Bryan T.R. Rowland - Mar 1, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role: GENERAL COUNSEL
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Stock symbol: VERX
Transactions as of: Mar 1, 2024
Transactions value $: -$8,018
Form type: 4
Date filed: 3/5/2024, 04:38 PM
Previous filing: Feb 27, 2024
Next filing: Mar 12, 2024
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	+866	+11.72%	$0.00	8.26K	Mar 1, 2024	Direct
transaction	VERX	Class A Common Stock	Tax liability	-$8.02K	-239	-2.89%	$33.55	8.02K	Mar 1, 2024	Direct

Showing 1 to 2 of 2 entries

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	-866	-49.97%	$0.00	867	Mar 1, 2024	Class A Common Stock	866		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	The remaining restricted stock units will vest on March 1, 2025 and have no expiration date.