Vertex, Inc. (VERX) CAO awarded 33,891 restricted stock units

Rhea-AI Filing Summary

Vertex, Inc. reported that Chief Accounting Officer Ryan J. Leib acquired 33,891 restricted stock units (RSUs) on February 19, 2026 as an equity award. Each RSU represents a right to receive one share of the company’s Class A common stock.

The RSUs vest over four years, with 25% of the shares vesting on each of February 19, 2027, 2028, 2029, and 2030, encouraging long-term alignment between the executive and shareholders.

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

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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^*

Leib Ryan J

(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 Accounting 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		33,891		(2)	(2)	Class A Common Stock	33,891	$0	33,891	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.
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FAQ

What insider transaction did Vertex (VERX) report for Ryan J. Leib?

Vertex reported that Chief Accounting Officer Ryan J. Leib received a grant of 33,891 restricted stock units on February 19, 2026. These RSUs are part of his equity compensation and convert into Class A common shares as they vest over time.

How many restricted stock units were granted to the Vertex (VERX) CAO?

The Chief Accounting Officer of Vertex received 33,891 restricted stock units. Each unit represents a contingent right to one share of Class A common stock, giving him potential future ownership as the award vests according to the disclosed schedule.

What is the vesting schedule for Ryan J. Leib’s 33,891 RSUs at Vertex (VERX)?

The 33,891 restricted stock units vest in four equal installments. Twenty-five percent of the shares vest on each of February 19, 2027, February 19, 2028, February 19, 2029, and February 19, 2030, subject to the award’s standard conditions.

What does each restricted stock unit granted by Vertex (VERX) represent?

Each restricted stock unit granted represents a contingent right to receive one share of Vertex’s Class A common stock. The units do not become actual shares until the vesting dates are reached and any applicable conditions are satisfied.

Was the Vertex (VERX) Form 4 transaction a purchase or a grant?

The transaction was a grant of equity, not an open-market purchase. It is coded as an acquisition due to a grant or award, reflecting compensation rather than a buy or sell in the public market.

How does the Vertex (VERX) RSU grant affect Ryan J. Leib’s holdings?

Following the grant, Ryan J. Leib is reported as holding 33,891 restricted stock units directly. These units convert into Class A shares only as they vest over the four scheduled annual vesting dates.