John R. Schwab - 20 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
CHIEF FINANCIAL OFFICER
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
20 Feb 2026
Net transactions value
-$274,343
Form type
4
Filing time
24 Feb 2026, 16:26:05 UTC
Previous filing
23 Feb 2026
Next filing
25 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SCHWAB JOHN R CHIEF FINANCIAL OFFICER C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA /s/ Lisa Coleman, Attorney-in-Fact 24 Feb 2026 0001249289

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $0 +23,888 +24% $0.000000 124,033 20 Feb 2026 Direct
transaction VERX Class A Common Stock Tax liability $164,805 -12,936 -10% $12.74 111,097 20 Feb 2026 Direct
transaction VERX Class A Common Stock Options Exercise $0 +15,878 +14% $0.000000 126,975 20 Feb 2026 Direct
transaction VERX Class A Common Stock Tax liability $109,539 -8,598 -6.8% $12.74 118,377 20 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
transaction VERX Restricted Stock Units Options Exercise $0 -23,888 -33% $0.000000 47,776 20 Feb 2026 Class A Common Stock 23,888 Direct F1, F2
transaction VERX Restricted Stock Units Options Exercise $0 -15,878 -25% $0.000000 47,635 20 Feb 2026 Class A Common Stock 15,878 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.