Vertex CFO awarded 269,399 RSUs

Vertex, Inc. reported that its Chief Financial Officer, John R. Schwab, acquired 269,399 restricted stock units on February 19, 2026 as an equity award.

Rhea-AI Filing Summary

Vertex, Inc. reported that its Chief Financial Officer, John R. Schwab, acquired 269,399 restricted stock units on February 19, 2026 as an equity award. 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, with 25% of the shares vesting on each of February 19, 2027, February 19, 2028, February 19, 2029, and February 19, 2030, aligning the CFO’s compensation with the company’s long-term performance.

Insider Trade Summary

Grant/Award: 269,399 shares

Grant/Award 1 txn

Insider SCHWAB JOHN R

Role CHIEF FINANCIAL OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	269,399	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 269,399 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 (VERX) report for its CFO?

Vertex reported that CFO John R. Schwab received an equity award of 269,399 restricted stock units. These units give him the right to receive shares of Class A common stock as they vest over several future dates.

How many restricted stock units did the Vertex (VERX) CFO receive?

The Vertex CFO was granted 269,399 restricted stock units. Each unit corresponds to one share of Class A common stock, subject to vesting conditions that spread the award over multiple future years.

When do the newly granted Vertex (VERX) RSUs vest for the CFO?

The RSUs vest in four equal parts: 25% on February 19, 2027, 25% on February 19, 2028, 25% on February 19, 2029, and 25% on February 19, 2030. This structure supports long-term retention and performance alignment.

What does each Vertex (VERX) restricted stock unit granted to the CFO represent?

Each restricted stock unit represents a contingent right to receive one share of Vertex’s Class A common stock. The shares are delivered only as the RSUs vest according to the specified annual schedule through 2030.

Did the Vertex (VERX) CFO buy or sell shares in this Form 4?

The transaction reflects an acquisition through a grant of restricted stock units, not an open-market buy or sale. It is coded as a grant or award acquisition rather than a purchase or disposition of existing shares.

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

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Accepted by SEC EDGAR 02/23/2026 - 04:44 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^*

SCHWAB JOHN 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)
	CHIEF FINANCIAL OFFICER

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		269,399		(2)	(2)	Class A Common Stock	269,399	$0	269,399	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.