Vertex, Inc. (NASDAQ:VERX) Q1 2022 Results Conference Call May 10, 2022 8:30 AM ET Company Participants Ankit Hira - Investor Relations David DeStefano - Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Matt Stotler - William Blair Joshua Reilly - Needham Andrew DeGasperi - Berenberg Samad Samana - Jefferies Joey Marincek - JMP Brad Reback - Stifel Daniel Jester - BMO Operator Greetings, and welcome to Vertex, Inc. First Quarter 2022 Earnings Conference Call. At thi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 333-239644 VERTEX, INC. (Exact Name of Registrant as Specified in its Charter) | Delaware | 23-2081753 | | --- | --- | | ...

Vertex, Inc. (NASDAQ:VERX) Q4 2021 Earnings Conference Call March 9, 2022 8:30 AM ET Company Participants Ankit Hira - Investor Relations David DeStefano - Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Samad Samana - Jefferies Joshua Reilly - Needham & Company Matt Stotler - William Blair Andrew DeGasperi - Berenberg Capital Markets Patrick Walravens - JMP Securities Daniel Jester - BMO Capital Markets Operator Greetings and welcome to the Vertex, Inc. Fourth Qua ...

(Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§ ...

Vertex, Inc. (NASDAQ:VERX) Q3 2021 Earnings Conference Call November 10, 2021 8:30 AM ET Company Participants Ankit Hira - Investor Relations David DeStefano - President and Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Co Andrew DeGasperi - Berenberg Jordan Boretz - Jefferies Matt Stotler - William Blair Pat Walravens - JMP Brad Reback - Stifel Stan Zlotsky - Morgan Stanley Operator Greetings. Welcome to the Vertex, Inc. Third Quarter 2 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39413 VERTEX, INC. Table of Contents (Exact Name of Registrant as Specified in its Charter) | Delaware | 23-2081 ...

Vertex, Inc. (NASDAQ:VERX) Q2 2021 Earnings Conference Call August 11, 2021 8:30 AM ET Company Participants Ankit Hira - Investor Relations David DeStefano - Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Pat Walravens - JMP Securities Samad Samana - Jefferies Joshua Reilly - Needham & Company Brad Reback - Stifel Brad Sills - Bank of America Operator Greetings and welcome to the Vertex, Inc. Second Quarter 2021 Earnings Conference Call. At this time, all particip ...

% VERTEX® Investor Presentation Copyright © 2021 Vertex, Inc. All rights reserved. Proprietary and confidential. Disclaimer Forward Looking Statements Any statements made in this presentation that are not statements of historical fact, including statements about our beliefs and expectations, are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning possible or assumed future results of operations, including descriptions of our business plan and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 333-239644 VERTEX, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 23-2081753 (State or other ...

Vertex, Inc. (NASDAQ:VERX) Q1 2021 Earnings Conference Call May 13, 2021 8:30 AM ET Company Participants Ankit Hira – Investor Relations David DeStefano – Chief Executive Officer John Schwab – Chief Financial Officer Conference Call Participants Samad Samana – Jefferies Brad Sills – Bank of America Pat Walravens – JMP Securities Bhavan Suri – William Blair Brad Reback – Stifel Joshua Reilly – Needham and Company Daniel Jester – Citi Stan Zlotsky – Morgan Stanley Operator Greetings and welcome to the Vertex, ...