VERX Vertex, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: enterprise tax compliance software, data, and services automating transaction-based indirect tax obligations globally
• • New AI-powered Smart Categorization launched in 2025 to automate product SKU tax classification across jurisdictions
• • Strategic partnership with Kintsugi AI in 2025 to target SMBs with AI-driven tax compliance powered by Vertex engine
• • Customer base grew to 4,867 direct customers with ARR per customer $137,867 as of Dec 31, 2025
• • Expanded e-invoicing solution presence to 38 countries and formed partnership with NITIS SAS to boost Latin America footprint

Risk Factors

• • No specific or timely regulatory or legal risk detailed in the text
• • No geopolitical or macroeconomic threat with concrete exposure noted
• • Cybersecurity risk governance centralized under SVP of Information Security with 20+ years experience and quarterly reporting to Audit Committee
• • No named competitor or technology presenting competitive disruption risk disclosed
• • Key-person dependency on SVP of Information Security, Chief Technology Officer, and Chief Digital Officer for cybersecurity risk management oversight

Management Discussion & Analysis

• • Revenue $748.4M, up 12.2% YoY from $666.8M; software subscriptions $639.7M (+12.8%), services $108.8M (+9.2%)
• • Gross margin 64.3% vs 63.9%; operating margin 0.3% vs -0.3% in prior year
• • Best segment software subscriptions revenue $639.7M (+12.8%); worst segment services revenue $108.8M (+9.2%) but higher cost increase by 21.4%
• • Adjusted EBITDA $161.5M up from $151.9M; stock repurchase program authorized for $150M; investment $15M in Kintsugi AI startup; no dividend disclosed
• • Management expects continued investments for growth and scaling, cloud migration trends, and increased costs may pressure near-term profitability

What are the latest VERX SEC filings in 2026?

Vertex, Inc. (VERX) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VERX file its most recent 10-K annual report?

Vertex, Inc. (VERX) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VERX 10-Q quarterly reports?

Vertex, Inc. (VERX)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every VERX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VERX filed recently?

Vertex, Inc. (VERX)'s most recent 8-K was filed on August 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VERX insider trading activity (Form 4)?

SignalX aggregates every VERX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VERX file with the SEC?

Vertex, Inc. (VERX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VERX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Vertex, Inc. (VERX).

What is VERX's SEC CIK number?

Vertex, Inc. (VERX)'s SEC CIK (Central Index Key) number is 1806837. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1806837 to look up all VERX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VERX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Vertex, Inc. (VERX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.