Vertex, Inc. Enters Material Definitive Agreement

TL;DR

Vertex Inc. signed a big deal, filing shows new agreement details.

AI Summary

On November 14, 2025, Vertex, Inc. entered into a material definitive agreement. The filing also includes financial statements and exhibits related to this agreement. Vertex, Inc. is a software company based in King of Prussia, Pennsylvania.

Why It Matters

This filing indicates a significant new contract or partnership for Vertex, Inc., which could impact its future revenue and operations.

Risk Assessment

Risk Level: medium — Material definitive agreements can introduce new risks or opportunities that are not yet fully understood.

Key Numbers

• 001-39413 — SEC File Number (Identifies Vertex, Inc.'s filing history)
• 23-2081753 — EIN (Employer Identification Number for Vertex, Inc.)

Key Players & Entities

• Vertex, Inc. (company) — Registrant
• November 14, 2025 (date) — Date of earliest event reported
• King of Prussia, Pennsylvania (location) — Principal executive offices
• 7372 (industry_code) — Standard Industrial Classification

FAQ

Key Financial Figures

• $0.001 — ich registered Class A Common Stock, $0.001 par value per share VERX The Nasdaq

Filing Documents

• tm2531881d1_8k.htm (8-K) — 26KB
• tm2531881d1_ex10-1.htm (EX-10.1) — 39KB
• 0001104659-25-114633.txt ( ) — 234KB
• verx-20251114.xsd (EX-101.SCH) — 3KB
• verx-20251114_lab.xml (EX-101.LAB) — 33KB
• verx-20251114_pre.xml (EX-101.PRE) — 22KB
• tm2531881d1_8k_htm.xml (XML) — 3KB

01. Entry into a Material Definitive Agreement

Item 1.01. Entry into a Material Definitive Agreement. First Amendment to Amended and Restated Credit Agreement On November 14, 2025, Vertex, Inc. (the "Company"), the guarantors party thereto, PNC Bank, National Association, as administrative agent (the "Administrative Agent"), and the lenders party thereto entered into the First Amendment to Credit Agreement (the "First Amendment"), which amended the Amended and Restated Credit Agreement, dated as of November 4, 2025 (the "A&R Credit Agreement"), by and among the Company, the guarantors party thereto, the Administrative Agent, and the lenders party thereto, and provides for additional capacity under the A&R Credit Agreement for the Company to make dividends or distributions, including share repurchases, subject to certain conditions. Specifically, such dividends or distributions may be made provided that (i) no event of default has occurred and is continuing or would result from such dividend or distribution and (ii) the Company maintains a pro forma secured debt net leverage ratio of less than 2.50 to 1.00, calculated as if the dividend or distribution and any related indebtedness had occurred as of the last day of the most recent fiscal quarter for which financial statements were delivered. The foregoing description of the terms of the First Amendment is qualified in its entirety by reference to the full text of the First Amendment, a copy of which is attached hereto as Exhibit 10.1 and is incorporated herein by reference.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 10.1 First Amendment to Credit Agreement by and among Vertex, Inc., the guarantors party thereto, PNC Bank, National Association, as administrative agent, and the lenders party, thereto, dated as of November 14, 2025. 104 Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. VERTEX, INC. Date: November 20, 2025 By: /s/ Bryan Rowland Name: Bryan Rowland Title: General Counsel and Secretary

View Full Filing

View this 8-K filing on SEC EDGAR