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

David De Stefano is PRESIDENT & CEO of Vertex, Inc.. Currently has a direct ownership of 1.07 Million shares of VERX, which is worth approximately $43.4 Million. The most recent transaction as insider was on May 13, 2025, when has been sold 109,415 shares (Class A Common Stock) at a price of $37.67 per share, resulting in proceeds of $4,121,663. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 1.07M

34.78% 3M change

52.07% 12M change

Total Value Held $43.4 Million

David DeStefano Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
May 13 2025	SELL Open market or private sale	$4,121,663 $37.67 p/Share	109,415 Reduced 9.3%	1,066,587 Class A Common Stock
May 13 2025	BUY Exercise of conversion of derivative security	$695,984 $3.73 p/Share	186,591 Added 13.69%	1,176,002 Class A Common Stock
May 12 2025	SELL Open market or private sale	$13,754,834 $37.88 p/Share	363,116 Reduced 26.85%	989,411 Class A Common Stock
May 12 2025	BUY Exercise of conversion of derivative security	$9,725,509 $17.33 p/Share	561,195 Added 29.32%	1,352,527 Class A Common Stock
Feb 28 2025	SELL Payment of exercise price or tax liability	$471,853 $32.29 p/Share	14,613 Reduced 1.81%	791,332 Class A Common Stock
Feb 28 2025	BUY Exercise of conversion of derivative security	-	28,568 Added 3.42%	805,945 Class A Common Stock
Feb 24 2025	SELL Payment of exercise price or tax liability	$2,438,297 $43.64 p/Share	55,873 Reduced 6.71%	777,377 Class A Common Stock
Feb 24 2025	BUY Exercise of conversion of derivative security	-	109,232 Added 11.59%	833,250 Class A Common Stock
Feb 21 2025	SELL Payment of exercise price or tax liability	$3,719,917 $44.21 p/Share	84,142 Reduced 10.41%	724,018 Class A Common Stock
Feb 21 2025	BUY Exercise of conversion of derivative security	-	170,922 Added 18.05%	775,882 Class A Common Stock
Dec 12 2024	BUY Exercise of conversion of derivative security	$51,583 $0.15 p/Share	343,893 Added 35.05%	637,238 Class A Common Stock
Dec 11 2024	SELL Open market or private sale	$11,903,390 $55.04 p/Share	216,268 Reduced 42.44%	293,345 Class A Common Stock
Dec 11 2024	BUY Exercise of conversion of derivative security	$540,670 $2.5 p/Share	216,268 Added 29.79%	509,613 Class A Common Stock
Dec 10 2024	SELL Open market or private sale	$9,111,912 $55.28 p/Share	164,832 Reduced 35.98%	293,345 Class A Common Stock
Dec 10 2024	BUY Exercise of conversion of derivative security	$412,080 $2.5 p/Share	164,832 Added 26.46%	458,177 Class A Common Stock
Nov 18 2024	SELL Open market or private sale	$1,103,726 $49.55 p/Share	22,275 Reduced 7.06%	293,246 Class A Common Stock
Nov 15 2024	SELL Open market or private sale	$831,239 $49.57 p/Share	16,769 Reduced 5.05%	315,521 Class A Common Stock
Nov 14 2024	SELL Open market or private sale	$7,893,298 $49.61 p/Share	159,107 Reduced 32.38%	332,290 Class A Common Stock
Oct 30 2024	SELL Bona fide gift	-	210,084 Reduced 29.95%	491,397 Class A Common Stock
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

David De Stefano

PRESIDENT & CEO

King Of Prussia, PA

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