David DeStefano - 28 Jan 2022 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: PRESIDENT & CEO, Director
Issuer ticker: VERX
Reported as of: 28 Jan 2022
Net transaction value: +$1,071
SEC form: 4
Accepted by SEC: 31 Jan 2022, 15:02:33 UTC
Prior SEC filing: 14 May 2021
Next SEC filing: 28 Feb 2022
Source filing: View source filing
Reporting owner signature: /s/ Lisa Coleman, Attorney-in-Fact

Filing notes and source

Key filing fact

David DeStefano filed Form 4 for Vertex, Inc. (VERX) on 31 Jan 2022.

Key facts

This page summarizes David DeStefano's Form 4 filing for Vertex, Inc. (VERX).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 31 Jan 2022, 15:02.

Change

Previous filing in this sequence was filed on 14 May 2021.
Current net transaction value: +$1,071.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

VERX transaction

Class A Common Stock

Options Exercise

Transaction value: $1,071
Shares: +7,000
Change %: +1.2%
Price: $0.1530^*
Shares after: 567,580
Date: 28 Jan 2022
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

VERX transaction Derivative

Stock Option

Options Exercise

Transaction value: $0
Shares: -7,000
Change %: -2%
Price: $0.000000
Shares after: 343,893
Date: 28 Jan 2022
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 7,000
Exercise price: $0.1530
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Fully vested and exercisable and has no expiration date.

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