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Nasdaq · USD

VERX

Vertex, Inc.

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Tapewire entity
4427
SEC CIK
0001806837
Parsed reports
324

Last 12 months

Inside the activity.

5 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202640
Mar 202610
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 07, 2026 Filed Oct 9, 2026 20:22 UTC GrantClass A Common Stock 11,199 $0.00 $0.00
Disclosure

SEC source: 0002156092-26-000005 · form4-10092026_081048.xml · nonDerivative · entry 1

Saha Debanjan · CIK 0002156092 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,199

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) October 7, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:18 UTC
Thompson Stefanie WestphalDirector · 10% owner
GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001818515-26-000002 · form4-06122026_080614.xml · nonDerivative · entry 1

Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,995

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

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June 10, 2026 Filed Jun 12, 2026 16:19 UTC
Radcliffe Amanda WestphalDirector · 10% owner
GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001818517-26-000002 · form4-06122026_080650.xml · nonDerivative · entry 1

Radcliffe Amanda Westphal · CIK 0001818517 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,030

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:21 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000011 · form4-06122026_080621.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,271,155

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:19 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001818885-26-000002 · form4-06122026_080617.xml · nonDerivative · entry 1

Stamm John Richard · CIK 0001818885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,685

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:20 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001660138-26-000002 · form4-06122026_080651.xml · nonDerivative · entry 1

Gayton Bradley M · CIK 0001660138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,500

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:20 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001371044-26-000002 · form4-06122026_080619.xml · nonDerivative · entry 1

Saunders Philip Seth · CIK 0001371044 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,606

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:17 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0002060448-26-000002 · form4-06122026_080641.xml · nonDerivative · entry 1

Mendola Mark J · CIK 0002060448 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,965

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:18 UTC GrantClass A Common Stock 15,638 $0.00 $0.00
Disclosure

SEC source: 0001552411-26-000004 · form4-06122026_080646.xml · nonDerivative · entry 1

ANDERSEN ERIC C. · CIK 0001552411 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,979

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 16:17 UTC SaleClass A Common Stock 6,460 $12.75 $82,365.00
Disclosure

SEC source: 0001818526-26-000009 · form4-06012026_080625.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trusts

Disclosed balance after: 197,572

F1 · ownership.nature: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.

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March 09, 2026 Filed Mar 9, 2026 23:43 UTC PurchaseClass A Common Stock 10,000 $15.05 $150,477.00
Disclosure

SEC source: 0001104659-26-025389 · tm268380-1_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,221,100

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.02 to $15.06. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 16:18 UTC Exercise / conversionRestricted Stock Units · Derivative 109,233 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000006 · form4-02262026_090240.xml · derivative · entry 4

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 109,233 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: This restricted stock unit award is fully vested.

F3 · derivative.expiration_date: This restricted stock unit award is fully vested.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 16:18 UTC Tax withholdingClass A Common Stock 51,983 $13.26 $689,294.58
Disclosure

SEC source: 0001818526-26-000006 · form4-02262026_090240.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,255,517

Read SEC document
February 24, 2026 Filed Feb 26, 2026 16:18 UTC Exercise / conversionClass A Common Stock 109,233 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000006 · form4-02262026_090240.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,307,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 16:14 UTC Exercise / conversionRestricted Stock Units · Derivative 101,395 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000004 · form4-02252026_090217.xml · derivative · entry 4

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,396

Underlying: Class A Common Stock · 101,395 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

F3 · derivative.expiration_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 16:14 UTC Tax withholdingClass A Common Stock 47,112 $12.03 $566,757.36
Disclosure

SEC source: 0001818526-26-000004 · form4-02252026_090217.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,198,267

Read SEC document
February 23, 2026 Filed Feb 25, 2026 16:14 UTC Exercise / conversionClass A Common Stock 101,395 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000004 · form4-02252026_090217.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,245,379

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:15 UTC
Young Christopher DavidDirector · President and CEO
PurchaseClass A Common Stock 60,000 $12.18 $730,794.00
Disclosure

SEC source: 0001647655-26-000002 · form4-02252026_090229.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Living Trust

Disclosed balance after: 60,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.9832 to $12.2862 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:12 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Units · Derivative 30,305 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000008 · form4-02252026_090251.xml · derivative · entry 3

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,305

Underlying: Class A Common Stock · 30,305 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2 · derivative.exercise_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

F2 · derivative.expiration_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:12 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 16,411 $12.03 $197,424.33
Disclosure

SEC source: 0001249289-26-000008 · form4-02252026_090251.xml · nonDerivative · entry 2

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,271

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:12 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionClass A Common Stock 30,305 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000008 · form4-02252026_090251.xml · nonDerivative · entry 1

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,682

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:13 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionRestricted Stock Units · Derivative 6,428 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000008 · form4-02252026_090233.xml · derivative · entry 3

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,429

Underlying: Class A Common Stock · 6,428 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

F2 · derivative.expiration_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:13 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Tax withholdingClass A Common Stock 1,768 $12.03 $21,269.04
Disclosure

SEC source: 0001607606-26-000008 · form4-02252026_090233.xml · nonDerivative · entry 2

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,872

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:13 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionClass A Common Stock 6,428 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000008 · form4-02252026_090233.xml · nonDerivative · entry 1

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,640

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:47 UTC PurchaseClass A Common Stock 40,000 $12.91 $516,400.00
Disclosure

SEC source: 0001552411-26-000002 · form4-02232026_090204.xml · nonDerivative · entry 1

ANDERSEN ERIC C. · CIK 0001552411 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,341

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $12.87 to $12.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Exercise / conversionRestricted Stock Units · Derivative 44,014 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · derivative · entry 7

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,043

Underlying: Class A Common Stock · 44,014 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

F5 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Exercise / conversionRestricted Stock Units · Derivative 69,527 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · derivative · entry 6

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,055

Underlying: Class A Common Stock · 69,527 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

F4 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Tax withholdingClass A Common Stock 12,523 $12.74 $159,543.02
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 4

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,143,984

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Exercise / conversionClass A Common Stock 44,014 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 3

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,156,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Tax withholdingClass A Common Stock 23,705 $12.74 $302,001.70
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,112,493

Read SEC document
February 20, 2026 Filed Feb 24, 2026 16:26 UTC Exercise / conversionClass A Common Stock 69,527 $0.00 $0.00
Disclosure

SEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,136,198

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 84 shares acquired through the Company's Employee Stock Purchase Plan.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Units · Derivative 15,878 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · derivative · entry 6

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,635

Underlying: Class A Common Stock · 15,878 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

F3 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Units · Derivative 23,888 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · derivative · entry 5

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,776

Underlying: Class A Common Stock · 23,888 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 8,598 $12.74 $109,538.52
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · nonDerivative · entry 4

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,377

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionClass A Common Stock 15,878 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · nonDerivative · entry 3

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,975

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 12,936 $12.74 $164,804.64
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · nonDerivative · entry 2

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,097

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:26 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionClass A Common Stock 23,888 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000006 · form4-02242026_090200.xml · nonDerivative · entry 1

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,033

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionRestricted Stock Units · Derivative 2,975 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · derivative · entry 6

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,926

Underlying: Class A Common Stock · 2,975 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

F3 · derivative.expiration_date: The remaining restricted stock units will vest in three equal installments on February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionRestricted Stock Units · Derivative 4,133 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · derivative · entry 5

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,266

Underlying: Class A Common Stock · 4,133 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The remaining restricted stock units will vest in two equal installments on February 22, 2027 and February 22, 2028 and have no expiration date.

F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal installments on February 22, 2027 and February 22, 2028 and have no expiration date.

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February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Tax withholdingClass A Common Stock 976 $12.74 $12,434.24
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 4

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,212

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February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionClass A Common Stock 2,975 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 3

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,188

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Tax withholdingClass A Common Stock 1,259 $12.74 $16,039.66
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 2

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,213

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:25 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionClass A Common Stock 4,133 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000006 · form4-02242026_090222.xml · nonDerivative · entry 1

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,472

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · derivative · entry 6

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,941

Underlying: Class A Common Stock · 2,313 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining restricted stock units that will vest in three equal installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

F3 · derivative.expiration_date: The remaining restricted stock units that will vest in three equal installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 4,035 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · derivative · entry 5

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,071

Underlying: Class A Common Stock · 4,035 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The remaining restricted stock units that will vest in two equal installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

F2 · derivative.expiration_date: The remaining restricted stock units that will vest in two equal installments on each of February 22, 2027 and February 22, 2028 and have no expiration date.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Tax withholdingClass A Common Stock 782 $12.74 $9,962.68
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · nonDerivative · entry 4

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,423

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionClass A Common Stock 2,313 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · nonDerivative · entry 3

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Tax withholdingClass A Common Stock 1,263 $12.74 $16,090.62
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · nonDerivative · entry 2

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,892

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:24 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionClass A Common Stock 4,035 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000006 · form4-02242026_090247.xml · nonDerivative · entry 1

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,155

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 21:46 UTC
Leib Ryan JChief Accounting Officer
GrantRestricted Stock Units · Derivative 33,891 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000004 · form4-02232026_090208.xml · derivative · entry 1

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,891

Underlying: Class A Common Stock · 33,891 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.