Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | GENERAL COUNSEL | February 23, 2026 | February 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,872 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Exercise / conversion · Acquired 6,428 · Balance 14,640 Row 2 · 2026-02-23 · Tax withholding · Disposed 1,768 · Balance 12,872 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,429 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Exercise / conversion · Disposed 6,428 · Balance 6,429 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000008 · form4-02252026_090233.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,429 Underlying: Class A Common Stock · 6,428 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,768 | $12.03 | $21,269.04 |
DisclosureSEC source: 0001607606-26-000008 · form4-02252026_090233.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,872 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000008 · form4-02252026_090233.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,640 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 2,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · derivative · entry 6 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,926 Underlying: Class A Common Stock · 2,975 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · derivative · entry 5 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,266 Underlying: Class A Common Stock · 4,133 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in two equal installments on February 22, 2027 and February 22, 2028 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal installments on February 22, 2027 and February 22, 2028 and have no expiration date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 976 | $12.74 | $12,434.24 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,212 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 2,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,188 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,259 | $12.74 | $16,039.66 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,213 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,472 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:45 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 43,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000004 · form4-02232026_090233.xml · derivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,443 Underlying: Class A Common Stock · 43,443 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030. F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000002 · form4-02122026_090207.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,088 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: This restricted stock unit award is fully vested. F3 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,341 | $14.88 | $19,954.08 |
DisclosureSEC source: 0001607606-26-000002 · form4-02122026_090207.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,339 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001607606-26-000002 · form4-02122026_090207.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 460 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 1,007 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · derivative · entry 6 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,007 shares Expires 2031-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 31,098 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · derivative · entry 5 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 31,098 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 24,246 | $36.22 | $878,294.38 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · nonDerivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.00 to $36.56, 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. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 18,982 | $35.68 | $677,220.81 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,378 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.00 to $35.99, 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. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 1,007 | $32.16 | $32,385.12 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,360 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:03 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 31,098 | $3.73 | $116,119.93 |
DisclosureSEC source: 0001415889-25-008770 · form4-03212025_080312.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006487 · form4-03042025_090352.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 867 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: This restricted stock unit award is fully vested. F2 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 239 | $32.29 | $7,717.31 |
DisclosureSEC source: 0001415889-25-006487 · form4-03042025_090352.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,255 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006487 · form4-03042025_090352.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,494 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 6,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · derivative · entry 6 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,857 Underlying: Class A Common Stock · 6,429 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on February 23, 2026 and February 23, 2027 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · derivative · entry 5 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,399 Underlying: Class A Common Stock · 4,132 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,768 | $44.21 | $78,163.28 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · nonDerivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,627 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 6,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,395 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,136 | $44.21 | $50,222.56 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,966 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005490 · form4-02252025_090256.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,102 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:18 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 11,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005247 · form4-02242025_090215.xml · derivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,901 Underlying: Class A Common Stock · 11,901 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003726 · form4-02122025_090238.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,088 Underlying: Class A Common Stock · 4,088 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest on February 10, 2026 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest on February 10, 2026 and have no expiration date. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,250 | $56.02 | $70,025.00 |
DisclosureSEC source: 0001415889-25-003726 · form4-02122025_090238.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,970 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003726 · form4-02122025_090238.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 132 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 3,020 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-24-027852 · form4-11272024_091120.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,007 Underlying: Class A Common Stock · 3,020 shares Expires 2031-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option became exercisable with respect to 25% of the shares on each of March 1, 2022, March 1, 2023 and March 1, 2024 and will vest with respect to the remaining shares on March 1, 2025. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 3,020 | $55.08 | $166,341.90 |
DisclosureSEC source: 0001415889-24-027852 · form4-11272024_091120.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 3,020 | $32.16 | $97,123.20 |
DisclosureSEC source: 0001415889-24-027852 · form4-11272024_091120.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,020 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:27 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-24-022027 · form4-08222024_080819.xml · derivative · entry 4 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,000 shares Expires 2029-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,176 | $35.72 | $292,060.62 |
DisclosureSEC source: 0001415889-24-022027 · form4-08222024_080819.xml · nonDerivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: 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. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,000 | $35.71 | $1,071,168.00 |
DisclosureSEC source: 0001415889-24-022027 · form4-08222024_080819.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,176 F2 · price: 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. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:27 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 30,000 | $3.73 | $112,020.00 |
DisclosureSEC source: 0001415889-24-022027 · form4-08222024_080819.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,176 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 158 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 32,196 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-24-007629 · form4-03122024_080352.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 32,196 shares Expires 2029-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 32,196 | $29.65 | $954,540.57 |
DisclosureSEC source: 0001415889-24-007629 · form4-03122024_080352.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,018 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.80, 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. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 32,196 | $3.73 | $120,219.86 |
DisclosureSEC source: 0001415889-24-007629 · form4-03122024_080352.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,214 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:38 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006720 · form4-03052024_090327.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 867 Underlying: Class A Common Stock · 866 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest on March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest on March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:38 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 239 | $33.55 | $8,018.45 |
DisclosureSEC source: 0001415889-24-006720 · form4-03052024_090327.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,018 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:38 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006720 · form4-03052024_090327.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005485 · form4-02272024_090241.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,286 Underlying: Class A Common Stock · 6,428 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in three equal installments on each of February 23, 2025, February 23, 2026 and February 23, 2027 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal installments on each of February 23, 2025, February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,784 | $24.71 | $44,082.64 |
DisclosureSEC source: 0001415889-24-005485 · form4-02272024_090241.xml · nonDerivative · entry 2 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,391 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005485 · form4-02272024_090241.xml · nonDerivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 16,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005220 · form4-02262024_090200.xml · derivative · entry 1 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,531 Underlying: Class A Common Stock · 16,531 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the shares on each of February 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003894 · form4-02152024_090243.xml · derivative · entry 3 Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,176 Underlying: Class A Common Stock · 4,088 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.