John R. Schwab
CIK: 0001249289
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Vertex, Inc.
Discretionary Trading P&L
Holdings
Transaction History (20 total)
- Feb 23, 2026VERX
Vertex, Inc.
Exercise(M)Direct30.3K shares- - Feb 23, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct16.4K shares at avg. $12.03$197K - Feb 20, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct8.6K shares at avg. $12.74$110K - Feb 20, 2026VERX
Vertex, Inc.
Exercise(M)Direct15.9K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct12.9K shares at avg. $12.74$165K - Feb 20, 2026VERX
Vertex, Inc.
Exercise(M)Direct23.9K shares- - Feb 19, 2026VERX
Vertex, Inc.
Award(A)DirectRestricted Stock Units
269.4K shares- - Feb 10, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct13.5K shares at avg. $14.88$201K - Feb 10, 2026VERX
Vertex, Inc.
Exercise(M)Direct24K shares- - Feb 28, 2025VERX
Vertex, Inc.
Exercise(M)Direct1.7K shares- - Feb 28, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct932 shares at avg. $32.29$30K - Feb 21, 2025VERX
Vertex, Inc.
Exercise(M)Direct23.9K shares- - Feb 21, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct12.9K shares at avg. $44.21$572K - Feb 21, 2025VERX
Vertex, Inc.
Exercise(M)Direct30.3K shares- - Feb 21, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct16.4K shares at avg. $44.21$726K - Feb 20, 2025VERX
Vertex, Inc.
Award(A)DirectRestricted Stock Units
63.5K shares- - Feb 10, 2025VERX
Vertex, Inc.
Exercise(M)Direct24K shares- - Feb 10, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct13.1K shares at avg. $56.02$735K - Dec 17, 2024VERX
Vertex, Inc.
Exercise(M)Direct20K shares at avg. $4.70$94K - Dec 17, 2024VERX
Vertex, Inc.
Sale(S)Direct20K shares at avg. $53.05$1.1M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Feb 23, 2026 | VERX Vertex, Inc. | Exercise(M) | 30,305 | - | $0 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 16,411 | $12.03 | $197,424 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 8,598 | $12.74 | $109,539 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise(M) | 15,878 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 12,936 | $12.74 | $164,805 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise(M) | 23,888 | - | $0 | Direct |
| Feb 19, 2026 | VERX Vertex, Inc. | Award(A) Restricted Stock Units | 269,399 | - | - | Direct |
| Feb 10, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 13,489 | $14.88 | $200,716 | Direct |
| Feb 10, 2026 | VERX Vertex, Inc. | Exercise(M) | 24,010 | - | $0 | Direct |
| Feb 28, 2025 | VERX Vertex, Inc. | Exercise(M) | 1,721 | - | - | Direct |
| Feb 28, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 932 | $32.29 | $30,094 | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Exercise(M) | 23,887 | - | - | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 12,935 | $44.21 | $571,856 | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Exercise(M) | 30,305 | - | - | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 16,411 | $44.21 | $725,530 | Direct |
| Feb 20, 2025 | VERX Vertex, Inc. | Award(A) Restricted Stock Units | 63,513 | - | - | Direct |
| Feb 10, 2025 | VERX Vertex, Inc. | Exercise(M) | 24,009 | - | - | Direct |
| Feb 10, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 13,124 | $56.02 | $735,206 | Direct |
| Dec 17, 2024 | VERX Vertex, Inc. | Exercise(M) | 20,000 | $4.70 | $94,000 | Direct |
| Dec 17, 2024 | VERX Vertex, Inc. | Sale(S) | 20,000 | $53.05 | $1,060,932 | Direct |
1-20 of 20 transactions
About SCHWAB JOHN R
SCHWAB JOHN R (SEC CIK 0001249289) files insider reports with the SEC as CHIEF FINANCIAL OFFICER of Vertex, Inc. (VERX).
Signal8 holds 9 ownership filings by SCHWAB JOHN R, all Form 4s, filed between Dec 18, 2024 and Feb 25, 2026. Those filings report 20 transactions, from Dec 17, 2024 to Feb 23, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on SCHWAB JOHN R's filings is in KING OF PRUSSIA, PA.
Recent filings by SCHWAB JOHN R
- Feb 23, 2026: Option exercise of VERX shares (Form 4, code M).
- Feb 23, 2026: Tax withholding of VERX shares (Form 4, code F).
- Feb 20, 2026: Tax withholding of VERX shares (Form 4, code F).
- Feb 20, 2026: Option exercise of VERX shares (Form 4, code M).
- Feb 20, 2026: Tax withholding of VERX shares (Form 4, code F).
Other insiders filing for Vertex, Inc. (VERX)
- Saha Debanjan, Director
- DeStefano David, Director
- Gayton Bradley M, Director
- Saunders Philip Seth, Director
- Radcliffe Amanda Westphal, Director
- Stamm John Richard, Director