Ryan J. Leib - 30 Jan 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Role: Chief Accounting Officer
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol: VERX
Transactions as of: 30 Jan 2026
Net transactions value: -$25,209
Form type: 4
Filing time: 03 Feb 2026, 16:15:42 UTC
Previous filing: 14 May 2025
Next filing: 23 Feb 2026
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
Leib Ryan J	Chief Accounting Officer	C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA	/s/ Lisa Coleman, Attorney-in-Fact	03 Feb 2026	0001659260

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	VERX	Class A Common Stock	Options Exercise	$0	+4,019	+874%	$0.000000	4,479	30 Jan 2026	Direct	F1
transaction	VERX	Class A Common Stock	Tax liability	$25,209	-1,359	-30%	$18.55	3,120	30 Jan 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	-4,019	-33%	$0.000000	8,039	30 Jan 2026	Class A Common Stock	4,019		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	The remaining restricted stock units that will vest in two equal installments on each of February 1, 2027 and February 1, 2028 and have no expiration date.