John R Schwab Vertex, Inc. (VERX) insider trading activity

John R Schwab is CHIEF FINANCIAL OFFICER of Vertex, Inc.. Currently has a direct ownership of 89,624 shares of VERX, which is worth approximately $2.91 Million. The most recent transaction as insider was on Feb 28, 2025, when has been sold 932 shares (Class A Common Stock) at a price of $32.29 per share, resulting in proceeds of $30,094. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 89.6K

68.77% 3M change

68.77% 12M change

Total Value Held $2.91 Million

JOHN R SCHWAB Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Feb 28 2025	SELL Payment of exercise price or tax liability	$30,094 $32.29 p/Share	932 Reduced 1.03%	89,624 Class A Common Stock
Feb 28 2025	BUY Exercise of conversion of derivative security	-	1,721 Added 1.87%	90,556 Class A Common Stock
Feb 21 2025	SELL Payment of exercise price or tax liability	$1,297,386 $44.21 p/Share	29,346 Reduced 24.83%	88,835 Class A Common Stock
Feb 21 2025	BUY Exercise of conversion of derivative security	-	54,192 Added 33.99%	105,246 Class A Common Stock
Feb 10 2025	SELL Payment of exercise price or tax liability	$735,206 $56.02 p/Share	13,124 Reduced 17.02%	63,989 Class A Common Stock
Feb 10 2025	BUY Exercise of conversion of derivative security	-	24,009 Added 23.74%	77,113 Class A Common Stock
Dec 17 2024	SELL Open market or private sale	$1,061,000 $53.05 p/Share	20,000 Reduced 27.36%	53,104 Class A Common Stock
Dec 17 2024	BUY Exercise of conversion of derivative security	$94,000 $4.7 p/Share	20,000 Added 21.48%	73,104 Class A Common Stock
Aug 22 2024	SELL Open market or private sale	$895,250 $35.81 p/Share	25,000 Reduced 32.01%	53,104 Class A Common Stock
Aug 22 2024	BUY Exercise of conversion of derivative security	$117,500 $4.7 p/Share	25,000 Added 24.25%	78,104 Class A Common Stock
Mar 05 2024	SELL Open market or private sale	$300,000 $30.0 p/Share	10,000 Reduced 15.85%	53,104 Class A Common Stock
Mar 05 2024	BUY Exercise of conversion of derivative security	$47,000 $4.7 p/Share	10,000 Added 13.68%	63,104 Class A Common Stock
Mar 01 2024	SELL Payment of exercise price or tax liability	$31,268 $33.55 p/Share	932 Reduced 1.72%	53,104 Class A Common Stock
Mar 01 2024	BUY Exercise of conversion of derivative security	-	1,721 Added 3.09%	54,036 Class A Common Stock
Feb 23 2024	SELL Payment of exercise price or tax liability	$405,515 $24.71 p/Share	16,411 Reduced 23.88%	52,315 Class A Common Stock
Feb 23 2024	BUY Exercise of conversion of derivative security	-	30,305 Added 30.6%	68,726 Class A Common Stock
Feb 13 2024	SELL Payment of exercise price or tax liability	$236,668 $26.58 p/Share	8,904 Reduced 18.81%	38,421 Class A Common Stock
Feb 13 2024	BUY Exercise of conversion of derivative security	-	24,009 Added 33.66%	47,325 Class A Common Stock
Dec 18 2023	SELL Open market or private sale	$663,750 $26.55 p/Share	25,000 Reduced 51.74%	23,316 Class A Common Stock
Dec 18 2023	BUY Exercise of conversion of derivative security	$117,500 $4.7 p/Share	25,000 Added 34.1%	48,316 Class A Common Stock
May 15 2023	SELL Open market or private sale	$588,300 $19.61 p/Share	30,000 Reduced 56.27%	23,316 Class A Common Stock
May 15 2023	BUY Exercise of conversion of derivative security	$141,000 $4.7 p/Share	30,000 Added 36.01%	53,316 Class A Common Stock
Mar 01 2023	SELL Payment of exercise price or tax liability	$19,453 $15.6 p/Share	1,247 Reduced 5.08%	23,316 Class A Common Stock
Mar 01 2023	BUY Exercise of conversion of derivative security	-	3,441 Added 12.29%	24,563 Class A Common Stock
Feb 10 2023	SELL Payment of exercise price or tax liability	$120,301 $14.21 p/Share	8,466 Reduced 28.61%	21,122 Class A Common Stock

JRS

John R Schwab

CHIEF FINANCIAL OFFICER

King Of Prussia, PA

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