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Insider Information:   Schwab John R
Relationship:  
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   90,604    

Indirect Shares

  0      
Direct Value   $1,755,087    

Indirect Value

  $0      
Total Shares   90,604      
Total Value   $1,755,087      


Jgwpt Holdings Inc.
 $0 Vertex, Inc.
 $1,755,087 Jgwpt Holdings Inc.
 $0 Vertex, Inc.
 $1,755,087
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    3    

     Stock price went up :

    0   
    3    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   3.0   
     Percentage Gain/Loss :
   -3.0%
 108.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Jgwpt Holdings Inc. JGW EVP and CFO 2015-03-26 37,500 2014-05-16 0    Premium*  
            Vertex, Inc. VERX 2024-03-05 53,104 0    Premium*  
* Premium Members only  

Records found :    27         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
VERX Vertex, Inc. CHIEF FINANCIAL OFFICER   •       –      –    2023-05-15 4 OE $4.70 $141,000 D/D 30,000 53,316 0 -
VERX Vertex, Inc. CHIEF FINANCIAL OFFICER   •       –      –    2024-02-23 4 OE $0.00 $0 D/D 30,305 68,726 0 -

  27  Records found
  1   2     
  Page 2 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed