Vertex (VERX) CEO-linked trust buys 60,000 Class A shares

Rhea-AI Filing Summary

Vertex, Inc. reported an insider share purchase by President and CEO Christopher David Young. On February 23, 2026, a living trust associated with him bought 60,000 shares of Class A Common Stock in an open-market transaction at a weighted average price of $12.1799 per share.

The filing notes that individual trades occurred in a price range from $11.9832 to $12.2862. After this transaction, the trust’s indirect ownership stands at 60,000 Class A shares, all held through the living trust rather than directly by the executive.

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^*

Young Christopher David

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026

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	02/23/2026		P		60,000	A	$12.1799(1)	60,000	I	By Living Trust

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. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.9832 to $12.2862 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

	/s/ Lisa Coleman, Attorney-in-Fact	02/25/2026
	** 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).
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FAQ

What insider transaction did Vertex (VERX) disclose for Christopher David Young?

Vertex disclosed an insider purchase by CEO Christopher David Young. A living trust associated with him acquired 60,000 shares of Class A Common Stock in an open-market transaction, reflecting indirect ownership through the trust rather than direct personal holdings.

How many Vertex (VERX) shares were bought in the latest Form 4 filing?

A total of 60,000 Class A Common shares were purchased. The shares were acquired in an open-market transaction and are held indirectly through a living trust associated with President and CEO Christopher David Young, according to the Form 4 disclosure.

At what price were the Vertex (VERX) shares purchased in the Form 4?

The weighted average purchase price was $12.1799 per share. The filing explains that multiple trades occurred within a price range from $11.9832 to $12.2862, and the insider undertook to provide detailed trade breakdowns upon request.

Does the Vertex (VERX) Form 4 show direct or indirect ownership for the purchased shares?

The purchased shares are reported as indirectly owned. They are held by a living trust associated with Christopher David Young, with the Form 4 marking the ownership type as indirect rather than direct personal ownership of the Class A Common Stock.

What is the total Vertex (VERX) stake held after the reported insider purchase?

After the transaction, 60,000 Class A shares are reported as owned. The Form 4 states this total as the trust’s holdings following the open-market purchase, all categorized as indirect ownership through the living trust structure.