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Bradley Gayton

Director at Vertex
Board

About Bradley Gayton

Independent director at Vertex, Inc. (age 62), serving since 2021; currently chairs the Nominating & Governance Committee and sits on the Audit Committee . Background includes Senior Vice President and General Counsel at The Coca-Cola Company and 29 years at Ford Motor Company culminating as Group Vice President, Chief Administrative Officer and General Counsel; brings legal, governance, tax, and technology expertise with a global perspective and prior collaboration with Vertex on tax compliance solutions during his Ford tenure . Education: BS in Business Administration (SUNY Buffalo School of Management, 1986) and JD (SUNY Buffalo Law School); NACD member .

Past Roles

OrganizationRoleTenureCommittees/Impact
The Coca-Cola CompanySenior Vice President, General CounselNot disclosedLed global legal function
Ford Motor CompanyGroup VP, Chief Administrative Officer and General Counsel (various leadership roles over 29 years)29 yearsLed AI explorations for business applications; collaborated with Vertex on global tax compliance solutions

External Roles

OrganizationRoleTenureNotes
NACDMemberNot disclosedGovernance community engagement

Board Governance

  • Independence: Board determined Gayton is independent under SEC and Nasdaq rules; Board’s committees (Audit, Human Capital, Nominating & Governance) are fully independent .
  • Board leadership: Eric Andersen is Lead Independent Director; non-employee directors hold regular executive sessions .
  • Attendance: Board met five times in FY2024; each director attended at least 75% of Board and committee meetings during their service period .
  • Controlled company: Vertex is a “controlled company” under Nasdaq due to voting power concentration but does not rely on controlled company exemptions .
CommitteeRole2024 MeetingsNotes
Audit CommitteeMember10Oversees financial reporting, auditor independence, enterprise/cybersecurity risk; chair is J. Richard Stamm; all members independent
Human Capital Committee6Gayton not a member; committee sets exec comp and succession planning
Nominating & Governance CommitteeChair6Oversees board composition, evaluations, governance guidelines, succession planning; all members independent

Fixed Compensation

  • Non-Employee Director Compensation Program (structure):
    • Annual cash retainer: $42,000
    • Additional annual fees: Lead Independent/Chair of Board $20,000; Audit Chair $20,000; Audit member $10,000; Human Capital Chair $15,000; Human Capital member $7,500; Nominating & Governance Chair $12,000; Nominating & Governance member $6,000
    • Annual equity: Restricted stock awards at annual meeting equal to $200,000 divided by closing price; vesting in a single installment before next annual meeting or first anniversary; accelerated upon change in control .
YearCash Fees ($)Stock Awards ($)Total ($)
202465,505200,017265,522

Notes: Cash includes Board retainer and committee fees earned monthly; equity reflects grant-date fair value under ASC 718 .

Performance Compensation

  • Directors receive time-based restricted stock awards; no performance-based metrics (e.g., TSR, revenue) are tied to director equity compensation in the program .

Other Directorships & Interlocks

  • Current public company directorships: None disclosed for Gayton .
  • Network/selection: Gayton was designated and elected as a Class I director at the 2021 Annual Meeting pursuant to the Stockholders’ Agreement among controlling stockholders, a governance mechanism that influences board composition in a controlled company; Board still assessed him as independent .

Expertise & Qualifications

  • Legal, governance, tax, and technology expertise; global perspective on multinational tax obligations; experience innovating with AI applications; prior collaboration with Vertex on enterprise tax compliance .
  • Education: BS Business Administration (1986) and JD (SUNY Buffalo) .
  • Governance credentials: NACD member .

Equity Ownership

ItemAmountNotes
Class A Common Stock beneficially owned47,535 shares<1% of Class A; includes 5,705 unvested restricted stock
Class B Common Stock beneficially owned0
Unvested restricted stock outstanding (12/31/2024)5,705 sharesAs of year-end; also noted as unvested as of 4/16/2025
Options/SARs outstanding0No options listed for Gayton
Hedging/PledgingProhibitedCompany policy prohibits hedging and pledging by directors

Governance Assessment

  • Strengths:
    • Independent director with deep legal and governance background; chairs Nominating & Governance Committee (key for board effectiveness) and serves on Audit Committee overseeing financial integrity and risk .
    • Attendance commitment evidenced by Board’s disclosure; independent committee structure; regular executive sessions led by Lead Independent Director .
    • Anti-hedging/anti-pledging policy strengthens alignment; director equity grants and ownership contribute to skin-in-the-game (5,705 unvested shares outstanding at year-end) .
    • Vertex’s say-on-pay received ~99% approval in 2024, signaling broad investor support for compensation governance (company-level signal) .
  • Potential risks/considerations:
    • Controlled company status and Stockholders’ Agreement influence on director nominations (Gayton’s initial designation tied to agreement), which can raise perception risks despite formal independence; Vertex states it does not rely on controlled company exemptions .
    • Prior collaboration with Vertex while at Ford could imply familiarity; no related party transactions disclosed and Audit Committee policies require arm’s-length review; 2024 had no related-party transactions .
    • Attendance specifics per-director not disclosed beyond ≥75%; continued monitoring of committee workload (Audit met 10 times; N&G met 6) advisable .

Related-party and compliance: Audit Committee reviews related person transactions >$120,000; none occurred in 2024. Section 16(a) filings were in compliance for FY2024 except for a delinquency noted for a different director (Stamm), with no issues noted for Gayton .