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Vertex, Inc. Director's Dealing 2026

Feb 24, 2026

31181_dirs_2026-02-24_8a628e56-f936-4c36-ae06-8f5d1d16f203.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: Leib Ryan J (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2026-02-20 Class A Common Stock M 4035 Acquired 7155 Direct
2026-02-20 Class A Common Stock F 1263 $12.74 Disposed 5892 Direct
2026-02-20 Class A Common Stock M 2313 Acquired 8205 Direct
2026-02-20 Class A Common Stock F 782 $12.74 Disposed 7423 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2026-02-20 Restricted Stock Units $ M 4035 Disposed Class A Common Stock (4035) Direct
2026-02-20 Restricted Stock Units $ M 2313 Disposed Class A Common Stock (2313) 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 that will vest in two equal installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

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