Bryan T.R. Rowland - Feb 28, 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
GENERAL COUNSEL
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Feb 28, 2025
Transactions value $
-$7,717
Form type
4
Date filed
3/4/2025, 04:12 PM
Previous filing
Feb 25, 2025
Next filing
Mar 21, 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 +8.16% $0.00 11.5K Feb 28, 2025 Direct
transaction VERX Class A Common Stock Tax liability -$7.72K -239 -2.08% $32.29 11.3K Feb 28, 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% $0.00 0 Feb 28, 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.