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

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Quoteable Key Fact

"Ryan J. Leib filed Form 4 for Vertex, Inc. (VERX) on 03 Feb 2026."

Quick Takeaways

  • This page summarizes Ryan J. Leib's Form 4 filing for Vertex, Inc. (VERX).
  • 3 reported transactions and 1 derivative row are listed below.
  • Filing timestamp: 03 Feb 2026, 16:15.

What Changed

  • Previous filing in this sequence was filed on 14 May 2025.
  • Current net transaction value: -$25,209.

Why This Matters

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Official SEC Source

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

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.

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