---
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"
generated_at: "2026-06-05T09:18:02.961002+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Vertex appoints Ryan Leib as Principal Accounting Officer effective March 15, 2024

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-028765
- JSON: https://secwatch.observer/filing/0001104659-24-028765.json
- Plain text: https://secwatch.observer/filing/0001104659-24-028765.txt

## Key facts
- Executive change
  Ryan Leib was appointed as Principal Accounting Officer at Vertex, Inc..
  - Action: appointed
  - Role: Principal Accounting Officer
  source text: Mr. Leib will be appointed as the Company’s Chief Accounting Officer on March 15, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/0001104659-24-028765-index.htm
- Executive change
  Lisa Butler retired as Principal Accounting Officer at Vertex, Inc..
  - Action: retired
  - Role: Principal Accounting Officer
  source text: approved the appointment of Ryan Leib as Principal Accounting Officer effective upon Lisa Butler’s retirement on March 15, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1806837/000110465924028765/0001104659-24-028765-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.