David DeStefano - 24 Feb 2026 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: Director
Issuer ticker: VERX
Reported as of: 24 Feb 2026
Net transaction value: -$689,295
SEC form: 4
Accepted by SEC: 26 Feb 2026, 16:18:44 UTC
Prior SEC filing: 25 Feb 2026
Next SEC filing: 01 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Lisa Coleman, Attorney-in-Fact

Key filing fact

David DeStefano filed Form 4 for Vertex, Inc. (VERX) on 26 Feb 2026.

Key facts

This page summarizes David DeStefano's Form 4 filing for Vertex, Inc. (VERX).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 26 Feb 2026, 16:18.

Change

Previous filing in this sequence was filed on 25 Feb 2026.
Current net transaction value: -$689,295.

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 0001818526 Primary reporting owner

DeStefano David

Relationship: Director
Address: C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Signature date: 26 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: +109,233
Change %: +9.1%
Price: $0.000000
Shares after: 1,307,500
Date: 24 Feb 2026
Ownership: Direct

VERX transaction

Class A Common Stock

Tax liability

Transaction value: $689,295
Shares: -51,983
Change %: -4%
Price: $13.26
Shares after: 1,255,517
Date: 24 Feb 2026
Ownership: Direct

VERX holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 204,032
Date: 24 Feb 2026
Ownership: By Family Trusts
Footnotes: F1

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: -109,233
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 24 Feb 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 109,233
Exercise price
Footnotes: F2, 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

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.

Footnote F2

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

Footnote F3

This restricted stock unit award is fully vested.