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: 2/12/2025ACC: 0001415889-25-003727
Officer· Chief Financial Officer
Since Jul 2020
-13.12K
Net shares
Net seller
$735.2K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
24.01K acquired · 37.13K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+24.01K
Price / share
—
Trade value
—
% of position
45.2%
2/10/2025
53.10K→77.11K
Class A Common Stock
Direct
Shares
−13.12K
Price / share
$56.02
Trade value
$735.21K
% of position
17.0%
2/10/2025
77.11K→63.99K
Total
Net shares
+10.88K
Net value
-$735.21K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 2/10/2025 | M · Option Exercise | +24.01K | — | — | 45.2% | 53.10K | 77.11K |
| Class A Common Stock Direct | 2/10/2025 | F · Tax Withholding | −13.12K | $56.02 | $735.21K | 17.0% | 77.11K | 63.99K |
| Total | +10.88K | -$735.21K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Class A Common Stock
24.01K shares
Shares
−24.01K
Strike price
Held after
24.01K
Exercisable
—
2/10/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock24.01K shares | 2/10/2025 | M · Option Exercise | −24.01K | — | 24.01K |