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Vertex, Inc. Director's Dealing 2026

Feb 25, 2026

31181_dirs_2026-02-25_d6e3d896-bb71-4b2a-b482-e1dc701e3737.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: 2026-02-23

Reporting Person: SCHWAB JOHN R (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2026-02-23 Class A Common Stock M 30305 Acquired 148682 Direct
2026-02-23 Class A Common Stock F 16411 $12.03 Disposed 132271 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2026-02-23 Restricted Stock Units $ M 30305 Disposed Class A Common Stock (30305) Direct

Footnotes

F1: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.