Form 4 for VERX Vertex, Inc.
Accepted 2025-02-26 00:00:00 ET · period of report 2025-02-24 · accession 0001415889-25-005681 · 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 | 2025-02-26 | 2025-02-24 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +109.2K | 833.2K | +15% | $0 |
| D | 2025-02-26 | 2025-02-24 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $43.64 | -55.9K | 777.4K | -7% | -$2.44M |
| D | 2025-02-26 | 2025-02-24 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | -109.2K | 109.2K | -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 | 2025-02-24 | M | A | 109,232 | $0.00 | 833,250 | D | — | — | |
| 2 | Common | Class A Common Stock | 2025-02-24 | F | D | 55,873 | $43.64 | 777,377 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-02-24 | M | D | 109,232 | $0.00 | 109,233 | D | — · — to — | 109,232 Class A Common Stock | (F2) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. (F3) The remaining restricted stock units will vest on February 24, 2026 and have no expiration date. |