sellNotable cluster of 6
David DeStefano sold $21M of VERX
PRESIDENT & CEO at Vertex, Inc.. 381,100 shares at an average of $55.04, traded Dec 10, 2024, filed Dec 12, 2024.
Warning score
70Value
$21M
381,100 shares
Holdings after
293,345
-83% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
- +25RoleCEO
- +25Trade size$21.0M at market
- +20Share of holdings soldSold 83% of holdings
- +15Cluster6 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Rows in this filing
Every transaction in Form 4 0001415889-24-029170, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 10, 2024 | MOption exercise Class A Common Stock | +164,832 | $2.50 | $412k | 458,177 | Dec 12, 2024 |
| Dec 10, 2024 | SOpen-market sale Class A Common Stock | -164,432 | $55.03 | $9.0M | 293,745 | Dec 12, 2024 |
| Dec 10, 2024 | SOpen-market sale Class A Common Stock | -400 | $55.52 | $22k | 293,345 | Dec 12, 2024 |
| Dec 11, 2024 | MOption exercise Class A Common Stock | +216,268 | $2.50 | $541k | 509,613 | Dec 12, 2024 |
| Dec 11, 2024 | SOpen-market sale Class A Common Stock | -216,268 | $55.04 | $12M | 293,345 | Dec 12, 2024 |
| Dec 12, 2024 | MOption exercise Class A Common Stock | +343,893 | $0.15 | $53k | 637,238 | Dec 12, 2024 |
| Dec 10, 2024 | MOption exercise Stock Optionderivative | -164,832 | $0.00 | $0 | 644,664 | Dec 12, 2024 |
| Dec 11, 2024 | MOption exercise Stock Optionderivative | -216,268 | $0.00 | $0 | 428,396 | Dec 12, 2024 |
| Dec 12, 2024 | MOption exercise Stock Optionderivative | -343,893 | $0.00 | $0 | 0 | Dec 12, 2024 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 35Weak | buy | VERX Vertex, Inc. | Bradley M Gayton director | $299k | 9,400 | |
| 37Weak | sell | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 72,000 | |
| 57Moderate | sell 5 | VERX Vertex, Inc. | John R Schwab CHIEF FINANCIAL OFFICER | $1.1M | 20,000 | |
| 68Notable | sell 5 | VERX Vertex, Inc. | Jeffrey Westphal other | $30M | 575,000 | |
| 52Moderate | sell 6 | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 75,000 | |
| 65Notable | sell 6 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.0M | 17,900 | |
| 47Moderate | sell 6 | VERX Vertex, Inc. | John Richard Stamm director | $214k | 3,815 | |
| 70Notable | sell 4 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.4M | 25,607 | |
| 46Moderate | sell 4 | VERX Vertex, Inc. | Bryan T.R. Rowland GENERAL COUNSEL | $166k | 3,020 | |
| 31Weak | sell 5 | VERX Vertex, Inc. | John Richard Stamm director | $135k | 2,500 |
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.