sellModerate cluster of 5
John R Schwab sold $1.1M of VERX
CHIEF FINANCIAL OFFICER at Vertex, Inc.. 20,000 shares at an average of $53.05, traded Dec 17, 2024, filed Dec 18, 2024.
Warning score
57Value
$1.1M
20,000 shares
Holdings after
53,104
-27% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
- +22RoleCFO
- +25Trade size$1.1M at market
- +10Share of holdings soldSold 27% of holdings
- +15Cluster5 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Rows in this filing
Every transaction in Form 4 0001415889-24-029727, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 17, 2024 | MOption exercise Class A Common Stock | +20,000 | $4.70 | $94k | 73,104 | Dec 18, 2024 |
| Dec 17, 2024 | SOpen-market sale Class A Common Stock | -20,000 | $53.05 | $1.1M | 53,104 | Dec 18, 2024 |
| Dec 17, 2024 | MOption exercise Stock Optionderivative | -20,000 | $0.00 | $0 | 361,473 | Dec 18, 2024 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 35Weak | buy | VERX Vertex, Inc. | Bradley M Gayton director | $299k | 9,400 | |
| 37Weak | sell | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 72,000 | |
| 68Notable | sell 5 | VERX Vertex, Inc. | Jeffrey Westphal other | $30M | 575,000 | |
| 70Notable | sell 6 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $21M | 381,100 | |
| 52Moderate | sell 6 | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 75,000 | |
| 65Notable | sell 6 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.0M | 17,900 | |
| 47Moderate | sell 6 | VERX Vertex, Inc. | John Richard Stamm director | $214k | 3,815 | |
| 70Notable | sell 4 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.4M | 25,607 | |
| 46Moderate | sell 4 | VERX Vertex, Inc. | Bryan T.R. Rowland GENERAL COUNSEL | $166k | 3,020 | |
| 31Weak | sell 5 | VERX Vertex, Inc. | John Richard Stamm director | $135k | 2,500 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.