John Richard Stamm - Sep 12, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
Director
Signature
/s/ Lisa Coleman, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Sep 12, 2024
Transactions value $
-$335,607
Form type
4
Date filed
9/16/2024, 04:22 PM
Previous filing
Aug 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Sale -$177K -5K -23.11% $35.41 16.6K Sep 12, 2024 Direct F1
transaction VERX Class A Common Stock Options Exercise $18.7K +5K +30.06% $3.73 21.6K Sep 12, 2024 Direct
transaction VERX Class A Common Stock Sale -$177K -5K -23.11% $35.44 16.6K Sep 12, 2024 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction VERX Stock Option Options Exercise $0 -5K -19.14% $0.00 21.1K Sep 12, 2024 Class A Common Stock 5K $3.73 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.360 to $35.445 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.380 to $35.555, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F3 This option is fully vested and exercisable.