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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
2025-02-28 Rowland Bryan T.R. GENERAL COUNSEL Option exercise +867 11,494
2025-02-28 Rowland Bryan T.R. GENERAL COUNSEL Shares withheld for taxes −239 $32.29 $8K 11,255
2025-02-28 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Restricted Stock Units −867 0
2025-02-28 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise +1,721 90,556
2025-02-28 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Shares withheld for taxes −932 $32.29 $30K 89,624
2025-02-28 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise · Restricted Stock Units −1,721 0
2025-02-28 DeStefano David PRESIDENT & CEO Option exercise +28,568 805,945
2025-02-28 DeStefano David PRESIDENT & CEO Shares withheld for taxes −14,613 $32.29 $472K 791,332
2025-02-28 DeStefano David PRESIDENT & CEO Option exercise · Restricted Stock Units −28,568 0
2025-02-24 DeStefano David PRESIDENT & CEO Option exercise +109,232 833,250
2025-02-24 DeStefano David PRESIDENT & CEO Shares withheld for taxes −55,873 $43.64 $2.4M 777,377
2025-02-24 DeStefano David PRESIDENT & CEO Option exercise · Restricted Stock Units −109,232 109,233
2025-02-21 DeStefano David PRESIDENT & CEO Option exercise +69,527 706,765
2025-02-21 DeStefano David PRESIDENT & CEO Shares withheld for taxes −32,278 $44.21 $1.4M 674,487
2025-02-21 DeStefano David PRESIDENT & CEO Option exercise +101,395 775,882
2025-02-21 DeStefano David PRESIDENT & CEO Shares withheld for taxes −51,864 $44.21 $2.3M 724,018
2025-02-21 DeStefano David PRESIDENT & CEO Option exercise · Restricted Stock Units −69,527 208,582
2025-02-21 DeStefano David PRESIDENT & CEO Option exercise · Restricted Stock Units −101,395 202,791
2025-02-21 Leib Ryan J Chief Accounting Officer Option exercise +4,035 6,905
2025-02-21 Leib Ryan J Chief Accounting Officer Shares withheld for taxes −1,150 $44.21 $51K 5,755

Page 7 of 13 · 255 trades