---
schema_version: "secwatch.filing_event.v1"
accession: "0001558370-22-018152"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2022-11-22T23:59:59+00:00"
generated_at: "2026-06-21T14:15:25.490993+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Selling stockholder offers 1.5M shares of Vertex in secondary offering

## Summary
- Underwriting agreement with Goldman Sachs for sale of 1,500,000 shares by the 2009 Jeffrey R. Westphal Generation-Skipping Trust.
- Company did not sell any shares and received no proceeds from the offering.
- Offering closed on November 22, 2022, priced pursuant to Form S-3 registration statement.
- Secondary offering increases public float; selling stockholder is a trust associated with the founder.

## SEC filing metadata
- accession: 0001558370-22-018152
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2022-11-22T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806837/000155837022018152/0001558370-22-018152-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000155837022018152/verx-20221117x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001558370-22-018152
- JSON: https://secwatch.observer/filing/0001558370-22-018152.json
- Plain text: https://secwatch.observer/filing/0001558370-22-018152.txt

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