SCHWAB JOHN R — SEC Form 4 filings
SEC reporting owner CIK 1249289. 15 Form 4 filings on record with FilingPulse; latest filed 2026-02-25.
Transaction summary — filings shown
Covers all 15 filings on record, filed 2024-02-15 to 2026-02-25. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 3 legs across 3 filings — 55,000 shares, $2,256,082 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 42.
- Largest priced transaction: sale of 20,000 shares @ $53.05 ($1,060,932) in Vertex, Inc., filed 2024-12-18.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Vertex, Inc. (VERX) | CHIEF FINANCIAL OFFICER | 15 | — | 3 legs · 55,000 sh · $2,256,082 | 42 |
Form 4 filings — SCHWAB JOHN R
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-02-25 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 30,305 @ $0 · Tax withholding (F): 16,411 @ $12.03 · Option exercise (M): 30,305 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 23,888 @ $0 · Tax withholding (F): 12,936 @ $12.74 · Option exercise (M): 15,878 @ $0 · Tax withholding (F): 8,598 @ $12.74 · Option exercise (M): 23,888 (derivative) @ $0 · Option exercise (M): 15,878 (derivative) @ $0 | EDGAR |
| 2026-02-23 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 269,399 (derivative) @ $0 | EDGAR |
| 2026-02-12 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 24,010 @ $0 · Tax withholding (F): 13,489 @ $14.88 · Option exercise (M): 24,010 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 1,721 @ $0 · Tax withholding (F): 932 @ $32.29 · Option exercise (M): 1,721 (derivative) @ $0 | EDGAR |
| 2025-02-25 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 23,887 @ $0 · Tax withholding (F): 12,935 @ $44.21 · Option exercise (M): 30,305 @ $0 · Tax withholding (F): 16,411 @ $44.21 · Option exercise (M): 23,887 (derivative) @ $0 · Option exercise (M): 30,305 (derivative) @ $0 | EDGAR |
| 2025-02-24 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 63,513 (derivative) @ $0 | EDGAR |
| 2025-02-12 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 24,009 @ $0 · Tax withholding (F): 13,124 @ $56.02 · Option exercise (M): 24,009 (derivative) @ $0 | EDGAR |
| 2024-12-18 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 20,000 @ $4.70 · Sale (S): 20,000 @ $53.05 · Option exercise (M): 20,000 (derivative) @ $0 | EDGAR |
| 2024-08-26 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 25,000 @ $4.70 · Sale (S): 25,000 @ $35.81 · Option exercise (M): 25,000 (derivative) @ $0 | EDGAR |
| 2024-03-07 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 10,000 @ $4.70 · Sale (S): 10,000 @ $30 · Option exercise (M): 10,000 (derivative) @ $0 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 1,721 @ $0 · Tax withholding (F): 932 @ $33.55 · Option exercise (M): 1,721 (derivative) @ $0 | EDGAR |
| 2024-02-27 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 30,305 @ $0 · Tax withholding (F): 16,411 @ $24.71 · Option exercise (M): 30,305 (derivative) @ $0 | EDGAR |
| 2024-02-26 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 95,551 (derivative) @ $0 | EDGAR |
| 2024-02-15 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 24,009 @ $0 · Tax withholding (F): 8,904 @ $26.58 · Option exercise (M): 24,009 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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