SCHWAB JOHN R
SEC CIK 1249289 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | CFO | 132.3K | $55.0K | $3.92M | 38 | 2020-07-28 | 2026-02-23 |
Most active insiders at VERX, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Westphal Jeffrey | See Remarks | $5.12M | — |
| 2 | Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| 3 | ANDERSEN ERIC C. | Dir | $516.4K | — |
| 4 | DeStefano David | Dir | — | $82.4K |
| 5 | Mendola Mark J | Dir | — | — |
| 6 | Stamm John Richard | Dir | — | — |
| 7 | Radcliffe Amanda Westphal | Dir, 10% | — | — |
| 8 | Thompson Stefanie Westphal | Dir, 10% | — | — |
| 9 | Gayton Bradley M | Dir | — | — |
| 10 | Leib Ryan J | CAO | — | — |
| 13 | SCHWAB JOHN R | CFO | — | — |
Transactions 38
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-02-25 | 2026-02-23 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $12.03 | -16.4K | 132.3K | -11% | -$197.4K |
| D | 2026-02-25 | 2026-02-23 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +30.3K | 148.7K | +26% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +39.8K | 124.0K | +47% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $12.74 | -21.5K | 111.1K | -16% | -$274.3K |
| D | 2026-02-12 | 2026-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $14.88 | -13.5K | 100.1K | -12% | -$200.7K |
| D | 2026-02-12 | 2026-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 113.6K | +27% | $0 |
| D | 2025-03-04 | 2025-02-28 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +1,721 | 90.6K | +2% | $0 |
| D | 2025-03-04 | 2025-02-28 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $32.29 | -932 | 89.6K | -1% | -$30.1K |
| DM | 2025-02-25 | 2025-02-21 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +54.2K | 87.9K | +161% | $0 |
| DM | 2025-02-25 | 2025-02-21 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $44.21 | -29.3K | 88.8K | -25% | -$1.30M |
| D | 2025-02-12 | 2025-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 77.1K | +45% | $0 |
| D | 2025-02-12 | 2025-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $56.02 | -13.1K | 64.0K | -17% | -$735.2K |
| D | 2024-12-18 | 2024-12-17 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +20.0K | 73.1K | +38% | +$94.0K |
| D | 2024-12-18 | 2024-12-17 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $53.05 | -20.0K | 53.1K | -27% | -$1.06M |
| D | 2024-08-26 | 2024-08-22 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +25.0K | 78.1K | +47% | +$117.5K |
| D | 2024-08-26 | 2024-08-22 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $35.81 | -25.0K | 53.1K | -32% | -$895.2K |
| D | 2024-03-07 | 2024-03-05 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +10.0K | 63.1K | +19% | +$47.0K |
| D | 2024-03-07 | 2024-03-05 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $30.00 | -10.0K | 53.1K | -16% | -$300.0K |
| D | 2024-03-05 | 2024-03-01 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $33.55 | -932 | 53.1K | -2% | -$31.3K |
| D | 2024-03-05 | 2024-03-01 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +1,721 | 54.0K | +3% | $0 |
| D | 2024-02-27 | 2024-02-23 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $24.71 | -16.4K | 52.3K | -24% | -$405.5K |
| D | 2024-02-27 | 2024-02-23 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +30.3K | 68.7K | +79% | $0 |
| D | 2024-02-15 | 2024-02-13 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $26.58 | -8,904 | 38.4K | -19% | -$236.7K |
| D | 2024-02-15 | 2024-02-13 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 47.3K | +103% | $0 |
| D | 2023-12-20 | 2023-12-18 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +25.0K | 48.3K | +107% | +$117.5K |
| D | 2023-12-20 | 2023-12-18 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $26.55 | -25.0K | 23.3K | -52% | -$663.8K |
| D | 2023-05-17 | 2023-05-15 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +30.0K | 53.3K | +129% | +$141.0K |
| D | 2023-05-17 | 2023-05-15 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $19.61 | -30.0K | 23.3K | -56% | -$588.3K |
| D | 2023-03-03 | 2023-03-01 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $15.60 | -1,247 | 23.3K | -5% | -$19.5K |
| D | 2023-03-03 | 2023-03-01 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +3,441 | 24.6K | +16% | $0 |
| D | 2023-02-14 | 2023-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | F - Tax | $14.21 | -8,466 | 21.1K | -29% | -$120.3K |
| D | 2023-02-14 | 2023-02-10 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 29.6K | +430% | $0 |
| D | 2022-12-16 | 2022-12-14 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $16.28 | -7,439 | 5,579 | -57% | -$121.1K |
| D | 2022-12-16 | 2022-12-14 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +7,439 | 13.0K | +133% | +$35.0K |
| DM | 2022-12-06 | 2022-12-02+ | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +17.6K | 22.2K | +375% | +$82.5K |
| DM | 2022-12-06 | 2022-12-02+ | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | S - Sale+OE | $16.76 | -17.6K | 5,579 | -76% | -$294.4K |
| D | 2022-02-14 | 2020-07-31 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | P - Purchase | $19.00 | +2,894 | 5,579 | +108% | +$55.0K |
| D | 2021-11-12 | 2020-07-28 | VERX | Vertex, Inc. | SCHWAB JOHN R | CFO | A - Grant | $0.00 | +53 | 2,685 | +2% | $0 |
Purchase Sale Sale after option exercise All abbreviations