Bryan T.R. Rowland - Mar 1, 2023 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Mar 1, 2023
Transactions value $
-$8,861
Form type
4
Date filed
3/3/2023, 03:34 PM
Previous filing
Feb 27, 2023
Next filing
Mar 10, 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $0 +1.73K +3.24% $0.00 55.1K Mar 1, 2023 Direct
transaction VERX Class A Common Stock Tax liability -$8.86K -568 -1.03% $15.60 54.5K Mar 1, 2023 Direct

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 Restricted Stock Units Options Exercise $0 -1.73K -49.99% $0.00 1.73K Mar 1, 2023 Class A Common Stock 1.73K Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 in two equal installments on March 1, 2024 and March 1, 2025 and have no expiration date.