Vertex director awarded 15,638 restricted shares

Stamm John Richard reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Stamm John Richard reported acquisition or exercise transactions in this Form 4 filing.

Vertex, Inc. director John Richard Stamm received a grant of 15,638 shares of Class A Common Stock as restricted stock. The award was made at no cash cost per share and is structured as equity compensation rather than an open-market purchase.

These restricted shares will vest on the earlier of the day immediately prior to Vertex’s next annual stockholder meeting or June 10, 2027, aligning vesting with board service. Following this grant, Stamm directly holds 32,685 shares of Vertex Class A Common Stock, according to the filing.

Insider Trade Summary

Grant/Award: 15,638 shares

Grant/Award 1 txn

Insider Stamm John Richard

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	15,638	$0.00	$0.00

Holdings After Transaction: Class A Common Stock — 32,685 shares (Direct)

Footnotes (1)

1. F1. Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Key Figures

Restricted stock grant: 15,638 shares Grant price per share: $0.00 per share Shares held after grant: 32,685 shares +1 more

4 metrics

Restricted stock grant 15,638 shares Award of Class A Common Stock to director on June 10, 2026

Grant price per share $0.00 per share Stated transaction price for restricted stock award

Shares held after grant 32,685 shares Director John Richard Stamm’s direct holdings following the transaction

Vesting deadline June 10, 2027 Latest possible vesting date, if not earlier before next annual meeting

Key Terms

restricted stock, annual meeting of the Company's stockholders, Class A Common Stock, Grant, award, or other acquisition

4 terms

restricted stock financial

"Represents an award of restricted stock that will vest on the earlier to occur of"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

annual meeting of the Company's stockholders regulatory

"the day immediately prior to the date of the next annual meeting of the Company's stockholders"

Class A Common Stock financial

"security_title: "Class A Common Stock""

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

Grant, award, or other acquisition regulatory

"transaction_code_description: "Grant, award, or other acquisition""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Vertex (VERX) report for John Richard Stamm?

Vertex reported that director John Richard Stamm received an equity grant of 15,638 shares of Class A Common Stock as restricted stock. The award is classified as a grant or award acquisition rather than an open-market share purchase or sale.

Is the recent Vertex (VERX) Form 4 a stock purchase or compensation grant?

The Form 4 reflects a compensation grant, not an open-market trade. Director John Richard Stamm received 15,638 restricted shares of Class A Common Stock at a stated price of $0.00 per share as part of his director compensation.

When do John Richard Stamm’s new Vertex (VERX) restricted shares vest?

The 15,638 restricted Vertex shares will vest on the earlier of the day immediately prior to the next annual meeting of Vertex stockholders or June 10, 2027. This links vesting to the director’s continuing board service over that period.

How many Vertex (VERX) shares does John Richard Stamm hold after the grant?

After receiving the 15,638-share restricted stock award, John Richard Stamm directly holds 32,685 shares of Vertex Class A Common Stock. This total reflects his direct ownership position as reported immediately following the compensation-related grant.

Does the Vertex (VERX) Form 4 indicate any insider share sales?

The Form 4 does not show any insider share sales. It reports only a non-derivative acquisition coded as a grant or award, where John Richard Stamm received 15,638 restricted shares with no corresponding open-market sale transaction.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 06/12/2026 - 04:19 PM Learn about SEC filing dates

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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

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^*

Stamm John Richard

(Last) (First) (Middle)

C/O VERTEX, INC.

2301 RENAISSANCE BLVD

(Street)

KING OF PRUSSIA PENNSYLVANIA 19406

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

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

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

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

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	06/10/2026		A		15,638(1)	A	$0	32,685	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

Explanation of Responses:

1. Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

	/s/ Lisa Coleman, Attorney-in-Fact	06/12/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)