4//SEC Filing
DeStefano David 4
Accession 0001415889-25-005681
CIK 0001806837other
Filed
Feb 25, 7:00 PM ET
Accepted
Feb 26, 4:21 PM ET
Size
9.4 KB
Accession
0001415889-25-005681
Insider Transaction Report
Form 4
Vertex, Inc.VERX
DeStefano David
DirectorPRESIDENT & CEO
Transactions
- Exercise/Conversion
Class A Common Stock
2025-02-24+109,232→ 833,250 total - Exercise/Conversion
Restricted Stock Units
2025-02-24−109,232→ 109,233 total→ Class A Common Stock (109,232 underlying) - Tax Payment
Class A Common Stock
2025-02-24$43.64/sh−55,873$2,438,298→ 777,377 total
Holdings
- 204,032(indirect: By Trust)
Class A Common Stock
Footnotes (3)
- [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 on February 24, 2026 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 25, 7:00 PM ET
- Accepted
- Feb 26, 4:21 PM ET
- Size
- 9.4 KB