Vertex, Inc. (VERX) Stock Profile — Insider Trades & Financials

Revenue$204.0M

Net Income$9.0M

Gross Margin64.4%

Price Performance

Historical data including institutional events

Company Profile

David DeStefano

CEO & Executive Director

Vertex, Inc. is a tax compliance software and services company based in King of Prussia, Pennsylvania, USA.

Employees: 1,100
Headquarters: KING OF PRUSSIA, PA, United States
Website: www.vertexincorporated.com

Peer ComparisonRevenue ($B)

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Revenue$204.0M

Net Income$9.0M

Gross Margin64.4%

Price Performance

Historical data including institutional events

Company Profile

David DeStefano

CEO & Executive Director

Vertex, Inc. is a tax compliance software and services company based in King of Prussia, Pennsylvania, USA.

Employees: 1,100
Headquarters: KING OF PRUSSIA, PA, United States
Website: www.vertexincorporated.com

Peer ComparisonRevenue ($B)

▾

Cross-Section Event Timeline

INSIDERS · CONGRESS · EARNINGS

INSIDER EXERCISE / CONVERSIONJohn R. Schwab (CHIEF FINANCIAL OFFICER) EXERCISE / CONVERSION VERXFeb 23, 2026

INSIDER EXERCISE / CONVERSIONDavid DeStefano (Director) EXERCISE / CONVERSION VERXFeb 24, 2026

INSIDER TAX WITHHOLDINGDavid DeStefano (Director) TAX WITHHOLDING VERXFeb 24, 2026

INSIDER EXERCISE / CONVERSIONDavid DeStefano (Director) EXERCISE / CONVERSION VERXFeb 24, 2026

INSIDER SELLITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 sold VERXMar 9, 2026

INSIDER BUYITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) BUY VERXMar 9, 2026

INSIDER SELLDavid DeStefano (Director) SELL VERXMay 28, 2026

INSIDER GRANT / AWARDPhilip Seth Saunders (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDEric C. Andersen (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDBradley M. Gayton (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDStefanie Westphal Thompson (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDAmanda Westphal Radcliffe (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDDavid DeStefano (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDJohn Richard Stamm (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDMark J. Mendola (Director) GRANT / AWARD VERXJun 10, 2026

INSIDER GRANT / AWARDDebanjan Saha (Director) GRANT / AWARD VERXOct 7, 2026

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Core Efficiency

ROE?

3.75%

ROA?

0.75%

D/E Ratio?

4.02

Op. Margin?

-2.18%

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Profitability Ratios

Net Margin?

4.43%

Current Ratio?

0.87

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Earnings Calendar

Filing history and next expected filing date

Next Expected Filing

Nov 10, 2026 (in 28 days)

Quarterly Report (10-Q) — Based on filing pattern

Nov 10, 2026

Predicted10-Q

Aug 4, 2026

10-QQ2 202635d after period end

May 7, 2026

10-QQ1 202637d after period end

Feb 24, 2026

10-KQ4 202555d after period end

Feb 24, 2026

10-KFY 202555d after period end

Nov 3, 2025

10-QQ3 202534d after period end

Aug 6, 2025

10-QQ2 202537d after period end

May 7, 2025

10-QQ1 202537d after period end

Feb 27, 2025

10-KQ4 202458d after period end

Data Freshness

Financial Data

2mo ago

Latest filing: 2026-08-04

SEC Metadata

2mo ago

Latest filing: 2026-08-04

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Vertex, Inc.

Price Performance

Company Profile

Vertex, Inc.

Price Performance

Company Profile

Core Efficiency

Profitability Ratios

Earnings Calendar

Data Freshness

Recent Insider Trades

Core Efficiency

Profitability Ratios

Earnings Calendar

Data Freshness

Recent Insider Trades

Vertex, Inc.

Price Performance

Company Profile

The morning brief, before the bell.

Vertex, Inc.

Price Performance

Company Profile

Core Efficiency

Profitability Ratios

Earnings Calendar

Data Freshness

Recent Insider Trades

Core Efficiency

Profitability Ratios

Earnings Calendar

Data Freshness

Recent Insider Trades