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

David De Stefano is PRESIDENT & CEO of Vertex, Inc.. Currently has a direct ownership of 791,332 shares of VERX, which is worth approximately $31.1 Million. The most recent transaction as insider was on Dec 27, 2023, when has been sold 37,455 shares (Class A Common Stock) at a price of $0.0 per share, resulting in proceeds of $0. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 791K

24.18% 3M change

12.83% 12M change

Total Value Held $31.1 Million

David DeStefano Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
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
Sep 28 2022	SELL Open market or private sale	$494,934 $13.59 p/Share	36,419 Reduced 8.41%	396,603 Class A Common Stock
Sep 19 2022	SELL Open market or private sale	$361,648 $13.73 p/Share	26,340 Reduced 5.73%	433,022 Class A Common Stock
Sep 16 2022	SELL Open market or private sale	$849,545 $13.94 p/Share	60,943 Reduced 11.71%	459,362 Class A Common Stock
Sep 15 2022	SELL Open market or private sale	$685,960 $14.51 p/Share	47,275 Reduced 8.33%	520,305 Class A Common Stock
Jan 28 2022	BUY Exercise of conversion of derivative security	$1,050 $0.15 p/Share	7,000 Added 1.22%	567,580 Class A Common Stock
May 12 2021	BUY Exercise of conversion of derivative security	$4,500 $0.15 p/Share	30,000 Added 5.6%	505,527 Class A Common Stock
Mar 10 2021	BUY Exercise of conversion of derivative security	$8,250 $0.15 p/Share	55,000 Added 8.93%	560,580 Class A Common Stock

David De Stefano

PRESIDENT & CEO

King Of Prussia, PA

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells VERX shares.

Notify only if

Value

Insider Trading

Get notified when an Vertex, Inc. insider buys or sells VERX shares.

Notify only if

Operation

Value

Type

News

Receive news related to Vertex, Inc.

Track Activities on VERX

Account