Vertex, Inc.: directors' dealings · United States · SEC (Form 4)

About Vertex, Inc.

Vertex, Inc. (NYSE/NASDAQ: VERX) is a U.S.-based software company focused on indirect tax determination and compliance automation. Headquartered in King of Prussia, Pennsylvania, in the United States, Vertex has been building tax technology solutions since 1978. For French-speaking investors in Europe, the company stands out as a specialized enterprise software provider operating at the intersection of tax compliance, digital commerce, ERP integration, and regulatory automation. ([vertexinc.com](https://www.vertexinc.com/company/about-us?utm_source=openai)) Vertex’s core business is helping businesses calculate, manage, and comply with complex transaction tax obligations across jurisdictions. Its platform covers sales tax, VAT/GST, purchase tax, and broader indirect tax workflows, while also expanding into e-invoicing and related compliance use cases. The company sells cloud-based software subscriptions and related services, with a strong focus on large enterprises and multinational customers. Its competitive position is supported by deep tax content, integration capabilities with leading ERP and commerce systems, and a broad geographic coverage footprint that Vertex describes as spanning 195+ countries and territories. ([vertexinc.com](https://www.vertexinc.com/company/about-us?utm_source=openai)) From a market-positioning standpoint, Vertex is not a generic software vendor; it is a domain specialist with high switching costs and strong recurring characteristics. The company says it serves more than 60% of the Fortune 500, underscoring its relevance among complex, compliance-driven organizations. That customer base typically values reliability, regulatory expertise, and global scalability over low price. In its 2025 reporting, Vertex indicated that most revenue is still generated in the United States, but it also continues to expand internationally, particularly in Canada, Europe, and parts of Latin America. ([vertexinc.com](https://www.vertexinc.com/company/about-us?utm_source=openai)) Recent developments have reinforced the growth narrative. Vertex reported double-digit revenue growth through 2025 and into 2026, with cloud adoption, renewals, and global tax complexity supporting demand. The company has also pushed into artificial intelligence and e-invoicing: in 2025 it made a strategic investment in Kintsugi, and in Q1 2026 it acquired Brinta, an AI-first e-invoicing startup in Latin America, to accelerate regional coverage. In late 2025, Vertex also launched its first share repurchase program, signaling greater capital-allocation discipline. The stock, VERX, is listed on Nasdaq in the United States, placing it firmly within the U.S. public technology market. ([ir.vertexinc.com](https://ir.vertexinc.com/news-releases/news-release-details/vertex-announces-first-quarter-2025-financial-results/?utm_source=openai))