Welcome to our dedicated page for Vertex SEC filings (Ticker: VERX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Vertex, Inc. (NASDAQ: VERX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Vertex is a global provider of indirect tax solutions whose Class A common stock is listed on The Nasdaq Stock Market LLC under the symbol VERX, and its filings offer detailed information on financial performance, risk factors, capital structure, and material corporate events.
Through this page, readers can review current reports on Form 8-K in which Vertex describes significant developments. Recent 8-K filings have covered topics such as quarterly financial results, the authorization of a stock repurchase program for up to a specified amount of Class A common stock, amendments to the company’s amended and restated credit agreement that provide additional capacity for dividends or distributions (including share repurchases) subject to leverage and default conditions, and executive leadership changes including the appointment of a new Chief Executive Officer and President and the related retirement and consulting arrangements for the prior executive.
In addition to 8-Ks, users can access Vertex’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain audited and interim financial statements, management’s discussion and analysis, and descriptions of key business metrics such as annual recurring revenue and net revenue retention, as referenced in company earnings releases. These filings also include detailed risk factor discussions related to Vertex’s indirect tax software business, international operations, technology investments, and use of artificial intelligence.
Stock Titan enhances these documents with AI-powered summaries that highlight the main points of lengthy filings, helping readers quickly understand items such as revenue trends, changes in capital allocation policies, or updates to credit agreements. The platform also surfaces insider and equity-related disclosures, including information on stock plans and equity awards described in employment agreements that are filed as exhibits to certain 8-Ks. Real-time updates from the SEC’s EDGAR system ensure that new Vertex filings, from 10-Ks and 10-Qs to 8-Ks and other forms, are available promptly with contextual AI insights.
Vertex, Inc. Schedule 13G/A Amendment No. 5: The filing states that the reporting persons collectively beneficially own 3,398,563 shares of Class A Common Stock, representing 4.37% of the class as shown with a 03/31/2026 date. The amendment is described as an exit filing because the reporting persons no longer beneficially own more than five percent of the outstanding shares. The filing lists the reporting parties (Arthur C. Young; Douglas J. Dossey; Tensile Capital Management entities and related funds) and provides signatures dated 04/02/2026.
Vertex Inc ownership filing: The Vanguard Group amended its Schedule 13G to report zero beneficial ownership of Vertex Inc common stock following an internal realignment. The amendment explains certain Vanguard subsidiaries and business divisions will report holdings separately in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Vertex, Inc. disclosed that the ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, a 10% owner, made an open-market purchase of 10,000 shares of Class A Common Stock at a weighted average price of $15.0477 per share. After this transaction, the trust directly owns 1,221,100 shares of Vertex Class A Common Stock. The price reflects multiple trades between $15.02 and $15.06.
Vertex, Inc. director David DeStefano exercised 109,233 restricted stock units, converting them into the same number of shares of Class A Common Stock. Each restricted stock unit represents a right to receive one share, and this award is fully vested.
To cover tax obligations, 51,983 Class A shares were disposed of at $13.26 per share through a tax-withholding transaction, leaving DeStefano with 1,255,517 Class A shares held directly. In addition, 204,032 Class A shares are held indirectly by family trusts for his three adult children, where his spouse serves as trustee.
Vertex, Inc. reported an insider share purchase by President and CEO Christopher David Young. On February 23, 2026, a living trust associated with him bought 60,000 shares of Class A Common Stock in an open-market transaction at a weighted average price of $12.1799 per share.
The filing notes that individual trades occurred in a price range from $11.9832 to $12.2862. After this transaction, the trust’s indirect ownership stands at 60,000 Class A shares, all held through the living trust rather than directly by the executive.
Vertex, Inc. director David DeStefano exercised restricted stock units into Class A Common Stock and had shares withheld to cover taxes. He converted 101,395 restricted stock units, each for one Class A share, and received 101,395 shares at a price of $0.00 per share.
To satisfy tax obligations, 47,112 Class A shares were disposed of at $12.03 per share through a tax-withholding transaction, leaving him with 1,198,267 Class A shares held directly. He also has 101,396 restricted stock units remaining, scheduled to vest on February 23, 2027, and 204,032 Class A shares held indirectly by family trusts for his adult children, where his spouse serves as trustee.
Vertex, Inc.’s General Counsel, Rowland Bryan T.R., reported equity award activity involving restricted stock units and Class A common stock. On February 23, 2026, 6,428 restricted stock units were exercised into 6,428 shares of Class A common stock at a stated price of $0.00 per share. To cover tax obligations, 1,768 shares of Class A common stock were disposed of in a tax-withholding transaction at $12.03 per share, leaving the reporting person with 12,872 Class A shares held directly. The footnotes state that the remaining restricted stock units will vest on February 23, 2027 and have no expiration date, providing a schedule for future equity delivery.
Vertex, Inc. chief financial officer John R. Schwab exercised restricted stock units into 30,305 shares of Class A Common Stock on February 23, 2026. To cover tax obligations, 16,411 shares were disposed of at $12.03 per share through a tax-withholding transaction. After these transactions, Schwab directly owned 132,271 shares of Class A Common Stock. Each restricted stock unit represents one share, and the remaining units from this award are scheduled to vest on February 23, 2027.
Vertex, Inc. files its annual report describing a global business focused on enterprise software that automates indirect tax and e‑invoicing compliance. The company serves 4,867 direct customers, including many large multinationals, and reports Annual Recurring Revenue per customer of $137,867 as of December 31, 2025.
About 10% of 2025 revenue came from outside the U.S., up from 8% in 2024, and no customer accounted for more than 10% of revenue. Vertex highlights expanding AI‑driven products, such as Vertex AI and Smart Categorization, growing e‑invoicing coverage in 38 countries, and a large partner ecosystem with major ERP and eCommerce platforms.
The report also notes significant risk factors, including intense competition, rapid regulatory and technology change, cybersecurity threats, dependence on third‑party integrations and data centers, and the need to recruit and retain specialized tax and technical talent. As of February 19, 2026, Vertex had 77,801,253 Class A and 82,155,641 Class B shares outstanding and a non‑affiliate equity market value of approximately $2.55 billion as of June 30, 2025.
Vertex, Inc. director David DeStefano reported multiple equity transactions on February 20, 2026 tied to restricted stock unit (RSU) vesting. He exercised RSUs that converted into shares of Class A Common Stock, and then delivered a portion of those shares to cover tax obligations.
Two RSU awards were exercised at a price of $0.00 per unit, each RSU representing one share of Class A Common Stock. To satisfy tax liabilities, DeStefano disposed of 23,705 shares and 12,523 shares of Class A Common Stock at $12.74 per share through tax-withholding transactions, rather than open‑market sales.
After these transactions, he directly held 1,143,984 shares of Class A Common Stock and additional RSUs that will vest in equal annual installments on February 22, 2027 and 2028 and on February 20, 2027, 2028 and 2029. He also indirectly held 204,032 shares of Class A Common Stock through family trusts, where his spouse serves as trustee.