Vertex, Inc. — Director's Dealing 2025

Mar 21, 2025

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2025-03-19

Reporting Person: Rowland Bryan T.R. (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2025-03-19	Class A Common Stock	M	31098	$3.734	Acquired	42353	Direct
2025-03-19	Class A Common Stock	M	1007	$32.16	Acquired	43360	Direct
2025-03-19	Class A Common Stock	S	18982	$35.6770	Disposed	24378	Direct
2025-03-19	Class A Common Stock	S	24246	$36.2243	Disposed	132	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2025-03-19	Stock Option	$3.734	M	31098	Disposed	2029-12-20	Class A Common Stock (31098)	Direct
2025-03-19	Stock Option	$32.16	M	1007	Disposed	2031-03-01	Class A Common Stock (1007)	Direct

Footnotes

F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2024.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.00 to $35.99, inclusive. The Reporting Person undertakes to provide to 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 $36.00 to $36.56, inclusive. The Reporting Person undertakes to provide to 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: This option is fully vested and exercisable.