Changes in Beneficial Ownership · 4
Vertex, Inc.
VERXNASDAQEQUITYCurrent
Changes in Beneficial Ownership
Structured filing — 4
form4-06122026_080619.xml
Filing details
- Report period
- 2026-06-10
- Issuer
- Vertex, Inc.
- Issuer CIK
- 0001806837
- Trading symbol
- VERX
Reporting owner 1
- Name
- Saunders Philip Seth
- Reporting owner CIK
- 0001371044
- Relationship
- Director
- Address
- C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA, PA, 19406
Non-derivative transactions
| Security | Transaction date | Code | Amount | A / D | Price (USD) | Owned after | Ownership |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | 2026-06-10 | A · Form 4 | 15,638[F1] | A | 0 | 50,606 | D |
Table key
- A · Form 4
- Acquisition by grant, award or otherwise under Rule 16b-3(d)
- A
- Acquired
- D
- Direct
Footnotes
- 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.↩ 1
Signature 1
- Signed
- /s/ Lisa Coleman, Attorney-in-Fact
- Date
- 2026-06-12
Company context
Vertex is the Decision-to-Defense™ global indirect tax and compliance company. Vertex helps enterprises bring control to indirect tax and compliance across the full transaction lifecycle - from tax determination and e-invoicing through reporting, filing, and audit defense - to make outcomes easier to prove and improve over time. Trusted by more than 60% of the Fortune 500, Vertex combines decades of tax expertise, deep global tax and compliance knowledge, and embedded integrations to help organizations operate globally with confidence. With headquarters in North America and offices in South America and Europe, Vertex's purpose is to ensure businesses and communities thrive through trusted transactions.