No insider purchase over the last 90 days. The latest was filed 09 Mar 2026.
Every trade that managers of Vertex, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector. Between 18 October 2025 and 18 October 2026, 9 insiders published 18 filings.
Both sides are active: 4 purchases worth €3.9M and 1 sale worth €71k, from 4 insiders and 1 insider respectively. Purchases outweigh sales by €3.8M. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. On the buying side, the filings list 1 senior executive and 1 chief executive among the declarants. The largest single trade was a purchase of €2.7M by Westphal Jeffrey, published on 18 February 2026.
Compared with its exchange (5,808 companies, median 19 filings), a count of 18 filings is below the norm. Since 2021, the database holds 10 purchases and 116 sales by insiders of the company. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 748.4 m USD and net income at 7.2 m USD.
Within a 30-day window, 3 purchases overlapped with buying by a second insider. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase. The clock since the last published purchase (9 March 2026) now reads 223 days. Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
+4 other insiders
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended December 2025 · cache
25 of 264 declarations
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))
Purchases our model currently ranks for the recommendations list.
All recommendationsInsider filings
Over the last 90 days, 1 filing published on 9 October 2026: no open-market purchase or sale filed by an insider. 1 other filing (not open-market purchases or sales: grants, options, plans, sale notices, block transfers).
Summary written automatically from public filings, without human review. General information, identical for every reader: it is not investment advice or a recommendation to buy or sell. Investing involves a risk of capital loss. Generated on 14 October 2026 (UTC)
| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Dec 2025 | 748.4 m USD | 7.2 m USD | n.d. | 10-K |
| Dec 2024 | 666.8 m USD | -52.7 m USD | n.d. | 10-K |
| Dec 2023 | 572.4 m USD | -13.1 m USD | n.d. | 10-K |
| Dec 2022 | 491.6 m USD | -12.3 m USD | n.d. | 10-K |
| Dec 2021 | 425.5 m USD | -1.5 m USD | n.d. | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.