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

David De Stefano is PRESIDENT & CEO of Vertex, Inc.. Currently has a direct ownership of 637,238 shares of VERX, which is worth approximately $33.6 Million. The most recent transaction as insider was on Dec 12, 2024, when has been sold 343,893 shares (Class A Common Stock) at a price of $0.15 per share, resulting in proceeds of $51,583. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 637K

9.14% 3M change

62.48% 12M change

Total Value Held $33.6 Million

David DeStefano Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
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
Feb 24 2024	SELL Payment of exercise price or tax liability	$1,380,621 $24.71 p/Share	55,873 Reduced 10.03%	500,988 Class A Common Stock
Feb 24 2024	BUY Exercise of conversion of derivative security	-	109,233 Added 16.4%	556,861 Class A Common Stock
Feb 23 2024	SELL Payment of exercise price or tax liability	$1,135,597 $24.71 p/Share	45,957 Reduced 9.31%	447,628 Class A Common Stock
Feb 23 2024	BUY Exercise of conversion of derivative security	-	101,395 Added 17.04%	493,585 Class A Common Stock
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

David De Stefano

PRESIDENT & CEO

King Of Prussia, PA

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