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Insider
Information: |
Schwab John R |
Relationship: |
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City: |
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State: |
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Insider
Summary: |
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Companies Owned : |
2 |
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Direct
Shares |
90,604 |
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Indirect Shares
|
0 |
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Direct
Value |
$1,931,924 |
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Indirect Value
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$0 |
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Total
Shares |
90,604 |
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Total
Value |
$1,931,924 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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4
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Stock
price went up :
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0
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3
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Stock
price went down : |
0
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1
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Gain/Loss Ratio : |
0.0
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3.0
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Percentage
Gain/Loss : |
0.0%
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108.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Jgwpt Holdings Inc. |
JGW |
EVP and CFO |
2015-03-26 |
37,500 |
2014-05-16 |
0 |
Premium* |
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Vertex, Inc. |
VERX |
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2024-08-22 |
53,104 |
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0 |
Premium* |
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Records found :
29 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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|
Form |
VERX |
Vertex, Inc. |
Chief Financial OfficerOfficer |
|
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,632 |
|
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2020-07-28 |
4 |
A |
$0.00 |
$0 |
D/D |
53 |
2,685 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2020-07-31 |
4 |
B |
$19.00 |
$54,986 |
D/D |
2,894 |
5,579 |
0.01 |
- |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2022-12-02 |
4 |
S |
$16.79 |
$279,672 |
D/D |
(16,662) |
5,579 |
0 |
% |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2022-12-05 |
4 |
S |
$16.28 |
$14,632 |
D/D |
(899) |
5,579 |
0 |
% |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2022-12-14 |
4 |
S |
$16.28 |
$121,076 |
D/D |
(7,439) |
5,579 |
0 |
% |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2022-12-05 |
4 |
OE |
$4.70 |
$4,225 |
D/D |
899 |
6,478 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2022-12-14 |
4 |
OE |
$4.70 |
$34,963 |
D/D |
7,439 |
13,018 |
0 |
- |
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JGW |
Jgwpt Holdings Inc. |
EVP and CFO |
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2014-05-16 |
4 |
A |
$0.00 |
$0 |
D/D |
18,750 |
18,750 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-02-10 |
4 |
D |
$14.21 |
$120,302 |
D/D |
(8,466) |
21,122 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2022-12-02 |
4 |
OE |
$4.70 |
$78,311 |
D/D |
16,662 |
22,241 |
0 |
- |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-03-01 |
4 |
D |
$15.60 |
$19,453 |
D/D |
(1,247) |
23,316 |
0 |
- |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-05-15 |
4 |
AS |
$19.61 |
$588,381 |
D/D |
(30,000) |
23,316 |
0 |
% |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-12-18 |
4 |
AS |
$26.55 |
$663,863 |
D/D |
(25,000) |
23,316 |
0 |
% |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,441 |
24,563 |
0 |
- |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-02-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
24,009 |
29,588 |
0 |
- |
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JGW |
Jgwpt Holdings Inc. |
EVP and CFO |
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2015-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
18,750 |
37,500 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2024-02-13 |
4 |
D |
$26.58 |
$236,668 |
D/D |
(8,904) |
38,421 |
0 |
- |
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VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2024-02-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
24,009 |
47,325 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2023-12-18 |
4 |
OE |
$4.70 |
$117,500 |
D/D |
25,000 |
48,316 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2024-02-23 |
4 |
D |
$24.71 |
$405,516 |
D/D |
(16,411) |
52,315 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2024-03-01 |
4 |
D |
$33.55 |
$31,269 |
D/D |
(932) |
53,104 |
0 |
- |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2024-03-05 |
4 |
AS |
$30.00 |
$300,000 |
D/D |
(10,000) |
53,104 |
0 |
% |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
|
2024-08-22 |
4 |
S |
$35.81 |
$895,150 |
D/D |
(25,000) |
53,104 |
0 |
% |
|
VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
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2023-05-15 |
4 |
OE |
$4.70 |
$141,000 |
D/D |
30,000 |
53,316 |
0 |
- |
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29 Records found
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Page 1 of 2 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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