NASDAQ Framework: Vertex Inc.

Global provider of tax technology solutions 1.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology-specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription 2.

2: Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania. View Source

YES

Amanda Westphal Radcliffe, a member of the founding family, has served on the Board since 1993 and has held various roles within the company 3.

3: Eric Andersen Director Eric Andersen Director Eric Andersen joined our Board in January 2008 and currently serves as lead director. He has over 25 years of consulting and management experience at IBM, PricewaterhouseCoopers LLP (“PwC”), and PwC Consulting. His last 15 years have been spent in private equity. He is currently a part-time operating partner at Peak Equity (“Peak”), a Philadelphia-based private equity firm focused on lower middle market enterprise software. In addition, he is serving as an Adjunct Professor at the Villanova School of Business. Prior to joining Peak, Mr. Andersen was a partner at Milestone Partners, a Philadelphia-based private equity firm and he was a managing director at Silver Lake Partners, a technology-focused private equity firm based in New York. During his tenures with PwC, PwC Consulting, and IBM, Mr. Andersen was a senior partner and senior executive leading several businesses in the United States and Asia as well as globally. Mr. Andersen is currently Chairman of the Board of American Public Education Inc., a publicly traded online higher education company where he is also a member of the management development and compensation committee. Mr. Andersen holds an MBA from the Wharton School at the University of Pennsylvania and a BS from Bucknell University. Bradley Gayton Director Bradley Gayton Director Bradley Gayton joined our Board in 2021. Mr. Gayton previously served as the Senior Vice President, General Counsel of the Coca-Cola Company. Prior to joining The Coca-Cola Company, Mr. Gayton spent 29 years in various leadership positions at Ford Motor Company and most recently as Group Vice President, Chief Administrative Officer and General Counsel. Mr. Gayton has deep experience in law, governance, tax and technology. He brings a global perspective in terms of the tax obligations for multinational enterprises and has experience in developing solutions through organizational innovation. While at Ford, he led explorations to see how artificial intelligence could be used for different business applications and collaborated with Vertex on the company’s tax compliance solutions worldwide. Mr. Gayton has a BS in Business Administration from the State University of New York at Buffalo, School of Management in 1986 and a JD from the State University of New York at Buffalo, Law School. Philip Saunders Director Philip Saunders Director Philip Saunders joined our Board in June 2022. Mr. Saunders is the Chief Executive Officer of Relativity since December 2022. He was recently the Chief Executive Officer and member of the Board of Directors of Cornerstone On Demand, a market leading talent management Software as a Service (SaaS) company. Mr. Saunders successfully implemented a company transformation initiative resulting in a return to growth, expansion of profitability, and increased customer retention. Mr. Saunders ultimately executed a successful sales process of the company via a public-to-private transaction in October 2021 with the acquisition by Clearlake Capital. This followed Cornerstone’s acquisition in April 2020 of Saba Software, Inc., where Mr. Saunders was a member of Saba’s board of directors and where he served as Chief Executive Officer was responsible for leading the transformation of the business, executed on multiple acquisitions, and accelerated growth and EBITDA expansion. Prior to joining Saba in 2015, Mr. Saunders was President and a member of the board of directors of SafeNet, Inc. (acquired by Gemalto N.V). Mr. Saunders holds an MBA with an International Finance concentration from Seton Hall University’s W. Paul Stillman School of Business. Mr. Saunders has been recognized by Comparably as one of the top 100 Best CEO’s in 2021. Amanda Westphal Radcliffe Director Amanda Westphal Radcliffe Director Amanda Westphal Radcliffe has served on our Board since 1993. Prior to joining our Board, Ms. Radcliffe served in a variety of roles at the Company, from technical software instructor, to finance, production, and middle market product teams. Prior to joining the Company, she was a Managing Director at Rosenbluth International, since acquired by American Express. Ms. Radcliffe is Chair of the Children’s Hospital of Philadelphia Foundation Board of Advisors, President of the Neurodiversity Employment Network of Philadelphia, and serves on the St. Joe’s University Kinney Center for Autism Education and Support Advisory Board. Ms. Radcliffe is Chair Emeritus of the Drexel University, A.J. Drexel Autism Institute Board, and Chair Emeritus of Breastcancer.org. Ms. Radcliffe is a member of the Philadelphia Chapter of Women Corporate Directors, and the NACD. J. Richard Stamm Director J. Richard Stamm Director J. Richard Stamm joined our board of directors in January 2019. Prior to joining our Board, Mr. Stamm was a partner with PricewaterhouseCoopers LLP (“PwC”) for 30 years, during which time he served a long list of domestic and international clients and held numerous leadership positions. Over the final 12 years of his career with PwC, Mr. Stamm was the firm’s Vice Chairman and U.S. Tax Leader, and then progressed to PwC’s Vice Chairman of Global Tax. Mr. Stamm is Vice President and Chief Financial Officer of Stamm Development Group LLC, a Philadelphia and South Florida area real-estate developer. Mr. Stamm is a member emeritus of the Board of Advisors for the Leventhal School of Accounting at the University of Southern California and was formerly a member of the Boards of Germantown Academy and Lycoming College. Mr. Stamm received a BA in Accounting from Lycoming College. Stefanie Westphal Thompson Director Stefanie Westphal Thompson Director Stefanie Westphal Thompson joined the Company in 1991 and has served in a variety of roles, including Treasurer. Prior to joining the Company, Ms. Thompson was a Vice President at Chemical Bank (now part of Chase), where she specialized in managing the banking relationship for middle market companies. Ms. Thompson sat on Bryn Mawr Hospital’s Foundation Board for eight years, serving as Head of their Trustee Committee and as Vice-Chair. Ms. Thompson also served on the Board of the Agnes Irwin School in Rosemont, Pennsylvania, for ten years, heading its Trustees Committee. Ms. Thompson earned an MBA in Finance from Fordham University and has a dual BA in Engineering and Economics from Lafayette College. View Source

LOW RISK

Vertex Inc. has demonstrated strong financial performance and growth. The company reported an 18.1% revenue growth rate for the first quarter of 2024 4, and its recent acquisition of AI technology is expected to enhance its capabilities and market position 5. Additionally, Vertex has successfully closed a $345 million convertible senior notes offering, indicating strong investor confidence 6. The company's leadership has expressed satisfaction with its financial performance, and analysts have affirmed a buy rating following strategic acquisitions 7. These factors collectively suggest that Vertex Inc. is in a stable financial position with the capability to cover its costs and spending plans.

4: Revenue Growth: Over the 3 months period, Vertex showcased positive performance, achieving a revenue growth rate of 18.1% as of 31 March, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector. View Source5: Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC View Source6: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source7: Buy Rating Affirmed for Vertex Following Strategic AI Acquisition and Enhanced SKU Onboarding View Source

YES

Vertex Inc. is launching new product offerings, including the Vertex Accelerator+ for SAP ERP, which combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solution 8 9 10.

8: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source9: Vertex launches unified global platform to navigate tax complexities View Source10: Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities View Source

Vertex Inc.'s product roadmap and expansion strategy for 2024 through to 2026 focuses on enhancing its tax technology solutions and expanding its market presence. The company has launched the Vertex Accelerator+ for SAP ERP, a next-generation tax management tool that consolidates features from existing products into a unified global solution, aiming to simplify and enhance operational efficiency for SAP businesses 11 12. Additionally, Vertex has acquired AI capabilities from Ryan, LLC to streamline tax categorization using generative AI, further enhancing its product offerings 13 14. The company also plans to leverage its inclusion in the Oracle ISV Accelerator for SaaS Initiative to optimize business operations and outcomes through integrated tax solutions 15. These strategic moves, combined with ongoing financial growth and strong investor confidence, position Vertex for continued expansion and innovation in the tax technology sector 16 17 18.

11: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source12: Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities View Source13: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source14: Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC View Source15: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source16: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source17: Vertex (VERX) Surged on Strong Results and 2024 Guidance View Source18: Vertex Acquisition of AI Technology Spurs Buy Rating on Growth Potential View Source

Sources

1: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source2: Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania. View Source3: Eric Andersen Director Eric Andersen Director Eric Andersen joined our Board in January 2008 and currently serves as lead director. He has over 25 years of consulting and management experience at IBM, PricewaterhouseCoopers LLP (“PwC”), and PwC Consulting. His last 15 years have been spent in private equity. He is currently a part-time operating partner at Peak Equity (“Peak”), a Philadelphia-based private equity firm focused on lower middle market enterprise software. In addition, he is serving as an Adjunct Professor at the Villanova School of Business. Prior to joining Peak, Mr. Andersen was a partner at Milestone Partners, a Philadelphia-based private equity firm and he was a managing director at Silver Lake Partners, a technology-focused private equity firm based in New York. During his tenures with PwC, PwC Consulting, and IBM, Mr. Andersen was a senior partner and senior executive leading several businesses in the United States and Asia as well as globally. Mr. Andersen is currently Chairman of the Board of American Public Education Inc., a publicly traded online higher education company where he is also a member of the management development and compensation committee. Mr. Andersen holds an MBA from the Wharton School at the University of Pennsylvania and a BS from Bucknell University. Bradley Gayton Director Bradley Gayton Director Bradley Gayton joined our Board in 2021. Mr. Gayton previously served as the Senior Vice President, General Counsel of the Coca-Cola Company. Prior to joining The Coca-Cola Company, Mr. Gayton spent 29 years in various leadership positions at Ford Motor Company and most recently as Group Vice President, Chief Administrative Officer and General Counsel. Mr. Gayton has deep experience in law, governance, tax and technology. He brings a global perspective in terms of the tax obligations for multinational enterprises and has experience in developing solutions through organizational innovation. While at Ford, he led explorations to see how artificial intelligence could be used for different business applications and collaborated with Vertex on the company’s tax compliance solutions worldwide. Mr. Gayton has a BS in Business Administration from the State University of New York at Buffalo, School of Management in 1986 and a JD from the State University of New York at Buffalo, Law School. Philip Saunders Director Philip Saunders Director Philip Saunders joined our Board in June 2022. Mr. Saunders is the Chief Executive Officer of Relativity since December 2022. He was recently the Chief Executive Officer and member of the Board of Directors of Cornerstone On Demand, a market leading talent management Software as a Service (SaaS) company. Mr. Saunders successfully implemented a company transformation initiative resulting in a return to growth, expansion of profitability, and increased customer retention. Mr. Saunders ultimately executed a successful sales process of the company via a public-to-private transaction in October 2021 with the acquisition by Clearlake Capital. This followed Cornerstone’s acquisition in April 2020 of Saba Software, Inc., where Mr. Saunders was a member of Saba’s board of directors and where he served as Chief Executive Officer was responsible for leading the transformation of the business, executed on multiple acquisitions, and accelerated growth and EBITDA expansion. Prior to joining Saba in 2015, Mr. Saunders was President and a member of the board of directors of SafeNet, Inc. (acquired by Gemalto N.V). Mr. Saunders holds an MBA with an International Finance concentration from Seton Hall University’s W. Paul Stillman School of Business. Mr. Saunders has been recognized by Comparably as one of the top 100 Best CEO’s in 2021. Amanda Westphal Radcliffe Director Amanda Westphal Radcliffe Director Amanda Westphal Radcliffe has served on our Board since 1993. Prior to joining our Board, Ms. Radcliffe served in a variety of roles at the Company, from technical software instructor, to finance, production, and middle market product teams. Prior to joining the Company, she was a Managing Director at Rosenbluth International, since acquired by American Express. Ms. Radcliffe is Chair of the Children’s Hospital of Philadelphia Foundation Board of Advisors, President of the Neurodiversity Employment Network of Philadelphia, and serves on the St. Joe’s University Kinney Center for Autism Education and Support Advisory Board. Ms. Radcliffe is Chair Emeritus of the Drexel University, A.J. Drexel Autism Institute Board, and Chair Emeritus of Breastcancer.org. Ms. Radcliffe is a member of the Philadelphia Chapter of Women Corporate Directors, and the NACD. J. Richard Stamm Director J. Richard Stamm Director J. Richard Stamm joined our board of directors in January 2019. Prior to joining our Board, Mr. Stamm was a partner with PricewaterhouseCoopers LLP (“PwC”) for 30 years, during which time he served a long list of domestic and international clients and held numerous leadership positions. Over the final 12 years of his career with PwC, Mr. Stamm was the firm’s Vice Chairman and U.S. Tax Leader, and then progressed to PwC’s Vice Chairman of Global Tax. Mr. Stamm is Vice President and Chief Financial Officer of Stamm Development Group LLC, a Philadelphia and South Florida area real-estate developer. Mr. Stamm is a member emeritus of the Board of Advisors for the Leventhal School of Accounting at the University of Southern California and was formerly a member of the Boards of Germantown Academy and Lycoming College. Mr. Stamm received a BA in Accounting from Lycoming College. Stefanie Westphal Thompson Director Stefanie Westphal Thompson Director Stefanie Westphal Thompson joined the Company in 1991 and has served in a variety of roles, including Treasurer. Prior to joining the Company, Ms. Thompson was a Vice President at Chemical Bank (now part of Chase), where she specialized in managing the banking relationship for middle market companies. Ms. Thompson sat on Bryn Mawr Hospital’s Foundation Board for eight years, serving as Head of their Trustee Committee and as Vice-Chair. Ms. Thompson also served on the Board of the Agnes Irwin School in Rosemont, Pennsylvania, for ten years, heading its Trustees Committee. Ms. Thompson earned an MBA in Finance from Fordham University and has a dual BA in Engineering and Economics from Lafayette College. View Source4: Revenue Growth: Over the 3 months period, Vertex showcased positive performance, achieving a revenue growth rate of 18.1% as of 31 March, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector. View Source5: Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC View Source6: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source7: Buy Rating Affirmed for Vertex Following Strategic AI Acquisition and Enhanced SKU Onboarding View Source8: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source9: Vertex launches unified global platform to navigate tax complexities View Source10: Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities View Source11: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source12: Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities View Source13: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source14: Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC View Source15: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source16: Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 KING OF PRUSSIA, Pa., July 11, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only we GlobeNewswire • 10 days ago Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC Acquisition Streamlines Tax Categorization with Generative AIKING OF PRUSSIA, Pa., June 12, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, announced today the acquisition of tax-specific AI capabilities from Ryan, LLC, an award-winning tax services and software firm, designed to more effectively manage the complexity of tax mapping. Financial terms of the transaction were not disclosed. The categorization of product GlobeNewswire • last month Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globallyKING OF PRUSSIA, Pa., June 03, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into a single consolidated global solut GlobeNewswire • last month Vertex to Present at Upcoming Conferences KING OF PRUSSIA, Pa., May 30, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that management will present at the following investor events: The Stifel 2024 Cross Sector Insight Conference. The presentation is scheduled for Wednesday, June 5, 2024 at 8:00 AM eastern time. The 44th Annual William Blair Growth Stock Conference. The presentation is scheduled for Thursday, June 6, 2024 at 10:40 AM central time. Live webcasts and rep GlobeNewswire • last month Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List KING OF PRUSSIA, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Sarah Bourne, Partner Development Manager; Bianca Fleischman, Sr. Marketing Manager; Marion Hurn, Sr. Director GTM Indirect Sales; and Kayla Sanderson, Sr. Marketing Manager, to the Women of the Channel list for 2024. Every year, CRN recognizes the achievements of women fr GlobeNewswire • 2 months ago Vertex Announces First Quarter 2024 Financial Results KING OF PRUSSIA, Pa., May 08, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2024. “The year is off to a solid start, and I am very pleased with our financial performance in the first quarter,” stated David DeStefano, Vertex’s President, Chief Executive Officer and Chairperson of the Board. “Revenue traction is strong in the first quarter GlobeNewswire • 2 months ago Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes KING OF PRUSSIA, Pa., April 26, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the closing of its private offering of $345 million aggregate principal amount of 0.750% convertible senior notes due 2029 (the “notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and related capped call transactions. T GlobeNewswire • 2 months ago Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud ApplicationsKING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Orac GlobeNewswire • 2 months ago Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering KING OF PRUSSIA, Pa., April 23, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced the pricing 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 of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $250 GlobeNewswire • 2 months ago Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex”), a leading global provider of indirect tax solutions, today announced that it intends to offer and sell, 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 of 1933, as amended (the “Securities Act”). In connection GlobeNewswire • 2 months ago Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date KING OF PRUSSIA, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced preliminary financial results for the period ended March 31, 2024. “Vertex’s first quarter financial results were strong across our business,” noted David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “We look forward to providing investors with full details when we announce our full first quarter finan GlobeNewswire • 2 months ago Vertex Announces Fourth Quarter and Full Year 2023 Financial Results KING OF PRUSSIA, Pa., Feb. 29, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its fourth quarter and full year ended December 31, 2023. “The Vertex execution engine delivered exceptionally strong financial results in the fourth quarter,” stated David DeStefano, President, Chief Executive Officer, and Chairperson of the Board. “Our year-over-year revenue growth increased t GlobeNewswire • 4 months ago Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead Results show 43% of U.S. firms are “champions” in tech-driven indirect tax approaches, while revealing stark regional disparities in overall indirect tax complianceLONDON, Feb. 12, 2024 (GLOBE NEWSWIRE) -- According to research conducted by Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, businesses in the U.S. believe they are outperforming other regions with their current indirect tax capabilities. Vertex surveyed 580 indirect tax decision GlobeNewswire • 5 months ago Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief KING OF PRUSSIA, Pa., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, today announced that CRN®, a brand of The Channel Company, has named Bradd Wildstein, Vice President of Global Indirect Sales, to the prestigious 2024 CRN® Channel Chiefs list. The designation recognizes IT vendors and distribution executives who drive strategy and set the channel agenda for their companies. Wildstein and his team built ou GlobeNewswire • 5 months ago CORRECTION -- Vertex, Inc. KING OF PRUSSIA, Pa., Feb. 02, 2024 (GLOBE NEWSWIRE) -- In a release issued on February 1, 2024 by Vertex, Inc. (NASDAQ:VERX), please note that the date of the financial results announcement in the headline and in the first sentence should be "February 29, 2024" instead of "February 29, 2023" as previously stated. The corrected release follows: Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2024 Vertex, Inc. (NASDAQ:VERX), a leading global technology provider GlobeNewswire • 5 months ago Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023 KING OF PRUSSIA, Pa., Feb. 01, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release fourth quarter 2023 financial results before the market opens on Thursday, February 29, 2023. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only GlobeNewswire • 5 months ago Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High KING OF PRUSSIA, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, released its annual 2023 End-of-Year Sales Tax Rates and Rules report, which found U.S. sales tax rate changes reached a 10-year high, proving once again that it will be challenging for businesses to meet their everchanging compliance obligations. In 2023, businesses faced 444 sales tax rate changes spanning state, county, city and distric GlobeNewswire • 5 months ago Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List KING OF PRUSSIA, Pa., Jan. 19, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, ranked as No. 19 in Built In’s 2024 Best Places to Work Awards list for large remote companies. The annual awards program recognizes the best organizations for tech professionals – including remote-first employers and companies of various sizes in the tech market across the U.S. "Earning recognition as one of Built In’s esteemed remote com GlobeNewswire • 5 months ago Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax KING OF PRUSSIA, Pa., Jan. 17, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of tax technology solutions, is proud to announce that it is once again a winner of IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. The CSAT Awards, a customer satisfaction award program by IDC, recognizes top software-as-a-service (SaaS) vendors GlobeNewswire • 6 months ago Vertex Withdraws Offer to Acquire Pagero KING OF PRUSSIA, Pa., Jan. 14, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of indirect tax solutions, today announced that after thorough review, it has withdrawn its previously announced public tender offer for 100% of the shares of Pagero Group AB (publ) (“Pagero”) following two competing offers and the acquisition by a competing bidder of more than 10 percent of the shares of Pagero. “Vertex has been a leader in the indirect tax market for 45 years by taking an app GlobeNewswire • 6 months ago View Source17: Vertex (VERX) Surged on Strong Results and 2024 Guidance View Source18: Vertex Acquisition of AI Technology Spurs Buy Rating on Growth Potential View Source