SCHWAB JOHN R

CIK 00012492894 companiesKING OF PRUSSIA, PA

SEC Profile

Transactions

Companies

Filings

CIK

0001249289

Recent Transactions

50 trades

Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2026-02-23−30,305→ 30,305 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2026-02-23$12.03/sh−16,411→ 132,271 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2026-02-23+30,305→ 148,682 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2026-02-20−15,878→ 47,635 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2026-02-20−23,888→ 47,776 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2026-02-20+15,878→ 126,975 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2026-02-20$12.74/sh−8,598→ 118,377 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2026-02-20+23,888→ 124,033 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2026-02-20$12.74/sh−12,936→ 111,097 total
Award
Vertex, Inc.$VERX
Restricted Stock Units
2026-02-19+269,399→ 269,399 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2026-02-10+24,010→ 113,634 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2026-02-10$14.88/sh−13,489→ 100,145 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2026-02-10−24,010→ 0 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2025-02-28$32.29/sh−932→ 89,624 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2025-02-28+1,721→ 90,556 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2025-02-28−1,721→ 0 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2025-02-21−30,305→ 60,610 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2025-02-21$44.21/sh−12,935→ 74,941 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2025-02-21−23,887→ 71,664 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2025-02-21+23,887→ 87,876 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2025-02-21$44.21/sh−16,411→ 88,835 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2025-02-21+30,305→ 105,246 total
Award
Vertex, Inc.$VERX
Restricted Stock Units
2025-02-20+63,513→ 63,513 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2025-02-10$56.02/sh−13,124→ 63,989 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2025-02-10−24,009→ 24,010 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2025-02-10+24,009→ 77,113 total
Exercise/Conversion
Vertex, Inc.$VERX
Stock Option
2024-12-17−20,000→ 361,473 total
Sale
Vertex, Inc.$VERX
Class A Common Stock
2024-12-17$53.05/sh−20,000→ 53,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-12-17$4.70/sh+20,000→ 73,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-08-22$4.70/sh+25,000→ 78,104 total
Sale
Vertex, Inc.$VERX
Class A Common Stock
2024-08-22$35.81/sh−25,000→ 53,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Stock Option
2024-08-22−25,000→ 381,473 total
Sale
Vertex, Inc.$VERX
Class A Common Stock
2024-03-05$30.00/sh−10,000→ 53,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Stock Option
2024-03-05−10,000→ 406,473 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-03-05$4.70/sh+10,000→ 63,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-03-01+1,721→ 54,036 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2024-03-01−1,721→ 1,721 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2024-03-01$33.55/sh−932→ 53,104 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-02-23+30,305→ 68,726 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2024-02-23$24.71/sh−16,411→ 52,315 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2024-02-23−30,305→ 90,915 total
Award
Vertex, Inc.$VERX
Restricted Stock Units
2024-02-22+95,551→ 95,551 total
Exercise/Conversion
Vertex, Inc.$VERX
Restricted Stock Units
2024-02-13−24,009→ 48,019 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2024-02-13+24,009→ 47,325 total
Tax Payment
Vertex, Inc.$VERX
Class A Common Stock
2024-02-13$26.58/sh−8,904→ 38,421 total
Sale
Vertex, Inc.$VERX
Class A Common Stock
2023-12-18$26.55/sh−25,000→ 23,316 total
Exercise/Conversion
Vertex, Inc.$VERX
Stock Option
2023-12-18−25,000→ 416,473 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2023-12-18$4.70/sh+25,000→ 48,316 total
Exercise/Conversion
Vertex, Inc.$VERX
Stock Option
2023-05-15−30,000→ 441,473 total
Exercise/Conversion
Vertex, Inc.$VERX
Class A Common Stock
2023-05-15$4.70/sh+30,000→ 53,316 total

Companies

Recent Filings

Address

C/O VERTEX, INC. 2301 RENAISSANCE BLVD

KING OF PRUSSIA, PA, 19406

View on SEC.gov