Key facts
- This page summarizes David DeStefano's Form 4 filing for Vertex, Inc. (VERX).
- 11 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 14 May 2025, 16:29.
David DeStefano - 12 May 2025 Form 4 Insider Report for Vertex, Inc. (VERX)
- Reporting relationship
- PRESIDENT & CEO, Director
- Issuer ticker
- VERX
- Reported as of
- 12 May 2025
- Net transaction value
- -$11,639,072
- SEC form
- 4
- Accepted by SEC
- 14 May 2025, 16:29:06 UTC
- Prior SEC filing
- 04 Mar 2025
- Next SEC filing
- 24 Feb 2026
- 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 14 May 2025.
Change
- Previous filing in this sequence was filed on 04 Mar 2025.
- Current net transaction value: -$11,639,072.
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.
Reporting Owners (1)
CIK 0001818526
Primary reporting owner
DeStefano David
- Relationship
- PRESIDENT & CEO, Director
- Address
- C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA
- Signature
- /s/ Lisa Coleman, Attorney-in-Fact
- Signature date
- 14 May 2025
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
- $1,070,990
- Shares
- +428,396
- Change %
- +54%
- Price
- $2.50
- Shares after
- 1,219,728
- Date
- 12 May 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $4,270,816
- Shares
- +132,799
- Change %
- +11%
- Price
- $32.16
- Shares after
- 1,352,527
- Date
- 12 May 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $10,810,960
- Shares
- -290,797
- Change %
- -22%
- Price
- $37.18
- Shares after
- 1,061,730
- Date
- 12 May 2025
- Ownership
- Direct
- Footnotes
- F1
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $2,421,391
- Shares
- -64,018
- Change %
- -6%
- Price
- $37.82
- Shares after
- 997,712
- Date
- 12 May 2025
- Ownership
- Direct
- Footnotes
- F2
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $320,855
- Shares
- -8,301
- Change %
- -0.83%
- Price
- $38.65
- Shares after
- 989,411
- Date
- 12 May 2025
- Ownership
- Direct
- Footnotes
- F3
VERX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $696,731
- Shares
- +186,591
- Change %
- +19%
- Price
- $3.73
- Shares after
- 1,176,002
- Date
- 13 May 2025
- Ownership
- Direct
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $1,884,847
- Shares
- -50,571
- Change %
- -4.3%
- Price
- $37.27
- Shares after
- 1,125,431
- Date
- 13 May 2025
- Ownership
- Direct
- Footnotes
- F4
VERX
transaction
Class A Common Stock
Sale
- Transaction value
- $2,239,556
- Shares
- -58,844
- Change %
- -5.2%
- Price
- $38.06
- Shares after
- 1,066,587
- Date
- 13 May 2025
- Ownership
- Direct
- Footnotes
- F5
VERX
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 204,032
- Date
- 12 May 2025
- Ownership
- By Family Trusts
- Footnotes
- F6
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -428,396
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 12 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 428,396
- Exercise price
- $2.50
- Footnotes
- F7
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -132,799
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 12 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 132,799
- Exercise price
- $32.16
- Footnotes
- F7
VERX
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -186,591
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 13 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 186,591
- Exercise price
- $3.73
- Footnotes
- F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.56 to $37.555, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.56 to $38.550, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F3
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $38.56 to $38.770, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F4
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.79 to $37.78, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F5
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.79 to $38.28, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F6
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 F7
This option is fully vested and exercisable.