Form 4 for VERX Vertex, Inc.
Accepted 2023-03-03 00:00:00 ET · period of report 2023-03-01 · accession 0001415889-23-004138 · 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 | 2023-03-03 | 2023-03-01 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | +1,153 | 4,297 | +37% | $0 |
| D | 2023-03-03 | 2023-03-01 | VERX | Butler Lisa | CAO | F - Tax | $15.60 | -390 | 3,907 | -9% | -$6,084 |
| D | 2023-03-03 | 2023-03-01 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | -1,153 | 1,153 | -50% | $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 | 2023-03-01 | M | A | 1,153 | $0.00 | 4,297 | D | — | — | |
| 2 | Common | Class A Common Stock | 2023-03-01 | F | D | 390 | $15.60 | 3,907 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2023-03-01 | M | D | 1,153 | $0.00 | 1,153 | D | — · — to — | 1,153 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 two equal annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. |