John R. Schwab - Mar 1, 2021 Form 4 Insider Report for Vertex, Inc. (VERX)

Role: CHIEF FINANCIAL OFFICER
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Stock symbol: VERX
Transactions as of: Mar 1, 2021
Transactions value $: $0
Form type: 4
Date filed: 11/12/2021, 03:25 PM
Previous filing: Feb 14, 2022
Next filing: Dec 6, 2022

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	VERX	Class A Common Stock	Award	$0	+53	+2.01%	$0.00	2.69K	Jul 28, 2020	Direct	F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	VERX	Stock Option	Award	$0	+8K		$0.00	8K	Mar 1, 2021	Class A Common Stock	8K	$32.16	Direct	F2
transaction	VERX	Restricted Stock Units	Award	$0	+6.88K		$0.00	6.88K	Mar 1, 2021	Class A Common Stock	6.88K		Direct	F3, F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Reflects 53 shares of restricted stock that was inadvertently omitted from the filer's Form 3. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof.
F2	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.
F3	Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.
F4	Represents an award of restricted stock units that will vest as to 50% of the shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025.