DeStefano David
SEC insider (Form 3/4/5 filer). CIK 0001818526. Director at Vertex, Inc. (VERX). 40 reported Form 4/5 transactions since Sep 2024; latest on Jun 10, 2026. Located in KING OF PRUSSIA, PA.
Companies DeStefano David has filed insider reports for
- Vertex, Inc. (VERX): Director
DeStefano David
CIK: 0001818526
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)15 (37.5%)
Position reduction
Option Exercises (M)14 (35.0%)
Derivative conversions
Awards (A)2 (5.0%)
Compensation grants
Other (G, F, J, C, D, …)9 (22.5%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
VERX
Vertex, Inc.
Director
Discretionary Trading P&L
Holdings
Transaction History (40 total)
- Jun 10, 2026VERX
Vertex, Inc.
AwardDirect15.6K shares- - May 28, 2026VERX
Vertex, Inc.
SaleIndirect6.5K shares at avg. $12.75$82K - Feb 24, 2026VERX
Vertex, Inc.
ExerciseDirect109.2K shares- - Feb 24, 2026VERX
Vertex, Inc.
Tax PaymentDirect52K shares at avg. $13.26$689K - Feb 23, 2026VERX
Vertex, Inc.
Tax PaymentDirect47.1K shares at avg. $12.03$567K - Feb 23, 2026VERX
Vertex, Inc.
ExerciseDirect101.4K shares- - Feb 20, 2026VERX
Vertex, Inc.
ExerciseDirect69.5K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax PaymentDirect12.5K shares at avg. $12.74$160K - Feb 20, 2026VERX
Vertex, Inc.
ExerciseDirect44K shares- - Feb 20, 2026VERX
Vertex, Inc.
Tax PaymentDirect23.7K shares at avg. $12.74$302K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 10, 2026 | VERX Vertex, Inc. | Award | 15,638 | - | $0 | Direct |
| May 28, 2026 | VERX Vertex, Inc. | Sale | 6,460 | $12.75 | $82,365 | Indirect |
| Feb 24, 2026 | VERX Vertex, Inc. | Exercise | 109,233 | - | $0 | Direct |
| Feb 24, 2026 | VERX Vertex, Inc. | Tax Payment | 51,983 | $13.26 | $689,295 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Tax Payment | 47,112 | $12.03 | $566,757 | Direct |
| Feb 23, 2026 | VERX Vertex, Inc. | Exercise | 101,395 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise | 69,527 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment | 12,523 | $12.74 | $159,543 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Exercise | 44,014 | - | $0 | Direct |
| Feb 20, 2026 | VERX Vertex, Inc. | Tax Payment | 23,705 | $12.74 | $302,002 | Direct |
1-10 of 40 transactions