Form 4 for VERX Vertex, Inc.

Accepted 2026-02-18 00:00:00 ET · period of report 2026-02-13 · accession 0001104659-26-017154 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X	Filed	Traded	Ticker	Insider	Title	Type	Price	Qty	Owned	ΔOwn	Value
MI	2026-02-18	2026-02-13+	VERX	Westphal Jeffrey	See Remarks	P - Purchase	$12.87	+397.7K	397.7K	New	+$5.12M

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Class A Common Stock	2026-02-13	P	A	247,740	$13.08	247,740	I By The 2009 Jeffrey R. Westphal Generation Skipping Trust	—	—	(F1) The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.73 to $13.44 per share on February 13, 2026. The $13.0825 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
2	Common	Class A Common Stock	2026-02-17	P	A	150,000	$12.53	397,740	I By The 2009 Jeffrey R. Westphal Generation Skipping Trust	—	—	(F2) The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.35 to $13.13 per share on February 17, 2026. The $12.5349 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.