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.
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.
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.