VERX offering history
Every offering-related filing in Vertex, Inc.’s recent SEC record — registrations (announced capacity) kept separate from pricing documents (executed sales). Reviewed 575 filings back to Mar 30, 2020.
| Date | Filing | What it means | |
|---|---|---|---|
| Aug 8, 2024 | 8-K → | EXECUTED | Unregistered share sale disclosed (8-K item 3.02) |
| Apr 26, 2024 | 8-K → | EXECUTED | Unregistered share sale disclosed (8-K item 3.02) |
| Dec 13, 2023 | 8-K → | EXECUTED | Unregistered share sale disclosed (8-K item 3.02) |
| Nov 18, 2022 | 424B7 → | UPDATE | Resale prospectus — existing holders registering to sell |
| Nov 17, 2022 | 424B7 → | UPDATE | Resale prospectus — existing holders registering to sell |
| Jul 25, 2022 | EFFECT → | EFFECTIVE | SEC declared a registration effective — selling can begin |
| Jul 15, 2022 | S-3 → | REGISTERED | S-3 registration — capacity to sell shares, not a sale yet |
| Jul 30, 2020 | 424B4 → | EXECUTED | Final prospectus — offering priced (typical for IPOs and marketed share deals) |
| Jul 28, 2020 | S-1/A → | REGISTERED | S-1/A registration — capacity to sell shares, not a sale yet |
| Jul 28, 2020 | EFFECT → | EFFECTIVE | SEC declared a registration effective — selling can begin |
| Jul 24, 2020 | S-1/A → | REGISTERED | S-1/A registration — capacity to sell shares, not a sale yet |
| Jul 20, 2020 | S-1/A → | REGISTERED | S-1/A registration — capacity to sell shares, not a sale yet |
| Jul 2, 2020 | S-1 → | REGISTERED | S-1 registration — capacity to sell shares, not a sale yet |
Two honest limits. (1) A 424B takedown can price shares or notes— EDGAR’s metadata doesn’t say which, so open the document: large investment-grade filers use these mostly for bond deals (no dilution), small-caps mostly for shares. (2) At-the-market (ATM) programs sell shares gradually and individual sales are not separately filed — the visible footprint is the enabling shelf and its 424B5; actual ATM share counts surface later in the 10-Q/10-K share count. Educational information from public filings, not investment advice.
VERX offering FAQ
When did VERX last execute an offering?
Per SEC filings, Vertex, Inc.'s most recent priced offering document is a 8-K filed 2024-08-08. Note a 424B takedown can price shares or notes (debt) — the linked document says which.
When did VERX last announce or register an offering?
The most recent registration is a S-3 filed 2022-07-15. A registration is capacity to sell shares — not a sale.
Does an offering always mean dilution?
Registered direct offerings and shelf takedowns issue new shares and dilute existing holders. Resale registrations (424B3/B7) let existing holders sell and do not create new shares. Secondary sales by insiders also do not dilute. Each row here is labeled with what it is.