Ownership and insider activity for Vertex, Inc. (VERX): insider transactions, US Senate and House trading disclosures and shares outstanding. Track how corporate insiders and politicians are trading the stock.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally.
Price
| Price | $12.58 |
| Market Cap | $2.0B |
| Exchange | NASDAQ |
| Country | US |
Recent Insider Transactions
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 2026-06-10 | DeStefano David | A-Award | 15,638 | |
| 2026-06-10 | Gayton Bradley M | A-Award | 15,638 | |
| 2026-06-10 | Saunders Philip Seth | A-Award | 15,638 | |
| 2026-06-10 | Radcliffe Amanda Westphal | A-Award | 15,638 | |
| 2026-06-10 | Stamm John Richard | A-Award | 15,638 | |
| 2026-06-10 | ANDERSEN ERIC C. | A-Award | 15,638 | |
| 2026-06-10 | Thompson Stefanie Westphal | A-Award | 15,638 | |
| 2026-06-10 | Mendola Mark J | A-Award | 15,638 | |
| 2026-05-28 | DeStefano David | S-Sale | 6,460 | $82K |
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | P-Purchase | 10,000 | $150K |
Balance Sheet (10y)
| Year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $55.8M | $75.9M | $303.1M | $73.3M | $91.8M | $68.2M | $296.1M | $314.0M |
| Short-term Investments | 0 | 0 | 0 | 0 | $11.2M | $9.5M | $9.2M | 0 |
| Receivables | $62.2M | $70.4M | $77.2M | $76.9M | $102.9M | $141.8M | $164.4M | $183.4M |
| Inventory | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Current Assets | $132.3M | $165.6M | $402.7M | $195.7M | $243.1M | $266.6M | $536.3M | $560.7M |
| Property, Plant & Equipment | $49.5M | $54.7M | $56.6M | $118.6M | $118.3M | $115.3M | $189.5M | $219.4M |
| Goodwill | 0 | 0 | $16.3M | $270.0M | $251.8M | $257.8M | $357.8M | $392.5M |
| Intangible Assets | $23.1M | $32.1M | $34.4M | $36.1M | $44.2M | $41.2M | $41.5M | $39.0M |
| Total Assets | $215.1M | $264.6M | $558.8M | $670.2M | $719.2M | $759.9M | $1.17B | $1.27B |
| Accounts Payable | $6.9M | $10.7M | $8.9M | $13.0M | $14.3M | $23.6M | $36.2M | $37.6M |
| Short-term Debt | $4.9M | $50.8M | 0 | 0 | $2.2M | $2.5M | 0 | $4.3M |
| Total Current Liabilities | $238.8M | $334.5M | $292.0M | $369.1M | $403.2M | $440.8M | $537.4M | $574.7M |
| Long-term Debt | $50.0M | $682000 | 0 | 0 | $46.7M | $44.1M | $335.2M | $346.4M |
| Total Liabilities | $326.8M | $377.1M | $329.4M | $440.1M | $489.5M | $506.9M | $987.4M | $1.01B |
| Retained Earnings | -$88.0M | -$90.7M | $25.8M | $24.8M | $12.5M | -$586000 | -$53.3M | -$46.1M |
| Total Equity | -$111.7M | -$112.4M | $229.3M | $230.1M | $229.7M | $253.0M | $179.4M | $258.9M |
| Total Debt | $54.9M | $51.5M | $1.1M | $28.6M | $73.5M | $67.0M | $351.9M | $359.6M |
| Net Debt | -$955000 | -$24.4M | -$301.9M | -$44.7M | -$29.5M | -$10.8M | $46.7M | $45.6M |
| Working Capital | -$106.4M | -$169.0M | $110.7M | -$173.5M | -$160.1M | -$174.2M | -$1.0M | -$14.0M |
Financial Health
| Debt / Equity | 1.39 |
| Current Ratio | 0.98 |
| Piotroski F-Score | 7 |
| Altman Z-Score | 2.21 |
Profitability
| Return on Equity | 2.79% |
| Return on Invested Capital | -1.07% |
| Return on Assets | 0.57% |
| Gross Margin | 60.73% |
| Operating Margin | -1.05% |
| Net Margin | 0.96% |
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Explore sector: Technology · Software - Application
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