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. insider Jeffrey Westphal reported indirect open-market purchases totaling 397,740 shares of Class A Common Stock through The 2009 Jeffrey R. Westphal Generation Skipping Trust. The trust bought 247,740 shares at a weighted average price of $13.0825 on February 13, 2026, and 150,000 shares at $12.5349 on February 17, 2026.
Following these transactions, the trust held 397,740 Class A shares and 1,125,927 Class B shares, while Westphal also held 7,895 Class A and 388,000 Class B shares directly. The Class B Common Stock is convertible into Class A on a one-to-one basis and will automatically convert upon transfer, subject to certain exceptions, or if its voting power falls below 10% of the combined voting power of all outstanding common stock.
Vertex, Inc. general counsel Rowland Bryan T.R. reported equity transactions involving Class A Common Stock on February 10, 2026. A fully vested restricted stock unit award covering 4,088 shares was exercised, converting into the same number of Class A shares at $0 per share.
To cover tax obligations related to this equity event, 1,341 Class A shares were withheld and disposed of at $14.88 per share. Following these transactions, the reporting person directly owned 3,339 Class A shares, which include 460 shares acquired through the company’s Employee Stock Purchase Plan.
Vertex, Inc. chief financial officer John R. Schwab reported equity award activity. On February 10, 2026, he exercised 24,010 restricted stock units, receiving the same number of Class A common shares at $0 per share. To cover tax obligations, 13,489 shares of Class A common stock were disposed of at $14.88 per share. Following these transactions, he directly owned 100,145 Class A common shares.
Vertex, Inc. reported stronger results for 2025, returning to profitability on higher recurring software revenue. Total revenues reached
The company swung from a net loss of
Management highlighted double-digit revenue growth, accelerating e-invoicing momentum and early traction from its AI-driven Smart Categorization offering. In Q4 2025 the company repurchased approximately
Vertex, Inc. Chief Accounting Officer Ryan J. Leib reported multiple share-related transactions in Class A common stock and restricted stock units on January 30, 2026. Leib acquired 4,019 shares of Class A common stock at $0 upon the vesting and settlement of restricted stock units.
On the same date, he disposed of 1,359 shares of Class A common stock at a price of $18.55 per share. After these transactions, Leib directly owned 3,120 shares of Class A common stock, which includes 460 shares acquired through the company’s Employee Stock Purchase Plan, and held 8,039 restricted stock units. The remaining restricted stock units are scheduled to vest in two equal installments on February 1, 2027 and February 1, 2028.
BlackRock, Inc. has filed Amendment No. 3 to a Schedule 13G reporting its beneficial ownership of Class A stock of Vertex, Inc. BlackRock reports beneficial ownership of 5,590,027 Class A shares, representing 7.2% of the class as of the event date of 12/31/2025. It holds sole voting power over 5,474,762 shares and sole dispositive power over 5,590,027 shares, with no shared voting or dispositive power.
The filing explains that these shares are held by certain BlackRock business units in the ordinary course of business, not with the purpose or effect of changing or influencing control of Vertex. Various underlying clients have rights to dividends or sale proceeds from these shares, but no single client has an interest exceeding five percent of the total outstanding common shares.
Vertex, Inc. entered into a First Amendment to its recently amended and restated credit agreement with PNC Bank and other lenders. The amendment gives the company additional flexibility to return cash to shareholders through dividends, distributions, and share repurchases, but only under specific conditions. These payments are permitted if no event of default has occurred or would result and if Vertex maintains a pro forma secured debt net leverage ratio of less than 2.50 to 1.00, calculated as if the dividend, distribution, and any related borrowing had already occurred at the end of the most recent quarter. This change increases capital return options while keeping leverage and credit protections in place.
Vertex, Inc. (VERX) filed a Form 3, the initial statement of beneficial ownership for a reporting person who serves as both Director and President and CEO. The event date is 11/10/2025.
The filing states that no securities are beneficially owned by the reporting person at this time. It was filed by one reporting person and signed by Lisa Coleman, Attorney-in-Fact.
Vertex, Inc. (VERX) filed its Q3 2025 10‑Q, showing continued growth in software-driven revenue and stable profitability. Revenue was $192.1 million, up from $170.4 million a year ago, led by software subscriptions of $164.8 million and services of $27.3 million. Gross profit reached $121.3 million. Operating income was $4.3 million and net income was $4.0 million, with diluted EPS of $0.02. For the first nine months, revenue totaled $553.7 million and net income was $14.2 million.
The balance sheet remained solid with cash and cash equivalents of $313.5 million and debt of $336.9 million. Current deferred revenue was $333.6 million, reflecting strong contracted demand. Stockholders’ equity rose to $264.5 million, helped by a sharp improvement in accumulated other comprehensive loss.
Operating cash flow was $123.3 million for the nine months, funding investments including $69.3 million of property and equipment and $16.4 million of capitalized software. Vertex recorded fair value updates to ecosio contingent consideration and disclosed a $15.0 million preferred equity investment in Kintsugi AI, aligned with its tax automation strategy.
Vertex, Inc. (VERX) announced its first stock repurchase program, authorizing the buyback of up to
Management will determine the timing and amount based on market conditions and other factors. Repurchases may also be executed under a Rule 10b5-1 plan, which allows purchases during blackout periods. Any repurchased shares will be available for use in the company’s stock plans and for other corporate purposes. The program has no termination date and may be modified, suspended, or discontinued at any time. The company also furnished a press release with financial results for the quarter ended September 30, 2025 as Exhibit 99.1.