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, 2022 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 juris ...

Vertex, Inc. (NASDAQ:VERX) Q4 2022 Earnings Call Transcript March 8, 2023 8:30 AM ET Company Participants Joe Crivelli - Vice President, Investor Relations David DeStefano - President & Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Matt Stotler - William Blair Joshua Reilly - Needham & Company Daniel Jester - BMO Capital Markets Andrew DeGasperi - Berenberg Samad Samana - Jefferies Steve Enders - Citi Alex Klar - Raymond James Adam Hotchkiss - Goldman Sachs Pat W ...

| --- | --- | --- | --- | --- | --- | |----------------------------------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | Investor Presentation November 2022 | | | | | | | Copyright © 2022 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 expectatio ...

Vertex, Inc. (NASDAQ:VERX) Q3 2022 Earnings Conference Call November 9, 2022 8:30 AM ET Company Participants Joe Crivelli - VP of IR David DeStefano - CEO John Schwab - CFO Conference Call Participants Joshua Reilly - Needham Adam Hotchkiss - Goldman Sachs Daniel Jester - BMO Capital Markets Andrew DeGasperi - Berenberg Brad Reback - Stifel Steve Enders - Citi Patrick Walravens - JMP Securities Samad Samana - Jefferies Operator Good day, and welcome to the Vertex Incorporated Third Quarter 2022 Earnings Con ...

Vertex, Inc. (NASDAQ:VERX) Q2 2022 Earnings Conference Call August 9, 2022 8:30 AM ET Company Participants Joe Crivelli - Vice President of Investor Relations David DeStefano - President and Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Josh Reilly - Needham Matt Stotler - William Blair Brad Reback - Stifel Samad Samana - Jefferies. Daniel Jester - BMO Capital Markets Pat Walravens - JMP Securities Operator Greetings, and welcome to the Vertex Second Quarter 2022 ...

%VERTEX® Investor Presentation August 2022 Copyright © 2022 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 busine ...

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 ...

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 ...

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 ...

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 ...