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Vertex, Inc. (VERX)

38.33
+0.81
+(2.16%)
At close: May 9 at 4:00:01 PM EDT
38.33
0.00
(0.00%)
After hours: May 9 at 4:05:11 PM EDT

Key Executives

Amounts are as of December 31, 2024 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.
NameTitlePayExercisedYear Born
Mr. David DeStefano CEO, President & Chairman of the Board 1.4M 51.64M 1963
Ms. Amanda Westphal Radcliffe Co-Owner & Independent Director 48k -- 1969
Ms. Stefanie Westphal-Lucas Thompson Co-Owner & Independent Director 46.15k -- 1963
Mr. John R. Schwab Chief Financial Officer 891.31k 2M 1968
Mr. Bryan T. R. Rowland Senior VP, General Counsel & Secretary 565.63k 1.86M 1980
Mr. Ray Westphal Founder -- -- --
Mr. Steven Hinckley Chief Operating Officer -- -- --
Mr. Salvatore Visca Chief Technology Officer -- -- 1966
Mr. Ben Askin Chief Information Officer -- -- --
Mr. Joseph J. Crivelli Vice President of Investor Relations -- -- --

Vertex, Inc.

2301 Renaissance Boulevard
King of Prussia, PA 19406
United States
800 355 3500 https://www.vertexinc.com
Sector: 
Technology
Full Time Employees: 
1,900

Description

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 tax determination; compliance and reporting, including workflow management tools; tax data management and document managementsolutions; 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. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Corporate Governance

Vertex, Inc.’s ISS Governance QualityScore as of May 1, 2025 is 10. The pillar scores are Audit: 5; Board: 10; Shareholder Rights: 10; Compensation: 6.
Corporate governance scores courtesy of Institutional Shareholder Services (ISS) Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.

Upcoming Events

August 5, 2025 at 12:30 PM UTC - August 11, 2025 at 12:30 PM UTC

Vertex, Inc. Earnings Date

Recent Events

May 7, 2025 at 12:00 AM UTC

10-Q: Periodic Financial Reports

April 28, 2025 at 12:00 AM UTC

DEFA14A: Proxy Statements

March 19, 2025 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

February 27, 2025 at 12:00 AM UTC

10-K: Periodic Financial Reports

November 12, 2024 at 12:00 AM UTC

SC 13G: Tender Offer/Acquisition Reports

November 8, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

November 6, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

October 22, 2024 at 12:00 AM UTC

SC 13G: Tender Offer/Acquisition Reports

August 8, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

August 7, 2024 at 12:00 AM UTC

10-Q: Periodic Financial Reports

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