Ryan J. Leib - 31 Jan 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
Chief Accounting Officer
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
31 Jan 2025
Transactions value $
-$73,978
Form type
4
Filing time
04 Feb 2025, 16:14:59 UTC
Previous filing
20 Mar 2024
Next filing
24 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 $0 +4.02K +3044.7% $0.00 4.15K 31 Jan 2025 Direct F1
transaction VERX Class A Common Stock Tax liability -$74K -1.28K -30.86% $57.75 2.87K 31 Jan 2025 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 -4.02K -25% $0.00 12.1K 31 Jan 2025 Class A Common Stock 4.02K Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 132 shares acquired through the Company's Employee Stock Purchase Plan.
F2 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3 The remaining restricted stock units that will vest in three equal installments on each of February 1, 2026, February 1, 2027 and February 1, 2028 and have no expiration date.