person · Reporting owner
Thompson Stefanie Westphal
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | Director · 10% owner | 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 | 66,995 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 66,995 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 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001818515-26-000002 · form4-06122026_080614.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,995 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 16:27 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 5,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017194 · form4-06132025_080645.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,357 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 |
| June 12, 2024 Filed Jun 14, 2024 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 5,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016892 · form4-06142024_080646.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,030 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 |
| December 06, 2023 Filed Dec 8, 2023 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | OtherClass B Common Stock · Derivative | 789,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-124726 · tm2331951d5_4seq1.xml · derivative · entry 2 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 838,000 Underlying: Class A Common Stock · 789,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | OtherClass B Common Stock · Derivative | 2,367,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-124726 · tm2331951d5_4seq1.xml · derivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Irr. Trust of Antoinette M. Westphal, 3/31/87, Stefanie W. Thompson and Sterling Trustees, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 2,367,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 8,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-009819 · form4-06152023_080602.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,325 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 |
| June 14, 2022 Filed Jun 15, 2022 16:23 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006596 · form4-06152022_010633.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,510 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 |
| May 11, 2021 Filed May 13, 2021 17:46 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 8,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-066097 · tm2115866-6_4seq1.xml · nonDerivative · entry 1 Thompson Stefanie Westphal · CIK 0001818515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,389 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.