Vertex Ownership
| VERX Stock | USD 39.25 0.48 1.21% |
Shares in Circulation | First Issued 2019-03-31 | Previous Quarter 144.4 M | Current Value 144.4 M | Avarage Shares Outstanding 147.4 M | Quarterly Volatility 10.1 M |
Vertex Stock Ownership Analysis
About 93.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.34. Vertex had not issued any dividends in recent years. Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania. Vertex Inc operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 1300 people. For more information please call David DeStefano at 800 355 3500 or visit https://www.vertexinc.com.Besides selling stocks to institutional investors, Vertex also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Vertex's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Vertex's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Vertex Quarterly Liabilities And Stockholders Equity |
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Vertex Insider Trades History
About 7.0% of Vertex are currently held by insiders. Unlike Vertex's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Vertex's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Vertex's insider trades
Vertex Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Vertex is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertex backward and forwards among themselves. Vertex's institutional investor refers to the entity that pools money to purchase Vertex's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geneva Capital Management | 2024-12-31 | 1.4 M | Legacy Advisors, Llc | 2024-12-31 | 1.4 M | State Street Corp | 2024-12-31 | 1.4 M | Fuller & Thaler Asset Management Inc | 2024-12-31 | 1.3 M | Geode Capital Management, Llc | 2024-12-31 | 1.3 M | Jpmorgan Chase & Co | 2024-12-31 | 1.3 M | Kayne Anderson Rudnick Investment Management Llc | 2024-12-31 | 1.2 M | Ameriprise Financial Inc | 2024-12-31 | 1.1 M | Driehaus Capital Management Llc | 2024-12-31 | 1.1 M | Vanguard Group Inc | 2024-12-31 | 6.9 M | Blackrock Inc | 2024-12-31 | 6.3 M |
Vertex Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Vertex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vertex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Vertex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Vertex Outstanding Bonds
Vertex issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vertex uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vertex bonds can be classified according to their maturity, which is the date when Vertex has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Vertex Corporate Filings
F4 | 21st of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 6th of March 2025 Other Reports | ViewVerify | |
| 3rd of January 2025 Other Reports | ViewVerify |
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