David DeStefano - 20 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
Director
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
20 Feb 2026
Net transactions value
-$461,545
Form type
4
Filing time
24 Feb 2026, 16:26:59 UTC
Previous filing
14 May 2025
Next filing
25 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
DeStefano David Director C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA /s/ Lisa Coleman, Attorney-in-Fact 24 Feb 2026 0001818526

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $0 +69,527 +6.5% $0.000000 1,136,198 20 Feb 2026 Direct F1
transaction VERX Class A Common Stock Tax liability $302,002 -23,705 -2.1% $12.74 1,112,493 20 Feb 2026 Direct
transaction VERX Class A Common Stock Options Exercise $0 +44,014 +4% $0.000000 1,156,507 20 Feb 2026 Direct
transaction VERX Class A Common Stock Tax liability $159,543 -12,523 -1.1% $12.74 1,143,984 20 Feb 2026 Direct
holding VERX Class A Common Stock 204,032 20 Feb 2026 By Family Trusts F2

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 -69,527 -33% $0.000000 139,055 20 Feb 2026 Class A Common Stock 69,527 Direct F3, F4
transaction VERX Restricted Stock Units Options Exercise $0 -44,014 -25% $0.000000 132,043 20 Feb 2026 Class A Common Stock 44,014 Direct F3, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 84 shares acquired through the Company's Employee Stock Purchase Plan.
F2 Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.
F3 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F4 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.
F5 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.