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Vertex, Inc. — Director's Dealing 2025
Feb 25, 2025
31181_dirs_2025-02-25_b768b0be-ed29-4fd3-9eb7-4d7d0c242d3e.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: 2025-02-21
Reporting Person: DeStefano David (N/A)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-02-21 | Class A Common Stock | M | 69527 | — | Acquired | 706765 | Direct |
| 2025-02-21 | Class A Common Stock | F | 32278 | $44.21 | Disposed | 674487 | Direct |
| 2025-02-21 | Class A Common Stock | M | 101395 | — | Acquired | 775882 | Direct |
| 2025-02-21 | Class A Common Stock | F | 51864 | $44.21 | Disposed | 724018 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-02-21 | Restricted Stock Units | $ | M | 69527 | Disposed | Class A Common Stock (69527) | Direct | |
| 2025-02-21 | Restricted Stock Units | $ | M | 101395 | Disposed | Class A Common Stock (101395) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class A Common Stock | 204032 | Indirect |
Footnotes
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 in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date.
F4: The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date.