Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | Director | June 10, 2026 | June 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,685 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 32,685 F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001818885-26-000002 · form4-06122026_080617.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,685 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 16:28 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 5,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017197 · form4-06132025_080636.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,047 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 3,815 | $56.11 | $214,059.65 |
DisclosureSEC source: 0001415889-24-028828 · form4-12102024_091249.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,720 Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 08:57 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 2,500 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-24-027801 · form4-11272024_011153.xml · derivative · entry 4 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,623 Underlying: Class A Common Stock · 2,500 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 08:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,500 | $53.81 | $134,525.00 |
DisclosureSEC source: 0001415889-24-027801 · form4-11272024_011153.xml · nonDerivative · entry 3 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,535 Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 08:57 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 2,500 | $3.73 | $9,335.00 |
DisclosureSEC source: 0001415889-24-027801 · form4-11272024_011153.xml · nonDerivative · entry 2 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,035 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 08:57 UTC | Vertex, Inc. VERX · Entity 4427 | GiftClass A Common Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027801 · form4-11272024_011153.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,535 Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 16:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 5,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-24-023439 · form4-09162024_080940.xml · derivative · entry 4 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,123 Underlying: Class A Common Stock · 5,000 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 16:22 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 5,000 | $35.44 | $177,204.00 |
DisclosureSEC source: 0001415889-24-023439 · form4-09162024_080940.xml · nonDerivative · entry 3 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,635 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.380 to $35.555, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 16:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 5,000 | $3.73 | $18,670.00 |
DisclosureSEC source: 0001415889-24-023439 · form4-09162024_080940.xml · nonDerivative · entry 2 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 16:22 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 5,000 | $35.41 | $177,072.50 |
DisclosureSEC source: 0001415889-24-023439 · form4-09162024_080940.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,635 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.360 to $35.445 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 17:00 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 16,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-24-022235 · form4-08262024_090805.xml · derivative · entry 3 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,123 Underlying: Class A Common Stock · 16,000 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 17:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 16,000 | $35.95 | $575,179.20 |
DisclosureSEC source: 0001415889-24-022235 · form4-08262024_090805.xml · nonDerivative · entry 2 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,635 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.750 to $36.110 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 17:00 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 16,000 | $3.73 | $59,744.00 |
DisclosureSEC source: 0001415889-24-022235 · form4-08262024_090805.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 16:16 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 5,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016886 · form4-06142024_080613.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,635 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 12, 2025. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:05 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,500 | $29.48 | $191,620.00 |
DisclosureSEC source: 0001415889-24-007170 · form4-03072024_090340.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,930 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.47 to $29.53 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $26.85 | $268,483.00 |
DisclosureSEC source: 0001415889-23-016729 · form4-12192023_091238.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,430 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.82 to $26.95 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 16:11 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,691 | $22.41 | $239,591.72 |
DisclosureSEC source: 0001415889-23-012800 · form4-08302023_080825.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,430 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.40 to $22.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 8,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-009822 · form4-06152023_080602.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,121 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 13, 2024. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 16:16 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 11,843 | $18.37 | $217,591.44 |
DisclosureSEC source: 0001415889-23-004944 · form4-03152023_080326.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,306 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.29 to $18.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006593 · form4-06152022_010646.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,149 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 14, 2023. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 12,000 | $16.88 | $202,560.00 |
DisclosureSEC source: 0001415889-21-005729 · form4-12062021_011204.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,028 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.64 to $17.465 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 19, 2021 Filed Aug 25, 2021 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,678 | $19.17 | $166,391.97 |
DisclosureSEC source: 0000899243-21-034150 · doc4.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,028 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 16:31 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 16,000 | $18.98 | $303,728.00 |
DisclosureSEC source: 0001104659-21-082637 · tm2119327-3_4seq1.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,706 Read SEC document |
| May 11, 2021 Filed May 13, 2021 17:44 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 8,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-066094 · tm2115866-4_4seq1.xml · nonDerivative · entry 1 Stamm John Richard · CIK 0001818885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,706 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) May 11, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.