Key facts
- This page summarizes John R. Schwab's Form 4 filing for Vertex, Inc. (VERX).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 18 Dec 2024, 16:13.
John R. Schwab - 17 Dec 2024 Form 4 Insider Report for Vertex, Inc. (VERX)
- Reporting relationship
- CHIEF FINANCIAL OFFICER
- Issuer ticker
- VERX
- Reported as of
- 17 Dec 2024
- Net transaction value
- -$966,932
- SEC form
- 4
- Accepted by SEC
- 18 Dec 2024, 16:13:21 UTC
- Prior SEC filing
- 26 Aug 2024
- Next SEC filing
- 12 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Lisa Coleman, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
John R. Schwab filed Form 4 for Vertex, Inc. (VERX) on 18 Dec 2024.
Change
- Previous filing in this sequence was filed on 26 Aug 2024.
- Current net transaction value: -$966,932.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $94,000
- Shares
- +20,000
- Change %
- +38%
- Price
- $4.70
- Shares after
- 73,104
- Date
- 17 Dec 2024
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $1,060,932
- Shares
- -20,000
- Change %
- -27%
- Price
- $53.05
- Shares after
- 53,104
- Date
- 17 Dec 2024
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -20,000
- Change %
- -5.2%
- Price
- $0.000000
- Shares after
- 361,473
- Date
- 17 Dec 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 20,000
- Exercise price
- $4.70
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $52.63 to $53.25, inclusive. The Reporting Person undertakes to provide to 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.
Footnote F2
This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025.