← Insider buys

VERX

Vertex, Inc. · Technology

Insiders bought $6.5M of Vertex, Inc. in the last 12 months

4 insiders bought on 4 days.

$6.5MBought, 12 mo
$82KSold, 12 mo
$2.5BMarket cap

VERX over the last year

Insider buy filed (4 days)

Largest buyers, last 12 months

VERX after insider buys

3 months after each buy, from the first price a copier could get.

−4.6%Average
−6.9 ptsVs S&P 500
3 of 7Higher

7 buys since 2021 with 3 months of prices.

Every filing

141 insider filings since 2020, newest first

VERXSell

David Destefano · Director

$82K−3.2%Jun 1
VERXBuy

Item Second Irr. Trust Fbo Kyle R. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 10% owner

$150K+1.0%Mar 9
VERXBuy

Christopher David Young · President and CEO

$731KFeb 25
VERXBuy

Eric C. Andersen · Director

$516K+36.0%Feb 23
VERXBuy

Jeffrey Westphal · Insider

$5.1MFeb 18
VERXBuy

Bradley M Gayton · Director

$299K+25.0%Mar 4
VERXSell

Bryan T.r. Rowland · General Counsel

$166K−100.0%Nov 27
VERXSell

David Destefano · President and CEO

$1.4M−5.0%Nov 27
VERXSell

John Richard Stamm · Director

$135K−14.0%Nov 27
VERXSell

Item Second Irr. Trust Fbo Kyle R. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 10% owner

$3.8M−5.0%Nov 21
VERXSell

David Destefano · President and CEO

$9.8M−40.0%Nov 18
VERXSell

Jeffrey Westphal · 10% owner

$121.5M−100.0%Nov 13
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$7.8M−16.0%Nov 12
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$7.8M−20.0%Nov 12
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$5.5M−13.0%Oct 15
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$3.0M−9.0%Oct 15
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$5.3M−11.0%Oct 9
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$5.1M−13.0%Oct 9
VERXSell

Jeffrey Westphal · 10% owner

$48.3M−99.0%Oct 7
VERXSell

John Richard Stamm · Director

$354K−38.0%Sep 16
VERXSell

Item Second Irr. Trust Fbo Kyle R. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 10% owner

$5.9M−10.0%Aug 27
VERXSell

John R Schwab · CFO

$895K−32.0%Aug 26
VERXSell

John Richard Stamm · Director

$575K−43.0%Aug 26
VERXSell

Bryan T.r. Rowland · General Counsel

$1.4M−100.0%Aug 22
VERXSell

Eric C. Andersen · Director

$5.1M−63.0%Aug 15
VERXSell

Jeffrey Westphal · 10% owner

$56.7M−59.0%Jul 24
VERXSell

Jeffrey Westphal · 10% owner

$49.4M−37.0%Jun 7
VERXSell

Jeffrey Westphal · 10% owner

$23.8M−34.0%Apr 9
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$2.5M−100.0%Mar 28
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$821K−3.0%Mar 28
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$1.4M−37.0%Mar 25
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$89KMar 25
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$1.4M−5.0%Mar 25
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$1.5M−4.0%Mar 20
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$1.5M−4.0%Mar 20
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$1.5M−27.0%Mar 20
VERXSell

Lisa Butler · Chief Accounting Officer

$246K−97.0%Mar 18
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$588K−2.0%Mar 14
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$574K−2.0%Mar 14
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$595K−10.0%Mar 14
VERXSell

Bryan T.r. Rowland · General Counsel

$955K−80.0%Mar 12
VERXSell

David Destefano · President and CEO

$472K−2.0%Mar 12
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$1.5M−4.0%Mar 8
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$1.5M−20.0%Mar 8
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$1.5M−4.0%Mar 8
VERXSell

John Richard Stamm · Director

$192K−29.0%Mar 7
VERXSell

John R Schwab · CFO

$300K−16.0%Mar 7
VERXSell

Item Second Irr. Trust Fbo Anne Marie Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$6.4M−15.0%Mar 5
VERXSell

2020 Irrevocable Trust For Benefit of Nicholas A. Shuhan · 13(d) Group Member, 10%

$1.1M−12.0%Mar 5
VERXSell

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 · 13(d) Group Member, 10%

$8.5M−17.0%Mar 5
About Vertex, Inc.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Filings come from SEC EDGAR and prices from daily closes. Not investment advice.