Vertex, Inc. — Director's Dealing 2026

Feb 24, 2026

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2026-02-20

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2026-02-20	Class A Common Stock	M	69527	—	Acquired	1136198	Direct
2026-02-20	Class A Common Stock	F	23705	$12.74	Disposed	1112493	Direct
2026-02-20	Class A Common Stock	M	44014	—	Acquired	1156507	Direct
2026-02-20	Class A Common Stock	F	12523	$12.74	Disposed	1143984	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2026-02-20	Restricted Stock Units	$	M	69527	Disposed		Class A Common Stock (69527)	Direct
2026-02-20	Restricted Stock Units	$	M	44014	Disposed		Class A Common Stock (44014)	Direct

Holdings (Non-Derivative)

Security	Shares	Ownership
Class A Common Stock	204032	Indirect

Footnotes

F1: Includes 84 shares acquired through the Company's Employee Stock Purchase Plan.

F2: 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.

F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

F5: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.