Schwab John R's Form 4 filing
Vertex, Inc. (VERX) · filed Aug 26, 2024
- Accession no.
- 0001415889-24-022236
- Filed
- Aug 26, 2024
- Trade date
- Aug 22, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market sales total $895.3K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Schwab John RCIK 0001249289 | Officer (CHIEF FINANCIAL OFFICER) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Aug 22, 2024 | Class A Common Stock | MOption exerciseAcquired | +25,000 | $4.70 | +$117,500 | 78,104 | Direct | |
| Aug 22, 2024 | Class A Common Stock | SSaleDisposed | −25,000 | $35.81 | −$895,250 | 53,104 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Aug 22, 2024 | Class A Common Stock | MOption exerciseDisposed | −25,000 | $0.00 | $0 | 381,473 | Direct |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.