Vertex, Inc. — Director's Dealing 2025

May 14, 2025

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2025-05-12

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2025-05-12	Class A Common Stock	M	428396	$2.50	Acquired	1219728	Direct
2025-05-12	Class A Common Stock	M	132799	$32.16	Acquired	1352527	Direct
2025-05-12	Class A Common Stock	S	290797	$37.1770	Disposed	1061730	Direct
2025-05-12	Class A Common Stock	S	64018	$37.8236	Disposed	997712	Direct
2025-05-12	Class A Common Stock	S	8301	$38.6526	Disposed	989411	Direct
2025-05-13	Class A Common Stock	M	186591	$3.734	Acquired	1176002	Direct
2025-05-13	Class A Common Stock	S	50571	$37.2713	Disposed	1125431	Direct
2025-05-13	Class A Common Stock	S	58844	$38.0592	Disposed	1066587	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2025-05-12	Stock Option	$2.50	M	428396	Disposed	2026-10-31	Class A Common Stock (428396)	Direct
2025-05-12	Stock Option	$32.16	M	132799	Disposed	2031-03-01	Class A Common Stock (132799)	Direct
2025-05-13	Stock Option	$3.734	M	186591	Disposed	2029-12-20	Class A Common Stock (186591)	Direct

Holdings (Non-Derivative)

Security	Shares	Ownership
Class A Common Stock	204032	Indirect

Footnotes

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.56 to $37.555, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.56 to $38.550, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $38.56 to $38.770, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.79 to $37.78, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.79 to $38.28, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F6: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.

F7: This option is fully vested and exercisable.