SecBot SecBot
3 ·Filed Oct 8, 2026

VERX

Vertex, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed19d 5h ago SEC0002156092-26-000004
Form 3 — initial insider ownership statement
Actionable Insight • Neutral

This is a routine insider onboarding filing with no trading signal. Monitor future Form 4 filings for any open-market purchases or sales by Saha, which could provide insight into insider conviction.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
VERX ▲ +3.24% at T+5d
NEUTRAL call +3.24% · α vs SPY +5.21% · entry $12.95 → $13.37
Next anchor: T+20d in 8d
Latest observation: T+10 +10.07% FF3 residual α
Entry = T+0 close
Oct 8, 2026
via day close
T+1d
-0.39%
call -0.39% · α -0.33%
$12.90
settled 19d ago
T+5d
+3.24%
call +3.24% · α +5.21%
$13.37
settled 13d ago
T+20d
Pending
in 8d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Debanjan Saha filed a Form 3 initial statement of beneficial ownership with Vertex, Inc. (VERX), reporting no securities owned. The filing is a routine administrative requirement for a new insider and carries no material financial or trading implications.

Key Facts

  • Debanjan Saha filed a Form 3 initial statement of beneficial ownership on 2026-10-08, reporting no securities owned.
  • The filing includes a power of attorney authorizing Bryan Rowland, Lisa Coleman, and Jonathan Bradbard to act on Saha's behalf for Section 13 and Section 16 filings.
  • No beneficial ownership or transactions were reported in the filing.

Financial Impact

No financial impact — the filing reports zero securities owned and no transactions.

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
3 Filing (Primary)0002156092-26-000004
Document: 0002156092-26-000004-index-headers.html0002156092-26-000004
Document: 0002156092-26-000004-index.html0002156092-26-000004
Document: 0002156092-26-000004.txt0002156092-26-000004
7 reports for VERX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for VERX — sortable, filterable
TypeNow
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$13.37awaiting T+20—$14.80 (+10.70%)
Oct 8, 2026
19d ago
3
NEUTRAL ★ 2/10
$12.95awaiting T+20—$14.80 (+14.29%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$12.01awaiting T+20—$14.80 (+23.23%)
Aug 13, 2026
10w ago
Press Release
BEARISH ★ 6/10
$13.25 $12.26▲ +7.47%▲ +5.72%$14.80 (−11.70%)
Jun 1, 2026
21w ago
Press Release
BEARISH ★ 6/10
$14.96 $11.48▲ +23.26%▲ +21.96%$14.80 (+1.07%)
May 7, 2026
24w ago
8-K
MIXED ★ 6/10
$14.67 $12.79▼ −12.82%▼ −15.95%$14.80 (+0.89%)
Apr 13, 2026
28w ago
Press Release
NEUTRAL ★ 1/10
$11.56 $13.91▲ +20.33%▲ +12.60%$14.80 (+28.03%)
Showing 7 of 7

US Market Status

Market Closed — Opens Thu (11h 32m)

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Report published Oct 8, 2026