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: 3/4/2025ACC: 0001415889-25-006484
Officer· Chief Financial Officer
Since Jul 2020
-932.00
Net shares
Net seller
$30.1K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
1.72K acquired · 2.65K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+1.72K
Price / share
—
Trade value
—
% of position
1.9%
2/28/2025
88.83K→90.56K
Class A Common Stock
Direct
Shares
−932.00
Price / share
$32.29
Trade value
$30.09K
% of position
1.0%
2/28/2025
90.56K→89.62K
Total
Net shares
+789.00
Net value
-$30.09K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 2/28/2025 | M · Option Exercise | +1.72K | — | — | 1.9% | 88.83K | 90.56K |
| Class A Common Stock Direct | 2/28/2025 | F · Tax Withholding | −932.00 | $32.29 | $30.09K | 1.0% | 90.56K | 89.62K |
| Total | +789.00 | -$30.09K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Class A Common Stock
1.72K shares
Shares
−1.72K
Strike price
Held after
0.00
Exercisable
—
2/28/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock1.72K shares | 2/28/2025 | M · Option Exercise | −1.72K | — | 0.00 |