Vertex, Inc.

VERX·NASDAQ·$13.06Share Price as of 11/2·$2BMarket Cap as of 11/2

Financials

10-QQ2 ended 06/30/2608/04/26 10-QQ1 ended 03/31/2605/07/26 10-KFY 202502/24/26 10-QQ3 ended 09/30/2511/03/25 10-QQ2 ended 06/30/2508/06/25

Disclosures

8-KCurrent report10/01/26 8-KCurrent report08/03/26 8-KCurrent report06/11/26 8-KCurrent report05/07/26 8-KCurrent report04/28/26

Prospectuses and Registrations

424B7Prospectus11/18/22 424B7Prospectus11/17/22 S-3Shelf registration07/15/22 S-8Registration of securities for employees03/21/22 424B4Prospectus07/30/20

Proxies

DEF 14ADefinitive proxy04/27/26 DEFA14AAdditional proxy materials04/27/26 DEF 14ADefinitive proxy04/28/25 DEFA14AAdditional proxy materials04/28/25 DEFR14ADefinitive proxy (revised)05/03/24

Ownership

Form 4Insider transaction10/09/26 Form 3Initial insider ownership10/08/26 Form 4Insider transaction06/12/26 Form 4Insider transaction06/12/26 Form 4Insider transaction06/12/26

Other

ARSAnnual report to shareholders04/27/26 ARSAnnual report to shareholders04/28/25 ARSAnnual report to shareholders04/29/24 ARSAnnual report to shareholders04/28/23 CORRESPCorrespondence with the SEC07/25/22