BUTLER LISA (Chief Accounting Officer) exercised options at VERTEX, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/5/2024ACC: 0001415889-24-006717
Officer· Chief Accounting Officer
Since Jul 2020
-165.00
Net shares
Net seller
$5.5K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
576.00 acquired · 741.00 disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+576.00
Price / share
—
Trade value
—
% of position
7.1%
3/1/2024
8.13K→8.71K
Class A Common Stock
Direct
Shares
−165.00
Price / share
$33.55
Trade value
$5.54K
% of position
1.9%
3/1/2024
8.71K→8.54K
Total
Net shares
+411.00
Net value
-$5.54K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 3/1/2024 | M · Option Exercise | +576.00 | — | — | 7.1% | 8.13K | 8.71K |
| Class A Common Stock Direct | 3/1/2024 | F · Tax Withholding | −165.00 | $33.55 | $5.54K | 1.9% | 8.71K | 8.54K |
| Total | +411.00 | -$5.54K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Class A Common Stock
576.00 shares
Shares
−576.00
Strike price
Held after
577.00
Exercisable
—
3/1/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock576.00 shares | 3/1/2024 | M · Option Exercise | −576.00 | — | 577.00 |