Rowland Bryan T.r. - 10 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
10 Feb 2026
Net transactions value
-$19,954
Form type
4
Filing time
12 Feb 2026, 16:18:11 UTC
Previous filing
21 Mar 2025
Next filing
23 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Rowland Bryan T.R. GENERAL COUNSEL C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA /s/ Lisa Coleman, Attorney-in-Fact 12 Feb 2026 0001607606

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $0 +4,088 +691% $0.000000 4,680 10 Feb 2026 Direct F1
transaction VERX Class A Common Stock Tax liability $19,954 -1,341 -29% $14.88 3,339 10 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 -4,088 -100% $0.000000 0 10 Feb 2026 Class A Common Stock 4,088 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 460 shares acquired through the Company's Employee Stock Purchase Plan.
F2 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3 This restricted stock unit award is fully vested.