Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | GENERAL COUNSEL | February 23, 2026 | February 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,872 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Exercise / conversion · Acquired 6,428 · Balance 14,640 Row 2 · 2026-02-23 · Tax withholding · Disposed 1,768 · Balance 12,872 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,429 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Exercise / conversion · Disposed 6,428 · Balance 6,429 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,341 | $26.58 | $35,643.78 |
DisclosureSEC source: 0001415889-24-003894 · form4-02152024_090243.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,747 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003894 · form4-02152024_090243.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,088 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 62,433 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001415889-23-016732 · form4-12192023_091239.xml · derivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 62,433 shares Expires 2028-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option became exercisable as to 50% of the shares on the date of grant and with respect to the remaining shares on February 9, 2023. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 4,369 | $26.86 | $117,338.23 |
DisclosureSEC source: 0001415889-23-016732 · form4-12192023_091239.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.68 to $27.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 62,433 | $26.96 | $1,683,293.57 |
DisclosureSEC source: 0001415889-23-016732 · form4-12192023_091239.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,369 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.66 to $27.24, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 62,433 | $3.17 | $197,725.31 |
DisclosureSEC source: 0001415889-23-016732 · form4-12192023_091239.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,802 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 458 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 31,098 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-23-004664 · form4-03102023_090308.xml · derivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,098 Underlying: Class A Common Stock · 31,098 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option became exercisable with respect to 50% of the shares on December 20, 2021, and will vest with respect to the remaining shares on December 20, 2024. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 50,631 | $16.52 | $836,231.72 |
DisclosureSEC source: 0001415889-23-004664 · form4-03102023_090308.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,911 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.50 to $16.76, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 31,098 | $16.51 | $513,319.14 |
DisclosureSEC source: 0001415889-23-004664 · form4-03102023_090308.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,542 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.50 to 16.63, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 31,098 | $3.73 | $116,119.93 |
DisclosureSEC source: 0001415889-23-004664 · form4-03102023_090308.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,640 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:34 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004140 · form4-03032023_090303.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Class A Common Stock · 1,732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in two equal installments on March 1, 2024 and March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal installments on March 1, 2024 and March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:34 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 568 | $15.60 | $8,860.80 |
DisclosureSEC source: 0001415889-23-004140 · form4-03032023_090303.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,542 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:34 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004140 · form4-03032023_090303.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,110 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:44 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 25,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003391 · form4-02272023_090240.xml · derivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,714 Underlying: Class A Common Stock · 25,714 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:33 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002522 · form4-02142023_100250.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,264 Underlying: Class A Common Stock · 4,088 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest in three equal installments on February 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in three equal installments on February 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:33 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,341 | $14.21 | $19,055.61 |
DisclosureSEC source: 0001415889-23-002522 · form4-02142023_100250.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,378 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:33 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002522 · form4-02142023_100250.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,719 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 700 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:14 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 16,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001264 · form4-02142022_110207.xml · derivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,352 Underlying: Class A Common Stock · 16,352 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. F3 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:21 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,602 | $20.47 | $421,784.75 |
DisclosureSEC source: 0001415889-21-005317 · form4-11192021_011157.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,690 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.34 to $20.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 62,430 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · derivative · entry 6 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,433 Underlying: Class A Common Stock · 62,430 shares Expires 2028-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option became exercisable as to 50% of the shares on the date of grant and will vest with respect to the remaining shares on February 9, 2023. Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 62,196 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · derivative · entry 5 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,196 Underlying: Class A Common Stock · 62,196 shares Expires 2029-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option became exercisable with respect to 50% of the shares on February 7, 2021, and will vest with respect to the remaining shares on February 7, 2024. Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 30,951 | $25.67 | $794,512.17 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · nonDerivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,292 F1 · balance_after: Includes 53 shares of restricted stock that were inadvertently omitted from filer's Form 3 and 417 shares acquired through the Company's Employee Stock Purchase Plan. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof. Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 62,430 | $3.17 | $197,715.81 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,773 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 26,485 | $25.67 | $679,869.95 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,343 Read SEC document |
| March 17, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 62,196 | $3.73 | $232,239.86 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 3,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · derivative · entry 8 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,465 Underlying: Class A Common Stock · 3,465 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 50% of the amount of shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. F6 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 50% of the amount of shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:22 UTC | Vertex, Inc. VERX · Entity 4427 | GrantStock Option · Derivative | 4,027 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-21-005163 · form4-11122021_011134.xml · derivative · entry 7 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,027 Underlying: Class A Common Stock · 4,027 shares Expires 2031-03-01 F4 · derivative.exercise_date: This option will vest and become exercisable with respect to 25% of the shares on each of March 1, 2022, March 1, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.