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Vertex, Inc. — Director's Dealing 2024
Aug 22, 2024
31181_dirs_2024-08-22_9ae03022-6bfd-44c2-a325-13e837e3079e.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2024-08-20
Reporting Person: Rowland Bryan T.R. (N/A)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-08-20 | Class A Common Stock | M | 30000 | $3.734 | Acquired | 38176 | Direct |
| 2024-08-20 | Class A Common Stock | S | 30000 | $35.7056 | Disposed | 8176 | Direct |
| 2024-08-20 | Class A Common Stock | S | 8176 | $35.7217 | Disposed | 0 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-08-20 | Stock Option | $3.734 | M | 30000 | Disposed | 2029-02-07 | Class A Common Stock (30000) | Direct |
Footnotes
F1: Includes 158 shares acquired through the Company's Employee Stock Purchase Plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.475 to $35.980, 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.620 to 35.810, 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.
F4: This option is fully vested and exercisable.