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Vertex, Inc. Director's Dealing 2026

Feb 24, 2026

31181_dirs_2026-02-24_f46af4ed-fc72-4516-9698-8a8a8de28cb0.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: 2026-02-20

Reporting Person: Rowland Bryan T.R. (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2026-02-20 Class A Common Stock M 4133 Acquired 7472 Direct
2026-02-20 Class A Common Stock F 1259 $12.74 Disposed 6213 Direct
2026-02-20 Class A Common Stock M 2975 Acquired 9188 Direct
2026-02-20 Class A Common Stock F 976 $12.74 Disposed 8212 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2026-02-20 Restricted Stock Units $ M 4133 Disposed Class A Common Stock (4133) Direct
2026-02-20 Restricted Stock Units $ M 2975 Disposed Class A Common Stock (2975) 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 installments on February 22, 2027 and February 22, 2028 and have no expiration date.

F3: The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.