Form 4 for VERX Vertex, Inc.
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001415889-24-006728 · 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 | 2024-03-05 | 2024-03-01 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $33.55 | -14.6K | 717.0K | -2% | -$490.3K |
| D | 2024-03-05 | 2024-03-01 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +28.6K | 728.7K | +4% | $0 |
| D | 2024-03-05 | 2024-03-01 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | -28.6K | 28.6K | -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 | 2024-03-01 | F | D | 14,613 | $33.55 | 717,040 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-03-01 | M | A | 28,568 | $0.00 | 728,653 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2024-03-01 | M | D | 28,568 | $0.00 | 28,568 | D | — · — to — | 28,568 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 on March 1, 2025 and have no expiration date. |