie Westphal | director | Jul 2020 | Jun 12, 2026 | none |
| Westphal Jeffery | director | Jul 2020 | Feb 18, 2026 | none |
Owners of more than 10% of a classsales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 | 10% owner | Jul 2020 | Mar 9, 2026 | none |
Earlier names on the record15, newest filing first
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 · 10% owner · last filing Jun 20252020 Irrevocable Trust For Benefit Of Constance A. Thompson · 10% owner · last filing May 2025Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 · 10% owner · last filing May 2025Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 · 10% owner · last filing May 2025Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 · 10% owner · last filing May 2025Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 · 10% owner · last filing Dec 20242020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan · 10% owner · last filing Mar 2024Butler Lisa · officer · last filing Mar 2024Robert Kevin L · director · last filing Dec 2023Tensile Capital Management LP · 10% owner · last filing Nov 2023Kyle Terrence · director · last filing Nov 2021Item Second Irr. Trust Fbo Samantha W. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001 · 10% owner · last filing Jul 2020Item Second Irrevocable Trust Fbo Antoinette R. Radcliffe U/a Of Amanda W Radcliffe Dated 10/05/2001 · 10% owner · last filing Jul 2020Item Second Irrevocable Trust Fbo Kailey Radcliffe U/a Of Amanda W Radcliffe Dated 10/05/2001 · 10% owner · last filing Jul 2020Third Party Funded Special Needs Trust For Callum W. Radcliffe U/a Of Amanda W Radcliffe Dated May 15, 2015 · 10% owner · last filing Jul 2020
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.