SCHWAB JOHN R (Chief Financial Officer) sold 27.4% of their position (20K shares) of VERTEX, INC. on the open market
Open‑market sale worth $1.06M — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 12/18/2024ACC: 0001415889-24-029727
Officer· Chief Financial Officer
Since Jul 2020
-20K
Net shares
Net seller
$1.06M
Total sold
1
Open market trades
0B · 1S
3
Total transactions
20K acquired · 40K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+20K
Price / share
$4.70
Trade value
$94K
% of position
37.7%
12/17/2024
53.10K→73.10K
Class A Common Stock
Direct
Shares
−20K
Price / share
$53.05
Trade value
$1.06M
% of position
27.4%
12/17/2024
73.10K→53.10K
Total
Net shares
+0.00
Net value
-$966.93K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 12/17/2024 | M · Option Exercise | +20K | $4.70 | $94K | 37.7% | 53.10K | 73.10K |
| Class A Common Stock Direct | 12/17/2024 | S · Sale | −20K | $53.05 | $1.06M | 27.4% | 73.10K | 53.10K |
| Total | +0.00 | -$966.93K | ||||||
Derivative Transactions1
Stock Option
Direct
Converts to
Class A Common Stock
20K shares
Shares
−20K
Strike price
4.70
Held after
361.47K
Exercisable
—
12/17/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option Direct | Class A Common Stock20K shares | 12/17/2024 | M · Option Exercise | −20K | 4.70 | — | 361.47K |