Rowland Bryan T.r. - 28 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
28 Feb 2025
Net transactions value
-$7,717
Form type
4
Filing time
04 Mar 2025, 16:12:56 UTC
Previous filing
25 Feb 2025
Next filing
21 Mar 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 +867 +8.2% $0.000000 11,494 28 Feb 2025 Direct
transaction VERX Class A Common Stock Tax liability $7,717 -239 -2.1% $32.29 11,255 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 -867 -100% $0.000000 0 28 Feb 2025 Class A Common Stock 867 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 Issuer's Class A Common Stock.
F2 This restricted stock unit award is fully vested.