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
Filed: 2/25/2026ACC: 0001249289-26-000008
Officer· Chief Financial Officer
Since Jul 2020
-16.41K
Net shares
Net seller
$197.4K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
30.30K acquired · 46.72K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+30.30K
Price / share
—
Trade value
—
% of position
25.6%
2/23/2026
118.38K→148.68K
Class A Common Stock
Direct
Shares
−16.41K
Price / share
$12.03
Trade value
$197.42K
% of position
11.0%
2/23/2026
148.68K→132.27K
Total
Net shares
+13.89K
Net value
-$197.42K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 2/23/2026 | M · Option Exercise | +30.30K | — | — | 25.6% | 118.38K | 148.68K |
| Class A Common Stock Direct | 2/23/2026 | F · Tax Withholding | −16.41K | $12.03 | $197.42K | 11.0% | 148.68K | 132.27K |
| Total | +13.89K | -$197.42K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Class A Common Stock
30.30K shares
Shares
−30.30K
Strike price
Held after
30.30K
Exercisable
—
2/23/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock30.30K shares | 2/23/2026 | M · Option Exercise | −30.30K | — | 30.30K |