Vertex (VERX) director granted 15,638 restricted shares, total holdings now 20,965

Rhea-AI Filing Summary

Vertex, Inc. director Mark J. Mendola received a grant of 15,638 shares of Class A Common Stock as a restricted stock award. This is a compensation-related acquisition at no cash cost to him. Following the grant, he directly holds 20,965 shares.

The restricted stock will vest on the earlier of the day immediately before the company’s next annual stockholder meeting or June 10, 2027, aligning the director’s equity with a typical annual board service period.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Mendola Mark J

Role null

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

Holdings After Transaction: Class A Common Stock — 20,965 shares (Direct, null)

Footnotes (1)

1. [object Object]

Key Figures

Restricted stock grant: 15,638 shares Total holdings after grant: 20,965 shares Grant price per share: $0.0000 per share +1 more

4 metrics

Restricted stock grant 15,638 shares Class A Common Stock award on June 10, 2026

Total holdings after grant 20,965 shares Director Mark J. Mendola direct ownership post-transaction

Grant price per share $0.0000 per share Compensation-related restricted stock, not open-market purchase

Latest vesting date June 10, 2027 Vests earlier of pre-next annual meeting or this date

Key Terms

restricted stock, Class A Common Stock, annual meeting, Form 4

4 terms

restricted stock financial

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

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.

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.

annual meeting financial

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

A company's annual meeting is a yearly gathering where owners (shareholders) and the board review performance, ask questions, and vote on key matters like electing directors, approving auditor choices, and sometimes setting pay or dividend policies. For investors it matters because decisions made and votes cast can change who runs the company, influence strategy and payouts, and affect the value or direction of their investment—similar to a homeowners’ meeting where rules and leaders that shape your property’s value are decided.

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

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

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

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^*

Mendola Mark J

(Last) (First) (Middle)

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	20,965	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)

FAQ

What did Vertex, Inc. (VERX) disclose in this Form 4 for Mark J. Mendola?

Vertex disclosed that director Mark J. Mendola received a restricted stock award of 15,638 shares of Class A Common Stock. The grant is a compensation-related equity award, increasing his direct holdings to 20,965 shares after the transaction.

How many Vertex (VERX) shares did Mark J. Mendola acquire in this transaction?

Mark J. Mendola acquired 15,638 shares of Vertex Class A Common Stock through a restricted stock award. The transaction price per share is reported as $0.0000, reflecting a compensation grant rather than an open-market purchase for cash.

When do the restricted stock awards for Vertex (VERX) director Mark J. Mendola vest?

The restricted stock will vest on the earlier of the day immediately prior to the next annual meeting of Vertex stockholders or June 10, 2027. This schedule ties vesting to the typical annual board service cycle and a fixed outside date.

What are Mark J. Mendola’s Vertex (VERX) share holdings after this Form 4 transaction?

After the restricted stock grant, Mark J. Mendola directly holds 20,965 shares of Vertex Class A Common Stock. This total includes the newly awarded 15,638 restricted shares reflected in the June 10, 2026 Form 4 filing.

Was Mark J. Mendola’s Vertex (VERX) Form 4 transaction an open-market buy or a grant?

The Form 4 reports a grant or award acquisition, not an open-market purchase. The transaction code is “A” and the price per share is $0.0000, indicating a restricted stock compensation grant rather than a cash-funded market transaction.