Vertex Management

Management Kriterienprüfungen 3/4

Vertex's CEO ist David DeStefano, ernannt in Nov 2016, hat eine Amtszeit von 7.5 Jahren. Die jährliche Gesamtvergütung beträgt $7.53M, bestehend aus 7.8% Gehalt und 92.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.45% der Aktien des Unternehmens, im Wert von $23.64M. Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.3 Jahre bzw. 8.3 Jahre.

Wichtige Informationen

David DeStefano

Geschäftsführender

US$7.5m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts	7.8%
Amtszeit als Geschäftsführer	7.7yrs
Eigentum des Geschäftsführers	0.5%
Durchschnittliche Amtszeit des Managements	4.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder	7yrs

Jüngste Management Updates

Recent updates

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von David DeStefano im Vergleich zu den Einnahmen von Vertex verändert?
Datum	Gesamtvergütung	Gehalt	Unternehmensgewinne
Mar 31 2024	n/a	n/a	US$8m
Dec 31 2023	US$8m	US$590k	-US$13m
Sep 30 2023	n/a	n/a	-US$34m
Jun 30 2023	n/a	n/a	-US$31m
Mar 31 2023	n/a	n/a	-US$30m
Dec 31 2022	US$7m	US$572k	-US$12m
Sep 30 2022	n/a	n/a	-US$8m
Jun 30 2022	n/a	n/a	-US$10m
Mar 31 2022	n/a	n/a	-US$4m
Dec 31 2021	US$7m	US$572k	-US$1m
Sep 30 2021	n/a	n/a	US$3m
Jun 30 2021	n/a	n/a	-US$14m
Mar 31 2021	n/a	n/a	-US$44m
Dec 31 2020	US$6m	US$592k	-US$75m
Sep 30 2020	n/a	n/a	-US$74m
Jun 30 2020	n/a	n/a	-US$42m
Mar 31 2020	n/a	n/a	-US$5m
Dec 31 2019	US$1m	US$530k	US$31m

Vergütung im Vergleich zum Markt: DavidDie Gesamtvergütung ($USD7.53M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt UK ($USD3.23M).

Entschädigung vs. Einkommen: DavidDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

David DeStefano (61 yo)

7.7yrs

Amtszeit

US$7,531,591

Vergütung

Mr. David DeStefano is the Chief Executive Officer of Vertex Inc. since November 2, 2016 and also serves as its President since November 2016 and has been Director since 2016. He serves as the Chairman of...

Führungsteam

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
David DeStefano	CEO, President & Chairman of the Board	7.7yrs	US$7.53m	0.45% $ 24.9m
Amanda Radcliffe	Co-Owner & Independent Director	no data	US$248.01k	21.45% $ 1.2b
Stefanie Thompson	Co-Owner & Independent Director	no data	US$242.01k	21.26% $ 1.2b
John Schwab	Chief Financial Officer	4.5yrs	US$2.70m	0.034% $ 1.9m
Bryan T. Rowland	VP, General Counsel & Secretary	6.9yrs	US$904.01k	0.0052% $ 284.4k
Ray Westphal	Founder	no data	keine Daten	keine Daten
Steven Hinckley	Chief Operating Officer	4.5yrs	keine Daten	keine Daten
Ryan Leib	Chief Accounting Officer	less than a year	keine Daten	keine Daten
Salvatore Visca	Chief Technology Officer	3.3yrs	keine Daten	keine Daten
Ben Askin	Chief Information Officer	4.5yrs	keine Daten	keine Daten
Joseph Crivelli	Vice President of Investor Relations	no data	keine Daten	keine Daten
Jeff Foucher	Chief Marketing Officer	6.9yrs	keine Daten	keine Daten

4.5yrs

Durchschnittliche Betriebszugehörigkeit

56yo

Durchschnittliches Alter

Erfahrenes Management: 0A3LDas Führungsteam des Unternehmens gilt als erfahren (4.3 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
David DeStefano	CEO, President & Chairman of the Board	8.5yrs	US$7.53m	0.45% $ 24.9m
Amanda Radcliffe	Co-Owner & Independent Director	31.5yrs	US$248.01k	21.45% $ 1.2b
Stefanie Thompson	Co-Owner & Independent Director	no data	US$242.01k	21.26% $ 1.2b
Eric Andersen	Lead Independent Director	16.5yrs	US$283.01k	0.054% $ 2.9m
J. Stamm	Independent Director	5.5yrs	US$269.51k	0.014% $ 767.3k
Philip Saunders	Independent Director	2.1yrs	US$259.51k	0.019% $ 1.1m
Bradley Gayton	Independent Director	3.2yrs	US$255.51k	0.025% $ 1.4m

7.0yrs

Durchschnittliche Betriebszugehörigkeit

61yo

Durchschnittliches Alter

Erfahrener Vorstand: 0A3LDie Vorstandsmitglieder gelten als erfahren (8.3 Jahre durchschnittliche Amtszeit).

Vertex Management

Management Kriterienprüfungen 3/4

Wichtige Informationen

Jüngste Management Updates

Vertex, Inc., Annual General Meeting, Jun 12, 2024

Insider recently sold US$77m worth of stock

Insider recently sold US$1.7m worth of stock

Vertex, Inc. Announces the Appointment of Chirag Patel as Chief Strategy Officer

Lead Independent Director recently sold US$295k worth of stock

Insider recently sold US$6.1m worth of stock

Recent updates

Now 16% overvalued after recent price rise

Now 16% overvalued after recent price rise

Now 16% overvalued after recent price rise

Now 21% overvalued after recent price rise

Now 21% overvalued after recent price rise

Vertex, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024

First quarter 2024 earnings released: EPS: US$17.40 (vs US$0.12 loss in 1Q 2023)

Vertex, Inc., Annual General Meeting, Jun 12, 2024

New minor risk - Shareholder dilution

Vertex, Inc. to Report Q1, 2024 Results on May 08, 2024

Insider recently sold US$77m worth of stock

Full year 2023 earnings released: US$0.086 loss per share (vs US$0.082 loss in FY 2022)

Vertex, Inc. Provides Earnings Guidance for the First Quarter of 2024 and Full-Year 2024

Vertex, Inc. to Report Q4, 2023 Results on Feb 29, 2024

Insider recently sold US$1.7m worth of stock

Vertex, Inc. announced that it expects to receive $491.25 million in funding from Silver Lake Technology Management, L.L.C.

Vertex, Inc. Provides Revenue Guidance for the Fourth Quarter and Full-Year of 2023

Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.008 loss in 3Q 2022)

Now 21% undervalued

Vertex, Inc. to Report Q3, 2023 Results on Nov 09, 2023

Vertex, Inc. Announces the Appointment of Chirag Patel as Chief Strategy Officer

Now 22% undervalued

Now 21% undervalued

Lead Independent Director recently sold US$295k worth of stock

Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.037 loss in 2Q 2022)

Vertex, Inc. Provides Revenue Guidance for Third Quarter of 2023 and Full-Year 2023

Vertex, Inc. to Report Q2, 2023 Results on Aug 09, 2023

Insider recently sold US$6.1m worth of stock

Now 21% undervalued after recent price drop

Vertex, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2023

First quarter 2023 earnings released: US$0.12 loss per share (vs US$0.002 loss in 1Q 2022)

Insider recently sold US$1.8m worth of stock

Full year 2022 earnings released: US$0.082 loss per share (vs US$0.01 loss in FY 2021)

Insider recently sold US$2.1m worth of stock

Vertex, Inc. to Report Q4, 2022 Results on Mar 08, 2023

CEO, President & Chairman of the Board recently sold US$793k worth of stock

Independent Director recently sold US$207k worth of stock

Now 22% undervalued

Independent Director recently sold US$184k worth of stock

Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million.

Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million.

Vertex, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2022

Vertex, Inc. to Report Q3, 2022 Results on Nov 09, 2022

Vertex, Inc. Provides Financial Guidance for the Third Quarter and Full-Year 2022

Vertex, Inc. to Report Q2, 2022 Results on Aug 09, 2022

First quarter 2022 earnings released: US$0.002 loss per share (vs US$0.016 profit in 1Q 2021)

Vertex, Inc. Provides Financial Guidance for the Second Quarter and Full-Year 2022

Vertex, Inc. to Report Q1, 2022 Results on May 10, 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

Co-Owner & Director recently bought US$101k worth of stock

Vertex, Inc. to Report Q4, 2021 Results on Mar 09, 2022

Vertex, Inc. Unveils Edge Computing Tax Solution

Independent Director recently sold US$203k worth of stock

VP, General Counsel & Secretary recently sold US$422k worth of stock

Third quarter 2021 earnings released: US$0.027 loss per share (vs US$0.15 loss in 3Q 2020)

Third quarter 2021 earnings released: US$0.027 loss per share (vs US$0.15 loss in 3Q 2020)

Vertex, Inc. (NasdaqGM:VERX) acquired LCR-Dixon.

Independent Director recently sold US$166k worth of stock

Vertex, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2021

Vertex Expands Partnership and Releases Integration for Mirakl Marketplace Platform with Full VAT Support

Lead Independent Director recently sold US$391k worth of stock

Co-Owner & Director has left the company

First quarter 2021 earnings released: EPS US$0.016 (vs US$0.24 loss in 1Q 2020)

Vertex, Inc. (NasdaqGM:VERX) acquired Evat Solutions Limited for approximately $200 million.

Full year 2020 earnings released: US$0.60 loss per share (vs US$0.26 profit in FY 2019)

Revenue beats expectations

Vertex Announces Partnership with BigCommerce to Deliver Streamlined Sales Tax Compliance Solution to Retailers

Vertex Welcomes Sal Visca as Chief Technology Officer

Vertex, Inc. to Report Q4, 2020 Results on Mar 10, 2021