VERX Form 3 filed; President & CEO reports zero ownership

Rhea-AI Filing Summary

Vertex, Inc. (VERX) filed a Form 3, the initial statement of beneficial ownership for a reporting person who serves as both Director and President and CEO. The event date is 11/10/2025.

The filing states that no securities are beneficially owned by the reporting person at this time. It was filed by one reporting person and signed by Lisa Coleman, Attorney-in-Fact.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Young Christopher David

(Last) (First) (Middle)

C/O VERTEX, INC.

2301 RENAISSANCE BLVD

(Street)

KING OF PRUSSIA PA 19406

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
11/10/2025

3. Issuer Name and Ticker or Trading Symbol
Vertex, Inc. [ VERX ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President and CEO

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

No securities are beneficially owned.

	/s/ Lisa Coleman, Attorney-in-Fact	11/10/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Vertex (VERX) file?

A Form 3, the initial statement of beneficial ownership under Section 16.

Who is the reporting person in the VERX Form 3?

The reporting person is a Director and President and CEO, as indicated in the filing.

What is the date of the event in the VERX Form 3?

The event date is 11/10/2025.

How many Vertex securities does the reporting person beneficially own?

The filing states no securities are beneficially owned.

Was this Form 3 filed by one or multiple reporting persons?

It was filed by one reporting person.

Who signed the VERX Form 3?

It was signed by /s/ Lisa Coleman, Attorney-in-Fact.