Changes in Beneficial Ownership · 4
Vertex, Inc.
VERXNASDAQEQUITYCurrent
Changes in Beneficial Ownership
Structured filing — 4
form4-11122026_091136.xml
Filing details
- Report period
- 2026-11-10
- Issuer
- Vertex, Inc.
- Issuer CIK
- 0001806837
- Trading symbol
- VERX
Reporting owner 1
- Name
- Young Christopher David
- Reporting owner CIK
- 0001647655
- Relationship
- Director · Officer
- Officer title
- President and CEO
- 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 | 2026-11-10 | M · Form 4 | 325,182[F1] | A | 0 | 325,532 | D |
| Class A Common Stock | 2026-11-10 | F · Form 4 | 157,058 | D | 17.84 | 168,474 | D |
Table key
- M · Form 4
- Exempt derivative exercise or conversion under Rule 16b-3
- A
- Acquired
- D
- Direct
- F · Form 4
- Securities delivered or withheld for exercise price or tax liability under Rule 16b-3
Non-derivative holdings
| Security | Amount owned | Ownership | Nature of ownership |
|---|---|---|---|
| Class A Common Stock | 60,000 | I | By Living Trust |
Table key
- I
- Indirect
Derivative transactions
| Security | Conversion / exercise price (USD) | Transaction date | Code | Amount | A / D | Price (USD) | Exercisable | Expires | Underlying security | Underlying shares | Owned after | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock Units | [F2] | 2026-11-10 | M · Form 4 | 325,182 | D | 0 | [F3] | [F3] | Class A Common Stock | 325,182 | 975,546 | D |
Table key
- M · Form 4
- Exempt derivative exercise or conversion under Rule 16b-3
- D
- Direct
Footnotes
Signature 1
- Signed
- /s/ Lisa Coleman, Attorney-in-Fact
- Date
- 2026-11-12
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.