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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
2026-02-23 DeStefano David Director Option exercise · Restricted Stock Units −101,395 101,396
2026-02-23 Young Christopher David President and CEO Purchase +60,000 $12.18 $731K 60,000
2026-02-23 Rowland Bryan T.R. GENERAL COUNSEL Option exercise +6,428 14,640
2026-02-23 Rowland Bryan T.R. GENERAL COUNSEL Shares withheld for taxes −1,768 $12.03 $21K 12,872
2026-02-23 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Restricted Stock Units −6,428 6,429
2026-02-23 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise +30,305 148,682
2026-02-23 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Shares withheld for taxes −16,411 $12.03 $197K 132,271
2026-02-23 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise · Restricted Stock Units −30,305 30,305
2026-02-20 DeStefano David Director Option exercise +69,527 1,136,198
2026-02-20 DeStefano David Director Shares withheld for taxes −23,705 $12.74 $302K 1,112,493
2026-02-20 DeStefano David Director Option exercise +44,014 1,156,507
2026-02-20 DeStefano David Director Shares withheld for taxes −12,523 $12.74 $160K 1,143,984
2026-02-20 DeStefano David Director Option exercise · Restricted Stock Units −69,527 139,055
2026-02-20 DeStefano David Director Option exercise · Restricted Stock Units −44,014 132,043
2026-02-20 Leib Ryan J Chief Accounting Officer Option exercise +4,035 7,155
2026-02-20 Leib Ryan J Chief Accounting Officer Shares withheld for taxes −1,263 $12.74 $16K 5,892
2026-02-20 Leib Ryan J Chief Accounting Officer Option exercise +2,313 8,205
2026-02-20 Leib Ryan J Chief Accounting Officer Shares withheld for taxes −782 $12.74 $10K 7,423
2026-02-20 Leib Ryan J Chief Accounting Officer Option exercise · Restricted Stock Units −4,035 8,071
2026-02-20 Leib Ryan J Chief Accounting Officer Option exercise · Restricted Stock Units −2,313 6,941

Page 2 of 13 · 255 trades