Vertex, Inc. (VERX) Insider Trading Activity

NASDAQ$19.915
Market Cap
$3.18B
Sector
Technology
Industry
Software—Application
Rank in Sector
92 of 529
Rank in Industry
33 of 152

Largest Insider Buys in Sector

$164M
$143M
$143M
$94M
$60M
$35M

VERX Insider Trading Activity

VERX Median Price and Trade Amounts History Chart

Statistics of Insider Transactions

Amount of Insider Buys and Sells

Buys
$299,382
1
7
Sells
$52,141,051
14
93

Related Transactions

Gayton Bradley Mdirector
1
$299,382
0
$0
$299,382
Leib Ryan JChief Accounting Officer
0
$0
1
$218,690
$-218,690
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
0
$0
1
$1.06M
$-1.06M
Rowland Bryan T.R.GENERAL COUNSEL
0
$0
1
$1.56M
$-1.56M
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
0
$0
2
$4.07M
$-4.07M
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
0
$0
6
$14.79M
$-14.79M
DeStefano DavidPRESIDENT & CEO
0
$0
2
$17.68M
$-17.68M
Westphal JeffreySee Remarks
0
$0
2
$43.26M
$-43.26M

About Vertex, Inc.

Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Insider Activity of Vertex, Inc.

Over the last 12 months, insiders at Vertex, Inc. have bought $299,382 and sold $52.14M worth of Vertex, Inc. stock.

On average, over the past 5 years, insiders at Vertex, Inc. have bought $250,741 and sold $197.58M worth of stock each year.

Highest buying activity among insiders over the last 12 months: Gayton Bradley M (director) — $299,382.

The last purchase of 9,400 shares for transaction amount of $299,382 was made by Gayton Bradley M (director) on 2025‑03‑04.

List of Insider Buy and Sell Transactions, Vertex, Inc.

2025-06-24SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
14,425
0.0091%
$35.24
$508,389
-28.95%
2025-06-23SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
510
0.0003%
$35.00
$17,850
-28.18%
2025-06-20SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
8,832
0.0058%
$35.12
$310,172
-26.01%
2025-06-18SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
157,874
0.1008%
$35.93
$5.67M
-29.22%
2025-06-17SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
145,111
0.0921%
$37.16
$5.39M
-31.93%
2025-06-16SaleITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
78,248
0.0492%
$36.87
$2.88M
-32.05%
2025-06-09SaleWestphal JeffreySee Remarks
332,244
0.1982%
$38.45
$12.77M
-37.91%
2025-05-13SaleDeStefano DavidPRESIDENT & CEO
109,415
0.0686%
$37.70
$4.12M
-32.53%
2025-05-13SaleLeib Ryan JChief Accounting Officer
5,755
0.0036%
$38.00
$218,690
-32.53%
2025-05-12SaleDeStefano DavidPRESIDENT & CEO
363,116
0.2286%
$37.32
$13.55M
-31.54%
2025-03-19SaleRowland Bryan T.R.GENERAL COUNSEL
43,228
0.027%
$35.98
$1.56M
-9.23%
2025-03-04PurchaseGayton Bradley Mdirector
9,400
0.0058%
$31.85
$299,382
+2.76%
2025-01-23SaleITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
18,157
0.0116%
$56.52
$1.03M
-40.11%
2025-01-22SaleITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
53,843
0.0345%
$56.48
$3.04M
-39.59%
2024-12-17SaleSCHWAB JOHN RCHIEF FINANCIAL OFFICER
20,000
0.0127%
$53.05
$1.06M
-34.55%
2024-12-12SaleWestphal JeffreySee Remarks
575,000
0.3554%
$53.01
$30.48M
-36.02%
2024-12-11SaleDeStefano DavidPRESIDENT & CEO
216,268
0.1382%
$55.04
$11.9M
-36.07%
2024-12-10SaleITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
61,654
0.0398%
$54.98
$3.39M
-35.32%
2024-12-10SaleDeStefano DavidPRESIDENT & CEO
164,832
0.1064%
$55.03
$9.07M
-35.32%
2024-12-09SaleITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
13,346
0.0086%
$55.13
$735,765
-35.77%
Total: 269
*Gray background shows transactions not older than one year

Insider Historical Profitability

5.65%
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner
1211100
0.7591%
$24.12M015
DeStefano DavidPRESIDENT & CEO
1066587
0.6685%
$21.24M025
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
173074
0.1085%
$3.45M054
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
53104
0.0333%
$1.06M19
+5.01%
Gayton Bradley Mdirector
47535
0.0298%
$946,659.5310
Rowland Bryan T.R.GENERAL COUNSEL
132
0.0001%
$2,628.7807
Leib Ryan JChief Accounting Officer
0
0%
$001
Westphal JeffreySee Remarks
0
0%
$0038
Tensile Capital Management LP10 percent owner
5396299
3.3823%
$107.47M09
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200113(D) GROUP MEMBER
782706
0.4906%
$15.59M050
Radcliffe Amanda Westphal
108424
0.068%
$2.16M20
+6.6%
ANDERSEN ERIC C.director
83014
0.052%
$1.65M05
Kyle Terrencedirector
47517
0.0298%
$946,301.0601
Robert Kevin Ldirector
23936
0.015%
$476,685.4417
+5.01%
Stamm John Richarddirector
11720
0.0073%
$233,403.80011
Butler LisaCHIEF ACCOUNTING OFFICER
250
0.0002%
$4,978.75115
+5.01%
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN13(D) GROUP MEMBER
0
0%
$5.86016
*Gray background shows insiders who have made transactions during last year

Historical Insider Profitability vs. Competitors

$81,551,296
260
6.39%
$3.5B
$17,961,727
123
11.41%
$3.54B
$1,559,708,042
116
-27.01%
$3.4B
$377,381,191
40
-18.06%
$3.52B
$201,368,276
35
4.97%
$3.9B
$48,876,582
28
-5.78%
$3.8B
$181,492,184
26
6.61%
$3.93B
$2,466,154
15
30.93%
$2.43B
$767,368
14
39.35%
$2.52B
$3,149,968
12
42.15%
$2.5B
$3,941,854
10
15.04%
$3.03B
$56,716,373
6
14.50%
$3.65B
$15,484,959
5
107.60%
$2.67B
Vertex, Inc.
(VERX)
$3,922,033
5
5.65%
$3.18B
$1,064,850
4
5.91%
$2.95B
$47,040,091
3
13.83%
$2.6B
$119,600,000
2
-7.40%
$3.52B
$525,468
2
-30.89%
$2.82B
$33,152,500
1
-24.88%
$3.04B

VERX Institutional Investors: Active Positions

Increased Positions125+36.66%18M+21.65%
Decreased Positions158-46.33%17M-19.83%
New Positions37New6MNew
Sold Out Positions60Sold Out6MSold Out
Total Postitions308-9.68%85M+1.82%

VERX Ownership Change vs Market

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
Vanguard Group Inc$165,059.0010.89%8.39M+689,143+8.95%2025-09-30
Blackrock, Inc.$104,629.006.91%5.32M-507,475-8.71%2025-09-30
Tensile Capital Management Lp$74,871.004.94%3.8M+160,559+4.41%2025-09-30
Massachusetts Financial Services Co /Ma/$70,216.004.63%3.57M+2M+231.03%2025-09-30
Brown Advisory Inc$60,632.004%3.08M+3MNew2025-09-30
Neuberger Berman Group Llc$58,815.003.88%2.99M-177,908-5.62%2025-09-30
Geneva Capital Management Llc$57,719.003.81%2.93M-84,851-2.81%2025-09-30
Wasatch Advisors Lp$53,697.003.54%2.73M+229,774+9.2%2025-09-30
Conestoga Capital Advisors, Llc$50,046.003.3%2.54M-855,435-25.17%2025-09-30
Wellington Management Group Llp$42,538.002.81%2.16M+937,905+76.65%2025-09-30

Financial Ratios

Summary
Comparison with Competitors

Price to Earnings

Price/Earnings to Growth

Price to Sales

Price to Book

Price/Free Cash Flow

Analyst Recommendations

Analyst Price Targets

Company
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