Form 4 for VERX Vertex, Inc.
Accepted 2024-02-15 00:00:00 ET · period of report 2024-02-13 · accession 0001415889-24-003892 · 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 | 2024-02-15 | 2024-02-13 | VERX | SCHWAB JOHN R | CFO | F - Tax | $26.58 | -8,904 | 38.4K | -19% | -$236.7K |
| D | 2024-02-15 | 2024-02-13 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 47.3K | +103% | $0 |
| D | 2024-02-15 | 2024-02-13 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | -24.0K | 48.0K | -33% | $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 | 2024-02-13 | F | D | 8,904 | $26.58 | 38,421 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-02-13 | M | A | 24,009 | $0.00 | 47,325 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2024-02-13 | M | D | 24,009 | $0.00 | 48,019 | D | — · — to — | 24,009 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. (F2) The remaining restricted stock units will vest in two equal installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. |