# EDGAR Filing Document

**Accession Number:** 0001806837
**File Stem:** 0001104659-25-060272
**Filing Date:** 2025-6
**Character Count:** 4917
**Document Hash:** 210e8352cb36c5dbf5eea347669a852f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-060272.hdr.sgml**: 20250617

**ACCESSION NUMBER**: 0001104659-25-060272

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 12

**CONFORMED PERIOD OF REPORT**: 20250611

**ITEM INFORMATION**: Submission of Matters to a Vote of Security Holders

**FILED AS OF DATE**: 20250617

**DATE AS OF CHANGE**: 20250617

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vertex, Inc.
- **CENTRAL INDEX KEY:** 0001806837
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 232081753
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39413
- **FILM NUMBER:** 251053752

**BUSINESS ADDRESS:**
- **STREET 1:** 2301 RENAISSANCE BOULEVARD
- **CITY:** KING OF PRUSSIA
- **STATE:** PA
- **ZIP:** 19406
- **BUSINESS PHONE:** (800) 355-3500

**MAIL ADDRESS:**
- **STREET 1:** 2301 RENAISSANCE BOULEVARD
- **CITY:** KING OF PRUSSIA
- **STATE:** PA
- **ZIP:** 19406

?xml version='1.0' encoding='ASCII'?

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549** 

**FORM 8-K** 

**CURRENT REPORT** 

**Pursuant to Section 13 or 15(d)** 

**of the Securities Exchange Act of 1934** 

**Date of report (Date of earliest event reported): June 11, 2025** 

**VERTEX, INC.** 

**(Exact name of registrant as specified in its charter)** 

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| | | |
|:---|:---|:---|
| **Delaware** | **001-39413** | **23-2081753** |
| **(State or other jurisdiction**<br> **of incorporation or organization)** | **(Commission File Number)** | **(I.R.S. Employer** <br> **Identification No.)** |

---

**2301 Renaissance Blvd. King of Prussia, Pennsylvania 19406**

**(Address of principal executive offices) (Zip Code)** 

**(800) 355-3500**

**(Registrant's telephone number, include area code)** 

**N/A** 

**(Former Name or Former Address, if Changed Since Last Report)** 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) <br>¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

---

| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol(s)** | **Name of each exchange on which<br> registered** |
| Class A Common Stock, $0.001 par value per share | VERX | The Nasdaq Stock Market LLC |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ◻

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

**Item 5.07. Submission of Matters to a Vote of Security Holders**

On June 11, 2025, Vertex, Inc. held its Annual Meeting of Stockholders.

The following nominees were elected as directors, each to hold office until the 2028 Annual Meeting of Stockholders, or the earlier to occur of his or her death, disqualification, resignation, or removal or the appointment of his or her successor, by the vote set forth below:

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| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Nominee** | **For** | **For** | **Withheld** | **Withheld** | **Broker Non-Votes** | **Broker Non-Votes** |
| Philip Saunders |  | 828556917.000 |  | 13522981.000 |  | 3506615.000 |
| J. Richard Stamm |  | 827054383.000 |  | 15025515.000 |  | 3506615.000 |
| Mark J. Mendola |  | 841066540.000 |  | 1013358.000 |  | 3506615.000 |

---

The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2025 was ratified by the vote set forth below:

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| | | | |
|:---|:---|:---|:---|
| **For** | **Against** | **Abstain** | **Broker Non-Vote** |
| 845008886.000 | 572763.000 | 4864.000 | 0 |

---

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
|  | VERTEX, INC. | VERTEX, INC. |
| Date: June 17, 2025 | By: | /s/ Bryan Rowland  |
|  | Name: | Bryan Rowland |
|  | Title: | General Counsel and Secretary |

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