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Vertex, Inc. SEC Filings

VERX NASDAQ

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.

Vertex, Inc. doesn’t just sell tax software—its filings reveal how a mission-critical SaaS platform monetises global indirect-tax complexity. Curious about subscription growth, the cost of constant R&D or how partnerships with SAP and Oracle drive revenue? This page gathers every Vertex SEC filing in one place and answers the questions investors actually type: “Vertex insider trading Form 4 transactions” or “How can I read the Vertex quarterly earnings report 10-Q filing without wading through jargon?”.

Stock Titan’s AI engine digests the dense language behind revenue recognition and deferred revenue tables so you can move straight to insight. Need Vertex annual report 10-K simplified to spot net revenue retention, or an alert the moment a director sells shares? Our platform streams Vertex Form 4 insider transactions real-time, flags 8-K triggers, and provides clear, numbered summaries that transform understanding Vertex SEC documents with AI from a chore into a two-minute read. Each document—10-K, 10-Q, 8-K, DEF 14A—comes with plain-English highlights, ratio dashboards and link-outs to the original EDGAR text.

Analysts monitor insider incentives through the Vertex proxy statement executive compensation, watch for contract wins in the “Vertex 8-K material events explained”, and rely on our Vertex earnings report filing analysis to compare ARR trends quarter over quarter. Whether you’re screening Vertex executive stock transactions Form 4 before earnings or drilling into segment margins, our real-time EDGAR feed and AI-powered summaries put every datapoint within reach—no more scanning hundreds of pages to find a single tax automation metric.

Rhea-AI Summary

Insider Trading Alert: The ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, a 10% owner and 13(D) group member of Vertex, has executed multiple sales of Class A Common Stock over three consecutive trading days:

  • June 20, 2025: Sold 8,832 shares at weighted average price of $35.12
  • June 23, 2025: Sold 510 shares at $35.00
  • June 24, 2025: Sold 14,425 shares at weighted average price of $35.24

Following these transactions, the trust's holdings decreased to 173,073.706 shares, all held directly. The total disposition amounts to 23,767 shares, with sale prices ranging from $35.00 to $35.625. This significant insider selling activity by a major shareholder could signal important changes in insider sentiment.

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Rhea-AI Summary

A significant insider transaction was reported for Vertex (VERX) involving the ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, a 10% owner and 13(D) group member. The trust executed three substantial sales of Class A Common Stock over consecutive days:

  • June 16, 2025: Sold 78,248 shares at average price of $36.87
  • June 17, 2025: Sold 145,111 shares at average price of $37.16
  • June 18, 2025: Sold 157,874 shares at average price of $35.93

Following these transactions, the trust's holdings decreased from approximately 500,000 shares to 196,841 shares, representing a significant reduction of about 60% in their position. The sales were executed at prices ranging from $35.31 to $37.57 per share, with a total transaction value of approximately $14 million.

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FAQ

What is the current stock price of Vertex (VERX)?

The current stock price of Vertex (VERX) is $34.49 as of June 28, 2025.

What is the market cap of Vertex (VERX)?

The market cap of Vertex (VERX) is approximately 5.5B.

What does Vertex, Inc. specialize in?

Vertex, Inc. specializes in providing advanced tax technology solutions for indirect tax compliance, including software for tax determination, data management, and reporting.

How does Vertex generate its revenue?

The company generates revenue primarily through a subscription-based model, offering both cloud-based and on-premise solutions that cater to the diverse needs of global businesses.

Who are the typical customers of Vertex, Inc.?

Vertex serves a wide range of clients from multinational corporations to local enterprises, helping them manage complex tax regulations and ensure compliance across various jurisdictions.

What role does technology play in Vertex's solutions?

Technology is at the core of Vertex's offerings; the company leverages advanced software platforms and seamless integrations with ERP systems to automate tax processes and reduce operational risk.

How does Vertex ensure compliance with global tax regulations?

Vertex continuously updates its software to reflect the latest regulatory changes, and it partners with major ERP systems and audit firms to provide comprehensive, compliant solutions tailored to each market.

What distinguishes Vertex from its competitors?

Vertex stands out due to its long-established history, deep expertise in tax technology, and strategic partnerships with leading software providers, enabling it to offer a holistic and integrated approach to tax compliance.
Vertex, Inc.

NASDAQ:VERX

VERX Rankings

VERX Stock Data

5.55B
63.44M
7.35%
104.86%
3.68%
Software - Application
Services-prepackaged Software
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United States
KING OF PRUSSIA