David DeStefano
CIK: 0001818526
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Vertex, Inc.
Discretionary Trading P&L
Holdings
Transaction History (40 total)
- Jun 10, 2026VERX
Vertex, Inc.
Award(A)Direct15.6K shares- - May 28, 2026VERX
Vertex, Inc.
Sale(S)Indirect6.5K shares at avg. $12.75$82K - Feb 24, 2026VERX
Vertex, Inc.
Exercise(M)Direct109.2K shares- - Feb 24, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct52K shares at avg. $13.26$689K - Feb 23, 2026VERX
Vertex, Inc.
Exercise(M)Direct101.4K shares- - Feb 23, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct47.1K shares at avg. $12.03$567K - Feb 20, 2026VERX
Vertex, Inc.
Exercise(M)Direct69.5K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct23.7K shares at avg. $12.74$302K - Feb 20, 2026VERX
Vertex, Inc.
Exercise(M)Direct44K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax Payment(F)Direct12.5K shares at avg. $12.74$160K - May 13, 2025VERX
Vertex, Inc.
Exercise(M)Direct186.6K shares at avg. $3.73$697K - May 13, 2025VERX
Vertex, Inc.
Sale(S)Direct50.6K shares at avg. $37.27$1.9M - May 13, 2025VERX
Vertex, Inc.
Sale(S)Direct58.8K shares at avg. $38.06$2.2M - May 12, 2025VERX
Vertex, Inc.
Sale(S)Direct64K shares at avg. $37.82$2.4M - May 12, 2025VERX
Vertex, Inc.
Exercise(M)Direct428.4K shares at avg. $2.50$1.1M - May 12, 2025VERX
Vertex, Inc.
Exercise(M)Direct132.8K shares at avg. $32.16$4.3M - May 12, 2025VERX
Vertex, Inc.
Sale(S)Direct290.8K shares at avg. $37.18$10.8M - May 12, 2025VERX
Vertex, Inc.
Sale(S)Direct8.3K shares at avg. $38.65$321K - Feb 28, 2025VERX
Vertex, Inc.
Exercise(M)Direct28.6K shares- - Feb 28, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct14.6K shares at avg. $32.29$472K - Feb 24, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct55.9K shares at avg. $43.64$2.4M - Feb 24, 2025VERX
Vertex, Inc.
Exercise(M)Direct109.2K shares- - Feb 21, 2025VERX
Vertex, Inc.
Exercise(M)Direct69.5K shares- - Feb 21, 2025VERX
Vertex, Inc.
Tax Payment(F)Direct32.3K shares at avg. $44.21$1.4M - Feb 21, 2025VERX
Vertex, Inc.
Exercise(M)Direct101.4K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 10, 2026 | VERX Vertex, Inc. | Award(A) | 15,638 | - | $0 | Direct |
| May 28, 2026 | VERX Vertex, Inc. | Sale(S) | 6,460 | $12.75 | $82,365 | Indirect |
| Feb 24, 2026 | VERX Vertex, Inc. | Exercise(M) | 109,233 | - | $0 | Direct |
| Feb 24, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 51,983 | $13.26 | $689,295 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Exercise(M) | 101,395 | - | $0 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 47,112 | $12.03 | $566,757 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise(M) | 69,527 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 23,705 | $12.74 | $302,002 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise(M) | 44,014 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment(F) | 12,523 | $12.74 | $159,543 | Direct |
| May 13, 2025 | VERX Vertex, Inc. | Exercise(M) | 186,591 | $3.73 | $696,731 | Direct |
| May 13, 2025 | VERX Vertex, Inc. | Sale(S) | 50,571 | $37.27 | $1,884,847 | Direct |
| May 13, 2025 | VERX Vertex, Inc. | Sale(S) | 58,844 | $38.06 | $2,239,556 | Direct |
| May 12, 2025 | VERX Vertex, Inc. | Sale(S) | 64,018 | $37.82 | $2,421,391 | Direct |
| May 12, 2025 | VERX Vertex, Inc. | Exercise(M) | 428,396 | $2.50 | $1,070,990 | Direct |
| May 12, 2025 | VERX Vertex, Inc. | Exercise(M) | 132,799 | $32.16 | $4,270,816 | Direct |
| May 12, 2025 | VERX Vertex, Inc. | Sale(S) | 290,797 | $37.18 | $10,810,960 | Direct |
| May 12, 2025 | VERX Vertex, Inc. | Sale(S) | 8,301 | $38.65 | $320,855 | Direct |
| Feb 28, 2025 | VERX Vertex, Inc. | Exercise(M) | 28,568 | - | - | Direct |
| Feb 28, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 14,613 | $32.29 | $471,854 | Direct |
| Feb 24, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 55,873 | $43.64 | $2,438,298 | Direct |
| Feb 24, 2025 | VERX Vertex, Inc. | Exercise(M) | 109,232 | - | - | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Exercise(M) | 69,527 | - | - | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Tax Payment(F) | 32,278 | $44.21 | $1,427,010 | Direct |
| Feb 21, 2025 | VERX Vertex, Inc. | Exercise(M) | 101,395 | - | - | Direct |
1-25 of 40 transactions
About DeStefano David
DeStefano David (SEC CIK 0001818526) files insider reports with the SEC as Director of Vertex, Inc. (VERX).
Signal8 holds 15 ownership filings by DeStefano David, all Form 4s, filed between Nov 1, 2024 and Jun 12, 2026. Those filings report 40 transactions, from Oct 30, 2024 to Jun 10, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on DeStefano David's filings is in KING OF PRUSSIA, PA.
Recent filings by DeStefano David
- Jun 10, 2026: Grant or award of VERX shares (Form 4, code A).
- May 28, 2026: Open-market sale of VERX shares (Form 4, code S).
- Feb 24, 2026: Option exercise of VERX shares (Form 4, code M).
- Feb 24, 2026: Tax withholding of VERX shares (Form 4, code F).
- Feb 23, 2026: Option exercise of VERX shares (Form 4, code M).
Other insiders filing for Vertex, Inc. (VERX)
- Saha Debanjan, Director
- Gayton Bradley M, Director
- Saunders Philip Seth, Director
- Radcliffe Amanda Westphal, Director
- Stamm John Richard, Director
- ANDERSEN ERIC C., Director