Figures computed from official regulatory filings — .
Analysttarget 17.15 USD (+40%) · consensus 3.73/5 · 7 buy · 8 hold · 0 sell
Ownershipinsiders 6.98% · institutions 95.55% · short 7.0% of float
In USD · as of Oct 5, 2026
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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.
Market information source · Oct 5, 2026
SEC company identity · Oct 5, 2026
Open-market timeline · full history
12 buys285 sells— close pricebar = usd volume, √ scaleclick a period to filter the table
| Insider | Type | Value · USD | Signals | Details |
|---|---|---|---|---|
| Saunders Philip Seth | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Mendola Mark J | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| DeStefano David | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Radcliffe Amanda Westphal | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Gayton Bradley M | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| ANDERSEN ERIC C. | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Thompson Stefanie Westphal | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Stamm John Richard | Award | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| DeStefano David | Sell | $82.4K | SEC |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Buy | $150.5K | conv 80ClusterFirst in 12mo | SEC |
| DeStefano David | Other | $689.3K | SEC |
| DeStefano David | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| DeStefano David | Exercise | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Rowland Bryan T.R. | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| DeStefano David | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Rowland Bryan T.R. | Other | $21.3K | SEC |
| DeStefano David | Exercise | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| SCHWAB JOHN R | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Young Christopher David | Buy | $730.8K | conv 92ClusterFirst in 12mo | SEC |
| SCHWAB JOHN R | Exercise | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| DeStefano David | Other | $566.8K | SEC |
| Rowland Bryan T.R. | Exercise | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| SCHWAB JOHN R | Other | $197.4K | SEC |
| Rowland Bryan T.R. | ExerciseD (derivative) | n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise)) | SEC |
| Rowland Bryan T.R. | Other | $12.4K | SEC |