Vertex Inc
For the period ended Dec 31, 2023. Filed Feb 29, 2024.
View on SEC.govAbout this filing
A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Feb 29, 2024
VERX$17.30+1.3%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Table of Contents
| · | |||
|---|---|---|---|
| | Special Note Regarding Forward-Looking Statements | | ii |
| | | | |
| · PART I · | |||
| Item 1. | Business | | 2 |
| Item 1A. | Risk Factors | | 10 |
| Item 1B. | Unresolved Staff Comments | | 24 |
| Item 1C. | Cybersecurity Disclosures | | 24 |
| Item 2. | Properties | | 25 |
| Item 3. | Legal Proceedings | | 25 |
| Item 4. | Mine Safety Disclosures | | 26 |
| | | | |
| | PART II | | |
| Item 5. | Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities | | 27 |
| Item 6. | Reserved | | 28 |
| Item 7. | Management’s Discussion and Analysis of Financial Condition and Results of Operations | | 29 |
| Item 7A. | Quantitative and Qualitative Disclosures About Market Risk | | 50 |
| Item 8. | Financial Statements and Supplementary Data | | 50 |
| Item 9. | Changes in and Disagreements with Accountants on Accounting and Financial Disclosure | | 50 |
| Item 9A. | Controls and Procedures | | 51 |
| Item 9B. | Other Information | | 53 |
| Item 9C. | Disclosure Regarding Foreign Jurisdictions that Prevent Inspections | | 53 |
| | | | |
| | PART III | | |
| Item 10. | Directors, Executive Officers and Corporate Governance | | 54 |
| Item 11. | Executive Compensation | | 54 |
| Item 12. | Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters | | 54 |
| Item 13. | Certain Relationships and Related Transactions, and Director Independence | | 54 |
| Item 14. | Principal Accountant Fees and Services | | 54 |
| | | | |
| | PART IV | | |
| Item 15. | Exhibits, Financial Statement Schedules | | 55 |
| | Index to Exhibits | | 56 |
| | Signatures | | 58 |
| | Index to Consolidated Financial Statements | | F-1 |
| | | | |
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