VERX Vertex, Inc.

CIK 0001806837 40 ready 8-Ks latest August 3, 2026, 4:15 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 40

Latest filing August 3, 2026, 4:15 PM ET

Top materiality 0.85

Event mix earnings ×22 · debt ×5 · other ×5

Sentiment 20 pos · 0 neg · 20 neu

Executive change recent →

Recent 8-K filings for VERX

Highest-materiality recent filing

Vertex launches SEK 5.8B public tender offer for Pagero; secures $491M investment from Silver Lake

December 13, 2023, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 8.01 item 9.01 ◈ Material Agreements

Tender offer at SEK 36 per share, a 71.4% premium to Pagero's Dec 12 closing price.
Acceptance period runs Dec 15, 2023 to Jan 23, 2024; settlement expected around Feb 1, 2024.

Read filing →

August 3, 2026, 4:15 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Vertex Q2 2026 revenue $204M (+10.5% YoY), net income $9M vs loss, adjusted EBITDA $51M beats guidance

Total revenues $204.0M, up 10.5% YoY; cloud revenues $101.7M, up 17.9% YoY.
June 11, 2026, 4:35 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes

Vertex elects three directors and ratifies Crowe LLP as auditor at 2026 annual meeting

Shareholders elected Eric Andersen, David DeStefano, and Christopher Young as directors, each to serve until the 2029 annual meeting.
May 7, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q1 revs up 11.1% to $196.6M; GAAP net loss $2.5M; acquires Brinta

Total revenues $196.6M (+11.1% YoY); Cloud revenue $96.8M (+20.7%); ARR $687.6M (+11.2%).
April 28, 2026, 7:59 PM ET other material materiality 0.65 neutral item 2.05 ◈ Restructurings & Charges

Vertex announces global restructuring; to cut ~170 jobs, ~9% of workforce

Board approved global Value Creation Plan to become more AI-enabled and improve operational efficiency.
February 11, 2026, 6:59 PM ET earnings materiality 0.78 positive item 2.02 item 9.01

Vertex Q4 revenue $194.7M (+9% YoY); ARR $671M (+11%); net loss narrows to $7M

Q4 total revenue $194.7M (+9.1% YoY); cloud revenue $94.6M (+23%); ARR $671M (+11.3%).
November 20, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01 item 9.01

Vertex amends credit agreement to permit increased dividends and share repurchases

First Amendment to Credit Agreement dated Nov 14, 2025 adds capacity for dividends/distributions including share repurchases.
November 3, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 8.01 item 9.01

Vertex Q3 revenue $192.1M (+12.7%); announces $150M buyback and new CEO

Revenue $192.1M, up 12.7% YoY; cloud revenue $92.0M (+29.6%).
October 21, 2025, 7:59 PM ET leadership materiality 0.80 positive item 2.02 item 5.02 item 9.01

Vertex announces CEO succession: Christopher Young to replace David DeStefano; Q3 2025 preliminary revenue ~$192M

David DeStefano retires as CEO/President effective Nov 10, 2025; will continue as non-executive Chairperson.
August 6, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01

Vertex Q2 revenue up 14.6% to $184.6M; GAAP net loss of $1.0M

Total revenue $184.6M (+14.6% YoY); cloud revenue $86.2M (+29.9% YoY).
June 17, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

Vertex shareholders elect three directors and ratify Crowe LLP as auditor

Philip Saunders, J. Richard Stamm, and Mark J. Mendola elected as directors to serve until 2028 annual meeting.
May 7, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02 item 9.01

Vertex Q1 revenue $177.1M (+12.9%); net income $11.1M vs $2.7M YoY

Revenue $177.1M (+12.9% YoY); cloud revenue $80.2M (+29.6%); subscription revenue $150.8M (+14.4%).
March 19, 2025, 7:59 PM ET other materiality 0.20 neutral item 7.01 item 9.01

Vertex holds Investor Day, presents financial highlights and strategy

Investor Day held March 19, 2025 at Philadelphia headquarters.
February 27, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

Vertex Q4 revenue $178.5M (+15%); GAAP net loss $67.8M vs income $15.3M

Q4 revenue $178.5M (+15.2% YoY); cloud revenue $76.9M (+27.0% YoY).
November 8, 2024, 6:59 PM ET debt materiality 0.55 neutral item 1.01 item 9.01

Vertex upsizes revolving credit facility from $200M to $300M, extends maturity to 2029

Revolving credit commitments increased to $300M from $200M under amended and restated credit agreement.
November 6, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Vertex Q3 revenue $170.4M, up 17.5% YoY; net income $7.2M vs year-ago loss

Revenue $170.4M (+17.5% YoY) above high end of guidance; software subscription $146.3M (+20.6%).
August 8, 2024, 7:59 PM ET M&A materiality 0.60 neutral item 3.02

Vertex acquires ecosio GmbH; issues 945,435 earn-out shares as partial consideration

Vertex agreed to acquire ecosio GmbH from sellers including Christoph Ebm and Philipp Liegl.
August 7, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Vertex Q2 revenue $161.1M (+15.3% YoY); GAAP net income positive for third straight quarter

Revenue $161.1M, up 15.3% YoY; cloud revenue $66.3M, up 29.6%.
June 18, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

Vertex shareholders elect directors, ratify auditor, approve say-on-pay on triennial basis

Elected directors Amanda Westphal Radcliffe, Stefanie Westphal Thompson, and Bradley Gayton with ~898M to ~903M votes For each.
May 8, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q1 revenue $156.8M (+18.1%), net income turns positive; adjusted EBITDA margin 23.4%

Total revenues $156.8M (+18.1% YoY); cloud revenues $61.8M (+28.3% YoY).
April 26, 2024, 7:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Material Agreements ×2◈ Debt Financings

Vertex closes $345M 0.750% convertible notes due 2029 with capped call transactions

$345M aggregate principal of 0.750% convertible senior notes due 2029; initial conversion price ~$36.32/share.
April 24, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01 item 9.01

Vertex prices upsized $300M 0.75% convertible notes due 2029 at ~$36.32 conversion price

Upsized from $250M; initial purchasers have option to buy additional $45M.
April 23, 2024, 7:59 PM ET earnings materiality 0.80 positive item 1.01 item 2.02 item 7.01 item 9.01 ◈ Earnings Releases◈ Material Agreements

Vertex Q1 prelim: revenue $155.5-$157.5M (+17-19% YoY), net income $2.4-3.1M; proposes $250M notes

Q1 2024 revenue expected $155.5-$157.5M, up 17-19% from $132.8M in Q1 2023.
February 29, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q4 revenue up 18% to $155M; net income $15.3M vs loss of $5.3M

Total revenues $154.9M (+18.1% YoY); subscription rev $130.7M (+17.9%).
February 28, 2024, 6:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change ×2

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

Ryan Leib (age 46) will become CAO on March 15, 2024, succeeding Lisa Butler who is retiring.
December 13, 2023, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 8.01 item 9.01 ◈ Material Agreements

Vertex launches SEK 5.8B public tender offer for Pagero; secures $491M investment from Silver Lake

Tender offer at SEK 36 per share, a 71.4% premium to Pagero's Dec 12 closing price.
December 13, 2023, 6:59 PM ET M&A materiality 0.85 positive item 7.01 item 9.01

Vertex offers ~$555M to acquire Pagero; Silver Lake invests $500M in convertible preferred

Offer price 36 SEK/share (~$555M), a 71.4% premium to Pagero's Dec 12 close.
November 9, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q3 revenue $145M (+14.9% YoY); net loss $3.4M; Adj EBITDA $26.6M

Total revenues $145.0M, up 14.9% YoY; cloud revenue $54.6M, up 24.8% YoY.
August 9, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q2 revenue $139.7M (+17.1% YoY); cloud revenue up 27.3%

Net loss of $6.9M ($0.05 loss per share); non-GAAP diluted EPS of $0.08.
June 16, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×2

Vertex shareholders elect Eric Andersen and David DeStefano as directors, ratify Crowe LLP as auditor for FY2023

Eric Andersen elected with 996,456,401 votes for and 20,228,749 withheld; David DeStefano elected with 1,004,533,778 for and 12,151,372 withheld.
May 10, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q1 revenue $132.8M (+15.5% YoY), GAAP loss $(18.1)M; non-GAAP EPS $0.08

Total revenue $132.8M (+15.5% YoY); software subscription revenue $111.0M (+14.3% YoY).
March 8, 2023, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q4 revenue $131.1M (+17.4% YoY); Non-GAAP EPS $0.08

Revenue $131.1M (+17.4% YoY); cloud revenue $46.6M (+34.4% YoY); software subscriptions $110.9M (+18.9% YoY).
November 22, 2022, 6:59 PM ET other material materiality 0.65 neutral item 8.01 item 9.01

Selling stockholder offers 1.5M shares of Vertex in secondary offering

Underwriting agreement with Goldman Sachs for sale of 1,500,000 shares by the 2009 Jeffrey R. Westphal Generation-Skipping Trust.
November 9, 2022, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

Vertex Q3 revenue $126.2M (+14% YoY), beats guidance; cloud revenue +31%

Total revenues $126.2M (+14% YoY); cloud revenues $43.8M (+31.3% YoY).
August 9, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01

Vertex Q2 revenues up 13.7% to $119.3M; net loss widens to $5.5M

Total revenues $119.3M, up 13.7% YoY; cloud revenue $40.2M, up 25.4%.
June 16, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.07

Shareholders elect directors and ratify auditor at 2022 annual meeting

Philip Saunders re-elected with 765,826,233 votes for, 501,728 withheld.
May 10, 2022, 7:59 PM ET earnings materiality 0.55 neutral item 2.02 item 9.01

Vertex Q1 revenue up 17% to $115M; cloud revenue up 42% YoY

Total revenues of $115.0M, up 17% YoY; cloud revenue $38.3M, up 42.1%.
March 9, 2022, 6:59 PM ET debt materiality 0.55 neutral item 1.01 item 9.01

Vertex upsizes revolving credit to $200M, adds $50M term loan, extends maturity to 2027

New $50M term loan added; proceeds for working capital, capex, permitted acquisitions.
March 9, 2022, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01

Vertex Q4 revenue $111.7M (+12% YoY); ARR growth accelerates to 17%; net loss narrows

Q4 total revenue $111.7M (+12.2% YoY); cloud revenue $34.7M (+38.9% YoY).
November 10, 2021, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Vertex Q3 2021 revenue $110.7M (+17% YoY), cloud revenue up 45.6%, net loss narrows to $3.9M

Total revenues $110.7M (+17% YoY); subscription revenue $92.3M (+15.7%).
August 11, 2021, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Vertex Q2 2021 revenue $104.9M (+15% YoY); cloud revenue jumps 59.5%

Revenue $104.9M (+15% YoY); software subscription revenue $89.6M (+15.9%).

Executive changes

Appointed

Ryan Leib

Principal Accounting Officer

VERX · Vertex, Inc.

Effective: 2024-03-15
Filed: February 28, 2024, 6:59 PM ET

Mr. Leib will be appointed as the Company’s Chief Accounting Officer on March 15, 2024.

Departed

Lisa Butler

Principal Accounting Officer

VERX · Vertex, Inc.

Effective: 2024-03-15
Successor: Ryan Leib
Filed: February 28, 2024, 6:59 PM ET

approved the appointment of Ryan Leib as Principal Accounting Officer effective upon Lisa Butler’s retirement on March 15, 2024.

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

20 positive 0 negative 20 neutral

source · VERX on sec.gov