Appointed
Ryan Leib
Principal Accounting Officer
VERX ·
Vertex, Inc.
Mr. Leib will be appointed as the Company’s Chief Accounting Officer on March 15, 2024.
Ready 8-Ks
22
Latest filing
May 7, 2026, 7:59 PM ET
Top materiality
0.80
Event mix
earnings ×11 · debt ×4 · other ×3
Sentiment
10 pos · 0 neg · 12 neu
Executive change
recent →
Recent 8-K filings for VERX
Highest-materiality recent filing
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%).
- GAAP EPS $0.02 diluted; Non-GAAP EPS $0.17; Adj. EBITDA $43.5M (22.6% margin).
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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%).
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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.
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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%).
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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.
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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%).
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David DeStefano retires as CEO/President effective Nov 10, 2025; will continue as non-executive Chairperson.
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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).
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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%).
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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).
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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%).
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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.
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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%.
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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).
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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.
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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.
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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.
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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%).
Executive changes
Departed
Lisa Butler
Principal Accounting Officer
VERX ·
Vertex, Inc.
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 0.80 · Median 0.65 · Most common event earnings