| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
John R Schwab is Chief Financial Officer at VERX. John R Schwab's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $2.1M at current prices.
Our model assigns John R Schwab a below-average insider score of 41/100, based on 8 past trades. Over a 12-month horizon, 25.0% of those trades were profitable, with an average 12-month return of -38.0%.
The VERX filings lean toward selling, a net 132,106 shares.
John R Schwab has 24 Form 4 filings on record from July 2020 to February 2026, all as Chief Financial Officer at Vertex (VERX), 2020–2026.
The 51 reported transactions were 21 option exercises, 13 tax withholdings, 8 open-market sales and 7 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $55K and 7 sales worth about $3.9M.
The only open-market purchase was 2,894 shares of VERX at an average $19.00 on July 31, 2020, about $55K.
The largest open-market sale was 20,000 shares of VERX at an average $53.05 on December 17, 2024, about $1.1M. Twelve months later VERX was down 62%.
3 of the 5 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 2 were not.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 17, 2024 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE | 20,000 | $53.05 | $1,060,932.00 | -27.4% | -35.4% | -61.7% | |
| Aug 22, 2024 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE | 25,000 | $35.81 | $895,150.00 | -32.0% | +46.1% | -27.8% | |
| Mar 5, 2024 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 10,000 | $30.00 | $300,000.00 | -15.8% | +11.1% | +10.4% | |
| Dec 18, 2023 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 25,000 | $26.55 | $663,862.50 | -51.7% | +10.1% | +97.6% | |
| May 15, 2023 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 30,000 | $19.61 | $588,381.00 | -56.3% | +0.1% | +60.9% | |
| Dec 14, 2022 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE | 7,439 | $16.28 | $121,076.42 | -57.1% | +16.9% | +73.4% | |
| Dec 5, 2022 | VERX Vertex, Inc. | Chief Financial Officer | Sale+OE | 17,561 | $16.76 | $294,303.79 | -75.9% | -5.7% | +85.4% | |
| Jul 31, 2020 | VERX Vertex, Inc. | Chief Financial Officer | Buy | 2,894 | $19.00 | $54,986.00 | +107.8% | - | - |