Form 4 for VERX Vertex, Inc.
Accepted 2024-03-04 00:00:00 ET · period of report 2024-02-29 · accession 0001415889-24-006295 · 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 | 2024-03-04 | 2024-02-29 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $2.50 | +450.0K | 951.0K | +90% | +$1.12M |
| D | 2024-03-04 | 2024-02-29 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $31.00 | -247.9K | 703.1K | -26% | -$7.68M |
| D | 2024-03-04 | 2024-02-29 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | -450.0K | 809.5K | -36% | $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 | 2024-02-29 | M | A | 450,000 | $2.50 | 950,988 | D | — | — | |
| 2 | Common | Class | 2024-02-29 | F | D | 247,903 | $31.00 | 703,085 | D | — | — | |
| 3 | Derivative | Stock Option | 2024-02-29 | M | D | 450,000 | $0.00 | 809,496 | D | $2.50 · — to 2026-10-31 | 450,000 Class A Common Stock | (F1) This option is fully vested and exercisable. |