[SCHEDULE 13D/A] Verint Systems Inc SEC Filing
Amendment No. 3 to a Schedule 13D reports that a group led by Valor Buyer LP and affiliated entities beneficially hold 9,477,625 common shares of Verint Systems Inc., representing 13.61% of the class on a fully-converted basis using 60,160,405 shares outstanding plus issuable common shares. The reported holdings reflect common stock issuable on conversion of 200,000 Series A and 200,000 Series B preferred shares held by Valor Buyer LP.
On August 24, 2025, Valor Buyer LP entered a Voting and Support Agreement with Verint and Calabrio (and Merger Sub) committing to vote its preferred shares in favor of a merger in which Merger Sub will merge into Verint. The Voting Agreement also includes transfer restrictions on the preferred shares and terminates in specified circumstances, including if the issuer accepts a superior proposal. No reporting persons effected transactions in Verint common stock in the past 60 days. The Voting Agreement is filed as Exhibit 9.
Emendamento n. 3 al Modulo 13D segnala che un gruppo guidato da Valor Buyer LP e entit脿 affiliate detiene la propriet脿 beneficiaria di 9.477.625 azioni ordinarie di Verint Systems Inc., pari a 13,61% della classe su base completamente convertita, calcolato su 60.160.405 azioni in circolazione pi霉 azioni ordinarie emettibili. Le partecipazioni riportate includono azioni ordinarie emettibili a seguito della conversione di 200.000 azioni privilegiate Serie A e 200.000 azioni privilegiate Serie B detenute da Valor Buyer LP.
Il 24 agosto 2025 Valor Buyer LP ha stipulato un Accordo di Voto e Sostegno con Verint e Calabrio (e Merger Sub) impegnandosi a votare le proprie azioni privilegiate a favore di una fusione in cui Merger Sub sar脿 assorbita da Verint. L'accordo di voto prevede inoltre restrizioni di trasferimento sulle azioni privilegiate e termina in circostanze specifiche, incluso nel caso in cui l'emittente accetti una proposta superiore. Nessuna delle persone soggette a segnalazione ha effettuato transazioni su azioni ordinarie Verint negli ultimi 60 giorni. L'Accordo di Voto 猫 depositato come Allegato 9.
Enmienda n.潞 3 al Schedule 13D informa que un grupo liderado por Valor Buyer LP y entidades afiliadas posee beneficiariamente 9.477.625 acciones ordinarias de Verint Systems Inc., lo que representa el 13,61% de la clase en base totalmente convertida, usando 60.160.405 acciones en circulaci贸n m谩s acciones ordinarias susceptibles de emitirse. Las participaciones comunicadas incluyen acciones ordinarias que se emitir谩n por la conversi贸n de 200.000 acciones preferentes Serie A y 200.000 acciones preferentes Serie B en poder de Valor Buyer LP.
El 24 de agosto de 2025 Valor Buyer LP suscribi贸 un Acuerdo de Voto y Apoyo con Verint y Calabrio (y Merger Sub) comprometi茅ndose a votar sus acciones preferentes a favor de una fusi贸n en la que Merger Sub se integrar谩 en Verint. El Acuerdo de Voto tambi茅n establece restricciones al traslado de las acciones preferentes y finaliza en circunstancias determinadas, incluida la aceptaci贸n por parte del emisor de una propuesta superior. Ninguna de las personas informantes realiz贸 transacciones con acciones ordinarias de Verint en los 煤ltimos 60 d铆as. El Acuerdo de Voto se presenta como Anexo 9.
Schedule 13D 靾橃爼鞎� 3順�電� Valor Buyer LP 氚� 攴� 瓿勳棿靷皜 鞚措亜電� 攴鸽９鞚� Verint Systems Inc.鞚� 氤错喌欤� 9,477,625欤茧ゼ 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堨溂氅�, 鞚措姅 氚滍枆 臧�電� 氤错喌欤茧ゼ 韽暔頃� 60,160,405欤茧ゼ 旮办鞙茧 齑� 韥措灅鞀れ潣 13.61%鞐� 頃措嫻頃滊嫟瓿� 氤搓碃頃╇媹雼�. 氤搓碃霅� 氤挫湢 歆�攵勳棎電� Valor Buyer LP臧� 氤挫湢頃� 200,000欤� Series A 鞖办劆欤检檧 200,000欤� Series B 鞖办劆欤检潣 鞝勴櫂鞙茧 氚滍枆霅� 氤错喌欤缄皜 韽暔霅╇媹雼�.
2025雲� 8鞗� 24鞚� Valor Buyer LP電� Verint 氚� Calabrio(氚� Merger Sub)鞕� 鞚橁舶甓� 氚� 歆�鞗� 瓿勳暯鞚� 觳搓舶頃橃棳 Merger Sub臧� Verint鞐� 頃╇硲霅橂姅 頃╇硲鞐� 雽�頃� 鞛愳嫚鞚� 鞖办劆欤茧ゼ 彀劚 韴憸頃橁赴搿� 鞎届爼頄堨姷雼堧嫟. 鞚� 鞚橁舶甓� 瓿勳暯鞐愲姅 鞖办劆欤检潣 鞚挫爠 鞝滍暅鞚� 韽暔霅橂┌, 氚滍枆鞚胳澊 雿� 鞖办垬頃� 鞝滌晥鞚� 靾橂澖頃橂姅 瓴届毎毳� 韽暔頃� 韸轨爼 靷湢臧� 氚滌儩頃橂┐ 膦呺霅╇媹雼�. 氤搓碃雽�靸侅瀽電� 歆�雮� 60鞚� 霃欖晥 Verint 氤错喌欤� 毵るГ毳� 頃橃 鞎婌晿鞀惦媹雼�. 鞚橁舶甓� 瓿勳暯鞚� 歃濌卑氍� 9搿� 鞝滌稖霅橃柎 鞛堨姷雼堧嫟.
Avenant n掳3 au Schedule 13D indique qu'un groupe dirig茅 par Valor Buyer LP et des entit茅s affili茅es d茅tient 脿 titre b茅n茅ficiaire 9 477 625 actions ordinaires de Verint Systems Inc., repr茅sentant 13,61 % de la cat茅gorie sur une base totalement convertie en utilisant 60 160 405 actions en circulation plus les actions ordinaires susceptibles d'锚tre 茅mises. Les participations d茅clar茅es comprennent les actions ordinaires devant 锚tre 茅mises lors de la conversion de 200 000 actions privil茅gi茅es de s茅rie A et 200 000 actions privil茅gi茅es de s茅rie B d茅tenues par Valor Buyer LP.
Le 24 ao没t 2025, Valor Buyer LP a conclu un accord de vote et de soutien avec Verint et Calabrio (et Merger Sub), s'engageant 脿 voter ses actions privil茅gi茅es en faveur d'une fusion dans laquelle Merger Sub sera absorb茅e par Verint. L'accord de vote pr茅voit 茅galement des restrictions de transfert sur les actions privil茅gi茅es et prend fin dans des circonstances sp茅cifi茅es, notamment si l'茅metteur accepte une offre sup茅rieure. Aucune des personnes tenues de d茅clarer n'a effectu茅 de transactions sur des actions ordinaires Verint au cours des 60 derniers jours. L'accord de vote est d茅pos茅 en tant qu'Annexe 9.
Nachtrag Nr. 3 zu einem Schedule 13D meldet, dass eine von Valor Buyer LP und verbundenen Einheiten gef眉hrte Gruppe wirtschaftlich 9.477.625 Stammaktien von Verint Systems Inc. h盲lt, was 13,61% der Klasse auf vollst盲ndig umgerechneter Basis entspricht, unter Verwendung von 60.160.405 ausstehenden zuz眉glich auszugebender Stammaktien. Die gemeldeten Best盲nde umfassen Stammaktien, die durch die Umwandlung von 200.000 Serie-A-Vorzugsaktien und 200.000 Serie-B-Vorzugsaktien, die Valor Buyer LP h盲lt, auszugegeben werden.
Am 24. August 2025 schloss Valor Buyer LP eine Abstimmungs- und Unterst眉tzungsvereinbarung mit Verint und Calabrio (und Merger Sub) ab und verpflichtete sich, seine Vorzugsaktien zugunsten einer Fusion zu stimmen, bei der Merger Sub in Verint aufgehen wird. Die Abstimmungsvereinbarung enth盲lt au脽erdem 脺bertragungsbeschr盲nkungen f眉r die Vorzugsaktien und endet unter bestimmten Umst盲nden, unter anderem, wenn der Emittent ein besseres Angebot annimmt. Keine der meldepflichtigen Personen hat in den letzten 60 Tagen Transaktionen mit Verint-Stammaktien get盲tigt. Die Abstimmungsvereinbarung ist als Anlage 9 eingereicht.
- Contractual support for the merger: Valor Buyer LP executed a Voting and Support Agreement committing to vote in favor of the Merger Agreement dated August 24, 2025
- Significant economic stake: Reporting persons account for 9,477,625 issuable common shares, representing 13.61% of the class on a conversion-adjusted basis
- Transparent disclosure: Voting Agreement filed as Exhibit 9 and incorporated by reference
- Transfer restrictions are imposed on the preferred shares held by Valor Buyer LP and its affiliates, limiting flexibility of those holdings prior to closing
- Concentration of voting support may reduce the pool of independent shareholder votes available to consider alternate proposals during the period covered by the agreement
Insights
TL;DR: A meaningful 13.61% positioned holder has contractually committed support for a takeover, strengthening merger odds.
The filing shows Valor and affiliated entities control 9,477,625 issuable common shares (13.61% on a conversion-adjusted basis) and have executed a Voting and Support Agreement dated August 24, 2025 to approve the proposed merger with Calabrio and Merger Sub. Such an agreement by a significant holder reduces the likelihood of shareholder-led opposition and helps secure the vote needed to close the transaction. The agreement's transfer restrictions and specified termination events are standard deal protections; the document is included as Exhibit 9 for full terms. No open-market trades were reported in the prior 60 days.
TL;DR: The Voting Agreement aligns a major holder with management/parent, imposing transfer limits and defined termination rights.
The amendment discloses contractual governance mechanics: Valor Buyer LP must vote its convertible-preference-derived shares for the merger and against competing proposals that could impede deal completion. Transfer restrictions on the preferred shares limit reallocation of economic or voting power before closing. The agreement terminates on specified triggers, including acceptance of a superior proposal, preserving certain shareholder protections. These provisions materially affect shareholder voting dynamics ahead of the merger vote.
Emendamento n. 3 al Modulo 13D segnala che un gruppo guidato da Valor Buyer LP e entit脿 affiliate detiene la propriet脿 beneficiaria di 9.477.625 azioni ordinarie di Verint Systems Inc., pari a 13,61% della classe su base completamente convertita, calcolato su 60.160.405 azioni in circolazione pi霉 azioni ordinarie emettibili. Le partecipazioni riportate includono azioni ordinarie emettibili a seguito della conversione di 200.000 azioni privilegiate Serie A e 200.000 azioni privilegiate Serie B detenute da Valor Buyer LP.
Il 24 agosto 2025 Valor Buyer LP ha stipulato un Accordo di Voto e Sostegno con Verint e Calabrio (e Merger Sub) impegnandosi a votare le proprie azioni privilegiate a favore di una fusione in cui Merger Sub sar脿 assorbita da Verint. L'accordo di voto prevede inoltre restrizioni di trasferimento sulle azioni privilegiate e termina in circostanze specifiche, incluso nel caso in cui l'emittente accetti una proposta superiore. Nessuna delle persone soggette a segnalazione ha effettuato transazioni su azioni ordinarie Verint negli ultimi 60 giorni. L'Accordo di Voto 猫 depositato come Allegato 9.
Enmienda n.潞 3 al Schedule 13D informa que un grupo liderado por Valor Buyer LP y entidades afiliadas posee beneficiariamente 9.477.625 acciones ordinarias de Verint Systems Inc., lo que representa el 13,61% de la clase en base totalmente convertida, usando 60.160.405 acciones en circulaci贸n m谩s acciones ordinarias susceptibles de emitirse. Las participaciones comunicadas incluyen acciones ordinarias que se emitir谩n por la conversi贸n de 200.000 acciones preferentes Serie A y 200.000 acciones preferentes Serie B en poder de Valor Buyer LP.
El 24 de agosto de 2025 Valor Buyer LP suscribi贸 un Acuerdo de Voto y Apoyo con Verint y Calabrio (y Merger Sub) comprometi茅ndose a votar sus acciones preferentes a favor de una fusi贸n en la que Merger Sub se integrar谩 en Verint. El Acuerdo de Voto tambi茅n establece restricciones al traslado de las acciones preferentes y finaliza en circunstancias determinadas, incluida la aceptaci贸n por parte del emisor de una propuesta superior. Ninguna de las personas informantes realiz贸 transacciones con acciones ordinarias de Verint en los 煤ltimos 60 d铆as. El Acuerdo de Voto se presenta como Anexo 9.
Schedule 13D 靾橃爼鞎� 3順�電� Valor Buyer LP 氚� 攴� 瓿勳棿靷皜 鞚措亜電� 攴鸽９鞚� Verint Systems Inc.鞚� 氤错喌欤� 9,477,625欤茧ゼ 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堨溂氅�, 鞚措姅 氚滍枆 臧�電� 氤错喌欤茧ゼ 韽暔頃� 60,160,405欤茧ゼ 旮办鞙茧 齑� 韥措灅鞀れ潣 13.61%鞐� 頃措嫻頃滊嫟瓿� 氤搓碃頃╇媹雼�. 氤搓碃霅� 氤挫湢 歆�攵勳棎電� Valor Buyer LP臧� 氤挫湢頃� 200,000欤� Series A 鞖办劆欤检檧 200,000欤� Series B 鞖办劆欤检潣 鞝勴櫂鞙茧 氚滍枆霅� 氤错喌欤缄皜 韽暔霅╇媹雼�.
2025雲� 8鞗� 24鞚� Valor Buyer LP電� Verint 氚� Calabrio(氚� Merger Sub)鞕� 鞚橁舶甓� 氚� 歆�鞗� 瓿勳暯鞚� 觳搓舶頃橃棳 Merger Sub臧� Verint鞐� 頃╇硲霅橂姅 頃╇硲鞐� 雽�頃� 鞛愳嫚鞚� 鞖办劆欤茧ゼ 彀劚 韴憸頃橁赴搿� 鞎届爼頄堨姷雼堧嫟. 鞚� 鞚橁舶甓� 瓿勳暯鞐愲姅 鞖办劆欤检潣 鞚挫爠 鞝滍暅鞚� 韽暔霅橂┌, 氚滍枆鞚胳澊 雿� 鞖办垬頃� 鞝滌晥鞚� 靾橂澖頃橂姅 瓴届毎毳� 韽暔頃� 韸轨爼 靷湢臧� 氚滌儩頃橂┐ 膦呺霅╇媹雼�. 氤搓碃雽�靸侅瀽電� 歆�雮� 60鞚� 霃欖晥 Verint 氤错喌欤� 毵るГ毳� 頃橃 鞎婌晿鞀惦媹雼�. 鞚橁舶甓� 瓿勳暯鞚� 歃濌卑氍� 9搿� 鞝滌稖霅橃柎 鞛堨姷雼堧嫟.
Avenant n掳3 au Schedule 13D indique qu'un groupe dirig茅 par Valor Buyer LP et des entit茅s affili茅es d茅tient 脿 titre b茅n茅ficiaire 9 477 625 actions ordinaires de Verint Systems Inc., repr茅sentant 13,61 % de la cat茅gorie sur une base totalement convertie en utilisant 60 160 405 actions en circulation plus les actions ordinaires susceptibles d'锚tre 茅mises. Les participations d茅clar茅es comprennent les actions ordinaires devant 锚tre 茅mises lors de la conversion de 200 000 actions privil茅gi茅es de s茅rie A et 200 000 actions privil茅gi茅es de s茅rie B d茅tenues par Valor Buyer LP.
Le 24 ao没t 2025, Valor Buyer LP a conclu un accord de vote et de soutien avec Verint et Calabrio (et Merger Sub), s'engageant 脿 voter ses actions privil茅gi茅es en faveur d'une fusion dans laquelle Merger Sub sera absorb茅e par Verint. L'accord de vote pr茅voit 茅galement des restrictions de transfert sur les actions privil茅gi茅es et prend fin dans des circonstances sp茅cifi茅es, notamment si l'茅metteur accepte une offre sup茅rieure. Aucune des personnes tenues de d茅clarer n'a effectu茅 de transactions sur des actions ordinaires Verint au cours des 60 derniers jours. L'accord de vote est d茅pos茅 en tant qu'Annexe 9.
Nachtrag Nr. 3 zu einem Schedule 13D meldet, dass eine von Valor Buyer LP und verbundenen Einheiten gef眉hrte Gruppe wirtschaftlich 9.477.625 Stammaktien von Verint Systems Inc. h盲lt, was 13,61% der Klasse auf vollst盲ndig umgerechneter Basis entspricht, unter Verwendung von 60.160.405 ausstehenden zuz眉glich auszugebender Stammaktien. Die gemeldeten Best盲nde umfassen Stammaktien, die durch die Umwandlung von 200.000 Serie-A-Vorzugsaktien und 200.000 Serie-B-Vorzugsaktien, die Valor Buyer LP h盲lt, auszugegeben werden.
Am 24. August 2025 schloss Valor Buyer LP eine Abstimmungs- und Unterst眉tzungsvereinbarung mit Verint und Calabrio (und Merger Sub) ab und verpflichtete sich, seine Vorzugsaktien zugunsten einer Fusion zu stimmen, bei der Merger Sub in Verint aufgehen wird. Die Abstimmungsvereinbarung enth盲lt au脽erdem 脺bertragungsbeschr盲nkungen f眉r die Vorzugsaktien und endet unter bestimmten Umst盲nden, unter anderem, wenn der Emittent ein besseres Angebot annimmt. Keine der meldepflichtigen Personen hat in den letzten 60 Tagen Transaktionen mit Verint-Stammaktien get盲tigt. Die Abstimmungsvereinbarung ist als Anlage 9 eingereicht.
FAQ
What stake does Valor Buyer LP report in Verint (VRNT)?
What is the Voting and Support Agreement dated August 24, 2025?
Does the filing show any recent trading in VRNT common stock by the reporting persons?
Where can I find the full terms of the Voting Agreement?
What triggers termination of the Voting Agreement?
