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Home > Insider Trading > Filing (0001415889-24-007169)

Filing Details

Accession Number:: 0001415889-24-007169
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-03-07 16:05:07
Reporting Period:: 2024-03-05

Accepted Time:: 2024-03-07 16:05:07
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1806837	Vertex Inc.	VERX	()	4

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1249289	R John Schwab	C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406	Chief Financial Officer	No	No	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2024-03-05	10,000	$4.70	63,104	No	4	M	Direct
Class A Common Stock	Disposition	2024-03-05	10,000	$30.00	53,104	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Stock Option	Disposition	2024-03-05	10,000	$0.00	10,000	$4.70

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
406,473	2022-02-05	2030-02-05	No	4	M	Direct

Footnotes

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on September 15, 2023.
This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025.