Vertex (VERX) CAO Ryan Leib exercises RSUs and sells shares

Rhea-AI Filing Summary

Vertex, Inc. Chief Accounting Officer Ryan J. Leib reported multiple share-related transactions in Class A common stock and restricted stock units on January 30, 2026. Leib acquired 4,019 shares of Class A common stock at $0 upon the vesting and settlement of restricted stock units.

On the same date, he disposed of 1,359 shares of Class A common stock at a price of $18.55 per share. After these transactions, Leib directly owned 3,120 shares of Class A common stock, which includes 460 shares acquired through the company’s Employee Stock Purchase Plan, and held 8,039 restricted stock units. The remaining restricted stock units are scheduled to vest in two equal installments on February 1, 2027 and February 1, 2028.

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Leib Ryan J

(Last) (First) (Middle)

C/O VERTEX, INC.

2301 RENAISSANCE BLVD.

(Street)

KING OF PRUSSIA PA 19406

(City) (State) (Zip)

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

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Accounting Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/30/2026

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	01/30/2026		M		4,019	A	$0	4,479(1)	D
Class A Common Stock	01/30/2026		F		1,359	D	$18.55	3,120	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(2)	01/30/2026		M			4,019	(3)	(3)	Class A Common Stock	4,019	$0	8,039	D

Explanation of Responses:

1. Includes 460 shares acquired through the Company's Employee Stock Purchase Plan.

2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

3. The remaining restricted stock units that will vest in two equal installments on each of February 1, 2027 and February 1, 2028 and have no expiration date.

	/s/ Lisa Coleman, Attorney-in-Fact	02/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider transactions did Vertex (VERX) Chief Accounting Officer Ryan J. Leib report?

Ryan J. Leib reported acquiring 4,019 Vertex Class A common shares at $0 through restricted stock unit settlement and disposing of 1,359 shares at $18.55 per share. These transactions occurred on January 30, 2026 and involved both derivative and non-derivative securities.

How many Vertex (VERX) shares does Ryan J. Leib own after the reported Form 4 trades?

After the reported transactions, Ryan J. Leib directly owned 3,120 shares of Vertex Class A common stock and 8,039 restricted stock units. The 3,120 shares include 460 shares acquired through the company’s Employee Stock Purchase Plan, as disclosed in the filing’s footnotes.

At what price were Ryan J. Leib’s Vertex (VERX) share transactions executed?

The acquisition of 4,019 Class A common shares from restricted stock units was reported at $0 per share. A separate disposition of 1,359 Class A common shares was reported at a price of $18.55 per share, reflecting the value used for that transaction on January 30, 2026.

What do Ryan J. Leib’s restricted stock units in Vertex (VERX) represent?

Each restricted stock unit represents a contingent right to receive one share of Vertex Class A common stock. These units convert into actual shares upon vesting and settlement, as reflected in the reported acquisition of 4,019 shares at $0 per share from vested restricted stock units.

When will Ryan J. Leib’s remaining Vertex (VERX) restricted stock units vest?

The remaining restricted stock units held by Ryan J. Leib are scheduled to vest in two equal installments. According to the filing, vesting will occur on February 1, 2027 and February 1, 2028. The restricted stock units have no expiration date specified in the disclosure.

How many Vertex (VERX) restricted stock units does Ryan J. Leib hold after these transactions?

Following the January 30, 2026 transactions, Ryan J. Leib beneficially owned 8,039 restricted stock units. These units entitle him to receive an equivalent number of Class A common shares upon future vesting, with remaining units vesting in equal parts in 2027 and 2028.