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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
2025-02-21 Leib Ryan J Chief Accounting Officer Option exercise · Restricted Stock Units −4,035 12,106
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Option exercise +4,132 7,102
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Shares withheld for taxes −1,136 $44.21 $50K 5,966
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Option exercise +6,429 12,395
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Shares withheld for taxes −1,768 $44.21 $78K 10,627
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Restricted Stock Units −4,132 12,399
2025-02-21 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Restricted Stock Units −6,429 12,857
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise +23,887 87,876
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Shares withheld for taxes −12,935 $44.21 $572K 74,941
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise +30,305 105,246
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Shares withheld for taxes −16,411 $44.21 $726K 88,835
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise · Restricted Stock Units −23,887 71,664
2025-02-21 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise · Restricted Stock Units −30,305 60,610
2025-02-20 Leib Ryan J Chief Accounting Officer Grant or award · Restricted Stock Units +9,254 9,254
2025-02-20 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Grant or award · Restricted Stock Units +63,513 63,513
2025-02-20 DeStefano David PRESIDENT & CEO Grant or award · Restricted Stock Units +176,057 176,057
2025-02-20 Rowland Bryan T.R. GENERAL COUNSEL Grant or award · Restricted Stock Units +11,901 11,901
2025-02-10 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise +24,009 77,113
2025-02-10 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Shares withheld for taxes −13,124 $56.02 $735K 63,989
2025-02-10 SCHWAB JOHN R CHIEF FINANCIAL OFFICER Option exercise · Restricted Stock Units −24,009 24,010

Page 8 of 13 · 255 trades