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Home / Companies / Vertex, Inc. / 12 Jun 2024

Meeting · year to 30 June 2024255 filers reporting

Vertex, Inc.: meeting of 12 Jun 2024

Votes reported on Form N-PX, item by item

255 Form N-PX filers reported votes at the Vertex, Inc. meeting of 12 Jun 2024. Their records fall into 4 items below, in ballot order: management items first, then proposals from security holders. Each bar shows how the reporting filers split; it is not the result of the meeting.

foragainstabstain, withhold or otheramber tick: the portion cast against management

Items

1

DIRECTOR ELECTIONSIssuer

Director elections

3 nominees; 48.7% of reported votes for; 56 filers withheld from or voted against at least one nominee.

432 vote records from 83 filers. 43 of the 83 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. No share split is published for this item. How that is decided

48.2% for0.0% against51.8% other51.8% against management83 filers
2

SECTION 14A SAY-ON-PAY VOTESIssuer

Advisory vote on executive pay (say-on-pay)

363 vote records from 250 filers. 4 of the 238 filers that marked the item either way voted against management. 12 filers reported this item without a management mark.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

92.8% for1.6% against5.6% other1.7% against management250 filers98.6% for1.4% against0.0% other1.4% against management58,197,406 reported shares
3

SECTION 14A SAY-ON-PAY VOTESIssuer

Frequency of the say-on-pay vote

one year: 197 filers; three years: 24 filers; for: 6 filers; : 3 filers; abstain: 3 filers; 1-year: 3 filers.

361 vote records from 249 filers. 204 of the 235 filers that marked the item either way voted against management. 14 filers reported this item without a management mark.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

2.0% for0.4% against97.6% other86.8% against management249 filers0.0% for0.3% against99.7% other85.9% against management58,624,390 reported shares
4

AUDIT-RELATEDIssuer

Audit-related items (auditor ratification)

144 vote records from 83 filers. 1 of the 83 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

98.8% for1.2% against1.2% against management83 filers100.0% for0.0% against0.0% against management24,495,998 reported shares

How the largest families voted

Family1. Directors2. Say-on-pay3. Pay-vote frequency4. Auditor
VanguardForForSplit or no vote *For
BlackRock and iSharesForForSplit or no vote *For
FidelityForForSplit or no vote *For
DimensionalAbstain or withhold *ForSplit or no voteFor
State Street and SPDRAbstain or withhold *ForSplit or no vote *For
American CenturyAbstain or withhold *ForSplit or no voteFor
Franklin TempletonForForSplit or no vote *For
InvescoForForSplit or no vote *For
Charles SchwabForForSplit or no vote *For
Nuveen and TIAANo reportForSplit or no vote *No report
John Hancock and ManulifeAbstain or withhold *ForSplit or no vote *For
Morgan Stanley, Eaton Vance and CalvertNo reportForSplit or no vote *No report
J.P. MorganForForSplit or no vote *For
Goldman SachsAbstain or withhold *ForSplit or no vote *For
WisdomTreeAbstain or withhold *ForSplit or no vote *For
PGIM and PrudentialNo reportForSplit or no vote *No report
Jackson National fundsAbstain or withhold *ForSplit or no vote *For
Northern Trust and FlexSharesForForSplit or no vote *For
SEIForForSplit or no vote *For
T. Rowe PriceForForSplit or no vote *For
Lincoln FinancialAbstain or withhold *ForSplit or no voteFor
First TrustAbstain or withhold *ForSplit or no vote *For
NationwideAbstain or withhold *ForSplit or no vote *For
Victory CapitalAbstain or withhold *ForSplit or no vote *For
Brighthouse FundsForForSplit or no voteFor
Columbia ThreadneedleAbstain or withhold *ForSplit or no vote *For
BNY MellonAbstain or withhold *ForSplit or no vote *For
PrincipalNo reportForSplit or no vote *No report
Global XForForSplit or no vote *For
AllianceBernsteinNo reportForSplit or no vote *No report
AllspringAbstain or withhold *ForSplit or no vote *For
Harbor FundsForForAbstain or withhold *For
Janus HendersonAbstain or withhold *ForSplit or no vote *For
Neuberger BermanForForSplit or no vote *For
Natixis and Loomis SaylesAbstain or withhold *ForSplit or no vote *For

* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.

Questions

How did large funds vote at the Vertex, Inc. meeting?

255 Form N-PX filers reported votes at the meeting of 12 Jun 2024. On say-on-pay, 4 of 238 voted against management (1.7%). The family table lists each of the largest families item by item.

Is this the meeting result?

No. These are the votes of funds and managers that file Form N-PX, counted by filer and by the shares they reported. The certified result, which includes every shareholder, is reported by Vertex, Inc. on Form 8-K.

Why are director elections shown as counts only?

Director records name the nominee. This site does not publish pages or rows about individuals, so for director elections it keeps the number of nominees and the split of votes and discards the wording.

Every meeting on file for Vertex, Inc.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing Vertex, Inc. with a meeting date within three days of 12 Jun 2024. Proposal titles are the most common wording among filers and are replaced by the SEC category where a wording could name a person. Not verified by the SEC. Filings read through 23 Sep 2026.