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. Chief Financial Officer John R. Schwab reported several equity award transactions on February 20, 2026. He acquired Class A common stock through the exercise and conversion of restricted stock units in blocks of 23,888 and 15,878 shares. He also disposed of 12,936 and 8,598 Class A shares at $12.74 per share to cover tax obligations tied to these awards. Footnotes state that remaining restricted stock units will vest in equal annual installments from February 2027 through February 2029.
Vertex, Inc. general counsel Rowland Bryan T.R. reported multiple equity award transactions involving restricted stock units and Class A common stock. On February 20, 2026, he exercised restricted stock units covering 4,133 and 2,975 units, receiving the same number of Class A shares at no cash exercise price.
On the same date, a total of 1,259 and 976 Class A shares were disposed of to cover tax withholding obligations at a price of $12.74 per share, leaving 8,212 Class A shares held directly. Footnotes state that the remaining restricted stock units will vest in scheduled annual installments through February 2029.
Vertex, Inc. Chief Accounting Officer Ryan J. Leib reported equity award activity involving restricted stock units and Class A common shares. He acquired 4,035 and 2,313 shares of Class A common stock on February 20, 2026 through exercises of restricted stock units at a price of $0.00 per share. To cover tax obligations, 1,263 and 782 shares of Class A common stock were disposed of at $12.74 per share as share-withholding transactions, not open-market sales. Following these transactions, he directly owned 7,423 Class A common shares. Remaining restricted stock units are scheduled to vest in equal installments through February 2029.
Vertex, Inc. director Eric C. Andersen reported an open-market purchase of Class A common stock. On February 20, 2026, he bought 40,000 shares at a weighted average price of $12.91 per share, bringing his directly held stake to 150,341 shares.
The filing notes that the purchase was executed in multiple trades within a price range of $12.87 to $12.96 per share, and detailed trade-level pricing information is available upon request from the company or the regulator.
Vertex, Inc. reported that Chief Accounting Officer Ryan J. Leib acquired 33,891 restricted stock units (RSUs) on February 19, 2026 as an equity award. Each RSU represents a right to receive one share of the company’s Class A common stock.
The RSUs vest over four years, with 25% of the shares vesting on each of February 19, 2027, 2028, 2029, and 2030, encouraging long-term alignment between the executive and shareholders.
Rowland Bryan T.R. reported acquisition or exercise transactions in this Form 4 filing.
Vertex, Inc. reported that its general counsel, Rowland Bryan T.R., received a grant of 43,443 restricted stock units on February 19, 2026. Each unit represents a contingent right to receive one share of the company’s Class A common stock.
The award will vest in four equal installments of 25% each on February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030, aligning the executive’s compensation with the company’s long-term performance.
Vertex, Inc. reported that its Chief Financial Officer, John R. Schwab, acquired 269,399 restricted stock units on February 19, 2026 as an equity award. Each unit represents a contingent right to receive one share of the company’s Class A common stock.
The award will vest in four equal installments, with 25% of the shares vesting on each of February 19, 2027, February 19, 2028, February 19, 2029, and February 19, 2030, aligning the CFO’s compensation with the company’s long-term performance.
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.