David DeStefano

Insider Reports History

Entity
Individual
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia, PA
Signature
/s/ Lisa Coleman, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by David DeStefano:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. PRESIDENT & CEO, Director Class 703K $21.8M $31.00 Feb 29, 2024 Direct
Vertex, Inc. PRESIDENT & CEO, Director Class A Common Stock 701K $21M $30.00 Mar 12, 2024 Direct
Vertex, Inc. PRESIDENT & CEO, Director Restricted Stock Units 28.6K $958K $33.55 Mar 1, 2024 Direct
Vertex, Inc. PRESIDENT & CEO, Director Stock Option 809K Feb 29, 2024 Direct

Insider Reports Filed by David DeStefano

Symbol Company Period Transactions Value $ Form Type Date Filed Role
VERX Vertex, Inc. Mar 8, 2024 2 -$472K 4 Mar 12, 2024 PRESIDENT & CEO, Director
VERX Vertex, Inc. Mar 1, 2024 3 -$490K 4 Mar 5, 2024 PRESIDENT & CEO, Director
VERX Vertex, Inc. Feb 29, 2024 3 -$6.56M 4 Mar 4, 2024 PRESIDENT & CEO, Director
VERX Vertex, Inc. Feb 23, 2024 6 -$2.52M 4 Feb 27, 2024 PRESIDENT & CEO, Director
VERX Vertex, Inc. Feb 22, 2024 1 $0 4 Feb 26, 2024 PRESIDENT & CEO, Director
VERX Vertex, Inc. Dec 27, 2023 1 $0 4 Dec 29, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Dec 15, 2023 1 -$1.07M 4 Dec 19, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Sep 14, 2023 6 -$4.57M 4 Sep 18, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Jun 15, 2023 4 -$2.04M 4 Jun 20, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Mar 1, 2023 3 -$457K 4 Mar 3, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Feb 23, 2023 4 -$708K 4 Feb 27, 2023 PRESIDENT & CEO, Director
VERX Vertex, Inc. Dec 12, 2022 3 -$793K 4 Dec 14, 2022 PRESIDENT & CEO, Director
VERX Vertex, Inc. Oct 10, 2022 1 -$257K 4 Oct 11, 2022 PRESIDENT & CEO, Director
VERX Vertex, Inc. Sep 28, 2022 3 -$1.36M 4 Sep 30, 2022 President & CEO, Director
VERX Vertex, Inc. Sep 15, 2022 3 -$1.9M 4 Sep 19, 2022 PRESIDENT & CEO, Director
VERX Vertex, Inc. Feb 24, 2022 1 $0 4 Feb 28, 2022 PRESIDENT & CEO, Director
VERX Vertex, Inc. Jan 28, 2022 2 $1.07K 4 Jan 31, 2022 PRESIDENT & CEO, Director
VERX Vertex, Inc. May 12, 2021 2 $4.59K 4 May 14, 2021 President & CEO, Director
VERX Vertex, Inc. Mar 1, 2021 4 $8.42K 4 Nov 12, 2021 PRESIDENT & CEO, Director