| 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 |
|---|---|---|---|---|---|---|---|---|---|
10% Owner, 13(D) Group Member
1 company
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan last filed a Form 4 in March 2024, as 10% Owner, 13(D) Group Member at VERX.
Historically, 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan's trades have earned a below-average insider score of 41/100 across 16 rated trades. Over a 12-month horizon, 6.3% of those trades were profitable, with an average 12-month return of -13.5%.
At the last filing, the largest reported position was 0 shares of VERX. The VERX filings lean toward selling, a net 281,452 shares.
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan has 7 Form 4 filings on record from October 2023 to March 2024, all as 10% Owner, 13(D) Group Member at Vertex (VERX), 2023–2024.
The 17 reported transactions were 16 open-market sales and 1 conversion.
Counted by filing, the open-market trades come to no purchases and 6 sales worth about $8.6M.
The largest open-market sale was 81,361 shares of VERX at an average $30.23 on March 27, 2024, about $2.5M. Twelve months later VERX was up 17%.
None of the 6 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from March 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 27, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 81,361 | $30.23 | $2,459,469.48 | -100.0% | +11.4% | +17.0% | |
| Mar 25, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 47,622 | $30.09 | $1,433,032.02 | -36.9% | +13.9% | +18.1% | |
| Mar 20, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 48,834 | $30.05 | $1,467,505.66 | -27.5% | +17.8% | +20.7% | |
| Mar 14, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 19,829 | $30.01 | $595,025.08 | -10.0% | +17.3% | +12.3% | |
| Mar 8, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 50,133 | $30.08 | $1,508,058.53 | -20.2% | +12.8% | +10.2% | |
| Mar 5, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 33,673 | $32.88 | $1,107,085.18 | -12.0% | +11.1% | +10.4% |