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BCS

Current Report · Items 5.02, 9.01 · 8-K

Vertex, Inc.

VERXNASDAQEQUITYCurrent

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 30, 2026, the Board of Directors (the “Board”) of Vertex, Inc. (the “Company”), upon the recommendation of the Nominating and Governance Committee, elected Mr. Debanjan Saha to serve as a director of the Company, effective October 7, 2026. Mr.…

Filed Oct 1, 2026Accepted Oct 1, 2026, 4:30 PM EDTCIK 1806837Accession 0001104659-26-112847
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Company context

Vertex is the Decision-to-Defense™ global indirect tax and compliance company. Vertex helps enterprises bring control to indirect tax and compliance across the full transaction lifecycle - from tax determination and e-invoicing through reporting, filing, and audit defense - to make outcomes easier to prove and improve over time. Trusted by more than 60% of the Fortune 500, Vertex combines decades of tax expertise, deep global tax and compliance knowledge, and embedded integrations to help organizations operate globally with confidence. With headquarters in North America and offices in South America and Europe, Vertex's purpose is to ensure businesses and communities thrive through trusted transactions.

Current securities

Recent company filings

  1. 10-Q filingNov 5, 2026
  2. Results of Operations and Financial ConditionNov 4, 2026
  3. 10-Q filingAug 4, 2026
  4. Results of Operations and Financial ConditionAug 3, 2026
  5. 4 filingJun 12, 2026

Registered securities in this filing

VERTEX, INC. · 8-K · Filed 2026-10-01

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A Common Stock, $0.001 par value per share

Symbol
VERX
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: Duration_10_1_2026_To_10_1_2026_G4ONs52GNEyBG6owt2lqmQ

Dimensions: Not supplied

Accession 000110465926112847 · 1 registered-security cover member

Read the exact SEC filing ↗

Disclosure sections

Items 5.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 5.02Item 5.02 - Departure/Election of Directors
Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 30, 2026, the Board of Directors (the “Board”) of Vertex, Inc. (the “Company”), upon the recommendation of the Nominating and Governance Committee, elected Mr. Debanjan Saha to serve as a director of the Company, effective October 7, 2026. Mr. Saha was elected as a Class II director, with a term expiring at the Company’s 2028 Annual Meeting of Stockholders and until his successor is duly elected and qualified, or until his earlier death, resignation or removal. The Board has determined that Mr. Saha is independent under the applicable listing standards of The Nasdaq Stock Market LLC and applicable rules of the Securities and Exchange Commission. Mr. Saha has served as Chief Executive Officer of DataRobot, an agentic artificial intelligence (“AI”) company, since September 2022. Under his leadership, DataRobot has transformed from a pioneer in machine learning to a leader in agentic AI, serving enterprise customers worldwide. Prior to DataRobot, Mr. Saha spent two decades building and scaling multi-billion-dollar data and cloud businesses. He served as Vice President and General Manager of Data Analytics at Google Cloud, and before that as Vice President and General Manager at Amazon Web Services, where he led the company’s database services. Mr. Saha serves on the board of directors of Sorenson Communications and is a member of its audit committee. He is an Institute of Electrical and Electronics Engineers (IEEE) Fellow and a distinguished member of the Association for Computing Machinery (ACM). He received MS and PhD degrees from the University of Maryland and a Bachelor of Technology from the Indian Institute of Technology, Kharagpur, all in Computer Science. There is no arrangement or understanding between Mr. Saha and any other person pursuant to which he was elected as a director of the Company. Mr. Saha has no direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K. Mr. Saha will participate in the Company’s standard non-employee director compensation program, as described in the Company’s definitive proxy statement filed with the Securities and Exchange Commission on April 27, 2026. In addition, he will receive upon appointment a pro-rated annual restricted stock award to reflect his partial year of service. The Company will enter into its standard form of indemnification agreement with Mr. Saha, the form of which is filed as Exhibit 10.1 and is incorporated herein by reference. Mr. Saha has not yet been named to any committees of the Board.

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