Form 4 for VERX Vertex, Inc.
Accepted 2024-02-15 00:00:00 ET · period of report 2024-02-13 · accession 0001415889-24-003893 · 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 | Butler Lisa | CAO | F - Tax | $26.58 | -1,516 | 3,218 | -32% | -$40.3K |
| D | 2024-02-15 | 2024-02-13 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | +4,484 | 4,734 | +1,794% | $0 |
| D | 2024-02-15 | 2024-02-13 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | -4,484 | 8,969 | -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 | 1,516 | $26.58 | 3,218 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-02-13 | M | A | 4,484 | $0.00 | 4,734 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2024-02-13 | M | D | 4,484 | $0.00 | 8,969 | 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 two equal annual installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. |