JOHN R. SCHWAB - 10 Feb 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
CHIEF FINANCIAL OFFICER
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
10 Feb 2025
Net transactions value
-$735,206
Form type
4
Filing time
12 Feb 2025, 16:13:42 UTC
Previous filing
18 Dec 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 +24,009 +45% $0.000000 77,113 10 Feb 2025 Direct
transaction VERX Class A Common Stock Tax liability $735,206 -13,124 -17% $56.02 63,989 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 -24,009 -50% $0.000000 24,010 10 Feb 2025 Class A Common Stock 24,009 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.
F2 The remaining restricted stock units will vest on February 10, 2026 and have no expiration date.