Vertex, Inc. — Director's Dealing 2026

Feb 25, 2026

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2026-02-23

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2026-02-23	Class A Common Stock	M	101395	—	Acquired	1245379	Direct
2026-02-23	Class A Common Stock	F	47112	$12.03	Disposed	1198267	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2026-02-23	Restricted Stock Units	$	M	101395	Disposed		Class A Common Stock (101395)	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 23, 2027 and have no expiration date.