Form 4 for VERX Vertex, Inc.
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001415889-25-006484 · 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 | 2025-03-04 | 2025-02-28 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +1,721 | 90.6K | +2% | $0 |
| D | 2025-03-04 | 2025-02-28 | VERX | SCHWAB JOHN R | CFO | F - Tax | $32.29 | -932 | 89.6K | -1% | -$30.1K |
| D | 2025-03-04 | 2025-02-28 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | -1,721 | 0 | -100% | $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 | 2025-02-28 | M | A | 1,721 | $0.00 | 90,556 | D | — | — | |
| 2 | Common | Class A Common Stock | 2025-02-28 | F | D | 932 | $32.29 | 89,624 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 1,721 | $0.00 | 0 | D | — · — to — | 1,721 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) This restricted stock unit award is fully vested. |