| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director
1 company
Kevin L Robert last filed a Form 4 in December 2023, as Director at VERX. Kevin L Robert's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Kevin L Robert a below-average insider score of 27/100, based on 4 past trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -81.0%.
At the last filing, the largest reported position was 23,936 shares of VERX. The VERX filings lean toward selling, a net 25,336 shares.
Kevin L Robert has 6 Form 4 filings on record from July 2020 to December 2023, all as Director at Vertex (VERX), 2020–2023.
The 9 reported transactions were 4 open-market sales, 3 stock awards, 1 option exercise and 1 open-market purchase.
Counted by filing, the open-market trades come to 1 purchase worth about $150K and 3 sales worth about $618K.
The only open-market purchase was 7,895 shares of VERX at an average $19.00 on July 31, 2020, about $150K.
The largest open-market sale was 8,494 shares of VERX at an average $26.86 on December 15, 2023, about $228K. Twelve months later VERX was up 95%.
Shares as reported in the last Form 4 for each company; the most recent is from December 2023. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 15, 2023 | VERX Vertex, Inc. | Director | Sell | 8,494 | $26.86 | $228,132.70 | -26.2% | +11.5% | +95.4% | |
| Dec 6, 2022 | VERX Vertex, Inc. | Director | Sell | 12,894 | $16.03 | $206,709.93 | -35.3% | -2.5% | +87.3% | |
| Nov 23, 2022 | VERX Vertex, Inc. | Director | Sale+OE | 11,843 | $15.50 | $183,554.66 | -27.3% | -6.0% | +75.1% | |
| Jul 31, 2020 | VERX Vertex, Inc. | Director | Buy | 7,895 | $19.00 | $150,005.00 | +66.7% | - | - |