Key facts
- This page summarizes David DeStefano's Form 4 filing for Vertex, Inc. (VERX).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 26 Feb 2025, 16:21.
David DeStefano - 24 Feb 2025 Form 4 Insider Report for Vertex, Inc. (VERX)
- Reporting relationship
- PRESIDENT & CEO, Director
- Issuer ticker
- VERX
- Reported as of
- 24 Feb 2025
- Net transaction value
- -$2,438,298
- SEC form
- 4
- Accepted by SEC
- 26 Feb 2025, 16:21:40 UTC
- Prior SEC filing
- 25 Feb 2025
- Next SEC filing
- 04 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Lisa Coleman, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
David DeStefano filed Form 4 for Vertex, Inc. (VERX) on 26 Feb 2025.
Change
- Previous filing in this sequence was filed on 25 Feb 2025.
- Current net transaction value: -$2,438,298.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +109,232
- Change %
- +15%
- Price
- $0.000000
- Shares after
- 833,250
- Date
- 24 Feb 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $2,438,298
- Shares
- -55,873
- Change %
- -6.7%
- Price
- $43.64
- Shares after
- 777,377
- Date
- 24 Feb 2025
- Ownership
- Direct
VERX
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 204,032
- Date
- 24 Feb 2025
- Ownership
- By Family Trusts
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
VERX
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -109,232
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 109,233
- Date
- 24 Feb 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 109,232
- Exercise price
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.
Footnote F2
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
Footnote F3
The remaining restricted stock units will vest on February 24, 2026 and have no expiration date.