Jeffrey Westphal - 13 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
Other*
Signature
/s/ Anton Pamer, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
13 Feb 2026
Net transactions value
+$5,121,294
Form type
4
Filing time
18 Feb 2026, 17:22:20 UTC
Previous filing
11 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Westphal Jeffrey Other* C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA /s/ Anton Pamer, Attorney-in-Fact 18 Feb 2026 0001818851

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Purchase $3,241,059 +247,740 $13.08 247,740 13 Feb 2026 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Purchase $1,880,235 +150,000 +61% $12.53 397,740 17 Feb 2026 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F2
holding VERX Class A Common Stock 7,895 13 Feb 2026 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding VERX Class B Common Stock 1,125,927 13 Feb 2026 Class A Common Stock 1,125,927 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F3
holding VERX Class B Common Stock 388,000 13 Feb 2026 Class A Common Stock 388,000 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.73 to $13.44 per share on February 13, 2026. The $13.0825 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F2 The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.35 to $13.13 per share on February 17, 2026. The $12.5349 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F3 The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

Remarks:

By virtue of being party to a certain Third Amended and Restated Stockholders' Agreement (the "Stockholders'Agreement"), the Reporting Person may be deemed to be a member of a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), with respect to the securities reported herein with the other parties who are bound by the Stockholders'Agreement, which such "group" beneficially owns, in the aggregate, in excess of 10% of the outstanding shares of common stock of the Issuer. The Reporting Person disclaims beneficial ownership of any securities owned by any of the other signatories to the Stockholders'Agreement and the filing of this Form 4 shall not be deemed an admission, for purposes of Section 16 of the Exchange Act or otherwise, that the Reporting Person and any other person or persons constitute a "group" for purposes of Section 13(d)(3) of the Exchange Act or Rule 13d-5 thereunder. The Reporting Person does not have any pecuniary interest in any of the securities beneficially owned by any of the other signatories to the Stockholders'Agreement.