SCHWAB JOHN R

Track

Insider profile

Performance

Overall performance
2.4
Performance over holding periods
2.4
30 days 90 days 120 days
Average return -2% 8.2% 15.1%
Success rate 18% 68% 82%
Transactions
5 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
SCHWAB JOHN R's trades of Vertex Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
US Vertex Inc (VERX)
Transaction date
Sale
Price
426.83
Quantity 33,174 -33.2%
Value US$4,953,706
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
221.86
Quantity 69,471
Value US$4,383,340
US Vertex Inc (VERX)
Transaction date
Sale
Price
36.59
Quantity 8,933 -3.0%
Value US$1,014,176
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
35.81
Quantity 25,000
Value US$895,149
US Vertex Inc (VERX)
Transaction date
Planned sale
Price
30.00
Quantity 10,000 -15.8%
Value US$300,000
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
30.00
Quantity 10,000
Value US$300,000
US Vertex Inc (VERX)
Transaction date
Planned sale
Price
26.55
Quantity 25,000 -51.7%
Value US$663,862
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
26.75
Quantity 25,000
Value US$668,750
US Vertex Inc (VERX)
Transaction date
Planned sale
Price
19.61
Quantity 30,000 -56.3%
Value US$588,381
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
19.57
Quantity 30,000
Value US$587,170
US Vertex Inc (VERX)
Transaction date
Sale
Price
16.28
Quantity 7,439 -57.1%
Value US$121,076
US Vertex Inc (VERX)
Transaction date
Sale
Price
16.28
Quantity 899 -13.9%
Value US$14,632
US Vertex Inc (VERX)
Transaction date
Sale
Price
16.79
Quantity 16,662 -74.9%
Value US$279,672
US Vertex Inc (VERX)
Transaction date
Purchase
Price
19.00
Quantity 2,894 +107.8%
Value US$54,986
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-12-18 2024-12-17
US Vertex Inc (VERX)
S Sale
33,174 -33.2%
426.83
US$4,953,706 		33,174 -33.2% 426.83 US$4,953,706
2024-12-17 2024-12-17
US Vertex Inc (VERX)
PrS Proposed sale
69,471
221.86
US$4,383,340 		69,471 221.86 US$4,383,340
2024-08-26 2024-08-22
US Vertex Inc (VERX)
S Sale
8,933 -3.0%
36.59
US$1,014,176 		8,933 -3.0% 36.59 US$1,014,176
2024-08-22 2024-08-22
US Vertex Inc (VERX)
PrS Proposed sale
25,000
35.81
US$895,149 		25,000 35.81 US$895,149
2024-03-07 2024-03-05
US Vertex Inc (VERX)
PlS Planned sale
10,000 -15.8%
30.00
US$300,000 		10,000 -15.8% 30.00 US$300,000
2024-03-05 2024-03-05
US Vertex Inc (VERX)
PrS Proposed sale
10,000
30.00
US$300,000 		10,000 30.00 US$300,000
2023-12-20 2023-12-18
US Vertex Inc (VERX)
PlS Planned sale
25,000 -51.7%
26.55
US$663,862 		25,000 -51.7% 26.55 US$663,862
2023-12-18 2023-12-18
US Vertex Inc (VERX)
PrS Proposed sale
25,000
26.75
US$668,750 		25,000 26.75 US$668,750
2023-05-17 2023-05-15
US Vertex Inc (VERX)
PlS Planned sale
30,000 -56.3%
19.61
US$588,381 		30,000 -56.3% 19.61 US$588,381
2023-05-15 2023-05-15
US Vertex Inc (VERX)
PrS Proposed sale
30,000
19.57
US$587,170 		30,000 19.57 US$587,170
2022-12-16 2022-12-14
US Vertex Inc (VERX)
S Sale
7,439 -57.1%
16.28
US$121,076 		7,439 -57.1% 16.28 US$121,076
2022-12-06 2022-12-05
US Vertex Inc (VERX)
S Sale
899 -13.9%
16.28
US$14,632 		899 -13.9% 16.28 US$14,632
2022-12-06 2022-12-02
US Vertex Inc (VERX)
S Sale
16,662 -74.9%
16.79
US$279,672 		16,662 -74.9% 16.79 US$279,672
2022-02-14 2020-07-31
US Vertex Inc (VERX)
B Purchase
2,894 +107.8%
19.00
US$54,986 		2,894 +107.8% 19.00 US$54,986