{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-24-028765","form_type":"8-K","ticker":"VERX","cik":"0001806837","company_name":"Vertex, Inc.","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.606946+00:00","generated_at":"2026-06-05T09:18:02.961002+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"Vertex appoints Ryan Leib as Principal Accounting Officer effective March 15, 2024","bullets":["Ryan Leib (age 46) will become CAO on March 15, 2024, succeeding Lisa Butler who is retiring.","Leib previously served as VP of M&A and Portfolio Transformation at Trinseo PLC.","Compensation includes base salary of $325,000, target bonus of 40%, and sign-on bonus of $12,000.","Received 32,218 RSUs vesting starting February 2025; eligible for annual RSU awards of 125% of base salary."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-24-028765","json":"https://secwatch.observer/filing/0001104659-24-028765.json","markdown":"https://secwatch.observer/filing/0001104659-24-028765.md","text":"https://secwatch.observer/filing/0001104659-24-028765.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/0001104659-24-028765-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/tm247504d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T09:18:02.961002+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"25623c41a7","claim":"Ryan Leib was appointed as Principal Accounting Officer at Vertex, Inc..","evidence_excerpt":"Mr. Leib will be appointed as the Company’s Chief Accounting Officer on March 15, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/0001104659-24-028765-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"a350a21a09","claim":"Lisa Butler retired as Principal Accounting Officer at Vertex, Inc..","evidence_excerpt":"approved the appointment of Ryan Leib as Principal Accounting Officer effective upon Lisa Butler’s retirement on March 15, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/0001104659-24-028765-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}