4//SEC Filing
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 4
Accession 0001104659-23-111493
CIK 0001806837other
Filed
Oct 24, 8:00 PM ET
Accepted
Oct 25, 6:59 PM ET
Size
8.0 KB
Accession
0001104659-23-111493
Insider Transaction Report
Form 4
Vertex, Inc.VERX
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10% OwnerOther
Transactions
- Conversion
Class A Common Stock
2023-10-04+281,452.294→ 281,452.294 total - Conversion
Class B Common Stock
2023-10-04−281,452.294→ 0 total→ Class A Common Stock (281,452.294 underlying)
Footnotes (2)
- [F1]The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voting power of all of the Issuer's outstanding common stock.
- [F2]The Form 3 originally filed by the reporting person understated the number of shares of Class B Common Stock by approximately 18,000 shares. This Form 4 reflects the corrected number of shares.
Documents
Issuer
Vertex, Inc.
CIK 0001806837
Entity typeother
IncorporatedPA
Related Parties
1- filerCIK 0001818827
Filing Metadata
- Form type
- 4
- Filed
- Oct 24, 8:00 PM ET
- Accepted
- Oct 25, 6:59 PM ET
- Size
- 8.0 KB