• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    Vertex Announces New Leadership with Three Strategic Appointments in Customer Success and Services, Tax Research and Global Talent

    12/21/23 8:00:00 AM ET
    $VERX
    Computer Software: Prepackaged Software
    Technology
    Get the next $VERX alert in real time by email

    KING OF PRUSSIA, Pa., Dec. 21, 2023 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions, announced today the appointment of three experienced leaders: Mindy Cunningham as SVP, Customer Success and Services; Jessica Nowlin, VP, Tax Research; and Angela Travagline VP, Global Talent and Organizational Effectiveness. The wealth of knowledge and skill set they bring will reinforce the company's strategic focus on customer success, tax research effectiveness and talent development.

    "These new appointments encompass vital aspects of our operations and are instrumental in Vertex's continuous journey as a leader in the SaaS landscape," said David DeStefano, Vertex CEO. "Leveraging each of their expertise, we have confidence in their abilities to drive innovation, foster talent and achieve new heights in our business endeavors."

    Vertex welcomes Mindy Cunningham as Senior Vice President of Customer Success and Services. With an extensive background in global services, business transformation and innovative enabling technologies, Cunningham will lead the strategy, operations and execution of customer experience and success. In her role, she will focus on building a unified and differentiated customer journey. Prior to her position at Vertex, she held senior leadership positions with industry-leading companies including Thomson Reuters, Ellucian, Citrix Systems and KPMG Consulting.

    "I am honored to join Vertex at this exciting time. As the new SVP of Customer Success and Services, my commitment is to elevate the customer experience strategically and pragmatically," said Cunningham. "I look forward to working closely with our talented team to continue delivering exceptional services and fostering true partnerships."

    Vertex is proud to appoint Jessica Nowlin as Vice President, Tax Research. With an aptitude for leading high-performing teams, Nowlin will spearhead tax research strategies and build operational efficiency — further strengthening our expertise and leadership in the tax landscape. Nowlin brings over 25 years of indirect tax knowledge to the Company. She is skilled at navigating complexity, leading through change and driving efficiency through her leadership of tax research, compliance, controversy, accounting, operations and tax technology groups. Previously, she has held leadership roles at Best Buy, Bombardier and PricewaterhouseCoopers.

    "I am excited to embark on this journey with Vertex, a company renowned for its robust tax content and customer focus," said Nowlin. "Leveraging my expertise and the talent of our dedicated team of experts, I look forward to driving strategic initiatives and the evolution of Vertex's indirect tax solutions that contribute to the overall financial success of the organization."

    Furthermore, Angela Travagline assumes the role of Vice President of Global Talent and Organizational Effectiveness. As a seasoned global HR leader, Travagline is passionate about building inclusive teams and helping individuals reach their full potential. At Vertex, she will lead enterprise-wide strategies for organizational, leadership and talent practices — aiding ongoing efforts to attract, develop, advance and retain high-performing global talent, aligning innovative design with practical execution.

    In her most recent position at GSK, she devised and executed a comprehensive talent management strategy that recognized key competencies for future growth and fostered a diverse leadership talent pipeline aligned with those capabilities.

    "As I step into this new position, I am thrilled for the opportunity to collaborate with this exceptional team," said Travagline. "With a keen focus on people-first practices and strategic talent management, I'm eager to contribute to our global talent ecosystem. I aim to foster a culture of continuous learning and innovation, enabling others to achieve their highest potential."

    The addition of these prominent leaders at Vertex brings anticipation and excitement. Each appointee's extensive experience and significant expertise seamlessly align with the Company's strategic pursuits. Their distinctive viewpoints and understanding of their respective fields are integral to progressing the Vertex mission, while cultivating an environment that promotes innovation and excellence.

    About Vertex 

    Vertex is a leading global provider of indirect tax software and solutions. The company's mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex employs over 1,400 professionals and serves companies across the globe. 

    For more information, visit www.vertexinc.com or follow us on Twitter and LinkedIn.  

    Vertex contact:                         

    Rachel Litcofsky  

    Vertex, Inc.   

    [email protected] 

    Investor Relations contact:

    Joe Crivelli

    Vertex, Inc.

    [email protected]

    Copyright © 2023 Vertex, Inc. All rights reserved. The information contained herein is intended for information purposes only, may change at any time in the future, and is not legal or tax advice. Any product direction and potential roadmap information is not a guarantee, may not be incorporated into any contract, and is not a commitment to deliver any material, code, or functionality. This information should not be relied upon in making purchasing, legal, or tax decisions. The development, release, and timing of any features or functionality described for Vertex's products remains at the sole discretion of Vertex, Inc. Any statements in this release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. All forward-looking statements are subject to various risks and uncertainties described in Vertex's filings with the US Securities and Exchange Commission ("SEC) that could cause actual results to differ materially from expectations. Vertex cautions readers not to place undue reliance on these forward-looking statements which Vertex has no obligation to update and which speak only as of their dates.



    Primary Logo

    Get the next $VERX alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $VERX

    DatePrice TargetRatingAnalyst
    4/22/2025$54.00Outperform
    Exane BNP Paribas
    2/28/2025$58.00 → $31.00Buy → Hold
    Stifel
    1/3/2025Outperform → Mkt Perform
    Raymond James
    12/31/2024$62.00Buy
    DA Davidson
    11/4/2024$35.00 → $50.00Hold → Buy
    Jefferies
    7/23/2024$43.00Outperform
    Robert W. Baird
    3/1/2024$40.00Underperform → Neutral
    BofA Securities
    9/18/2023$25.00Overweight
    Morgan Stanley
    More analyst ratings

    $VERX
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference

      KING OF PRUSSIA, Pa., May 08, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that David DeStefano, Chief Executive Officer, and John Schwab, Chief Financial Officer, will participate in a fireside chat at the 20th Annual Needham Technology, Media, & Consumer Conference. The fireside chat is scheduled for Monday, May 12, 2025 at 9:30 AM Eastern Time. Live webcasts and replays of both presentations will be available on Vertex's investor relations website at ir.vertex.com. About VertexVertex, Inc. is a leading global provider of indirect tax solutions. The Company's mission is to deliver the most trusted tax technology en

      5/8/25 6:45:00 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Announces First Quarter 2025 Financial Results

      KING OF PRUSSIA, Pa., May 07, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2025. "Vertex continued to perform well in the first quarter, setting us up for a strong 2025," said David DeStefano, Vertex's President, Chief Executive Officer and Chairperson of the Board. "Our financial results were in line with our expectations for the quarter, and we made solid progress on key strategic initiatives including e-invoicing and artificial intelligence. We remain very optimistic for our financial outlook for 2025

      5/7/25 7:05:53 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Study: Global Tax and Finance Leaders Significantly Shift in Support of e-Invoicing

      KING OF PRUSSIA, Pa., May 06, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced new e-invoicing research revealing that a majority (79%) of global business leaders believe e-invoicing mandates are beneficial to business. Furthermore, 80% agree these mandates will improve data accuracy and financial reporting in a time where precision is needed most. The survey, which polled 1,150 global tax and finance professionals, shows e-invoicing implementation is on the rise as 80% of businesses plan to improve the integration of e-invoicing systems over the next two years – pointing to a positive atti

      5/6/25 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • GENERAL COUNSEL Rowland Bryan T.R. exercised 32,105 shares at a strike of $4.63 and sold $1,555,515 worth of shares (43,228 units at $35.98), decreasing direct ownership by 99% to 132 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      3/21/25 4:03:16 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Director Andersen Eric C. exercised 22,000 shares at a strike of $2.50, increasing direct ownership by 27% to 105,014 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      3/6/25 4:21:39 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Director Gayton Bradley M bought $299,382 worth of shares (9,400 units at $31.85), increasing direct ownership by 25% to 47,535 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      3/4/25 4:57:29 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Financials

    Live finance-specific insights

    See more
    • Vertex Announces First Quarter 2025 Financial Results

      KING OF PRUSSIA, Pa., May 07, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2025. "Vertex continued to perform well in the first quarter, setting us up for a strong 2025," said David DeStefano, Vertex's President, Chief Executive Officer and Chairperson of the Board. "Our financial results were in line with our expectations for the quarter, and we made solid progress on key strategic initiatives including e-invoicing and artificial intelligence. We remain very optimistic for our financial outlook for 2025

      5/7/25 7:05:53 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex to Announce First Quarter 2025 Financial Results on Wednesday, May 7, 2025

      KING OF PRUSSIA, Pa., April 14, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release first quarter 2025 financial results before the market opens on Wednesday, May 7, 2025. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only webcast of the call will also be available through the Company's Investor Relations website at https://ir.vertexinc.com. A conference call replay will be available approximately one hour after the call

      4/14/25 4:15:00 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Announces Fourth Quarter and Full Year 2024 Financial Results

      KING OF PRUSSIA, Pa., Feb. 27, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2024. "Vertex's 2024 financial results demonstrated the power of our business and financial model, which is built to deliver consistent and durable mid-to-high teens revenue growth with strong earnings leverage and cash flow," stated David DeStefano, Vertex's President, Chief Executive Officer and Chairperson of the Board. "We believe the secular tailwinds that enable our performance will accelerate in the coming years as indirect taxes c

      2/27/25 7:05:44 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/14/24 4:31:49 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/14/24 4:02:51 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/13/24 5:30:09 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Leadership Updates

    Live Leadership Updates

    See more

    $VERX
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $VERX
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more

    $VERX
    SEC Filings

    See more
    • Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative

      KING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Oracle Cloud Fusion Cloud Applications integrations, Vertex continues to leverage the power of contract and tax data to optimize customer operations and outcomes. "Building on our longstanding relationship with Oracle, we are thrilled to join the Oracle ISV Accelerator," said Bradd Wildstein, Vice President, Indirect Sales at Vertex, Inc. "Throu

      4/24/24 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Announces New Leadership with Three Strategic Appointments in Customer Success and Services, Tax Research and Global Talent

      KING OF PRUSSIA, Pa., Dec. 21, 2023 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions, announced today the appointment of three experienced leaders: Mindy Cunningham as SVP, Customer Success and Services; Jessica Nowlin, VP, Tax Research; and Angela Travagline VP, Global Talent and Organizational Effectiveness. The wealth of knowledge and skill set they bring will reinforce the company's strategic focus on customer success, tax research effectiveness and talent development. "These new appointments encompass vital aspects of our operations and are instrumental in Vertex's continuous journey as a leader in the SaaS land

      12/21/23 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Partners with Shopify to Streamline Global Tax Compliance

      KING OF PRUSSIA, Pa., Nov. 06, 2023 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions, announced today its partnership with Shopify Inc. ((NYSE, TSX:SHOP), a provider of essential internet infrastructure for commerce. This partnership will enable enterprise merchants using the Shopify Tax Platform for business-to-business (B2B) and business-to-consumer (B2C) sales to automate tax calculation and compliance on a global scale. The SaaS-based solution removes barriers to commerce growth and accelerates the transaction process by eliminating the need to manually update complex rates and rules for over 195 countries, inclu

      11/6/23 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Director Gayton Bradley M bought $299,382 worth of shares (9,400 units at $31.85), increasing direct ownership by 25% to 47,535 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      3/4/25 4:57:29 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Exane BNP Paribas initiated coverage on Vertex with a new price target

      Exane BNP Paribas initiated coverage of Vertex with a rating of Outperform and set a new price target of $54.00

      4/22/25 7:35:23 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex downgraded by Stifel with a new price target

      Stifel downgraded Vertex from Buy to Hold and set a new price target of $31.00 from $58.00 previously

      2/28/25 7:35:48 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex downgraded by Raymond James

      Raymond James downgraded Vertex from Outperform to Mkt Perform

      1/3/25 7:51:56 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • SEC Form 10-Q filed by Vertex Inc.

      10-Q - Vertex, Inc. (0001806837) (Filer)

      5/7/25 4:35:44 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - Vertex, Inc. (0001806837) (Filer)

      5/7/25 7:20:14 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • SEC Form DEFA14A filed by Vertex Inc.

      DEFA14A - Vertex, Inc. (0001806837) (Filer)

      4/28/25 4:31:14 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology