VERTEX, INC.

VERX US92538J1060

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.

Annual Performance ¹

2021	2022	2023	2024	2025
-53%	-14%	84%	99%	-4%

Annual Insiders Turnover, USD ²

¹ annual and historical performance metrics are recalculated on a daily basis;
² represents the total value of insider transactions (both buying and selling);

Insider Activity

Person	Price	Shares	Total	Published	Completed
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.24 USD	14,425 Sold	508,389 USD	20/06/2025	24/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.24 USD	14,425 Sold	508,389 USD	20/06/2025	24/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.00 USD	510 Sold	17,850 USD	20/06/2025	23/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.00 USD	510 Sold	17,850 USD	20/06/2025	23/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.12 USD	8,832 Sold	310,172 USD	20/06/2025	20/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.12 USD	8,832 Sold	310,172 USD	20/06/2025	20/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.93 USD	157,874 Sold	5,672,634 USD	16/06/2025	18/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	35.93 USD	157,874 Sold	5,672,634 USD	16/06/2025	18/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	37.16 USD	145,111 Sold	5,392,470 USD	16/06/2025	17/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 O	37.16 USD	145,111 Sold	5,392,470 USD	16/06/2025	17/06/2025

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Integrated EOD Stock Data and Insider Transactions Chart

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The visibility of insider buy and sell transactions on this chart should not be the sole factor in your decision to buy or sell a particular stock. Always consider the following dynamic reports for a broader understanding of stock market activities:

• Insider Transaction Amount Distribution
• Insider Trading Seasonality
• Delta Correlation Analysis

 

Historical Performance

1M	3M	6M	1Y	3Y	5Y	All Time
22%	35%	72%	166%	118%	0%	114%

Last	52W Low	52W High	All-Time Low	All-Time High	β
25.57	23.87	58.95	9.59	58.95

Company Insiders

Person / Entity	Transactions	Turnover, USD	Average, USD	First	Last
Westphal Jeffrey	11	522,028,527.88	47,457,138.90	01/03/2024	09/06/2025
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	47	72,985,452.92	1,552,881.98	13/11/2023	24/06/2025
Destefano David	20	69,106,841.18	3,455,342.06	15/12/2023	13/05/2025
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	41	55,160,838.48	1,345,386.30	13/11/2023	11/11/2024
Westphal Jeffery	2	49,488,591.50	24,744,295.75	14/11/2023	14/11/2023
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	15	42,179,110.87	2,811,940.72	01/11/2023	23/01/2025
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan	16	8,570,175.94	535,636.00	01/03/2024	27/03/2024
Tensile Capital Management Lp	3	6,903,361.94	2,301,120.65	09/11/2023	10/11/2023
Andersen Eric C.	4	5,591,749.91	1,397,937.48	20/11/2023	13/08/2024
Rowland Bryan T.r.	6	4,284,742.89	714,123.81	15/12/2023	26/11/2024
Schwab John R	4	2,919,944.50	729,986.13	18/12/2023	17/12/2024
Stamm John Richard	7	1,738,143.35	248,306.19	15/12/2023	06/12/2024
Leib Ryan J	2	437,380.00	218,690.00	13/05/2025	13/05/2025
Gayton Bradley M	2	299,381.71	149,690.86	04/03/2025	04/03/2025
Butler Lisa	1	245,616.12	245,616.12	14/03/2024	14/03/2024
Robert Kevin L	1	228,132.70	228,132.70	15/12/2023	15/12/2023

Insiders marked in yellow represent long-term insiders. These are individuals who have engaged in transactions for over 3 years and have conducted at least 10 transactions or reached a cumulative turnover of $1M USD. When examining transaction clusters, we prioritize those conducted by long-term insiders for analysis.

Stock Advanced Metrics

Delta Correlation	subscribe 🔒
Upper Bound of Standardized Transaction Amount (ubsta), USD 4	subscribe 🔒

⁴ represents the maximum expected transaction amount for a company's insiders, calculated based on historical data. It provides insight into the typical range of insider transaction amounts and helps in identifying unusually large transactions.

⁵ a proprietary metric reflecting the consistency of insider trading behavior within a company. A higher discipline index suggests more regular and predictable insider transactions.