David DeStefano - Dec 6, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Signature
/s/ Lisa Coleman, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Dec 6, 2024
Transactions value $
-$1,004,089
Form type
4
Date filed
12/10/2024, 04:18 PM
Previous filing
Nov 27, 2024
Next filing
Dec 12, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Sale -$77.6K -1.4K -0.63% $55.39 221K Dec 6, 2024 By Family Trusts F1, F2
transaction VERX Class A Common Stock Sale -$927K -16.5K -7.48% $56.15 204K Dec 6, 2024 By Family Trusts F2, F3
holding VERX Class A Common Stock 293K Dec 6, 2024 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $55.01 to $56.01, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2 Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $56.05 to $56.55, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F4 Includes 99 shares acquired through the Company's Employee Stock Purchase Plan.