David DeStefano - 20 Feb 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: PRESIDENT & CEO, Director
Issuer ticker: VERX
Reported as of: 20 Feb 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 24 Feb 2025, 16:18:58 UTC
Prior SEC filing: 12 Dec 2024
Next SEC filing: 25 Feb 2025
Source filing: View source filing
Reporting owner signature: /s/ Lisa Coleman, Attorney-in-Fact

Key filing fact

David DeStefano filed Form 4 for Vertex, Inc. (VERX) on 24 Feb 2025.

Key facts

This page summarizes David DeStefano's Form 4 filing for Vertex, Inc. (VERX).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 24 Feb 2025, 16:18.

Change

Previous filing in this sequence was filed on 12 Dec 2024.
Current net transaction value: $0.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

VERX transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +176,057
Change %
Price: $0.000000
Shares after: 176,057
Date: 20 Feb 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 176,057
Exercise price
Footnotes: F1, 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

Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Footnote F2

Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029.