David DeStefano - 23 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
23 Feb 2026
Net transactions value
-$566,757
Form type
4
Filing time
25 Feb 2026, 16:14:21 UTC
Previous filing
24 Feb 2026
Next filing
26 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 25 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 +101,395 +8.9% $0.000000 1,245,379 23 Feb 2026 Direct
transaction VERX Class A Common Stock Tax liability $566,757 -47,112 -3.8% $12.03 1,198,267 23 Feb 2026 Direct
holding VERX Class A Common Stock 204,032 23 Feb 2026 By Family Trusts F1

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 -101,395 -50% $0.000000 101,396 23 Feb 2026 Class A Common Stock 101,395 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
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 will vest on February 23, 2027 and have no expiration date.