Was Amanda Westphal’s Vertex (VERX) share grant an open-market purchase?

No, the transaction was coded as a grant or award acquisition, not an open-market purchase. She received 15,638 restricted shares at a stated price of $0.0000 per share as part of her compensation, subject to vesting terms.

Vertex (VERX) director Westphal awarded 15,638 restricted shares

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Radcliffe Amanda Westphal reported acquisition or exercise transactions in this Form 4 filing.

Vertex, Inc. director and ten percent owner Amanda Westphal received an award of 15,638 shares of Class A Common Stock at no purchase price. The award is in the form of restricted stock that will vest on the earlier of the day immediately prior to the next annual stockholder meeting or June 10, 2027. Following this grant, she holds 159,030 shares of Class A Common Stock directly.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Radcliffe Amanda Westphal

Role null

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	15,638	$0.00	--

Holdings After Transaction: Class A Common Stock — 159,030 shares (Direct, null)

Footnotes (1)

[object Object]

Key Figures

Restricted stock grant: 15,638 shares Grant price per share: $0.0000 per share Post-grant holdings: 159,030 shares +1 more

4 metrics

Restricted stock grant 15,638 shares Class A Common Stock award on June 10, 2026

Grant price per share $0.0000 per share Stated transaction price for the award

Post-grant holdings 159,030 shares Total Class A Common Stock held directly after grant

Latest vesting date June 10, 2027 Latest possible vesting date for the restricted stock

Key Terms

restricted stock, Class A Common Stock, annual meeting of the Company's stockholders

3 terms

restricted stock financial

"Represents an award of restricted stock that will vest on the earlier to occur of"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

Class A Common Stock financial

"security_title: Class A Common Stock"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

annual meeting of the Company's stockholders financial

"the day immediately prior to the date of the next annual meeting of the Company's stockholders"

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Form 4 Insider Transactions: What Each Field Means →

06/12/2026 - 04:19 PM

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^*

Radcliffe Amanda Westphal

(Last)

(First)

(Middle)

C/O VERTEX, INC.

2301 RENAISSANCE BLVD

(Street)

KING OF PRUSSIA

PENNSYLVANIA

19406

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Vertex, Inc. [ VERX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	06/10/2026		A		15,638⁽¹⁾	A	$0	159,030	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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.

	/s/ Lisa Coleman, Attorney-in-Fact	06/12/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Vertex (VERX) report for Amanda Westphal?

Vertex reported that director and ten percent owner Amanda Westphal received an award of 15,638 shares of Class A Common Stock. The shares were granted at no purchase price as restricted stock subject to vesting conditions.

How many Vertex (VERX) shares does Amanda Westphal hold after this grant?

After the restricted stock grant, Amanda Westphal holds 159,030 shares of Vertex Class A Common Stock directly. This figure reflects her position immediately following the reported award in the Form 4 insider transaction filing.

When do Amanda Westphal’s new Vertex (VERX) restricted shares vest?

The restricted stock will vest on the earlier of two events: the day immediately prior to the date of Vertex’s next annual meeting of stockholders, or June 10, 2027. Vesting timing is therefore tied to corporate governance scheduling.

What type of security did Amanda Westphal receive from Vertex (VERX)?

She received restricted shares of Vertex Class A Common Stock. These shares are subject to vesting conditions described in the footnote, meaning they become fully owned only after the specified time or event occurs.