| |
| |
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| Insider
Information: |
Schwab John R |
| Relationship: |
|
| City: |
|
| State: |
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| |
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| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
90,604 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,551,699 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
90,604 |
|
|
| Total
Value |
$1,551,699 |
|
|
|
|
|
|
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|
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%
|
| |
|
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|
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* |
|
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• – – |
2024-03-05 |
4 |
AS |
$30.00 |
$300,000 |
D/D |
(10,000) |
53,104 |
0 |
% |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2024-03-05 |
4 |
OE |
$4.70 |
$47,000 |
D/D |
10,000 |
63,104 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2024-03-01 |
4 |
D |
$33.55 |
$31,269 |
D/D |
(932) |
53,104 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2024-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,721 |
54,036 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2024-02-23 |
4 |
D |
$24.71 |
$405,516 |
D/D |
(16,411) |
52,315 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2024-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
30,305 |
68,726 |
0 |
- |
|
| 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 |
• – – |
2024-02-13 |
4 |
D |
$26.58 |
$236,668 |
D/D |
(8,904) |
38,421 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2023-12-18 |
4 |
AS |
$26.55 |
$663,863 |
D/D |
(25,000) |
23,316 |
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 |
• – – |
2023-05-15 |
4 |
AS |
$19.61 |
$588,381 |
D/D |
(30,000) |
23,316 |
0 |
% |
|
| 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 |
• – – |
2023-03-01 |
4 |
D |
$15.60 |
$19,453 |
D/D |
(1,247) |
23,316 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2023-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,441 |
24,563 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2023-02-10 |
4 |
D |
$14.21 |
$120,302 |
D/D |
(8,466) |
21,122 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2023-02-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
24,009 |
29,588 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2022-12-14 |
4 |
S |
$16.28 |
$121,076 |
D/D |
(7,439) |
5,579 |
0 |
% |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2022-12-14 |
4 |
OE |
$4.70 |
$34,963 |
D/D |
7,439 |
13,018 |
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 |
• – – |
2022-12-05 |
4 |
OE |
$4.70 |
$4,225 |
D/D |
899 |
6,478 |
0 |
- |
|
| 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 |
• – – |
2022-12-02 |
4 |
OE |
$4.70 |
$78,311 |
D/D |
16,662 |
22,241 |
0 |
- |
|
| VERX |
Vertex, Inc. |
CHIEF FINANCIAL OFFICER |
• – – |
2020-07-31 |
4 |
B |
$19.00 |
$54,986 |
D/D |
2,894 |
5,579 |
0.01 |
% |
|
| 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 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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 |
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