DeStefano David 4
4 · Vertex, Inc. · Filed Feb 25, 2026
Insider Transaction Report
Form 4
Vertex, Inc.VERX
DeStefano David
Director
Transactions
- Exercise/Conversion
Class A Common Stock
2026-02-23+101,395→ 1,245,379 total - Tax Payment
Class A Common Stock
2026-02-23$12.03/sh−47,112$566,757→ 1,198,267 total - Exercise/Conversion
Restricted Stock Units
[F2][F3]2026-02-23−101,395→ 101,396 total→ Class A Common Stock (101,395 underlying)
Holdings
- 204,032(indirect: By Trust)
Class A Common Stock
[F1]
Footnotes (3)
- [F1]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.
- [F2]Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
- [F3]The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.
Signature
/s/ Lisa Coleman, Attorney-in-Fact|2026-02-25