David De Stefano Vertex, Inc. (VERX) insider trading activity

David De Stefano is PRESIDENT & CEO of Vertex, Inc.. Currently has a direct ownership of 701,363 shares of VERX, which is worth approximately $25.5 Million. The most recent transaction as insider was on Mar 12, 2024, when has been sold 3,500 shares (Class A Common Stock) at a price of $30.0 per share, resulting in proceeds of $105,000. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 701K

0% 3M change

49.61% 12M change

Total Value Held $25.5 Million

David DeStefano Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Mar 12 2024	SELL Open market or private sale	$105,000 $30.0 p/Share	3,500 Reduced 0.5%	701,363 Class A Common Stock
Mar 08 2024	SELL Open market or private sale	$366,527 $30.1 p/Share	12,177 Reduced 1.7%	704,863 Class A Common Stock
Mar 01 2024	SELL Payment of exercise price or tax liability	$490,266 $33.55 p/Share	14,613 Reduced 2.0%	717,040 Class A Common Stock
Mar 01 2024	BUY Exercise of conversion of derivative security	-	28,568 Added 3.77%	728,653 Class A Common Stock
Feb 29 2024	SELL Payment of exercise price or tax liability	$7,684,993 $31.0 p/Share	247,903 Reduced 26.07%	703,085 Class
Feb 29 2024	BUY Exercise of conversion of derivative security	$1,125,000 $2.5 p/Share	450,000 Added 32.12%	950,988 Class A Common Stock
Feb 24 2024	SELL Payment of exercise price or tax liability	$1,380,621 $24.71 p/Share	55,873 Reduced 10.03%	500,988 Class A Common Stock
Feb 24 2024	BUY Exercise of conversion of derivative security	-	109,233 Added 16.4%	556,861 Class A Common Stock
Feb 23 2024	SELL Payment of exercise price or tax liability	$1,135,597 $24.71 p/Share	45,957 Reduced 9.31%	447,628 Class A Common Stock
Feb 23 2024	BUY Exercise of conversion of derivative security	-	101,395 Added 17.04%	493,585 Class A Common Stock
Dec 27 2023	SELL Bona fide gift	-	37,455 Reduced 8.72%	392,190 Class A Common Stock
Dec 15 2023	SELL Open market or private sale	$1,067,388 $27.16 p/Share	39,300 Reduced 8.38%	429,645 Class A Common Stock
Sep 14 2023	SELL Payment of exercise price or tax liability	$6,053,376 $20.75 p/Share	291,729 Reduced 38.36%	468,798 Class A Common Stock
Sep 14 2023	BUY Exercise of conversion of derivative security	$1,564,533 $3.12 p/Share	501,453 Added 46.34%	580,748 Class A Common Stock
Jun 15 2023	SELL Open market or private sale	$2,106,000 $21.06 p/Share	100,000 Reduced 27.85%	259,074 Class A Common Stock
Mar 01 2023	SELL Payment of exercise price or tax liability	$456,549 $15.6 p/Share	29,266 Reduced 7.54%	358,891 Class A Common Stock
Mar 01 2023	BUY Exercise of conversion of derivative security	-	57,136 Added 12.83%	388,157 Class A Common Stock
Feb 24 2023	SELL Payment of exercise price or tax liability	$708,248 $15.44 p/Share	45,871 Reduced 12.17%	331,021 Class A Common Stock
Feb 24 2023	BUY Exercise of conversion of derivative security	-	109,232 Added 22.47%	376,892 Class A Common Stock
Dec 14 2022	SELL Open market or private sale	$146,696 $16.14 p/Share	9,089 Reduced 3.28%	267,660 Class A Common Stock
Dec 13 2022	SELL Open market or private sale	$491,700 $16.39 p/Share	30,000 Reduced 9.78%	276,749 Class A Common Stock
Dec 12 2022	SELL Open market or private sale	$154,577 $16.05 p/Share	9,631 Reduced 3.04%	306,749 Class A Common Stock
Oct 10 2022	SELL Open market or private sale	$257,290 $14.56 p/Share	17,671 Reduced 5.29%	316,102 Class A Common Stock
Sep 30 2022	SELL Open market or private sale	$402,866 $13.94 p/Share	28,900 Reduced 7.97%	333,773 Class A Common Stock
Sep 29 2022	SELL Open market or private sale	$458,055 $13.5 p/Share	33,930 Reduced 8.56%	362,673 Class A Common Stock

David De Stefano

PRESIDENT & CEO

King Of Prussia, PA

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