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Vertex, Inc. Director's Dealing 2026

Feb 18, 2026

31181_dirs_2026-02-18_c4747be9-9161-4b50-a762-0aa7f36b464e.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2026-02-13

Reporting Person: Westphal Jeffrey (See Remarks)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2026-02-13 Class A Common Stock P 247740 $13.0825 Acquired 247740 Indirect
2026-02-17 Class A Common Stock P 150000 $12.5349 Acquired 397740 Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Class A Common Stock 7895 Direct

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
Class B Common Stock $ Class A Common Stock (1125927) 1125927 Indirect
Class B Common Stock $ Class A Common Stock (388000) 388000 Direct

Footnotes

F1: The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.73 to $13.44 per share on February 13, 2026. The $13.0825 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

F2: The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.35 to $13.13 per share on February 17, 2026. The $12.5349 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

F3: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.