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Stamm John Richard's Form 4 filing

Vertex, Inc. (VERX) · filed Nov 27, 2024

Accession no.
0001415889-24-027801
Filed
Nov 27, 2024
Trade date
Nov 22, 2024
Filing delay
5 daysLate
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $134.5K. It was filed 5 days after the trade, past the 2-business-day deadline.

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.

Reporting owners on this filing
OwnerRelationship to the company
Stamm John RichardCIK 0001818885Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Nov 22, 2024Class A Common StockGGiftDisposed−1,100$0.00$015,535Direct
Nov 22, 2024Class A Common StockMOption exerciseAcquired+2,500$3.73+$9,32518,035Direct
Nov 22, 2024Class A Common StockSSaleDisposed−2,500$53.81−$134,52515,535Direct

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.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Nov 22, 2024Class A Common StockMOption exerciseDisposed−2,500$0.00$018,623Direct

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.

Read the original on SEC EDGAR (opens in a new tab)