VERX - NASDAQ

Vertex, Inc.

VERX·NASDAQ

$12.79

-15%

TechnologySoftware - Application

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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$2.07B

EPS0.0500

P/E Ratio255.80

Earnings Date08/05/2026

-1.07%

Return on Invested Capital

-111%

3Y-57.0%

5Y-96.0%

10Y-105.0%

2.79%

Return on Equity

-109%

3Y-152.0%

5Y-109.0%

10Y-49.0%

0.57%

Return on Assets

-113%

3Y-133.0%

5Y-104.0%

10Y-120.0%

Vertex, Inc. Management Team

VERX · NASDAQ

Mr. Ryan J. Leib CPA

Chief Accounting Officer

Born 1978(Age 48)

male

Mr. David DeStefano

Chief Executive Officer, President & Chairman of the Board

Compensation

$1,403,502

Born 1963(Age 63)

male

Mr. Christopher David Young

Chief Executive Officer, President & Director

Born 1972(Age 54)

male

Mr. John R. Schwab

Chief Financial Officer

Compensation

$891,308

Born 1968(Age 58)

male

Mr. Ben Askin

Chief Information Officer

male

Mr. Steven Hinckley

Chief Operating Officer

male

Mr. Salvatore Visca

Chief Technology Officer

Born 1966(Age 60)

male

Ms. Amanda Westphal Radcliffe

Co-Owner & Independent Director

Compensation

$48,000

Born 1969(Age 57)

female

Ms. Stefanie Westphal-Lucas Thompson

Co-Owner & Independent Director

Compensation

$46,146

Born 1963(Age 63)

female

Mr. Ray Westphal

Founder

male

Mr. Bryan T. R. Rowland

Senior Vice President, General Counsel & Secretary

Compensation

$565,629

Born 1980(Age 46)

male

Mr. Joseph J. Crivelli

Vice President of Investor Relations

male

INSIDER TRANSACTIONS

Vertex, Inc. Insider Positioning

VERX · NASDAQ

During the last 12 months, insiders have purchased $6.37M and sold $27.79M worth of VERX shares, resulting in $21.43M of net selling activity.

3 Months

Bought

0.00

Sold

16.5K

232.84K

Net Activity

-233K

-$233K

3-6 Months

Bought

497.7K

6.37M

Sold

0.00

Net Activity

+6.4M

+$6.37M

6-9 Months

Bought

0.00

Sold

0.00

Net Activity

+$0

9-12 Months

Bought

0.00

Sold

737.2K

27.56M

Net Activity

-27.6M

-$27.56M

Top Buyers

Westphal Jeffrey

Other: See Remarks

397.7K shares•2 transactions

$5.12M

YCD

Young Christopher David

Director, Officer: President And Ceo

60.0K shares•1 transactions

$731K

AEC

Andersen Eric C.

Director

40.0K shares•1 transactions

$516K

Top Sellers

ISITFAMWUOJRWDO52

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

10 Percent Owner, Other: 13(D) Group Member

405.0K shares•6 transactions

$14.79M

Westphal Jeffrey

Other: See Remarks

332.2K shares•1 transactions

$12.77M

ISITFKRWUOJRWDO52

Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

10 Percent Owner

10.0K shares•1 transactions

$150K

Destefano David

Director

6.5K shares•1 transactions

$82K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $21.43M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.23:1

Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.

Recent Trend (3 Months)

$233K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

Moderate Selling

4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC PROXY FILINGS

SEC Filings

VERX - Filing history and reports

Filing Type	Filing Date	Period Ending	Fiscal Year	Actions
DEF 14A DEF 14A 2026 N/A	April 27, 2026	June 10, 2026	2026	View Filing
DEF 14A DEF 14A 2025 N/A	April 28, 2025	June 11, 2025	2025	View Filing
DEF 14A DEF 14A 2024 N/A	April 29, 2024	June 12, 2024	2024	View Filing
DEF 14A DEF 14A 2023 N/A	April 28, 2023	June 13, 2023	2023	View Filing
DEF 14A DEF 14A 2022 N/A	April 27, 2022	June 14, 2022	2022	View Filing
DEF 14A DEF 14A 2021 N/A	April 01, 2021	May 11, 2021	2021	View Filing

Showing 1 to 6 of 6 filings

Research Paths

Pick your next lens

Snapshot

Start with context, operating signals, and key market metrics.

Value Model

Stress test fair value across bear, base, and bull assumptions.

Statements

Validate revenue quality, margins, and balance sheet durability.

Earnings Call

Read management commentary and compare it with reported outcomes.

Dividends

Check payout sustainability and long-term distribution behavior.

Analyst Expectations

Review consensus spread and where estimate risk is concentrated.