Bryan T.R. Rowland - Nov 26, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Nov 26, 2024
Transactions value $
-$69,219
Form type
4
Date filed
11/27/2024, 04:17 PM
Previous filing
Aug 22, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Options Exercise $97.1K +3.02K $32.16 3.02K Nov 26, 2024 Direct
transaction VERX Class A Common Stock Sale -$166K -3.02K -100% $55.08 0 Nov 26, 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 Stock Option Options Exercise $0 -3.02K -74.99% $0.00 1.01K Nov 26, 2024 Class A Common Stock 3.02K $32.16 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This option became exercisable with respect to 25% of the shares on each of March 1, 2022, March 1, 2023 and March 1, 2024 and will vest with respect to the remaining shares on March 1, 2025.