Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vertex, Inc.
Report date March 14, 2024 · Filed March 18, 2024
Section 16 reporting ended · disclosed 2024-03-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 250 |
Reported balance
After 2024-03-14 transaction · row 1
1 source rowRow 1 · 2024-03-14 · Sale · Disposed 8,290 · Balance 250 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.69, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.69, 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.
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 |
|---|---|---|---|---|---|---|
| March 14, 2024 Filed Mar 18, 2024 20:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,290 | $29.63 | $245,616.12 |
DisclosureSEC source: 0001415889-24-008265 · form4-03182024_080332.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 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 $29.69, 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 01, 2024 Filed Mar 5, 2024 21:37 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006717 · form4-03052024_090326.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577 Underlying: Class A Common Stock · 576 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 21:37 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 165 | $33.55 | $5,535.75 |
DisclosureSEC source: 0001415889-24-006717 · form4-03052024_090326.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,540 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:37 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006717 · form4-03052024_090326.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,705 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 21:27 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 6,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005489 · form4-02272024_090258.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,564 Underlying: Class A Common Stock · 6,854 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 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 annual 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 21:27 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,943 | $24.71 | $48,011.53 |
DisclosureSEC source: 0001415889-24-005489 · form4-02272024_090258.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,129 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:27 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 6,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005489 · form4-02272024_090258.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,072 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 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003893 · form4-02152024_090252.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,969 Underlying: Class A Common Stock · 4,484 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 |
| February 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,516 | $26.58 | $40,295.28 |
DisclosureSEC source: 0001415889-24-003893 · form4-02152024_090252.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,218 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:07 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003893 · form4-02152024_090252.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,734 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 |
| July 14, 2023 Filed Jul 18, 2023 20:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-011228 · form4-07182023_080744.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,946 Underlying: Class A Common Stock · 10,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 20:13 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $18.71 | $187,059.00 |
DisclosureSEC source: 0001415889-23-011228 · form4-07182023_080744.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.55 to $19.00, 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 |
| July 14, 2023 Filed Jul 18, 2023 20:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $2.50 | $25,000.00 |
DisclosureSEC source: 0001415889-23-011228 · form4-07182023_080744.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,250 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 |
| June 15, 2023 Filed Jun 20, 2023 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-010050 · form4-06202023_080638.xml · derivative · entry 5 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,946 Underlying: Class A Common Stock · 10,000 shares Expires 2026-02-02 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. F5 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 600 | $22.31 | $13,384.98 |
DisclosureSEC source: 0001415889-23-010050 · form4-06202023_080638.xml · nonDerivative · entry 4 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.30 to $22.31, 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 |
| June 15, 2023 Filed Jun 20, 2023 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 3,900 | $21.21 | $82,703.79 |
DisclosureSEC source: 0001415889-23-010050 · form4-06202023_080638.xml · nonDerivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 850 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.00 to $21.85 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 |
| June 15, 2023 Filed Jun 20, 2023 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 5,500 | $20.52 | $112,846.80 |
DisclosureSEC source: 0001415889-23-010050 · form4-06202023_080638.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,750 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.03 to $20.9389, 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 |
| June 15, 2023 Filed Jun 20, 2023 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $2.50 | $25,000.00 |
DisclosureSEC source: 0001415889-23-010050 · form4-06202023_080638.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,250 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 |
| May 15, 2023 Filed May 17, 2023 20:55 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-008208 · form4-05172023_080512.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,946 Underlying: Class A Common Stock · 10,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:55 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $19.56 | $195,648.00 |
DisclosureSEC source: 0001415889-23-008208 · form4-05172023_080512.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $19.15 to $19.77, 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 |
| May 15, 2023 Filed May 17, 2023 20:55 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $2.50 | $25,000.00 |
DisclosureSEC source: 0001415889-23-008208 · form4-05172023_080512.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,250 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 |
| April 17, 2023 Filed Apr 19, 2023 20:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-006699 · form4-04192023_080449.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,946 Underlying: Class A Common Stock · 10,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 20:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $22.45 | $224,480.00 |
DisclosureSEC source: 0001415889-23-006699 · form4-04192023_080449.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.28 to $22.55, 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 |
| April 17, 2023 Filed Apr 19, 2023 20:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $2.50 | $25,000.00 |
DisclosureSEC source: 0001415889-23-006699 · form4-04192023_080449.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,250 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 15, 2023 Filed Mar 17, 2023 20:16 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-005111 · form4-03172023_080346.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,946 Underlying: Class A Common Stock · 10,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:16 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $18.09 | $180,910.00 |
DisclosureSEC source: 0001415889-23-005111 · form4-03172023_080346.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $17.85 to 18.29, 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 15, 2023 Filed Mar 17, 2023 20:16 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $2.50 | $25,000.00 |
DisclosureSEC source: 0001415889-23-005111 · form4-03172023_080346.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,250 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 08, 2023 Filed Mar 10, 2023 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-004661 · form4-03102023_090341.xml · derivative · entry 4 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,946 Underlying: Class A Common Stock · 20,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,894 | $16.50 | $47,751.00 |
DisclosureSEC source: 0001415889-23-004661 · form4-03102023_090341.xml · nonDerivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,000 | $16.41 | $328,170.00 |
DisclosureSEC source: 0001415889-23-004661 · form4-03102023_090341.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.25 to $16.50, 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, 2023 Filed Mar 10, 2023 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 20,000 | $2.50 | $50,000.00 |
DisclosureSEC source: 0001415889-23-004661 · form4-03102023_090341.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,144 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 06, 2023 Filed Mar 8, 2023 21:45 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 763 | $15.29 | $11,666.27 |
DisclosureSEC source: 0001415889-23-004498 · form4-03082023_090341.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:33 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004138 · form4-03032023_090356.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Class A Common Stock · 1,153 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 March 1, 2024 and March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:33 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 390 | $15.60 | $6,084.00 |
DisclosureSEC source: 0001415889-23-004138 · form4-03032023_090356.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,907 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:33 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004138 · form4-03032023_090356.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,297 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, 2023 Filed Feb 27, 2023 21:44 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 27,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003390 · form4-02272023_090252.xml · derivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,418 Underlying: Class A Common Stock · 27,418 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 amount of shares on each of February 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. 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 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:48 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,968 | $15.04 | $44,638.72 |
DisclosureSEC source: 0001415889-23-003187 · form4-02232023_090217.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $14.83 to $15.19, inclusive. The Reporting Person undertakes to provide 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 |
| February 10, 2023 Filed Feb 14, 2023 22:30 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002520 · form4-02142023_100203.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,453 Underlying: Class A Common Stock · 4,484 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 each of February 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:30 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,516 | $14.21 | $21,542.36 |
DisclosureSEC source: 0001415889-23-002520 · form4-02142023_100203.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,112 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:30 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002520 · form4-02142023_100203.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,628 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 |
| September 13, 2022 Filed Sep 15, 2022 20:57 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 25,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-22-009678 · form4-09152022_010952.xml · derivative · entry 4 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,946 Underlying: Class A Common Stock · 25,000 shares Expires 2026-02-02 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. F3 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 20:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 22,793 | $14.69 | $334,715.21 |
DisclosureSEC source: 0001415889-22-009678 · form4-09152022_010952.xml · nonDerivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $14.680 to $14.685, inclusive. The Reporting Person undertakes to provide 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 |
| September 13, 2022 Filed Sep 15, 2022 20:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 25,000 | $14.55 | $363,682.50 |
DisclosureSEC source: 0001415889-22-009678 · form4-09152022_010952.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,937 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $14.495 to $14.685, 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 |
| September 13, 2022 Filed Sep 15, 2022 20:57 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 25,000 | $2.50 | $62,500.00 |
DisclosureSEC source: 0001415889-22-009678 · form4-09152022_010952.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,937 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 |
| June 14, 2022 Filed Jun 15, 2022 20:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 15,387 | $9.61 | $147,893.69 |
DisclosureSEC source: 0001415889-22-006591 · form4-06152022_010648.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,937 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.48 to $9.665, 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 |
| June 13, 2022 Filed Jun 15, 2022 20:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 34,968 | $9.68 | $338,374.85 |
DisclosureSEC source: 0001415889-22-006591 · form4-06152022_010648.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,314 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.52 to $9.975, 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 16, 2022 Filed Mar 17, 2022 20:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,000 | $13.00 | $260,000.00 |
DisclosureSEC source: 0001415889-22-003128 · form4-03172022_010346.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,292 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:13 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 17,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001263 · form4-02142022_110202.xml · derivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,937 Underlying: Class A Common Stock · 17,937 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 amount of shares on each of February 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. 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 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 20:41 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 84,000 | $18.82 | $1,580,796.00 |
DisclosureSEC source: 0001104659-21-081528 · tm2119327-2_4seq1.xml · nonDerivative · entry 4 Butler Lisa · CIK 0001819414 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,239 Read SEC document |
| April 05, 2021 Filed Jun 15, 2021 20:41 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 315,000 | $0.00 Strike: $2.15 | $0.00 |
DisclosureSEC source: 0001104659-21-081528 · tm2119327-2_4seq1.xml · derivative · entry 5 Butler Lisa · CIK 0001819414 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 315,000 shares Expires 2025-02-05 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: The option is fully vested and exercisable. 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.