John R. Schwab - 23 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
23 Feb 2026
Net transactions value
-$197,424
Form type
4
Filing time
25 Feb 2026, 16:12:57 UTC
Previous filing
24 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 25 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 +30,305 +26% $0.000000 148,682 23 Feb 2026 Direct
transaction VERX Class A Common Stock Tax liability $197,424 -16,411 -11% $12.03 132,271 23 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 -30,305 -50% $0.000000 30,305 23 Feb 2026 Class A Common Stock 30,305 Direct F1, F2
* 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 Issuers Class A Common Stock.
F2 The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.