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Vertex, Inc. — Director's Dealing 2026
Feb 26, 2026
31181_dirs_2026-02-26_eae91287-88c4-463f-b69a-7a9dda99312a.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2026-02-24
Reporting Person: DeStefano David (N/A)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2026-02-24 | Class A Common Stock | M | 109233 | — | Acquired | 1307500 | Direct |
| 2026-02-24 | Class A Common Stock | F | 51983 | $13.26 | Disposed | 1255517 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2026-02-24 | Restricted Stock Units | $ | M | 109233 | Disposed | Class A Common Stock (109233) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class A Common Stock | 204032 | Indirect |
Footnotes
F1: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3: This restricted stock unit award is fully vested.
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