Key facts
- This page summarizes Rowland Bryan T.r.'s Form 4 filing for Vertex, Inc. (VERX).
- 6 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 21 Mar 2025, 16:03.
Rowland Bryan T.r. - 19 Mar 2025 Form 4 Insider Report for Vertex, Inc. (VERX)
- Reporting relationship
- GENERAL COUNSEL
- Issuer ticker
- VERX
- Reported as of
- 19 Mar 2025
- Net transaction value
- -$1,407,010
- SEC form
- 4
- Accepted by SEC
- 21 Mar 2025, 16:03:16 UTC
- Prior SEC filing
- 04 Mar 2025
- Next SEC filing
- 12 Feb 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Lisa Coleman, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Rowland Bryan T.r. filed Form 4 for Vertex, Inc. (VERX) on 21 Mar 2025.
Change
- Previous filing in this sequence was filed on 04 Mar 2025.
- Current net transaction value: -$1,407,010.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $116,120
- Shares
- +31,098
- Change %
- +276%
- Price
- $3.73
- Shares after
- 42,353
- Date
- 19 Mar 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $32,385
- Shares
- +1,007
- Change %
- +2.4%
- Price
- $32.16
- Shares after
- 43,360
- Date
- 19 Mar 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $677,221
- Shares
- -18,982
- Change %
- -44%
- Price
- $35.68
- Shares after
- 24,378
- Date
- 19 Mar 2025
- Ownership
- Direct
- Footnotes
- F1, F2
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $878,294
- Shares
- -24,246
- Change %
- -99%
- Price
- $36.22
- Shares after
- 132
- Date
- 19 Mar 2025
- Ownership
- Direct
- Footnotes
- F1, F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -31,098
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 19 Mar 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 31,098
- Exercise price
- $3.73
- Footnotes
- F4
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -1,007
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 19 Mar 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 1,007
- Exercise price
- $32.16
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 4 footnotes
Footnote F1
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2024.
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.00 to $35.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F3
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.00 to $36.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F4
This option is fully vested and exercisable.