Vertex, Inc. — Director's Dealing 2025

Feb 26, 2025

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2025-02-24

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2025-02-24	Class A Common Stock	M	109232	—	Acquired	833250	Direct
2025-02-24	Class A Common Stock	F	55873	$43.64	Disposed	777377	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2025-02-24	Restricted Stock Units	$	M	109232	Disposed		Class A Common Stock (109232)	Direct

Holdings (Non-Derivative)

Security	Shares	Ownership
Class A Common Stock	204032	Indirect

Footnotes

F1: 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.

F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3: The remaining restricted stock units will vest on February 24, 2026 and have no expiration date.