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.
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.