Form 4 for VERX Vertex, Inc.
Accepted 2026-02-25 00:00:00 ET · period of report 2026-02-23 · accession 0001818526-26-000004 · 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 | 2026-02-25 | 2026-02-23 | VERX | DeStefano David | Dir | F - Tax | $12.03 | -47.1K | 1.20M | -4% | -$566.8K |
| D | 2026-02-25 | 2026-02-23 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | +101.4K | 1.25M | +9% | $0 |
| D | 2026-02-25 | 2026-02-23 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | -101.4K | 101.4K | -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 | 2026-02-23 | F | D | 47,112 | $12.03 | 1,198,267 | D | — | — | |
| 2 | Common | Class A Common Stock | 2026-02-23 | M | A | 101,395 | $0.00 | 1,245,379 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2026-02-23 | M | D | 101,395 | $0.00 | 101,396 | D | — · — to — | 101,395 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 23, 2027 and have no expiration date. |