Form 4 for VERX Vertex, Inc.
Accepted 2026-02-24 00:00:00 ET · period of report 2026-02-20 · accession 0001607606-26-000006 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-02-24 | 2026-02-20 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +7,108 | 9,188 | +342% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | Rowland Bryan T.R. | GC | F - Tax | $12.74 | -2,235 | 6,213 | -26% | -$28.5K |
| DM | 2026-02-24 | 2026-02-20 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | -7,108 | 8,266 | -46% | $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 | 2026-02-20 | M | A | 4,133 | $0.00 | 7,472 | D | — | — | |
| 2 | Common | Class A Common Stock | 2026-02-20 | F | D | 976 | $12.74 | 8,212 | D | — | — | |
| 3 | Common | Class A Common Stock | 2026-02-20 | M | A | 2,975 | $0.00 | 9,188 | D | — | — | |
| 4 | Common | Class A Common Stock | 2026-02-20 | F | D | 1,259 | $12.74 | 6,213 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2026-02-20 | M | D | 2,975 | $0.00 | 8,926 | D | — · — to — | 2,975 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. (F3) The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. |
| 6 | Derivative | Restricted Stock Units | 2026-02-20 | M | D | 4,133 | $0.00 | 8,266 | D | — · — to — | 4,133 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 in two equal installments on February 22, 2027 and February 22, 2028 and have no expiration date. |