Form 4 for VERX Vertex, Inc.
Accepted 2026-02-25 00:00:00 ET · period of report 2026-02-23 · accession 0001249289-26-000008 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-02-25 | 2026-02-23 | VERX | SCHWAB JOHN R | CFO | F - Tax | $12.03 | -16.4K | 132.3K | -11% | -$197.4K |
| D | 2026-02-25 | 2026-02-23 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +30.3K | 148.7K | +26% | $0 |
| D | 2026-02-25 | 2026-02-23 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | -30.3K | 30.3K | -50% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2026-02-23 | F | D | 16,411 | $12.03 | 132,271 | D | — | — | |
| 2 | Common | Class A Common Stock | 2026-02-23 | M | A | 30,305 | $0.00 | 148,682 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2026-02-23 | M | D | 30,305 | $0.00 | 30,305 | D | — · — to — | 30,305 Class A Common Stock | (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. |