Form 4 for VERX Vertex, Inc.
Accepted 2023-02-14 00:00:00 ET · period of report 2023-02-10 · accession 0001415889-23-002520 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2023-02-14 | 2023-02-10 | VERX | Butler Lisa | CAO | F - Tax | $14.21 | -1,516 | 6,112 | -20% | -$21.5K |
| D | 2023-02-14 | 2023-02-10 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | +4,484 | 7,628 | +143% | $0 |
| D | 2023-02-14 | 2023-02-10 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | -4,484 | 13.5K | -25% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2023-02-10 | F | D | 1,516 | $14.21 | 6,112 | D | — | — | |
| 2 | Common | Class A Common Stock | 2023-02-10 | M | A | 4,484 | $0.00 | 7,628 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2023-02-10 | M | D | 4,484 | $0.00 | 13,453 | D | — · — to — | 4,484 Class A Common Stock | (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 in three equal annual installments on each of February 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. |