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 September 30, 2023 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. (Exact Name of Registrant as Specified in its Charter) Delaware 23-2081753 (State or oth ...

Vertex, Inc. (NASDAQ:VERX) Q3 2023 Earnings Conference Call November 9, 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 Chris Quintero - Morgan Stanley Matt Stotler - William Blair Joshua Reilly - Needham Steve Enders - Citi Adam Hotchkiss - Goldman Sachs Alex Sklar - Raymond James Pat Walravens - JMP Securities Kyle Aberasturi - BMO Capital Operator ...

% VERTEX® Investor Presentation November 2023 1 Copyright © 2023 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 b ...

%VERTEX® Investor Presentation August 2023 1 Copyright © 2023 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 busi ...

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, 2023 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. (Exact Name of Registrant as Specified in its Charter) Delaware 23-2081753 (State or other ju ...

Vertex, Inc. (NASDAQ:VERX) Q2 2023 Earnings Conference Call August 9, 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 Joshua Rilley - Needham & Company Chris Quintero - Morgan Stanley Adam Hotchkiss - Goldman Sachs Daniel Jester - BMO Capital Markets Matt Stotler - William Blair Andrew DeGasperi - Berenberg Alex Sklar - Raymond James Steve Enders - C ...

Vertex, Inc. (NASDAQ:VERX) Q1 2023 Earnings Conference Call May 10, 2023 8:30 AM ET Company Participants Joe Crivelli - Vice President, Investor Relations David DeStefano - President and Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Matt Stotler - William Blair Adam Hotchkiss - Goldman Sachs Joshua Rilley - Needham Daniel Jester - BMO Capital Markets Steve Enders - Citi Andrew DeGasperi - Berenberg Brad Sills - Bank of America Operator Greetings. Welcome to Verte ...

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, 2023 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. (Exact Name of Registrant as Specified in its Charter) Delaware 23-2081753 (State or other j ...

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 ...