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 · 2 exercises
Filed: 2/24/2026ACC: 0001249289-26-000006
Officer· Chief Financial Officer
Since Jul 2020
-21.53K
Net shares
Net seller
$274.3K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
39.77K acquired · 61.30K disposed
Non-Derivative Transactions4
Class A Common Stock
Direct
Shares
+23.89K
Price / share
—
Trade value
—
% of position
23.9%
2/20/2026
100.14K→124.03K
Class A Common Stock
Direct
Shares
−12.94K
Price / share
$12.74
Trade value
$164.80K
% of position
10.4%
2/20/2026
124.03K→111.10K
Class A Common Stock
Direct
Shares
+15.88K
Price / share
—
Trade value
—
% of position
14.3%
2/20/2026
111.10K→126.97K
Class A Common Stock
Direct
Shares
−8.60K
Price / share
$12.74
Trade value
$109.54K
% of position
6.8%
2/20/2026
126.97K→118.38K
Total
Net shares
+18.23K
Net value
-$274.34K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 2/20/2026 | M · Option Exercise | +23.89K | — | — | 23.9% | 100.14K | 124.03K |
| Class A Common Stock Direct | 2/20/2026 | F · Tax Withholding | −12.94K | $12.74 | $164.80K | 10.4% | 124.03K | 111.10K |
| Class A Common Stock Direct | 2/20/2026 | M · Option Exercise | +15.88K | — | — | 14.3% | 111.10K | 126.97K |
| Class A Common Stock Direct | 2/20/2026 | F · Tax Withholding | −8.60K | $12.74 | $109.54K | 6.8% | 126.97K | 118.38K |
| Total | +18.23K | -$274.34K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Class A Common Stock
23.89K shares
Shares
−23.89K
Strike price
Held after
47.78K
Exercisable
—
2/20/2026
Restricted Stock Units
Direct
Converts to
Class A Common Stock
15.88K shares
Shares
−15.88K
Strike price
Held after
47.63K
Exercisable
—
2/20/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock23.89K shares | 2/20/2026 | M · Option Exercise | −23.89K | — | 47.78K | |
| Restricted Stock Units Direct | Class A Common Stock15.88K shares | 2/20/2026 | M · Option Exercise | −15.88K | — | 47.63K |