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: SCHWAB JOHN R (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2026-02-20	Class A Common Stock	M	23888	—	Acquired	124033	Direct
2026-02-20	Class A Common Stock	F	12936	$12.74	Disposed	111097	Direct
2026-02-20	Class A Common Stock	M	15878	—	Acquired	126975	Direct
2026-02-20	Class A Common Stock	F	8598	$12.74	Disposed	118377	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2026-02-20	Restricted Stock Units	$	M	23888	Disposed		Class A Common Stock (23888)	Direct
2026-02-20	Restricted Stock Units	$	M	15878	Disposed		Class A Common Stock (15878)	Direct

Footnotes

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

F2: 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.

F3: 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.