Rowland Bryan T.r. - 10 Feb 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
10 Feb 2025
Net transactions value
-$70,025
Form type
4
Filing time
12 Feb 2025, 16:12:46 UTC
Previous filing
27 Nov 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 +4,088 +3097% $0.000000 4,220 10 Feb 2025 Direct F1
transaction VERX Class A Common Stock Tax liability $70,025 -1,250 -30% $56.02 2,970 10 Feb 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 -4,088 -50% $0.000000 4,088 10 Feb 2025 Class A Common Stock 4,088 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 will vest on February 10, 2026 and have no expiration date.