Welcome to our dedicated page for Vertex SEC filings (Ticker: VERX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Vertex, Inc. doesn’t just sell tax software—its filings reveal how a mission-critical SaaS platform monetises global indirect-tax complexity. Curious about subscription growth, the cost of constant R&D or how partnerships with SAP and Oracle drive revenue? This page gathers every Vertex SEC filing in one place and answers the questions investors actually type: “Vertex insider trading Form 4 transactions� or “How can I read the Vertex quarterly earnings report 10-Q filing without wading through jargon?�.
Stock Titan’s AI engine digests the dense language behind revenue recognition and deferred revenue tables so you can move straight to insight. Need Vertex annual report 10-K simplified to spot net revenue retention, or an alert the moment a director sells shares? Our platform streams Vertex Form 4 insider transactions real-time, flags 8-K triggers, and provides clear, numbered summaries that transform understanding Vertex SEC documents with AI from a chore into a two-minute read. Each document�10-K, 10-Q, 8-K, DEF 14A—comes with plain-English highlights, ratio dashboards and link-outs to the original EDGAR text.
Analysts monitor insider incentives through the Vertex proxy statement executive compensation, watch for contract wins in the “Vertex 8-K material events explained�, and rely on our Vertex earnings report filing analysis to compare ARR trends quarter over quarter. Whether you’re screening Vertex executive stock transactions Form 4 before earnings or drilling into segment margins, our real-time EDGAR feed and AI-powered summaries put every datapoint within reach—no more scanning hundreds of pages to find a single tax automation metric.
Insider Trading Alert: The ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, a 10% owner and 13(D) group member of Vertex, has executed multiple sales of Class A Common Stock over three consecutive trading days:
- June 20, 2025: Sold 8,832 shares at weighted average price of $35.12
- June 23, 2025: Sold 510 shares at $35.00
- June 24, 2025: Sold 14,425 shares at weighted average price of $35.24
Following these transactions, the trust's holdings decreased to 173,073.706 shares, all held directly. The total disposition amounts to 23,767 shares, with sale prices ranging from $35.00 to $35.625. This significant insider selling activity by a major shareholder could signal important changes in insider sentiment.
A significant insider transaction was reported for Vertex (VERX) involving the ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, a 10% owner and 13(D) group member. The trust executed three substantial sales of Class A Common Stock over consecutive days:
- June 16, 2025: Sold 78,248 shares at average price of $36.87
- June 17, 2025: Sold 145,111 shares at average price of $37.16
- June 18, 2025: Sold 157,874 shares at average price of $35.93
Following these transactions, the trust's holdings decreased from approximately 500,000 shares to 196,841 shares, representing a significant reduction of about 60% in their position. The sales were executed at prices ranging from $35.31 to $37.57 per share, with a total transaction value of approximately $14 million.
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