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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
2025-05-13 DeStefano David PRESIDENT & CEO Sale −50,571 $37.27 $1.9M 1,125,431
2025-05-13 DeStefano David PRESIDENT & CEO Sale −58,844 $38.06 $2.2M 1,066,587
2025-05-13 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −186,591 0
2025-05-12 DeStefano David PRESIDENT & CEO Option exercise +428,396 $2.50 $1.1M 1,219,728
2025-05-12 DeStefano David PRESIDENT & CEO Option exercise +132,799 $32.16 $4.3M 1,352,527
2025-05-12 DeStefano David PRESIDENT & CEO Sale −290,797 $37.18 $10.8M 1,061,730
2025-05-12 DeStefano David PRESIDENT & CEO Sale −64,018 $37.82 $2.4M 997,712
2025-05-12 DeStefano David PRESIDENT & CEO Sale −8,301 $38.65 $321K 989,411
2025-05-12 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −428,396 0
2025-05-12 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −132,799 0
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Option exercise 10b5-1 +31,098 $3.73 $116K 42,353
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Option exercise 10b5-1 +1,007 $32.16 $32K 43,360
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Sale 10b5-1 −18,982 $35.68 $677K 24,378
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Sale 10b5-1 −24,246 $36.22 $878K 132
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Stock Option 10b5-1 −31,098 0
2025-03-19 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Stock Option 10b5-1 −1,007 0
2025-03-04 ANDERSEN ERIC C. Director Option exercise +22,000 $2.50 $55K 105,014
2025-03-04 ANDERSEN ERIC C. Director Option exercise · Stock Option −22,000 0
2025-03-04 Gayton Bradley M Director Purchase +50 $31.82 $2K 38,185
2025-03-04 Gayton Bradley M Director Purchase +9,350 $31.85 $298K 47,535

Page 6 of 13 · 255 trades