4//SEC Filing
DeStefano David 4
Accession 0001415889-25-005492
CIK 0001806837other
Filed
Feb 24, 7:00 PM ET
Accepted
Feb 25, 4:19 PM ET
Size
14.8 KB
Accession
0001415889-25-005492
Insider Transaction Report
Form 4
Vertex, Inc.VERX
DeStefano David
DirectorPRESIDENT & CEO
Transactions
- Exercise/Conversion
Class A Common Stock
2025-02-21+69,527→ 706,765 total - Tax Payment
Class A Common Stock
2025-02-21$44.21/sh−32,278$1,427,010→ 674,487 total - Exercise/Conversion
Restricted Stock Units
2025-02-21−69,527→ 208,582 total→ Class A Common Stock (69,527 underlying) - Exercise/Conversion
Restricted Stock Units
2025-02-21−101,395→ 202,791 total→ Class A Common Stock (101,395 underlying) - Exercise/Conversion
Class A Common Stock
2025-02-21+101,395→ 775,882 total - Tax Payment
Class A Common Stock
2025-02-21$44.21/sh−51,864$2,292,907→ 724,018 total
Holdings
- 204,032(indirect: By Trust)
Class A Common Stock
Footnotes (4)
- [F1]Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.
- [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 in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date.
- [F4]The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date.
Documents
Issuer
Vertex, Inc.
CIK 0001806837
Entity typeother
Related Parties
1- filerCIK 0001818526
Filing Metadata
- Form type
- 4
- Filed
- Feb 24, 7:00 PM ET
- Accepted
- Feb 25, 4:19 PM ET
- Size
- 14.8 KB