Vertex, Inc. SEC filings VERX
Vertex, Inc. has 580 filings in SEC EDGAR's recent list, going back to Mar 30, 2020. Its latest annual report, Form ARS, was filed on Apr 27, 2026 for the period ended Dec 31, 2025. The latest quarterly report (Form 10-Q) was filed on Nov 5, 2026, covering the quarter ended Sep 30, 2026. The most recent current report (Form 8-K) was filed on Nov 4, 2026 (results of operations). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 5, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations
|
Nov 4, 2026 | Nov 4, 2026 |
| 4 | Insider transaction | Oct 9, 2026 | Oct 7, 2026 |
| 3 | Initial insider ownership | Oct 8, 2026 | Oct 7, 2026 |
| 8-K |
Current report
Officer or director change
|
Oct 1, 2026 | Oct 1, 2026 |
| 10-Q | Quarterly report | Aug 4, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 3, 2026 | Aug 3, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 8-K |
Current report
Shareholder vote results
|
Jun 11, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 1, 2026 | May 28, 2026 |
| 144 | Notice of proposed sale | May 28, 2026 | — |
| SCHEDULE 13G | Ownership over 5% (passive) | May 12, 2026 | — |
| 10-Q | Quarterly report | May 7, 2026 | Mar 31, 2026 |
| 8-K |
Current report
Results of operations
|
May 7, 2026 | May 7, 2026 |
| SCHEDULE 13G | Ownership over 5% (passive) | Apr 29, 2026 | — |
| 8-K |
Current report
Exit or restructuring costs
|
Apr 28, 2026 | Apr 28, 2026 |
| ARS | Annual report to shareholders | Apr 27, 2026 | Dec 31, 2025 |
| DEFA14A | Additional proxy material | Apr 27, 2026 | — |
| DEF 14A | Proxy statement | Apr 27, 2026 | Jun 10, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Apr 2, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Mar 27, 2026 | — |
| 4 | Insider transaction | Mar 9, 2026 | Mar 9, 2026 |
| 4 | Insider transaction | Feb 26, 2026 | Feb 24, 2026 |
| 4 | Insider transaction | Feb 25, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Feb 25, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Feb 25, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Feb 25, 2026 | Feb 23, 2026 |
| 10-K | Annual report | Feb 24, 2026 | Dec 31, 2025 |
| 4 | Insider transaction | Feb 24, 2026 | Feb 20, 2026 |
| 4 | Insider transaction | Feb 24, 2026 | Feb 20, 2026 |
| 4 | Insider transaction | Feb 24, 2026 | Feb 20, 2026 |
| 4 | Insider transaction | Feb 24, 2026 | Feb 20, 2026 |
| 4 | Insider transaction | Feb 23, 2026 | Feb 20, 2026 |
| 4 | Insider transaction | Feb 23, 2026 | Feb 19, 2026 |
| 4 | Insider transaction | Feb 23, 2026 | Feb 19, 2026 |
| 4 | Insider transaction | Feb 23, 2026 | Feb 19, 2026 |
| 4 | Insider transaction | Feb 18, 2026 | Feb 13, 2026 |
| 4 | Insider transaction | Feb 12, 2026 | Feb 10, 2026 |
| 4 | Insider transaction | Feb 12, 2026 | Feb 10, 2026 |
| 8-K |
Current report
Results of operations
|
Feb 11, 2026 | Feb 11, 2026 |
| 4 | Insider transaction | Feb 3, 2026 | Jan 30, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Jan 21, 2026 | — |
| 4 | Insider transaction | Dec 3, 2025 | Dec 1, 2025 |
| 8-K |
Current report
Material agreement
|
Nov 20, 2025 | Nov 14, 2025 |
| 3 | Initial insider ownership | Nov 10, 2025 | Nov 10, 2025 |
| 10-Q | Quarterly report | Nov 3, 2025 | Sep 30, 2025 |
| 8-K |
Current report
Results of operations, Other events
|
Nov 3, 2025 | Oct 30, 2025 |
| 8-K |
Current report
Results of operations, Officer or director change
|
Oct 21, 2025 | Oct 20, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 13, 2025 | — |
| 10-Q | Quarterly report | Aug 6, 2025 | Jun 30, 2025 |
| 8-K |
Current report
Results of operations
|
Aug 6, 2025 | Aug 6, 2025 |
| 4 | Insider transaction | Jun 24, 2025 | Jun 20, 2025 |
| 4 | Insider transaction | Jun 18, 2025 | Jun 16, 2025 |
| 8-K |
Current report
Shareholder vote results
|
Jun 17, 2025 | Jun 11, 2025 |
| 144 | Notice of proposed sale | Jun 16, 2025 | — |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 13, 2025 | Jun 11, 2025 |
| 3 | Initial insider ownership | Jun 11, 2025 | Jun 11, 2025 |
| 4 | Insider transaction | Jun 11, 2025 | Jun 9, 2025 |
| 144 | Notice of proposed sale | Jun 9, 2025 | — |
| 4 | Insider transaction | May 22, 2025 | May 20, 2025 |
| 4 | Insider transaction | May 22, 2025 | May 20, 2025 |
| 4 | Insider transaction | May 22, 2025 | May 20, 2025 |
| 4 | Insider transaction | May 22, 2025 | May 20, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 15, 2025 | — |
| 4 | Insider transaction | May 14, 2025 | May 13, 2025 |
| 4 | Insider transaction | May 14, 2025 | May 12, 2025 |
| 144 | Notice of proposed sale | May 13, 2025 | — |
| 144 | Notice of proposed sale | May 13, 2025 | — |
| 144 | Notice of proposed sale | May 12, 2025 | — |
| 10-Q | Quarterly report | May 7, 2025 | Mar 31, 2025 |
| 8-K |
Current report
Results of operations
|
May 7, 2025 | May 7, 2025 |
| ARS | Annual report to shareholders | Apr 28, 2025 | Dec 31, 2024 |
| DEFA14A | Additional proxy material | Apr 28, 2025 | — |
| DEF 14A | Proxy statement | Apr 28, 2025 | Jun 11, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Apr 17, 2025 | — |
| 4 | Insider transaction | Mar 21, 2025 | Mar 19, 2025 |
| 144 | Notice of proposed sale | Mar 19, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 19, 2025 | Mar 19, 2025 |
| 4 | Insider transaction | Mar 6, 2025 | Mar 4, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Mar 6, 2025 | — |
| 4 | Insider transaction | Mar 4, 2025 | Mar 4, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 2025 |
| 10-K | Annual report | Feb 27, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Results of operations
|
Feb 27, 2025 | Feb 27, 2025 |
| 4 | Insider transaction | Feb 26, 2025 | Feb 24, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 12, 2025 | — |
| 4 | Insider transaction | Feb 12, 2025 | Feb 10, 2025 |
| 4 | Insider transaction | Feb 12, 2025 | Feb 10, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 5, 2025 | — |
| 4 | Insider transaction | Feb 4, 2025 | Jan 31, 2025 |
| 4 | Insider transaction | Jan 23, 2025 | Jan 22, 2025 |
| 144 | Notice of proposed sale | Jan 14, 2025 | — |
| 4 | Insider transaction | Jan 3, 2025 | Dec 31, 2024 |
| 4/A | Ownership document | Jan 3, 2025 | Dec 20, 2024 |
| 4 | Insider transaction | Dec 26, 2024 | Dec 23, 2024 |
| 4 | Insider transaction | Dec 26, 2024 | Dec 23, 2024 |
| 4 | Insider transaction | Dec 26, 2024 | Dec 20, 2024 |
| 4 | Insider transaction | Dec 18, 2024 | Dec 17, 2024 |
| 144 | Notice of proposed sale | Dec 17, 2024 | — |
| 4 | Insider transaction | Dec 16, 2024 | Dec 12, 2024 |
| 4 | Insider transaction | Dec 12, 2024 | Dec 10, 2024 |
| 144 | Notice of proposed sale | Dec 12, 2024 | — |
| 4 | Insider transaction | Dec 11, 2024 | Dec 9, 2024 |
| 144 | Notice of proposed sale | Dec 11, 2024 | — |
| 144 | Notice of proposed sale | Dec 10, 2024 | — |
| 4 | Insider transaction | Dec 10, 2024 | Dec 6, 2024 |
| 4 | Insider transaction | Dec 10, 2024 | Dec 6, 2024 |
| 144 | Notice of proposed sale | Dec 6, 2024 | — |
| 144 | Notice of proposed sale | Dec 5, 2024 | — |
| 4 | Insider transaction | Nov 27, 2024 | Nov 26, 2024 |
| 4 | Insider transaction | Nov 27, 2024 | Nov 26, 2024 |
| 4 | Insider transaction | Nov 27, 2024 | Nov 22, 2024 |
| 144 | Notice of proposed sale | Nov 26, 2024 | — |
| 144 | Notice of proposed sale | Nov 26, 2024 | — |
| 144 | Notice of proposed sale | Nov 22, 2024 | — |
| 4 | Insider transaction | Nov 21, 2024 | Nov 20, 2024 |
| 144 | Notice of proposed sale | Nov 20, 2024 | — |
| 4 | Insider transaction | Nov 18, 2024 | Nov 14, 2024 |
| 144 | Notice of proposed sale | Nov 18, 2024 | — |
| 144 | Notice of proposed sale | Nov 15, 2024 | — |
| 144 | Notice of proposed sale | Nov 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 14, 2024 | — |
| 4 | Insider transaction | Nov 13, 2024 | Nov 11, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 13, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 13, 2024 | — |
| 4 | Insider transaction | Nov 12, 2024 | Nov 7, 2024 |
| 4 | Insider transaction | Nov 12, 2024 | Nov 7, 2024 |
| SC 13G | Ownership over 5% (passive) | Nov 12, 2024 | — |
| 144 | Notice of proposed sale | Nov 12, 2024 | — |
| 8-K |
Current report
Material agreement
|
Nov 8, 2024 | Nov 4, 2024 |
| 10-Q | Quarterly report | Nov 6, 2024 | Sep 30, 2024 |
| 8-K |
Current report
Results of operations
|
Nov 6, 2024 | Nov 6, 2024 |
| 4 | Insider transaction | Nov 1, 2024 | Oct 30, 2024 |
| SC 13G | Ownership over 5% (passive) | Oct 22, 2024 | — |
| 4 | Insider transaction | Oct 15, 2024 | Oct 10, 2024 |
| 4 | Insider transaction | Oct 15, 2024 | Oct 10, 2024 |
| 4 | Insider transaction | Oct 9, 2024 | Oct 7, 2024 |
| 4 | Insider transaction | Oct 9, 2024 | Oct 7, 2024 |
| 4 | Insider transaction | Oct 7, 2024 | Oct 3, 2024 |
| 144 | Notice of proposed sale | Oct 4, 2024 | — |
| 144 | Notice of proposed sale | Oct 4, 2024 | — |
| 144 | Notice of proposed sale | Oct 3, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Oct 2, 2024 | — |
| 4 | Insider transaction | Sep 16, 2024 | Sep 12, 2024 |
| 144 | Notice of proposed sale | Sep 12, 2024 | — |
| 4 | Insider transaction | Aug 27, 2024 | Aug 26, 2024 |
| 4 | Insider transaction | Aug 26, 2024 | Aug 22, 2024 |
| 4 | Insider transaction | Aug 26, 2024 | Aug 22, 2024 |
| 144 | Notice of proposed sale | Aug 23, 2024 | — |
| 4 | Insider transaction | Aug 22, 2024 | Aug 20, 2024 |
| 144 | Notice of proposed sale | Aug 22, 2024 | — |
| 144 | Notice of proposed sale | Aug 22, 2024 | — |
| 144 | Notice of proposed sale | Aug 20, 2024 | — |
| 4 | Insider transaction | Aug 15, 2024 | Aug 13, 2024 |
| 144 | Notice of proposed sale | Aug 13, 2024 | — |
| 8-K |
Current report
Unregistered share sale
|
Aug 8, 2024 | Aug 6, 2024 |
| 144 | Notice of proposed sale | Aug 8, 2024 | — |
| 10-Q | Quarterly report | Aug 7, 2024 | Jun 30, 2024 |
| 8-K |
Current report
Results of operations
|
Aug 7, 2024 | Aug 7, 2024 |
| 4 | Insider transaction | Jul 24, 2024 | Jul 23, 2024 |
| 144 | Notice of proposed sale | Jul 23, 2024 | — |
| 8-K |
Current report
Shareholder vote results
|
Jun 18, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 14, 2024 | Jun 12, 2024 |
| 4 | Insider transaction | Jun 7, 2024 | Jun 5, 2024 |
| 144 | Notice of proposed sale | Jun 5, 2024 | — |
| 10-Q | Quarterly report | May 8, 2024 | Mar 31, 2024 |
| 8-K |
Current report
Results of operations
|
May 8, 2024 | May 8, 2024 |
| DEFR14A | Filing | May 3, 2024 | — |
| 4 | Insider transaction | May 2, 2024 | Apr 30, 2024 |
| ARS | Annual report to shareholders | Apr 29, 2024 | Dec 31, 2023 |
| DEFA14A | Additional proxy material | Apr 29, 2024 | — |
Showing 200 filings, the most recent 200. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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Company profile
- Industry
- Services-Prepackaged Software (SIC 7372)
- Listed as
- VERX (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- King Of Prussia, PA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1806837
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.