Form 4 for VERX Vertex, Inc.
Accepted 2025-02-12 00:00:00 ET · period of report 2025-02-10 · accession 0001415889-25-003727 · 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 | 2025-02-12 | 2025-02-10 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 77.1K | +45% | $0 |
| D | 2025-02-12 | 2025-02-10 | VERX | SCHWAB JOHN R | CFO | F - Tax | $56.02 | -13.1K | 64.0K | -17% | -$735.2K |
| D | 2025-02-12 | 2025-02-10 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | -24.0K | 24.0K | -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 | 2025-02-10 | M | A | 24,009 | $0.00 | 77,113 | D | — | — | |
| 2 | Common | Class A Common Stock | 2025-02-10 | F | D | 13,124 | $56.02 | 63,989 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-02-10 | M | D | 24,009 | $0.00 | 24,010 | 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 on February 10, 2026 and have no expiration date. |