S
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VERX

STRONG

Vertex, Inc.

CIK: 0001806837

Strong Buy (70% confidence)

Last activity: 3 weeks ago

Financial Metrics

As of Dec 31, 2025 (10-K)

Net Income $7.21M
Total Cash $68.17M

Trend Signals

CEO Buy STRONG

CEO buying activity

Feb 23, 2026

Insider Roster (4 total, 4 active)

Insider Buys Sells Net Value Holdings
Westphal Jeffrey
OTHER
 		2 0 $5.12M
397,740 shares
$4.99M
Young Christopher David
President and CEO
 		1 0 $731K
60,000 shares
$731K
ANDERSEN ERIC C.
OTHER
 		1 0 $516K
150,341 shares
$1.94M
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
TEN_PERCENT_OWNER
 		1 0 $150K
1,221,100 shares
$18.37M

Recent Transactions

BUY ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (TEN_PERCENT_OWNER)

10,000 shares @ $15.05

$150K

Mar 9, 2026

Conviction: | View SEC Filing →
BUY Young Christopher David (President and CEO)

60,000 shares @ $12.18

$731K

Feb 23, 2026

Conviction: | View SEC Filing →
BUY ANDERSEN ERIC C. (OTHER)

40,000 shares @ $12.91

$516K

Feb 20, 2026

Conviction: | View SEC Filing →
BUY Westphal Jeffrey (OTHER)

150,000 shares @ $12.53

$1.88M

Feb 17, 2026

Conviction: | View SEC Filing →
BUY Westphal Jeffrey (OTHER)

247,740 shares @ $13.08

$3.24M

Feb 13, 2026

Conviction: | View SEC Filing →

⚠️ Important Disclaimer

• This is AI-generated analysis for educational purposes only, not financial advice.

• Insider trading data is derived from SEC Form 4 filings and may contain errors.

• Always conduct your own research and consult qualified financial advisors before making investment decisions.