JOHN R. SCHWAB - 28 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
28 Feb 2025
Net transactions value
-$30,094
Form type
4
Filing time
04 Mar 2025, 16:12:11 UTC
Previous filing
25 Feb 2025
Next filing
12 Feb 2026
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 +1,721 +1.9% $0.000000 90,556 28 Feb 2025 Direct
transaction VERX Class A Common Stock Tax liability $30,094 -932 -1% $32.29 89,624 28 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 -1,721 -100% $0.000000 0 28 Feb 2025 Class A Common Stock 1,721 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 This restricted stock unit award is fully vested.