{"url_path":"/sec/verx/proxy/2026-04-27/000110465926049446","section_key":"body","section_title":"DEFA14A body","topic":"sec","document":{"doc_type":"DEFA14A","doc_date":"2026-04-27","source_url":"https://www.sec.gov/Archives/edgar/data/1806837/0001104659-26-049446-index.html","accession_number":"0001104659-26-049446","cik":"0001806837","ticker":"VERX","issuer_name":"Vertex, Inc.","edgar_url":"https://www.sec.gov/Archives/edgar/data/1806837/0001104659-26-049446-index.html","primary_entity_key":"0001806837","primary_entity_name":"Vertex, Inc."},"word_count":904,"has_tables":true,"body_markdown":"DEFA14A\n1\nverx-20260427xdefa14a.htm\nDEFA14A\n\n​\n\n​\n\n**UNITED STATES**\n\n**SECURITIES AND EXCHANGE COMMISSION**\n\n**Washington, DC 20549**\n\n**SCHEDULE 14A**\n\n**(Rule 14a-101)**\n\n**INFORMATION REQUIRED IN PROXY STATEMENT**\n\n**SCHEDULE 14A INFORMATION**\n\n**Proxy Statement Pursuant to Section 14(a) of**\n\n**the Securities Exchange Act of 1934**\n\n​\n\n​\n\n​\n\n​\n\nFiled by the Registrant ☒\n\n​\n\nFiled by a Party other than the Registrant ☐\n\nCheck the appropriate box:\n\n☐\n\nPreliminary Proxy Statement\n\n☐\n\nConfidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))\n\n☐\n\nDefinitive Proxy Statement\n\n☒\n\nDefinitive Additional Materials\n\n☐\n\nSoliciting Material Pursuant to §240.14a-12\n\n​\n\n​\n\n​\n\n​\n\n​\n\n​\n\n**VERTEX, INC.**\n\n**(Name of Registrant as Specified in its Charter)**\n\n​\n\n**(Name of Person(s) Filing Proxy Statement, if Other Than the Registrant)**\n\nPayment of Filing Fee (Check the appropriate box):\n\n☒\n\nNo fee required.\n\n☐\n\nFee paid previously with preliminary materials.\n\n☐\n\nFee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11.\n\n​\n\nVERTEX, INC.\nANNUAL MEETING OF STOCKHOLDERS\nJune 10, 2026\n9:00 a.m. EDT\nVirtual Meeting\nImportant Notice Regarding the Availability of Proxy Materials for the\nStockholder Meeting to be Held on June 10, 2026\nIn order to attend the Annual Meeting, you must register at www.proxydocs.com/verx . Upon completing your\nregistration, you will receive further instructions via email, including a unique link that will allow you access to the\nAnnual Meeting and to vote and submit questions during the Annual Meeting. As part of the registration process, you\nmust enter the control number located on your proxy card, voting instruction form, or Notice of Internet Availability.\nIf you are a beneficial owner of shares registered in the name of a broker, bank or other nominee, you will also need\nto provide the registered name on your account and the name of your broker, bank or other nominee as part of the\nregistration process.\nThis communication presents only an overview of the more complete proxy materials that are available to you on\nthe Internet. We encourage you to access and review all of the important information contained in the proxy\nmaterials before voting.\nThe Proxy Statement and Annual Report are available at www.proxydocs.com/verx\nIf you want to receive a paper copy or an email with links to the electronic materials, you must request one. There is\nno charge to you for requesting a copy. Please make your request for a copy as instructed on the reverse side of this\nnotice on or before May 29, 2026 to facilitate timely delivery.\nMatters intended to be acted upon at the meeting are listed below.\nThe Board of Directors recommends that you vote FOR the following proposals:\n1. Election of Directors:\n01 Eric Andersen 02 David DeStefano 03 Christopher Young\n2. The ratification of the appointment of Crowe LLP as our independent registered public accounting firm for the\nfiscal year ending December 31, 2026.\nTHIS IS NOT A FORM FOR VOTING\nYou may immediately vote your proxy on the Internet at:\nwww.proxypush.com/verx\n• Use the Internet to vote your proxy 24 hours a day, 7 days a week.\n• Please have this Notice available. Follow the instructions to vote your proxy.\nYour Internet vote authorizes the Named Proxies to vote your shares in the same manner as if you marked, signed\nand returned your proxy card.\nShareowner Services\nP.O. Box 64945\nSt. Paul, MN 55164-0945\n\nTo request paper copies of the proxy materials, which include the proxy card,\nproxy statement and annual report, please contact us via:\n: Internet/Mobile – Access the Internet and go to www.investorelections.com/verx . Follow the instructions\nto log in, and order copies.\n( Telephone – Call us free of charge at 866-870-3684 in the U.S. or Canada, using a touch-tone phone,\nand follow the instructions to log in and order copies.\n* Email – Send us an email at paper@investorelections.com with “VERX Materials Request” in the subject line.\nThe email must include:\n• The 11-digit control # located in the box in the upper right hand corner on the front of this notice.\n• Your preference to receive printed materials via mail -or- to receive an email with links to the electronic materials.\n• If you choose email delivery you must include the email address.\n• If you would like this election to apply to delivery of material for all future meetings, write the word “Permanent”\nand include the last 4 digits of your Tax ID number in the email.\nImportant Information about the Notice of Proxy Materials\nThis Notice Regarding the Online Availability of Proxy Materials (Notice) is provided to stockholders in place of\nthe printed materials for the upcoming Stockholder Meeting.\nInformation about the Notice:\nIn 2007, the Securities and Exchange Commission adopted a voluntary rule permitting Internet-based delivery of proxy\nmaterials. Companies can now send Notices, rather than printed proxy materials to stockholders. This may help lower\nmailing, printing and storage costs for the company, while minimizing environmental impact. This Notice contains specific\ninformation regarding the meeting, proposals and the internet site where the proxy materials may be found.\nTo view the proxy materials online:\nPlease refer to the instructions in this Notice on how to access and view the proxy materials online, including the proxy\ncard, annual report and proxy statement.\nTo receive paper copies of the proxy materials:\nPlease refer to the instructions in this Notice on how to request hard copies of proxy materials via phone, email or\nInternet."}