---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-23-072280"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2023-06-16T23:59:59+00:00"
generated_at: "2026-06-13T23:04:17.434304+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.1
calibrated_materiality_score: 0.1
confidence: "high"
source: SEC EDGAR
---

# Vertex shareholders elect Eric Andersen and David DeStefano as directors, ratify Crowe LLP as auditor for FY2023

## Summary
- Eric Andersen elected with 996,456,401 votes for and 20,228,749 withheld; David DeStefano elected with 1,004,533,778 for and 12,151,372 withheld.
- Crowe LLP ratified as independent auditor for fiscal year ending December 31, 2023 with 1,015,857,710 votes for, 149,205 against, and 10,101,343 abstentions.
- Directors will serve until the 2026 Annual Meeting or until resignation or removal.

## SEC filing metadata
- accession: 0001104659-23-072280
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2023-06-16T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.1
- calibrated_materiality_score: 0.1
- confidence: high
- sec_items: 5.07
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806837/000110465923072280/0001104659-23-072280-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000110465923072280/tm2318881d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-23-072280
- JSON: https://secwatch.observer/filing/0001104659-23-072280.json
- Plain text: https://secwatch.observer/filing/0001104659-23-072280.txt

## Key facts
- Shareholder Votes
  Vertex, Inc. shareholders approved Election of Directors at the 2023-06-13 meeting.
  - Proposal: director election
  - Outcome: passed
  - Meeting: 2023-06-13
  source text: The following nominees were elected as directors, each to hold office until the 2026 Annual Meeting of Shareholders, or the earlier to occur of his or her death, disqualification, resignation, or removal or the appointment of his or her successor, by the vote set forth below: Nominee For Withheld Broker Non-Votes Eric Andersen 996,456,401.000 20,228,749.000 9,423,108.000 David DeStefano 1,004,533,778.000 12,151,372.000 9,423,108.000
  evidence_url: https://www.sec.gov/Archives/edgar/data/1806837/000110465923072280/0001104659-23-072280-index.htm
- Shareholder Votes
  Vertex, Inc. shareholders approved Ratification of Crowe LLP as independent auditor for fiscal year ending December 31, 2023 at the 2023-06-13 meeting.
  - Proposal: auditor ratification
  - Outcome: passed
  - Meeting: 2023-06-13
  source text: The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2023 was ratified by the vote set forth below: For Against Abstain Broker Non-Vote 1,015,857,710.000 149,205.000 10,101,343.000 0
  evidence_url: https://www.sec.gov/Archives/edgar/data/1806837/000110465923072280/0001104659-23-072280-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
