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VERX US​

Vertex, Inc. Class A(VERX US)

$15.39+0.070.46%Ext:$14.44-0.956.18%(Market Closed · 23:55:09 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings
CategorizedChronologicalBy Owner

SEC Filings

Financials(25)

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  • 10-QQ2ended 30 Jun 20264 Aug
  • 10-QQ1ended 31 Mar 20267 May
  • 10-KFY 2025ended 31 Dec 202524 Feb
  • 10-QQ3ended 30 Sept 20253 Nov 2025
  • 10-QQ2ended 30 Jun 20256 Aug 2025
  • 10-QQ1ended 31 Mar 20257 May 2025
  • 10-KFY 2024ended 31 Dec 202427 Feb 2025
  • 10-QQ3ended 30 Sept 20246 Nov 2024
  • 10-QQ2ended 30 Jun 20247 Aug 2024
  • 10-QQ1ended 31 Mar 20248 May 2024
  • 10-QQ3ended 30 Sept 20239 Nov 2023
  • 10-QQ2ended 30 Jun 20239 Aug 2023
  • 10-QQ1ended 31 Mar 202310 May 2023
  • 10-KFY 2022ended 31 Dec 202210 Mar 2023
  • 10-QQ3ended 30 Sept 20229 Nov 2022

Events(47)

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  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers1 Oct
  • 8-KResults of Operations and Financial Condition3 Aug
  • 8-KSubmission of Matters to a Vote of Security Holders11 Jun
  • 8-KResults of Operations and Financial Condition7 May
  • 8-KCost Associated with Exit or Disposal Activities28 Apr
  • 8-KResults of Operations and Financial Condition11 Feb
  • 8-KEntry into a Material Definitive Agreement20 Nov 2025
  • 8-K​​​​​​​​​​​​​​​​CustomersQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025​​Direct4,8554,9154,8884,8624,856​​Indirect448464481504516​​Total5,3035,3795,3695,3665,372​​3 Nov 2025
  • 8-KResults of Operations and Financial Condition21 Oct 2025
  • 8-KResults of Operations and Financial Condition6 Aug 2025
  • 8-KSubmission of Matters to Shareholder Vote17 Jun 2025
  • 8-KResults of Operations and Financial Condition7 May 2025
  • 8-KRegulation FD Disclosure19 Mar 2025
  • 8-KResults of Operations and Financial Condition27 Feb 2025
  • 8-KEntry into Material Agreement8 Nov 2024

Insider Ownership(324)

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  • 4Saha Debanjan9 Oct
  • 3Saha Debanjan8 Oct
  • 4DeStefano David12 Jun
  • 4Gayton Bradley M12 Jun
  • 4Saunders Philip Seth12 Jun
  • 4Radcliffe Amanda Westphal12 Jun
  • 4Stamm John Richard12 Jun
  • 4ANDERSEN ERIC C.12 Jun
  • 4Thompson Stefanie Westphal12 Jun
  • 4Mendola Mark J12 Jun
  • 4DeStefano David1 Jun
  • 4ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 20019 Mar
  • 4DeStefano David26 Feb
  • 4Young Christopher David25 Feb
  • 4DeStefano David25 Feb

Beneficial Ownership(60)

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  • SC 13GVertex, Inc.12 May
  • SC 13GVertex, Inc.29 Apr
  • SC 13G/AVertex, Inc.2 Apr
  • SC 13G/AVertex, Inc.27 Mar
  • SC 13G/AVertex, Inc.21 Jan
  • SC 13G/AVertex, Inc.13 Aug 2025
  • SC 13G/AVertex, Inc.15 May 2025
  • SC 13G/AVertex, Inc.17 Apr 2025
  • SC 13G/AVertex, Inc.6 Mar 2025
  • SC 13G/AVertex, Inc.12 Feb 2025
  • SC 13G/AVertex, Inc.5 Feb 2025
  • SC 13G/AVertex, Inc.14 Nov 2024
  • SC 13G/AVertex, Inc.14 Nov 2024
  • SC 13G/AVertex, Inc.13 Nov 2024
  • SC 13G/AVertex, Inc.13 Nov 2024

Other Ownership(74)

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  • 144DeStefano David28 May
  • 144ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200116 Jun 2025
  • 144Westphal Jeffrey9 Jun 2025
  • 144DeStefano David13 May 2025
  • 144Leib Ryan J13 May 2025
  • 144DeStefano David12 May 2025
  • 144Rowland Bryan T.R.19 Mar 2025
  • 144Jeff & Jenifer Westphal Foundation14 Jan 2025
  • 144SCHWAB JOHN R17 Dec 2024
  • 144Westphal Jeffrey12 Dec 2024
  • 144DeStefano David11 Dec 2024
  • 144DeStefano David10 Dec 2024
  • 144Stamm John Richard6 Dec 2024
  • 144DeStefano David5 Dec 2024
  • 144Stamm John Richard22 Nov 2024

Proxies(17)

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  • ARSAnnual report to security holders27 Apr
  • DEFA14ADefinitive additional materials27 Apr
  • DEF 14ADefinitive proxy statement27 Apr
  • DEFA14ADefinitive additional materials28 Apr 2025
  • ARSAnnual report to security holders28 Apr 2025
  • DEF 14ADefinitive proxy statement28 Apr 2025
  • DEFR14ADefinitive revised proxy statement3 May 2024
  • DEF 14ADefinitive proxy statement29 Apr 2024
  • ARSAnnual report to security holders29 Apr 2024
  • DEFA14ADefinitive additional materials29 Apr 2024
  • DEF 14ADefinitive proxy statement28 Apr 2023
  • DEFA14ADefinitive additional materials28 Apr 2023
  • ARSAnnual report to security holders28 Apr 2023
  • DEF 14ADefinitive proxy statement27 Apr 2022
  • DEFA14ADefinitive additional materials27 Apr 2022

Registrations(14)

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  • 424B7Prospectus filing (Rule 424(b)(7))18 Nov 2022
  • 424B7Prospectus filing (Rule 424(b)(7))17 Nov 2022
  • S-3Registration statement (primary offering)15 Jul 2022
  • S-8Registration statement (employee benefit plan)21 Mar 2022
  • 424B4Prospectus filing (Rule 424(b)(4))30 Jul 2020
  • 8-A12BRegistration of securities (Section 12(b))29 Jul 2020
  • S-8Registration statement (employee benefit plan)28 Jul 2020
  • S-1/ARegistration statement (general form, amendment)28 Jul 2020
  • S-1/ARegistration statement (general form, amendment)24 Jul 2020
  • S-1/ARegistration statement (general form, amendment)20 Jul 2020
  • S-1Registration statement (general form)2 Jul 2020
  • DRS/ADraft registration statement (amendment)18 Jun 2020
  • DRS/ADraft registration statement (amendment)12 May 2020
  • DRSDraft registration statement27 Mar 2020

Filing Review Correspondence(7)

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  • CORRESPFiling review correspondence25 Jul 2022
  • CORRESPFiling review correspondence27 Jul 2020
  • CORRESPFiling review correspondence27 Jul 2020
  • CORRESPFiling review correspondence27 Jul 2020
  • CORRESPFiling review correspondence2 Jul 2020
  • DRSLTRFiling review correspondence (DRSLTR)18 Jun 2020
  • DRSLTRFiling review correspondence (DRSLTR)12 May 2020

SEC Orders And Notices(2)

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  • EFFECTNotice of effectiveness25 Jul 2022
  • EFFECTNotice of effectiveness28 Jul 2020

Other(1)

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  • CERTCERT29 Jul 2020

Financials & Metrics

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