Insider · CIK 0001818526
David DeStefano
ceopresidentofficerdirector
Files at VERX (Vertex, Inc.). First filing Nov 18, 2024, latest Dec 12, 2024.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 4
$0 bought, $33M sold
Signals
This insider’s open-market buys and sells, scored.
| Score | Side | Company | Value | Shares | Holdings change | Price context | Filed |
|---|---|---|---|---|---|---|---|
| 70Notable | sell 6 | VERX Vertex, Inc. | $21M | 381,100 | -83% | - | |
| 65Notable | sell 6 | VERX Vertex, Inc. | $1.0M | 17,900 | -8% | - | |
| 70Notable | sell 4 | VERX Vertex, Inc. | $1.4M | 25,607 | -10% | - | |
| 75Notable | sell 7 | VERX Vertex, Inc. | $9.8M | 198,151 | -40% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Feb 28, 2025 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +28,568 | $0.00 | $0 | 805,945 | Mar 4, 2025 |
| Feb 28, 2025 | VERX Vertex, Inc. | FTax withholding Class A Common Stock | -14,613 | $32.29 | $472k | 791,332 | Mar 4, 2025 |
| Feb 28, 2025 | VERX Vertex, Inc. | MOption exercise Restricted Stock Unitsderivative | -28,568 | $0.00 | $0 | 0 | Mar 4, 2025 |
| Feb 24, 2025 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +109,232 | $0.00 | $0 | 833,250 | Feb 26, 2025 |
| Feb 24, 2025 | VERX Vertex, Inc. | FTax withholding Class A Common Stock | -55,873 | $43.64 | $2.4M | 777,377 | Feb 26, 2025 |
| Feb 24, 2025 | VERX Vertex, Inc. | MOption exercise Restricted Stock Unitsderivative | -109,232 | $0.00 | $0 | 109,233 | Feb 26, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +69,527 | $0.00 | $0 | 706,765 | Feb 25, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | FTax withholding Class A Common Stock | -32,278 | $44.21 | $1.4M | 674,487 | Feb 25, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +101,395 | $0.00 | $0 | 775,882 | Feb 25, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | FTax withholding Class A Common Stock | -51,864 | $44.21 | $2.3M | 724,018 | Feb 25, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | MOption exercise Restricted Stock Unitsderivative | -69,527 | $0.00 | $0 | 208,582 | Feb 25, 2025 |
| Feb 21, 2025 | VERX Vertex, Inc. | MOption exercise Restricted Stock Unitsderivative | -101,395 | $0.00 | $0 | 202,791 | Feb 25, 2025 |
| Feb 20, 2025 | VERX Vertex, Inc. | AGrant or award Restricted Stock Unitsderivative | +176,057 | $0.00 | $0 | 176,057 | Feb 24, 2025 |
| Dec 10, 2024 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +164,832 | $2.50 | $412k | 458,177 | Dec 12, 2024 |
| Dec 10, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -164,432 | $55.03 | $9.0M | 293,745 | Dec 12, 2024 |
| Dec 10, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -400 | $55.52 | $22k | 293,345 | Dec 12, 2024 |
| Dec 11, 2024 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +216,268 | $2.50 | $541k | 509,613 | Dec 12, 2024 |
| Dec 11, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -216,268 | $55.04 | $12M | 293,345 | Dec 12, 2024 |
| Dec 12, 2024 | VERX Vertex, Inc. | MOption exercise Class A Common Stock | +343,893 | $0.15 | $53k | 637,238 | Dec 12, 2024 |
| Dec 10, 2024 | VERX Vertex, Inc. | MOption exercise Stock Optionderivative | -164,832 | $0.00 | $0 | 644,664 | Dec 12, 2024 |
| Dec 11, 2024 | VERX Vertex, Inc. | MOption exercise Stock Optionderivative | -216,268 | $0.00 | $0 | 428,396 | Dec 12, 2024 |
| Dec 12, 2024 | VERX Vertex, Inc. | MOption exercise Stock Optionderivative | -343,893 | $0.00 | $0 | 0 | Dec 12, 2024 |
| Dec 6, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stockindirect: By Family Trusts | -1,400 | $55.39 | $78k | 220,532 | Dec 10, 2024 |
| Dec 6, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stockindirect: By Family Trusts | -16,500 | $56.15 | $927k | 204,032 | Dec 10, 2024 |
| Nov 26, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stockindirect: By Family Trusts | -25,607 | $55.05 | $1.4M | 221,932 | Nov 27, 2024 |
| Nov 14, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -159,107 | $49.61 | $7.9M | 332,290 | Nov 18, 2024 |
| Nov 15, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -16,769 | $49.57 | $831k | 315,521 | Nov 18, 2024 |
| Nov 18, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -22,275 | $49.55 | $1.1M | 293,246 | Nov 18, 2024 |
| Oct 30, 2024 | VERX Vertex, Inc. | GGift Class A Common Stock | -210,084 | $0.00 | $0 | 491,397 | Nov 1, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.