Vertex Ownership
| VERX Stock | USD 54.20 0.76 1.42% |
Shares in Circulation | First Issued 2019-03-31 | Previous Quarter 161.4 M | Current Value 144.4 M | Avarage Shares Outstanding 147.6 M | Quarterly Volatility 10.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Vertex |
Vertex Stock Ownership Analysis
About 19.0% of the company outstanding shares are owned by insiders. The company 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 19.0% 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 | 2024-09-30 | 1.5 M | Franklin Resources Inc | 2024-06-30 | 1.4 M | Geode Capital Management, Llc | 2024-06-30 | 1.2 M | Fuller & Thaler Asset Management Inc | 2024-09-30 | 1.2 M | Palisade Capital Management Llc | 2024-09-30 | 1.1 M | T. Rowe Price Investment Management,inc. | 2024-09-30 | 1.1 M | State Street Corp | 2024-06-30 | 998.3 K | Banque Pictet & Cie Sa | 2024-09-30 | 961.7 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 911.2 K | Vanguard Group Inc | 2024-09-30 | 6.7 M | Blackrock Inc | 2024-06-30 | 4.7 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 November 2024 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 |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 8th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
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