John R. Schwab - 23 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: CHIEF FINANCIAL OFFICER
Issuer ticker: VERX
Reported as of: 23 Feb 2026
Net transaction value: -$197,424
SEC form: 4
Accepted by SEC: 25 Feb 2026, 16:12:57 UTC
Prior SEC filing: 24 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Lisa Coleman, Attorney-in-Fact

Key filing fact

John R. Schwab filed Form 4 for Vertex, Inc. (VERX) on 25 Feb 2026.

Key facts

This page summarizes John R. Schwab's Form 4 filing for Vertex, Inc. (VERX).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 25 Feb 2026, 16:12.

Change

Previous filing in this sequence was filed on 24 Feb 2026.
Current net transaction value: -$197,424.

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 0001249289 Primary reporting owner

SCHWAB JOHN R

Relationship: CHIEF FINANCIAL OFFICER
Address: C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Signature date: 25 Feb 2026

Reported non-derivative transactions

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

VERX transaction

Class A Common Stock

Options Exercise

Transaction value: $0
Shares: +30,305
Change %: +26%
Price: $0.000000
Shares after: 148,682
Date: 23 Feb 2026
Ownership: Direct

VERX transaction

Class A Common Stock

Tax liability

Transaction value: $197,424
Shares: -16,411
Change %: -11%
Price: $12.03
Shares after: 132,271
Date: 23 Feb 2026
Ownership: Direct

Reported derivative securities

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

VERX transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -30,305
Change %: -50%
Price: $0.000000
Shares after: 30,305
Date: 23 Feb 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 30,305
Exercise price
Footnotes: F1, F2

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

Footnote F2

The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

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