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CIK 0001806837 · Large accelerated filer

Vertex, Inc.

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Ticker
VERX
Exchange
Nasdaq
Industry
Services-Prepackaged Software
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
232081753
Phone
(800) 355-3500
Business address
2301 RENAISSANCE BOULEVARD, KING OF PRUSSIA, PA, 19406
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$121,052
in 1 filing

Net −$121,052. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Leib Ryan J −$121K Chief Accounting Officer sold 90% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2026-11-10 Young Christopher David President and CEO Option exercise +325,182 325,532
2026-11-10 Young Christopher David President and CEO Shares withheld for taxes −157,058 $17.84 $2.8M 168,474
2026-11-10 Young Christopher David President and CEO Option exercise · Restricted Stock Units −325,182 975,546
2026-11-09 Leib Ryan J Chief Accounting Officer Sale −6,963 $17.39 $121K 810
2026-10-07 Saha Debanjan Director Grant or award +11,199 11,199
2026-06-10 Mendola Mark J Director Grant or award +15,638 20,965
2026-06-10 Stamm John Richard Director Grant or award +15,638 32,685
2026-06-10 DeStefano David Director Grant or award +15,638 1,271,155
2026-06-10 Radcliffe Amanda Westphal Director Grant or award +15,638 159,030
2026-06-10 Thompson Stefanie Westphal Director Grant or award +15,638 66,995
2026-06-10 Gayton Bradley M Director Grant or award +15,638 68,500
2026-06-10 ANDERSEN ERIC C. Director Grant or award +15,638 165,979
2026-06-10 Saunders Philip Seth Director Grant or award +15,638 50,606
2026-05-28 DeStefano David Director Sale −6,460 $12.75 $82K 197,572
2026-03-09 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Purchase −10,000 $15.05 $150K 1,221,100
2026-02-24 DeStefano David Director Option exercise +109,233 1,307,500
2026-02-24 DeStefano David Director Shares withheld for taxes −51,983 $13.26 $689K 1,255,517
2026-02-24 DeStefano David Director Option exercise · Restricted Stock Units −109,233 0
2026-02-23 DeStefano David Director Option exercise +101,395 1,245,379
2026-02-23 DeStefano David Director Shares withheld for taxes −47,112 $12.03 $567K 1,198,267

Page 1 of 13 · 255 trades