Form 4: Vertex CAO Reports Stock Transactions and RSU Vesting

Vertex, Inc.'s Chief Accounting Officer, Ryan J. Leib, reported routine transactions involving Class A Common Stock and Restricted Stock Units.

Summary

• Ryan J. Leib, Chief Accounting Officer of Vertex, Inc., reported changes in beneficial ownership of the company's Class A Common Stock.
• On January 30, 2026, Leib acquired 4,019 shares of Class A Common Stock through the vesting of Restricted Stock Units (RSUs) at a price of $0.
• Concurrently, 1,359 shares of Class A Common Stock were disposed of at a price of $18.55, likely for tax withholding purposes related to the RSU vesting.
• An additional 460 shares were acquired through the Company's Employee Stock Purchase Plan (ESPP).
• Following these transactions, Leib directly beneficially owns 3,120 shares of Class A Common Stock and 8,039 Restricted Stock Units.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as slightly positive due to the net increase in insider ownership through RSU vesting and ESPP acquisition, despite a portion being sold for tax purposes, which is a common and routine event.

Positives

• The acquisition of 4,019 shares through RSU vesting and 460 shares via the Employee Stock Purchase Plan increases the Chief Accounting Officer's direct ownership in the company, aligning insider interests with shareholders.

Negatives

• The disposition of 1,359 shares for tax withholding purposes reduces the direct beneficial ownership of Class A Common Stock.

Future Outlook

The remaining Restricted Stock Units held by the Chief Accounting Officer are scheduled to vest in two equal installments on February 1, 2027, and February 1, 2028.

Industry Context

StockSavvy.ai notes that Form 4 filings provide transparency into insider trading activities, which are routinely monitored by investors for insights into management's confidence and compensation structures. These transactions are typical for executives receiving equity compensation.

Stakeholder Impact

• Shareholders gain transparency into the equity holdings and transactions of a key executive, which can influence perceptions of management alignment.

Next Steps

• Future vesting of remaining Restricted Stock Units on February 1, 2027, and February 1, 2028.

Key Dates

Keywords

Vertex, VERX, Form 4, Insider Transaction, Chief Accounting Officer, RSU Vesting, Employee Stock Purchase Plan, Stock Ownership