Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | CHIEF FINANCIAL OFFICER | February 23, 2026 | February 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 132,271 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Exercise / conversion · Acquired 30,305 · Balance 148,682 Row 2 · 2026-02-23 · Tax withholding · Disposed 16,411 · Balance 132,271 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,305 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Exercise / conversion · Disposed 30,305 · Balance 30,305 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.
F2: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 30,305 | $0.00 | $0.00 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 16,411 | $12.03 | $197,424.33 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 30,305 | $0.00 | $0.00 |
DisclosureSEC 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 20, 2026 Filed Feb 24, 2026 21:26 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 15,878 | $0.00 | $0.00 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 23,888 | $0.00 | $0.00 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 8,598 | $12.74 | $109,538.52 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 15,878 | $0.00 | $0.00 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 12,936 | $12.74 | $164,804.64 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 23,888 | $0.00 | $0.00 |
DisclosureSEC 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 19, 2026 Filed Feb 23, 2026 21:44 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 269,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001249289-26-000004 · form4-02232026_090250.xml · derivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,399 Underlying: Class A Common Stock · 269,399 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 |
| February 10, 2026 Filed Feb 12, 2026 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 24,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001249289-26-000002 · form4-02122026_090227.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,010 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: This restricted stock unit award is fully vested. F2 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 13,489 | $14.88 | $200,716.32 |
DisclosureSEC source: 0001249289-26-000002 · form4-02122026_090227.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,145 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 24,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001249289-26-000002 · form4-02122026_090227.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,634 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 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006484 · form4-03042025_090305.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,721 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: This restricted stock unit award is fully vested. F2 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 932 | $32.29 | $30,094.28 |
DisclosureSEC source: 0001415889-25-006484 · form4-03042025_090305.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,624 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:12 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006484 · form4-03042025_090305.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,556 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 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 30,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · derivative · entry 6 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,610 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. F3 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 23,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · derivative · entry 5 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,664 Underlying: Class A Common Stock · 23,887 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 in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 16,411 | $44.21 | $725,530.31 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · nonDerivative · entry 4 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,835 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 30,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · nonDerivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,246 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 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 12,935 | $44.21 | $571,856.35 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,941 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:17 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 23,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005489 · form4-02252025_090218.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,876 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, 2025 Filed Feb 24, 2025 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 63,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005251 · form4-02242025_090234.xml · derivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,513 Underlying: Class A Common Stock · 63,513 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 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. 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 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003727 · form4-02122025_090233.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,010 Underlying: Class A Common Stock · 24,009 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 10, 2026 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest on February 10, 2026 and have no expiration date. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 13,124 | $56.02 | $735,206.48 |
DisclosureSEC source: 0001415889-25-003727 · form4-02122025_090233.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,989 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003727 · form4-02122025_090233.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,113 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 |
| December 17, 2024 Filed Dec 18, 2024 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001415889-24-029727 · form4-12182024_091218.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,473 Underlying: Class A Common Stock · 20,000 shares Expires 2030-02-05 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_date: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,000 | $53.05 | $1,060,932.00 |
DisclosureSEC source: 0001415889-24-029727 · form4-12182024_091218.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,104 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $52.63 to $53.25, 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 sold at each separate price within the range set forth above. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 21:13 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 20,000 | $4.70 | $94,000.00 |
DisclosureSEC source: 0001415889-24-029727 · form4-12182024_091218.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,104 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 |
| August 22, 2024 Filed Aug 26, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 25,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001415889-24-022236 · form4-08262024_090852.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,473 Underlying: Class A Common Stock · 25,000 shares Expires 2030-02-05 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_date: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 25,000 | $35.81 | $895,150.00 |
DisclosureSEC source: 0001415889-24-022236 · form4-08262024_090852.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,104 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.630 to $35.945, 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 sold at each separate price within the range set forth above. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 25,000 | $4.70 | $117,500.00 |
DisclosureSEC source: 0001415889-24-022236 · form4-08262024_090852.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,104 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 |
| March 05, 2024 Filed Mar 7, 2024 21:05 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001415889-24-007169 · form4-03072024_090356.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 406,473 Underlying: Class A Common Stock · 10,000 shares Expires 2030-02-05 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_date: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:05 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,000 | $30.00 | $300,000.00 |
DisclosureSEC source: 0001415889-24-007169 · form4-03072024_090356.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,104 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on September 15, 2023. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:05 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 10,000 | $4.70 | $47,000.00 |
DisclosureSEC source: 0001415889-24-007169 · form4-03072024_090356.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,104 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 |
| March 01, 2024 Filed Mar 5, 2024 21:39 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006724 · form4-03052024_090338.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,721 Underlying: Class A Common Stock · 1,721 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 March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest on March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:39 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 932 | $33.55 | $31,268.60 |
DisclosureSEC source: 0001415889-24-006724 · form4-03052024_090338.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,104 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:39 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006724 · form4-03052024_090338.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,036 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, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 30,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005482 · form4-02272024_090251.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,915 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 in three equal installments on each of February 23, 2025, February 23, 2026 and February 23, 2027 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal installments on each of February 23, 2025, February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 16,411 | $24.71 | $405,515.81 |
DisclosureSEC source: 0001415889-24-005482 · form4-02272024_090251.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,315 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 30,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005482 · form4-02272024_090251.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,726 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 22, 2024 Filed Feb 26, 2024 21:06 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 95,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005218 · form4-02262024_090259.xml · derivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,551 Underlying: Class A Common Stock · 95,551 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 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. 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 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:06 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003892 · form4-02152024_090209.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,019 Underlying: Class A Common Stock · 24,009 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 in two equal installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:06 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 8,904 | $26.58 | $236,668.32 |
DisclosureSEC source: 0001415889-24-003892 · form4-02152024_090209.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,421 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:06 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003892 · form4-02152024_090209.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,325 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 |
| December 18, 2023 Filed Dec 20, 2023 21:16 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 25,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001415889-23-016792 · form4-12202023_091218.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 416,473 Underlying: Class A Common Stock · 25,000 shares Expires 2030-02-05 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_date: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:16 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 25,000 | $26.55 | $663,862.50 |
DisclosureSEC source: 0001415889-23-016792 · form4-12202023_091218.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,316 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.165 to $27.07, 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 sold at each separate price within the range set forth above. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:16 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 25,000 | $4.70 | $117,500.00 |
DisclosureSEC source: 0001415889-23-016792 · form4-12202023_091218.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,316 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 |
| May 15, 2023 Filed May 17, 2023 20:54 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001415889-23-008207 · form4-05172023_080524.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 441,473 Underlying: Class A Common Stock · 30,000 shares Expires 2030-02-05 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_date: This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,000 | $19.61 | $588,381.00 |
DisclosureSEC source: 0001415889-23-008207 · form4-05172023_080524.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,316 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $19.13 to $19.78, 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 sold at each separate price within the range set forth above. 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.