Vertex, Inc. — Director's Dealing 2024

Mar 7, 2024

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2024-03-05

Reporting Person: SCHWAB JOHN R (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2024-03-05	Class A Common Stock	M	10000	$4.70	Acquired	63104	Direct
2024-03-05	Class A Common Stock	S	10000	$30	Disposed	53104	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2024-03-05	Stock Option	$4.70	M	10000	Disposed	2030-02-05	Class A Common Stock (10000)	Direct

Footnotes

F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on September 15, 2023.

F2: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025.