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Vertex, Inc. Director's Dealing 2020

Jul 29, 2020

31181_dirs_2020-07-29_3d51062e-39b0-4d42-a2a5-1cfbd3a481cc.zip

Director's Dealing

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SEC Form 3 — Initial Statement of Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2020-07-29

Reporting Person: Kyle Terrence (Director)

Holdings (Non-Derivative)

Security Shares Ownership
Class A Common Stock 47517 Direct

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
Stock Option $0.4190 Class A Common Stock (111000) Direct
Stock Option $0.5510 Class A Common Stock (90000) Direct
Stock Option $0.7140 Class A Common Stock (72000) Direct
Stock Option $2.50 2026-03-01 Class A Common Stock (162000) Direct
Stock Option $3.73 2029-02-07 Class A Common Stock (36435) Direct
Stock Option $3.73 2029-12-20 Class A Common Stock (42123) Direct

Footnotes

F1: Includes 38,159 shares of restricted stock awards.

F2: The option is fully vested and exercisable and has no expiration date.

F3: The option is fully vested and exercisable.