Rowland Bryan T.r. - 23 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
25 Feb 2026, 16:13:37 UTC
Prior SEC filing
24 Feb 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Lisa Coleman, Attorney-in-Fact

Key filing fact

Rowland Bryan T.r. filed Form 4 for Vertex, Inc. (VERX) on 25 Feb 2026.

Key facts

  • This page summarizes Rowland Bryan T.r.'s Form 4 filing for Vertex, Inc. (VERX).
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 25 Feb 2026, 16:13.

Change

  • Previous filing in this sequence was filed on 24 Feb 2026.
  • Current net transaction value: -$21,269.

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 0001607606 Primary reporting owner

Rowland Bryan T.R.

Relationship
GENERAL COUNSEL
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
+6,428
Change %
+78%
Price
$0.000000
Shares after
14,640
Date
23 Feb 2026
Ownership
Direct
VERX transaction

Class A Common Stock

Tax liability

Transaction value
$21,269
Shares
-1,768
Change %
-12%
Price
$12.03
Shares after
12,872
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
-6,428
Change %
-50%
Price
$0.000000
Shares after
6,429
Date
23 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
6,428
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 Issuer's 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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