Form 4 for VERX Vertex, Inc.
Accepted 2026-02-26 00:00:00 ET · period of report 2026-02-24 · accession 0001818526-26-000006 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-02-26 | 2026-02-24 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | +109.2K | 1.31M | +9% | $0 |
| D | 2026-02-26 | 2026-02-24 | VERX | DeStefano David | Dir | F - Tax | $13.26 | -52.0K | 1.26M | -4% | -$689.3K |
| D | 2026-02-26 | 2026-02-24 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | -109.2K | 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 | 2026-02-24 | M | A | 109,233 | $0.00 | 1,307,500 | D | — | — | |
| 2 | Common | Class A Common Stock | 2026-02-24 | F | D | 51,983 | $13.26 | 1,255,517 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2026-02-24 | M | D | 109,233 | $0.00 | 0 | D | — · — to — | 109,233 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) This restricted stock unit award is fully vested. |