Vertex director granted 15,638 restricted shares

ANDERSEN ERIC C. reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

ANDERSEN ERIC C. reported acquisition or exercise transactions in this Form 4 filing.

Vertex, Inc. director Eric C. Andersen received a grant of 15,638 shares of Class A common stock as restricted stock, at no cash cost per share. The award will vest on the earlier of the day immediately before the next annual stockholders’ meeting or June 10, 2027. After this grant, he directly holds 165,979 shares.

Insider Trade Summary

Grant/Award: 15,638 shares

Grant/Award 1 txn

Insider ANDERSEN ERIC C.

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 — 165,979 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: $0.0000 per share Total holdings after grant: 165,979 shares +1 more

4 metrics

Restricted stock grant 15,638 shares Class A Common Stock award to director

Grant price $0.0000 per share Reported transaction price for restricted stock

Total holdings after grant 165,979 shares Director’s direct ownership following transaction

Latest vesting date June 10, 2027 Latest possible vesting date for award

Key Terms

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

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.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

annual meeting of the Company's stockholders financial

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

FAQ

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

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

Vertex reported that director Eric C. Andersen received a grant of 15,638 shares of Class A common stock as restricted stock. The shares were awarded at no cash cost and increase his direct holdings to 165,979 shares following the transaction.

How many Vertex (VERX) shares did Eric C. Andersen acquire in this Form 4?

Eric C. Andersen acquired 15,638 shares of Vertex Class A common stock through a restricted stock award. This grant is classified as a “grant, award, or other acquisition” and brought his total direct ownership to 165,979 shares after the transaction reported.

Is the Eric C. Andersen Vertex (VERX) transaction an open-market buy or a grant?

The transaction is a grant of restricted stock, not an open-market purchase. Andersen received 15,638 Class A shares at a reported price of $0.0000 per share, reflecting a compensation-related award rather than a discretionary market trade.

When will Eric C. Andersen’s new Vertex (VERX) restricted shares vest?

The 15,638 restricted shares will vest on the earlier of two dates: the day immediately prior to the next annual meeting of Vertex’s stockholders, or June 10, 2027. This ties vesting to the company’s governance calendar or a fixed outside date.

What is Eric C. Andersen’s total Vertex (VERX) share ownership after this grant?

Following the restricted stock grant, Eric C. Andersen directly holds 165,979 shares of Vertex Class A common stock. This figure reflects his position after adding the 15,638-share award disclosed in the Form 4 insider transaction report.

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

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Accepted by SEC EDGAR 06/12/2026 - 04:18 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^*

ANDERSEN ERIC C.

(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	165,979	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)