John R. Schwab - Mar 1, 2024 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, 2024
Transactions value $
-$31,269
Form type
4
Date filed
3/5/2024, 04:39 PM
Previous filing
Feb 27, 2024
Next filing
Mar 7, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $0 +1.72K +3.29% $0.00 54K Mar 1, 2024 Direct
transaction VERX Class A Common Stock Tax liability -$31.3K -932 -1.72% $33.55 53.1K Mar 1, 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 -1.72K -50% $0.00 1.72K Mar 1, 2024 Class A Common Stock 1.72K 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 Issuers Class A Common Stock.
F2 The remaining restricted stock units will vest on March 1, 2025 and have no expiration date.