Form 4 for VERX Vertex, Inc.
Accepted 2026-02-24 00:00:00 ET · period of report 2026-02-20 · accession 0001818526-26-000002 · 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 | DeStefano David | Dir | M - OptEx | $0.00 | +113.5K | 1.14M | +11% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | DeStefano David | Dir | F - Tax | $12.74 | -36.2K | 1.14M | -3% | -$461.5K |
| DM | 2026-02-24 | 2026-02-20 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | -113.5K | 132.0K | -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 | 44,014 | $0.00 | 1,156,507 | D | — | — | |
| 2 | Common | Class A Common Stock | 2026-02-20 | M | A | 69,527 | $0.00 | 1,136,198 | D | — | — | (F1) Includes 84 shares acquired through the Company's Employee Stock Purchase Plan. |
| 3 | Common | Class A Common Stock | 2026-02-20 | F | D | 23,705 | $12.74 | 1,112,493 | D | — | — | |
| 4 | Common | Class A Common Stock | 2026-02-20 | F | D | 12,523 | $12.74 | 1,143,984 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2026-02-20 | M | D | 69,527 | $0.00 | 139,055 | D | — · — to — | 69,527 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. (F4) The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date. |
| 6 | Derivative | Restricted Stock Units | 2026-02-20 | M | D | 44,014 | $0.00 | 132,043 | D | — · — to — | 44,014 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. (F5) The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. |