Rowland Bryan T.r. - 26 Nov 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: 26 Nov 2024
Net transactions value: -$69,219
Form type: 4
Filing time: 27 Nov 2024, 16:17:23 UTC
Previous filing: 22 Aug 2024
Next filing: 12 Feb 2025
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	$97,123	+3,020		$32.16	3,020	26 Nov 2024	Direct
transaction	VERX	Class A Common Stock	Sale	$166,342	-3,020	-100%	$55.08	0	26 Nov 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	-3,020	-75%	$0.000000	1,007	26 Nov 2024	Class A Common Stock	3,020	$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.