Jeffrey Westphal - 13 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: Other*
Issuer ticker: VERX
Reported as of: 13 Feb 2026
Net transaction value: +$5,121,294
SEC form: 4
Accepted by SEC: 18 Feb 2026, 17:22:20 UTC
Prior SEC filing: 11 Jun 2025
Source filing: View source filing
Reporting owner signature: /s/ Anton Pamer, Attorney-in-Fact

Key filing fact

Jeffrey Westphal filed Form 4 for Vertex, Inc. (VERX) on 18 Feb 2026.

Key facts

This page summarizes Jeffrey Westphal's Form 4 filing for Vertex, Inc. (VERX).
2 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 18 Feb 2026, 17:22.

Change

Previous filing in this sequence was filed on 11 Jun 2025.
Current net transaction value: +$5,121,294.

Research use

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.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001818851 Primary reporting owner

Westphal Jeffrey

Relationship: Other*
Address: C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA
Signature: /s/ Anton Pamer, Attorney-in-Fact
Signature date: 18 Feb 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

VERX transaction

Class A Common Stock

Purchase

Transaction value: $3,241,059
Shares: +247,740
Change %
Price: $13.08
Shares after: 247,740
Date: 13 Feb 2026
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Footnotes: F1

VERX transaction

Class A Common Stock

Purchase

Transaction value: $1,880,235
Shares: +150,000
Change %: +61%
Price: $12.53
Shares after: 397,740
Date: 17 Feb 2026
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Footnotes: F2

VERX holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,895
Date: 13 Feb 2026
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

VERX holding Derivative

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,125,927
Date: 13 Feb 2026
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Underlying class: Class A Common Stock
Underlying amount: 1,125,927
Exercise price
Footnotes: F3

VERX holding Derivative

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 388,000
Date: 13 Feb 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 388,000
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.73 to $13.44 per share on February 13, 2026. The $13.0825 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

Footnote F2

The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.35 to $13.13 per share on February 17, 2026. The $12.5349 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

Footnote F3

The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

SEC remarks

By virtue of being party to a certain Third Amended and Restated Stockholders' Agreement (the "Stockholders'Agreement"), the Reporting Person may be deemed to be a member of a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), with respect to the securities reported herein with the other parties who are bound by the Stockholders'Agreement, which such "group" beneficially owns, in the aggregate, in excess of 10% of the outstanding shares of common stock of the Issuer. The Reporting Person disclaims beneficial ownership of any securities owned by any of the other signatories to the Stockholders'Agreement and the filing of this Form 4 shall not be deemed an admission, for purposes of Section 16 of the Exchange Act or otherwise, that the Reporting Person and any other person or persons constitute a "group" for purposes of Section 13(d)(3) of the Exchange Act or Rule 13d-5 thereunder. The Reporting Person does not have any pecuniary interest in any of the securities beneficially owned by any of the other signatories to the Stockholders'Agreement.