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. filings document a Delaware operating company whose Class A common stock trades on Nasdaq under VERX. The company’s Form 8-K reports furnish quarterly and annual operating results for its enterprise tax and compliance technology business, including updates tied to indirect tax solutions, e-invoicing, cloud offerings, and capital allocation.
Regulatory filings also cover governance and executive compensation through definitive proxy materials, material credit agreement amendments, stock repurchase authorization, leadership and board matters, and exit or disposal activity under the company’s Value Creation Plan. These disclosures describe the company’s capital structure, voting matters, and corporate actions for its public-company reporting record.
Vertex, Inc., a provider of tax calculation and compliance software, reported Q2 2026 revenues of $203,970 (amounts in thousands), up from $184,559 a year earlier, driven by software subscriptions of $174,753 and services of $29,217. Gross profit was $131,300, but operating expenses of $135,743 resulted in a loss from operations of $4,443. A large income tax benefit of $13,142 contributed to net income of $9,043, or $0.06 per diluted share. For the first half of 2026, revenue reached $400,616 and net income was $6,533.
As of June 30, 2026, total assets were $1,210,147 with cash and cash equivalents of $230,489 and deferred revenue of $386,901, while stockholders’ equity was $241,107. The company generated $68,871 of operating cash in the first half, spent $80,447 on investing activities, including internal software development and the $22,070 Brinta acquisition, and used $69,091 in financing, mainly $46,500 of share repurchases and ecosio earn-out payments. Vertex also carries $345,000 of 0.750% Convertible Senior Notes due 2029 and recognized $32,270 of stock-based compensation in the first half.
Vertex, Inc. reported second‑quarter 2026 revenue of $203,970 (dollars in thousands), up from $184,559 a year earlier, driven by software subscriptions of $174,753 and services of $29,217. GAAP net income was $9,043 (basic and diluted EPS $0.06), compared with a net loss of $961 in 2025.
Non‑GAAP gross profit reached $155,199 with a non‑GAAP gross margin of 76.1%. Non‑GAAP operating income was $44,295, and non‑GAAP net income was $33,256 (non‑GAAP diluted EPS $0.20). Adjusted EBITDA was $51,015, representing an Adjusted EBITDA margin of 25.0%. Free cash flow for the quarter was $2,733.
For the first six months of 2026, revenue totaled $400,616 and net income $6,533. Cash and cash equivalents were $230,489 at June 30, 2026, against debt of $338,605. Vertex reported 4,919 direct and 540 indirect customers and highlighted progress on its “AI‑First” strategy and Value Creation Plan, noting higher confidence in full‑year revenue and Adjusted EBITDA outlook.
DeStefano David reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director David DeStefano received a grant of 15,638 shares of Class A Common Stock as restricted stock, at a stated price of $0.00 per share. This is a compensation-related award rather than an open-market purchase or sale.
According to the filing, these restricted shares will vest on the earlier of the day immediately prior to the next annual meeting of stockholders or June 10, 2027. After this award, DeStefano holds 1,271,155 Class A shares directly, and 197,572 additional Class A shares are held indirectly by family trusts.
Gayton Bradley M reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director Gayton Bradley received an equity award of 15,638 shares of Class A Common Stock. The award is structured as restricted stock granted at no cash cost per share, increasing his direct holdings to 68,500 shares after the transaction.
The restricted stock will vest on the earlier of the day immediately before the company’s next annual stockholder meeting or June 10, 2027, tying the award to his continued board service over this period.
Saunders Philip Seth reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director Philip Seth Saunders received an equity grant of 15,638 shares of Class A Common Stock as restricted stock, at no cash purchase price. The award will vest on the earlier of the day immediately prior to the next annual meeting of stockholders or June 10, 2027. Following this grant, Saunders directly holds 50,606 shares of Class A Common Stock.
Radcliffe Amanda Westphal reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director and ten percent owner Amanda Westphal received an award of 15,638 shares of Class A Common Stock at no purchase price. The award is in the form of restricted stock that will vest on the earlier of the day immediately prior to the next annual stockholder meeting or June 10, 2027. Following this grant, she holds 159,030 shares of Class A Common Stock directly.
Stamm John Richard reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director John Richard Stamm received a grant of 15,638 shares of Class A Common Stock as restricted stock. The award was made at no cash cost per share and is structured as equity compensation rather than an open-market purchase.
These restricted shares will vest on the earlier of the day immediately prior to Vertex’s next annual stockholder meeting or June 10, 2027, aligning vesting with board service. Following this grant, Stamm directly holds 32,685 shares of Vertex Class A Common Stock, according to the filing.
ANDERSEN ERIC C. reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director Eric C. Andersen received a grant of 15,638 shares of Class A common stock as restricted stock, at no cash cost per share. The award will vest on the earlier of the day immediately before the next annual stockholders’ meeting or June 10, 2027. After this grant, he directly holds 165,979 shares.
Thompson Stefanie Westphal reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. director and 10% owner Stefanie Westphal Thompson received a grant of 15,638 shares of Class A Common Stock as restricted stock. The award was granted at no cash cost per share and is part of her equity compensation.
The restricted stock will vest on the earlier of the day immediately before the next annual meeting of Vertex stockholders or June 10, 2027. Following this grant, Thompson directly holds 66,995 shares of Class A Common Stock, showing an increased long-term equity stake aligned with shareholder interests.
Vertex, Inc. director Mark J. Mendola received a grant of 15,638 shares of Class A Common Stock as a restricted stock award. This is a compensation-related acquisition at no cash cost to him. Following the grant, he directly holds 20,965 shares.
The restricted stock will vest on the earlier of the day immediately before the company’s next annual stockholder meeting or June 10, 2027, aligning the director’s equity with a typical annual board service period.