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 |
|---|---|---|---|---|---|---|
| May 15, 2023 Filed May 17, 2023 20:54 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 30,000 | $4.70 | $141,000.00 |
DisclosureSEC source: 0001415889-23-008207 · form4-05172023_080524.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,316 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 |
| March 01, 2023 Filed Mar 3, 2023 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 3,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004136 · form4-03032023_090322.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,442 Underlying: Class A Common Stock · 3,441 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 annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 1,247 | $15.60 | $19,453.20 |
DisclosureSEC source: 0001415889-23-004136 · form4-03032023_090322.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,316 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 3,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004136 · form4-03032023_090322.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,563 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, 2023 Filed Feb 27, 2023 21:43 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 121,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003389 · form4-02272023_090253.xml · derivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,220 Underlying: Class A Common Stock · 121,220 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 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. 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 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002521 · form4-02142023_100229.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,028 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 Issuer's Class A Common Stock. F2 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on each of February 10, 2024, February 10, 2025 and February 10, 2026 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 10, 2024, February 10, 2025 and February 10, 2026 and have no expiration date. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:31 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 8,466 | $14.21 | $120,301.86 |
DisclosureSEC source: 0001415889-23-002521 · form4-02142023_100229.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,122 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 24,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002521 · form4-02142023_100229.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,588 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 14, 2022 Filed Dec 16, 2022 21:09 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 7,439 | $4.70 Strike: $4.70 | $34,963.30 |
DisclosureSEC source: 0001415889-22-012626 · form4-12162022_091213.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,473 Underlying: Class A Common Stock · 7,439 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 14, 2022 Filed Dec 16, 2022 21:09 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 7,439 | $16.28 | $121,076.42 |
DisclosureSEC source: 0001415889-22-012626 · form4-12162022_091213.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.19 to $16.375, 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 14, 2022 Filed Dec 16, 2022 21:09 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 7,439 | $4.70 | $34,963.30 |
DisclosureSEC source: 0001415889-22-012626 · form4-12162022_091213.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,018 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 05, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 899 | $4.70 Strike: $4.70 | $4,225.30 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · derivative · entry 6 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,912 Underlying: Class A Common Stock · 899 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 05, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 899 | $16.28 | $14,632.12 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · nonDerivative · entry 4 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.26 to $16.34, 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 05, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 899 | $4.70 | $4,225.30 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · nonDerivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 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 02, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 16,662 | $4.70 Strike: $4.70 | $78,311.40 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · derivative · entry 5 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,811 Underlying: Class A Common Stock · 16,662 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 02, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 16,662 | $16.79 | $279,671.67 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · nonDerivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.75 to $16.86, 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 02, 2022 Filed Dec 6, 2022 21:31 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 16,662 | $4.70 | $78,311.40 |
DisclosureSEC source: 0001415889-22-012133 · form4-12062022_091213.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,241 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 10, 2022 Filed Feb 14, 2022 19:11 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 96,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001262 · form4-02142022_110235.xml · derivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,037 Underlying: Class A Common Stock · 96,037 shares Expires not disclosed 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: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. 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 10, 2023, February 10, 2024, February 10, 2025 and February 10, 2026. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 6,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005165 · form4-11122021_011144.xml · derivative · entry 3 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,883 Underlying: Class A Common Stock · 6,883 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. F4 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 50% of the shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. F4 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 50% of the shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | GrantStock Option · Derivative | 7,999 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-21-005165 · form4-11122021_011144.xml · derivative · entry 2 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 Underlying: Class A Common Stock · 7,999 shares Expires 2031-03-01 F2 · derivative.exercise_date: This option will vest and become exercisable with respect to 25% of the shares on each of March 1, 2022, March 1, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
| July 31, 2020 Filed Feb 14, 2022 19:11 UTC | Vertex, Inc. VERX · Entity 4427 | PurchaseClass A Common Stock | 2,894 | $19.00 | $54,986.00 |
DisclosureSEC source: 0001415889-22-001262 · form4-02142022_110235.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579 Read SEC document |
| July 28, 2020 Filed Nov 12, 2021 21:25 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005165 · form4-11122021_011144.xml · nonDerivative · entry 1 SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,685 F1 · date: Reflects 53 shares of restricted stock that was inadvertently omitted from the filer's Form 3. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof. F1 · balance_after: Reflects 53 shares of restricted stock that was inadvertently omitted from the filer's Form 3. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof. 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.