Results of Operations and Financial Condition. On August 3, 2026, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or ot…

Results of Operations and Financial Condition. On May 7, 2026, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or other…

Costs Associated with Exit or Disposal Activities. On April 28, 2026, the Vertex, Inc. (the “Company”) announced its Board of Directors (the “Board”) approved a global Value Creation Plan (the “Plan”) intended to become a more AI-enabled company, focus investments on key growth opportunities and drive operational efficiency to better align the Company’s workforce and resources with its long-term strategic priorities. The Plan includes a reduction in force of approximately 170 employees, repre…

Results of Operations and Financial Condition. On February 11, 2026, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “…

Entry into a Material Definitive Agreement. First Amendment to Amended and Restated Credit Agreement On November 14, 2025, Vertex, Inc. (the “Company”), the guarantors party thereto, PNC Bank, National Association, as administrative agent (the “Administrative Agent”), and the lenders party thereto entered into the First Amendment to Credit Agreement (the “First Amendment”), which amended the Amended and Restated Credit Agreement, dated as of November 4, 2025 (the “A&R Credit Agreement”), by a…

Results of Operations and Financial Condition. On November 3, 2025, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2025 and the adoption of its first-ever stock repurchase program. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Secur…

Other Events. On October 30, 2025, the Company’s Board of Directors authorized a stock repurchase program for up to $150 million of the Company's outstanding shares of Class A common stock (the “Repurchase Program”). Under the Repurchase Program, share repurchases may be made from time to time in one or more open market or privately negotiated transactions, and/or through other legally permissible means in accordance with applicable rules and regulations promulgated under the Exchange Act. Th…

CEO, President and Chairperson of the board of directors — David DeStefano: David DeStefano is retiring as an executive officer but will continue to advise the company and remain as Chairperson of the Board.

Results of Operations and Financial Condition. On October 21, 2025, Vertex, Inc. (the “Company”) issued a press release announcing certain preliminary results for the three months ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated by reference herein.

Results of Operations and Financial Condition. On August 6, 2025, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or ot…

Results of Operations and Financial Condition. On May 7, 2025, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or other…

Results of Operations and Financial Condition. On February 27, 2025, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “…

Entry into a Material Definitive Agreement. Amendment and Restatement of Credit Agreement On November 4, 2024, Vertex, Inc. (the “Company”), the guarantors party thereto, PNC Bank, National Association, as administrative agent (the "Adminsitrative Agent”), and the lenders party thereto entered into the Amended and Restated Credit Agreement (the “A&R Credit Agrement”), which amended and restated the Credit Agreement by and among the Company, the guarantors party thereto, PNC Bank, National Ass…

Results of Operations and Financial Condition. On November 6, 2024, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”),…

Unregistered Sales of Equity Securities. On August 6, 2024, Vertex, Inc. (the “Company”) entered into an agreement (the “Purchase Agreement”) by and among Christoph Ebm, Philipp Liegl, Marco Zapletal, Christian Huemer, Red-Stars.com Data AG, EPG European Property Group SE, Select Securities Europe S.à r.l (each, a “Seller”, and collectively, the “Sellers”) and the Company, pursuant to which, at the Closing, the Company shall purchase from the Sellers, and the Sellers shall sell to the Company…

Results of Operations and Financial Condition. On August 7, 2024, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or ot…

Results of Operations and Financial Condition. On May 8, 2024, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or other…

The notes were issued to the Initial Purchasers in reliance upon Section 4(a)(2) of the Securities Act in transactions not involving any public offering. The notes were resold by the Initial Purchasers to persons whom the Initial Purchasers reasonably believe are “qualified institutional buyers” in accordance with Rule 144A under the Securities Act. Any shares of Class A Common Stock that may be issued upon conversion of the notes will be issued in reliance upon Section 3(a)(9) of the Securit…

Entry into a Material Definitive Agreement. Indenture and Notes On April 23, 2024, Vertex, Inc. (the “Company”) agreed to sell to the several initial purchasers (the “Initial Purchasers”) for whom Morgan Stanley & Co. LLC acted as representative (the “Representative”), and the Initial Purchasers agreed to purchase from the Company, $300 million aggregate principal amount of the Company’s 0.750% Convertible Senior Notes due 2029 (the “base notes”), pursuant to a purchase agreement (the “Purcha…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosure set forth under the heading “Indenture and Notes” in

Other Events. On April 23, 2024, Vertex, Inc. (the “Company”) issued a press release announcing the pricing of its previously announced offering of $300 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act. The Company also announced that it granted to the initial purchasers of the notes an option to purchase, for settlement within a period of 13 days…

Entry into a Material Definitive Agreement. Fourth Amendment to Credit Agreement On April 19, 2024, Vertex, Inc. (the “Company”), the guarantors party thereto, PNC Bank, National Association, as administrative agent, and the lenders party thereto entered into the Fourth Amendment to Credit Agreement (the “Fourth Amendment”), which amended the Credit Agreement by and among the Company, the guarantors party thereto, PNC Bank, National Association, as administrative agent, and the lenders party…

and this Item 7.01, and Exhibits 99.1 and 99.2 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any of the Company’s filings under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, whether made before or after the date hereof, regardless of any incorporation language i…

On April 22, 2024, the Company also issued a press release announcing its intention to offer, subject to market conditions and other factors, $250 million aggregate principal amount of convertible senior notes due 2029 (the “notes”) in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act. A copy of the press release is attached hereto as Exhibit 99.2 and is incorporated herein by reference. The information in

Results of Operations and Financial Condition. On February 29, 2024, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2023. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “…