Vertex director buys 40,000 VERX shares

Vertex, Inc. director Eric C. Andersen reported an open-market purchase of Class A common stock.

Accepted by SEC EDGAR 02/23/2026 - 04:47 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Vertex, Inc. director Eric C. Andersen reported an open-market purchase of Class A common stock. On February 20, 2026, he bought 40,000 shares at a weighted average price of $12.91 per share, bringing his directly held stake to 150,341 shares.

The filing notes that the purchase was executed in multiple trades within a price range of $12.87 to $12.96 per share, and detailed trade-level pricing information is available upon request from the company or the regulator.

Insider Trade Summary

Net Buyer: 40,000 shares

Net Buy 1 txn

Insider ANDERSEN ERIC C.

Role Director

Bought 40,000 shs ($516K)

Increase in Position 36.3%

Type	Security	Shares	Price	Value
Purchase	Class A Common Stock	40,000	$12.91	$516K

Holdings After Transaction: Class A Common Stock — 150,341 shares (Direct)

Holdings Before and After: Class A Common Stock, 110,341 to 150,341 shares (Direct)

Other Insiders: 1 other insider reported open-market purchases of this stock in the 30 days up to this filing.

Footnotes (1)

1. F1. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $12.87 to $12.96, 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.

FAQ

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What insider transaction did Vertex (VERX) disclose for Eric C. Andersen?

Vertex reported that director Eric C. Andersen bought 40,000 shares of Class A common stock. The open-market purchase occurred on February 20, 2026 at a weighted average price of $12.91 per share, increasing his directly owned holdings to 150,341 shares.

How many Vertex (VERX) shares does Eric C. Andersen own after this Form 4?

After the reported transaction, Eric C. Andersen directly owns 150,341 shares of Vertex Class A common stock. This reflects the addition of 40,000 shares purchased in the open market at a weighted average price of $12.91 per share on February 20, 2026.

What price did Eric C. Andersen pay for Vertex (VERX) shares in the latest Form 4?

Eric C. Andersen paid a weighted average price of $12.91 per share for 40,000 Vertex Class A common shares. The filing explains these were multiple trades executed between $12.87 and $12.96 per share on February 20, 2026 in the open market.

Was the Vertex (VERX) insider trade by Eric C. Andersen a purchase or sale?

The Form 4 shows a purchase by Eric C. Andersen. He bought 40,000 shares of Vertex Class A common stock in an open-market transaction at a weighted average price of $12.91 per share, increasing his directly held position to 150,341 shares.

What does the weighted average price mean in the Vertex (VERX) Form 4 filing?

The weighted average price of $12.91 per share means multiple trades were executed at prices between $12.87 and $12.96. The average is based on share volumes at each price, and full trade-by-trade pricing is available from Vertex, shareholders, or regulators upon request.

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

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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^*

ANDERSEN ERIC C.

(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
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
02/20/2026

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	02/20/2026		P		40,000	A	$12.91(1)	150,341	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. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $12.87 to $12.96, 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	02/23/2026
	** 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.
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