SCHWAB JOHN R
SEC insider (Form 3/4/5 filer). CIK 0001249289. CHIEF FINANCIAL OFFICER at Vertex, Inc. (VERX). 20 reported Form 4/5 transactions since Sep 2024; latest on Feb 23, 2026. Located in KING OF PRUSSIA, PA.
Companies SCHWAB JOHN R has filed insider reports for
- Vertex, Inc. (VERX): Officer, CHIEF FINANCIAL OFFICER
SCHWAB JOHN R
CIK: 0001249289
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)1 (5.0%)
Position reduction
Option Exercises (M)9 (45.0%)
Derivative conversions
Awards (A)2 (10.0%)
Compensation grants
Other (G, F, J, C, D, …)8 (40.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
VERX
Vertex, Inc.
Officer
Discretionary Trading P&L
Holdings
Transaction History (20 total)
- Feb 23, 2026VERX
Vertex, Inc.
ExerciseDirect30.3K shares- - Feb 23, 2026VERX
Vertex, Inc.
Tax PaymentDirect16.4K shares at avg. $12.03$197K - Feb 20, 2026VERX
Vertex, Inc.
Tax PaymentDirect8.6K shares at avg. $12.74$110K - Feb 20, 2026VERX
Vertex, Inc.
ExerciseDirect15.9K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax PaymentDirect12.9K shares at avg. $12.74$165K - Feb 20, 2026VERX
Vertex, Inc.
ExerciseDirect23.9K shares- - Feb 19, 2026VERX
Vertex, Inc.
AwardDirectRestricted Stock Units
269.4K shares- - Feb 10, 2026VERX
Vertex, Inc.
Tax PaymentDirect13.5K shares at avg. $14.88$201K - Feb 10, 2026VERX
Vertex, Inc.
ExerciseDirect24K shares- - Feb 28, 2025VERX
Vertex, Inc.
ExerciseDirect1.7K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Feb 23, 2026 | VERX Vertex, Inc. | Exercise | 30,305 | - | $0 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Tax Payment | 16,411 | $12.03 | $197,424 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment | 8,598 | $12.74 | $109,539 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise | 15,878 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment | 12,936 | $12.74 | $164,805 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise | 23,888 | - | $0 | Direct |
| Feb 19, 2026 | VERX Vertex, Inc. | Award Restricted Stock Units | 269,399 | - | - | Direct |
| Feb 10, 2026 | VERX Vertex, Inc. | Tax Payment | 13,489 | $14.88 | $200,716 | Direct |
| Feb 10, 2026 | VERX Vertex, Inc. | Exercise | 24,010 | - | $0 | Direct |
| Feb 28, 2025 | VERX Vertex, Inc. | Exercise | 1,721 | - | - | Direct |
1-10 of 20 transactions