Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

Vertex, Inc.

VERX · Nasdaq · CIK 0001806837 · Technology · Software—Application

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

10 Form 4 transaction lines observed in the same window
1 sales · 9 option, withholding, award, gift or other lines

Last qualifying purchase2026-03-09 · ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · $150.5K

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesLow
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
DeStefano DavidDirector
▼○
Gayton Bradley MDirector
○
Saunders Philip SethDirector
○
Radcliffe Amanda WestphalDirector,TenPercentOwner
○
Stamm John RichardDirector
○
ANDERSEN ERIC C.Director
○
● Purchase▼ Sale○ Other

Showing the six most active owners; 3 additional owner(s) remain in Form 4 evidence.

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2026-03-09 · ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001.

Recent Form 4 activity

5Purchases
1Sales
39Other Form 4 lines
25SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING1 sale line(s) · context only
OTHER9 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
4,870,331
Previous report
5,434,775
Avg daily volume
1,376,917
Days to cover
3.5

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-03-09ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Purchase (P)Class A Common Stock10,000USD 15.05USD 150,500SEC filing ↗
2026-02-23Young Christopher DavidPurchase (P)Class A Common Stock60,000USD 12.18USD 730,800SEC filing ↗
2026-02-20ANDERSEN ERIC C.Purchase (P)Class A Common Stock40,000USD 12.91USD 516,400SEC filing ↗
2026-02-17Westphal JeffreyPurchase (P)Class A Common Stock150,000USD 12.53USD 1,879,500SEC filing ↗
2026-02-13Westphal JeffreyPurchase (P)Class A Common Stock247,740USD 13.08USD 3,240,439SEC filing ↗
2025-03-04Gayton Bradley MPurchase (P)Class A Common Stock9,400USD 31.85USD 299,388SEC filing ↗
2022-03-15Radcliffe Amanda WestphalPurchase (P)Class A Common Stock7,825USD 12.91USD 101,021SEC filing ↗
2020-07-31SCHWAB JOHN RPurchase (P)Class A Common Stock2,894USD 19.00USD 54,986SEC filing ↗
2020-07-31Butler LisaPurchase (P)Class A Common Stock2,894USD 19.00USD 54,986SEC filing ↗
2020-07-31Robert Kevin LPurchase (P)Class A Common Stock7,895USD 19.00USD 150,005SEC filing ↗
2020-07-31Radcliffe Amanda WestphalPurchase (P)Class A Common Stock84,210USD 19.00USD 1,599,990SEC filing ↗

Form 4 evidence

45 transaction lines in the latest 365-day window; 532 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-10-07Saha DebanjanAward / grant (A)Class A Common Stock11,199USD 0.00USD 0SEC filing ↗
2026-06-10Thompson Stefanie WestphalAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Stamm John RichardAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-10-07Saha DebanjanAward / grant (A)Class A Common Stock11,199USD 0.00USD 0SEC filing ↗
2026-06-10Thompson Stefanie WestphalAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Stamm John RichardAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Saunders Philip SethAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Radcliffe Amanda WestphalAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Mendola Mark JAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10Gayton Bradley MAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10DeStefano DavidAward / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-06-10ANDERSEN ERIC C.Award / grant (A)Class A Common Stock15,638USD 0.00USD 0SEC filing ↗
2026-05-28DeStefano DavidSale (S)Class A Common Stock6,460USD 12.75USD 82,365SEC filing ↗
2026-03-09ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Purchase (P)Class A Common Stock10,000USD 15.05USD 150,500SEC filing ↗
2026-02-24DeStefano DavidOption exercise / conversion (M)Class A Common Stock109,233USD 0.00USD 0SEC filing ↗
2026-02-24DeStefano DavidTax withholding (F)Class A Common Stock51,983USD 13.26USD 689,295SEC filing ↗
2026-02-23Young Christopher DavidPurchase (P)Class A Common Stock60,000USD 12.18USD 730,800SEC filing ↗
2026-02-23SCHWAB JOHN ROption exercise / conversion (M)Class A Common Stock30,305USD 0.00USD 0SEC filing ↗
2026-02-23SCHWAB JOHN RTax withholding (F)Class A Common Stock16,411USD 12.03USD 197,424SEC filing ↗
2026-02-23Rowland Bryan T.R.Option exercise / conversion (M)Class A Common Stock6,428USD 0.00USD 0SEC filing ↗
2026-02-23Rowland Bryan T.R.Tax withholding (F)Class A Common Stock1,768USD 12.03USD 21,269SEC filing ↗
2026-02-23DeStefano DavidOption exercise / conversion (M)Class A Common Stock101,395USD 0.00USD 0SEC filing ↗
2026-02-23DeStefano DavidTax withholding (F)Class A Common Stock47,112USD 12.03USD 566,757SEC filing ↗
2026-02-20SCHWAB JOHN ROption exercise / conversion (M)Class A Common Stock39,766USD 0.00USD 0SEC filing ↗
2026-02-20SCHWAB JOHN RTax withholding (F)Class A Common Stock21,534USD 12.74USD 274,343SEC filing ↗
2026-02-20Rowland Bryan T.R.Option exercise / conversion (M)Class A Common Stock7,108USD 0.00USD 0SEC filing ↗
2026-02-20Rowland Bryan T.R.Tax withholding (F)Class A Common Stock2,235USD 12.74USD 28,474SEC filing ↗
2026-02-20Leib Ryan JOption exercise / conversion (M)Class A Common Stock6,348USD 0.00USD 0SEC filing ↗
2026-02-20Leib Ryan JTax withholding (F)Class A Common Stock2,045USD 12.74USD 26,053SEC filing ↗
2026-02-20DeStefano DavidOption exercise / conversion (M)Class A Common Stock113,541USD 0.00USD 0SEC filing ↗
2026-02-20DeStefano DavidTax withholding (F)Class A Common Stock36,228USD 12.74USD 461,545SEC filing ↗
2026-02-20ANDERSEN ERIC C.Purchase (P)Class A Common Stock40,000USD 12.91USD 516,400SEC filing ↗
2026-02-17Westphal JeffreyPurchase (P)Class A Common Stock150,000USD 12.53USD 1,879,500SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerVERX
CIK0001806837
SectorTechnology
IndustrySoftware—Application Yahoo Finance
SEC SIC7372 Services-Prepackaged Software
ExchangeNasdaq

Data coverage

Local Form 4 history532 transaction lines from 2020-07-28 to 2026-10-07
12 P purchase lines · 286 S sale lines · 234 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.