Rowland Bryan T.r. - 01 Mar 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
01 Mar 2024
Net transactions value
-$8,018
Form type
4
Filing time
05 Mar 2024, 16:38:39 UTC
Previous filing
27 Feb 2024
Next filing
12 Mar 2024
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 +866 +12% $0.000000 8,257 01 Mar 2024 Direct
transaction VERX Class A Common Stock Tax liability $8,018 -239 -2.9% $33.55 8,018 01 Mar 2024 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 -866 -50% $0.000000 867 01 Mar 2024 Class A Common Stock 866 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 on March 1, 2025 and have no expiration date.