Schwab R. John's Insider Trades & SAST Disclosures
Schwab R. John's most recent trade in Vertex Inc - Ordinary Shares Class A was a trade of 1,721 Class A Common Stock done . Disclosure was reported to the exchange on Feb. 28, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Feb 2025 | 1,721 | 90,556 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Feb 2025 | 1,721 | 0 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.29 per share. | 28 Feb 2025 | 932 | 89,624 | - | 32.3 | 30,094 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Feb 2025 | 30,305 | 105,246 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Feb 2025 | 30,305 | 60,610 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Feb 2025 | 23,887 | 71,664 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Feb 2025 | 23,887 | 87,876 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 44.21 per share. | 21 Feb 2025 | 16,411 | 88,835 | - | 44.2 | 725,530 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 44.21 per share. | 21 Feb 2025 | 12,935 | 74,941 | - | 44.2 | 571,856 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 20 Feb 2025 | 63,513 | 63,513 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2025 | 24,009 | 24,010 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2025 | 24,009 | 77,113 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 56.02 per share. | 10 Feb 2025 | 13,124 | 63,989 | - | 56.0 | 735,206 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Schwab John R. | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Dec 2024 | 20,000 | 361,473 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John Schwab R. | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 53.05 per share. | 17 Dec 2024 | 20,000 | 53,104 | - | 53.0 | 1,060,932 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | R. John Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 17 Dec 2024 | 20,000 | 73,104 | - | 4.7 | 94,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 22 Aug 2024 | 25,000 | 78,104 | - | 4.7 | 117,500 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Aug 2024 | 25,000 | 381,473 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 35.81 per share. | 22 Aug 2024 | 25,000 | 53,104 | - | 35.8 | 895,150 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Mar 2024 | 10,000 | 406,473 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 30.00 per share. | 05 Mar 2024 | 10,000 | 53,104 | - | 30 | 300,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 05 Mar 2024 | 10,000 | 63,104 | - | 4.7 | 47,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2024 | 1,721 | 1,721 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2024 | 1,721 | 54,036 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.55 per share. | 01 Mar 2024 | 932 | 53,104 | - | 33.6 | 31,269 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | R. John Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2024 | 30,305 | 68,726 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2024 | 30,305 | 90,915 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | R. Schwab John | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.71 per share. | 23 Feb 2024 | 16,411 | 52,315 | - | 24.7 | 405,516 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | R. Schwab John | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2024 | 95,551 | 95,551 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Schwab John R. | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Feb 2024 | 24,009 | 48,019 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Schwab R. John | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Feb 2024 | 24,009 | 47,325 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.58 per share. | 13 Feb 2024 | 8,904 | 38,421 | - | 26.6 | 236,668 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | R. John Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 18 Dec 2023 | 25,000 | 48,316 | - | 4.7 | 117,500 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John Schwab R. | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Dec 2023 | 25,000 | 416,473 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Schwab John R. | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 26.55 per share. | 18 Dec 2023 | 25,000 | 23,316 | - | 26.6 | 663,863 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 19.61 per share. | 15 May 2023 | 30,000 | 23,316 | - | 19.6 | 588,381 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2023 | 30,000 | 441,473 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 15 May 2023 | 30,000 | 53,316 | - | 4.7 | 141,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2023 | 3,441 | 3,442 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2023 | 3,441 | 24,563 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.60 per share. | 01 Mar 2023 | 1,247 | 23,316 | - | 15.6 | 19,453 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Feb 2023 | 121,220 | 121,220 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2023 | 24,009 | 29,588 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2023 | 24,009 | 72,028 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.21 per share. | 10 Feb 2023 | 8,466 | 21,122 | - | 14.2 | 120,302 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 02 Dec 2022 | 16,662 | 22,241 | - | 4.7 | 78,311 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 16.79 per share. | 02 Dec 2022 | 16,662 | 5,579 | - | 16.8 | 279,672 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Dec 2022 | 16,662 | 479,811 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.70 per share. | 02 Dec 2022 | 899 | 6,478 | - | 4.7 | 4,225 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Dec 2022 | 899 | 478,912 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 16.28 per share. | 02 Dec 2022 | 899 | 5,579 | - | 16.3 | 14,632 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 7,999 | 7,999 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 6,883 | 6,883 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 53 | 2,685 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2020 | 96,037 | 96,037 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | John R. Schwab | CHIEF FINANCIAL OFFICER | Purchase of securities on an exchange or from another person at price $ 19.00 per share. | 31 Jul 2020 | 2,894 | 5,579 | - | 19 | 54,986 | Class A Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges