Vertex general counsel granted 43,443 RSUs

Rowland Bryan T.R. reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Rowland Bryan T.R. reported acquisition or exercise transactions in this Form 4 filing.

Vertex, Inc. reported that its general counsel, Rowland Bryan T.R., received a grant of 43,443 restricted stock units on February 19, 2026. Each unit represents a contingent right to receive one share of the company’s Class A common stock.

The award will vest in four equal installments of 25% each on February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030, aligning the executive’s compensation with the company’s long-term performance.

Insider Trade Summary

Grant/Award: 43,443 shares

Grant/Award 1 txn

Insider Rowland Bryan T.R.

Role GENERAL COUNSEL

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	43,443	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 43,443 contracts (Direct)

Footnotes (2)

1. F1. Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.
2. F2. Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

FAQ

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

What insider transaction did Vertex, Inc. (VERX) report for its general counsel?

Vertex reported that its general counsel, Rowland Bryan T.R., received 43,443 restricted stock units on February 19, 2026. These units are a form of equity compensation, each representing a contingent right to receive one share of Class A common stock over time.

How many restricted stock units were granted in the latest Vertex (VERX) Form 4 filing?

The Form 4 shows a grant of 43,443 restricted stock units to Vertex’s general counsel. This entire amount was acquired in a single award, reflecting long-term incentive compensation rather than an open-market purchase or sale of already outstanding shares.

What is the vesting schedule for the 43,443 RSUs reported by Vertex (VERX)?

The 43,443 restricted stock units vest in four equal 25% installments. Vesting dates are February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030, creating a multi-year incentive for the executive to remain and focus on long-term performance.

What does each restricted stock unit represent in Vertex (VERX)’s recent Form 4?

Each restricted stock unit represents a contingent right to receive one share of Vertex’s Class A common stock. The units convert into actual shares only as they vest on the specified future dates, tying the executive’s potential ownership directly to time and service conditions.

Did Vertex (VERX) general counsel buy or sell shares in this Form 4?

The Form 4 reflects an acquisition through a grant of restricted stock units, not an open-market buy or sale. The transaction is coded as a grant or award, providing equity-based compensation that will convert into Class A shares only if vesting conditions are met.

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

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Accepted by SEC EDGAR 02/23/2026 - 04:45 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^*

Rowland Bryan T.R.

(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)
	GENERAL COUNSEL

3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026

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

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	(1)	02/19/2026		A		43,443		(2)	(2)	Class A Common Stock	43,443	$0	43,443	D

Explanation of Responses:

1. Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

2. Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

	/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.
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.