SCHWAB JOHN R

PrivateCIK: 1249289
Location

HORSHAM, PA

SCHWAB JOHN R (Chief Financial Officer) exercised options at VERTEX, INC.

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 1 exercise
InsiderSCHWAB JOHN RCIK 1249289
IssuerVERTEX, INC.CIK 1806837
Officer· Chief Financial Officer
Since Jul 2020
-13.49K
Net shares
Net seller
$200.7K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
24.01K acquired · 37.50K disposed
Non-Derivative Transactions2

Class A Common Stock

Direct
M · Option Exercise

Shares

+24.01K

Price / share

Trade value

% of position

26.8%
2/10/2026
89.62K113.63K

Class A Common Stock

Direct
F · Tax Withholding

Shares

13.49K

Price / share

$14.88

Trade value

$200.72K

% of position

11.9%
2/10/2026
113.63K100.14K
Total

Net shares

+10.52K

Net value

-$200.72K

Derivative Transactions1

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Class A Common Stock

24.01K shares

Shares

24.01K

Strike price

Held after

0.00

Exercisable

2/10/2026
SCHWAB JOHN R — Insider Transaction (Form 4) Filed Feb 12, 2026 | Finecho