Form 4 for VERX Vertex, Inc.
Accepted 2024-03-07 00:00:00 ET · period of report 2024-03-05 · accession 0001415889-24-007169 · 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 | 2024-03-07 | 2024-03-05 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +10.0K | 63.1K | +19% | +$47.0K |
| D | 2024-03-07 | 2024-03-05 | VERX | SCHWAB JOHN R | CFO | S - Sale+OE | $30.00 | -10.0K | 53.1K | -16% | -$300.0K |
| D | 2024-03-07 | 2024-03-05 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | -10.0K | 406.5K | -2% | $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 | 2024-03-05 | M | A | 10,000 | $4.70 | 63,104 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-03-05 | S | D | 10,000 | $30.00 | 53,104 | D | — | — | |
| 3 | Derivative | Stock Option | 2024-03-05 | M | D | 10,000 | $0.00 | 406,473 | D | $4.70 · 2022-02-05 to 2030-02-05 | 10,000 Class A Common Stock | (F2) This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. |