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sellModerate cluster of 2

David DeStefano sold $18M of VERX

PRESIDENT & CEO at Vertex, Inc.. 472,531 shares at an average of $37.41, traded May 12, 2025, filed May 14, 2025.

Warning score
53
Value
$18M
472,531 shares
Holdings after
1,066,587
-35% from before
From 52-week low
+20%
low $31.15, close $37.41
From 52-week high
-37%
high $58.95, as of May 12, 2025

Score components

  • Role
    CEO
    +25
  • Trade size
    $17.7M at market
    +25
  • Share of holdings sold
    Sold 35% of holdings
    +10
  • Cluster
    2 insiders selling within 14 days
    +8
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

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.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

VERXOct 9, 2026 · close 12.95
Since filing May 14, 2025: -66.6%SPY +34.7% · excess -101.3%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001415889-25-012874, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 12, 2025MOption exercise
Class A Common Stock
+428,396$2.50$1.1M1,219,728May 14, 2025
May 12, 2025MOption exercise
Class A Common Stock
+132,799$32.16$4.3M1,352,527May 14, 2025
May 12, 2025SOpen-market sale
Class A Common Stock
-290,797$37.18$11M1,061,730May 14, 2025
May 12, 2025SOpen-market sale
Class A Common Stock
-64,018$37.82$2.4M997,712May 14, 2025
May 12, 2025SOpen-market sale
Class A Common Stock
-8,301$38.65$321k989,411May 14, 2025
May 13, 2025MOption exercise
Class A Common Stock
+186,591$3.73$697k1,176,002May 14, 2025
May 13, 2025SOpen-market sale
Class A Common Stock
-50,571$37.27$1.9M1,125,431May 14, 2025
May 13, 2025SOpen-market sale
Class A Common Stock
-58,844$38.06$2.2M1,066,587May 14, 2025
May 12, 2025MOption exercise
Stock Optionderivative
-428,396$0.00$00May 14, 2025
May 12, 2025MOption exercise
Stock Optionderivative
-132,799$0.00$00May 14, 2025
May 13, 2025MOption exercise
Stock Optionderivative
-186,591$0.00$00May 14, 2025

Related signals

Other insiders at Vertex, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
21Weak
VERXbuy
Vertex, Inc.
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
$150k
10,000 shares
+1%
57Moderate
VERXbuy
Vertex, Inc.
Eric C. Andersen
director
$516k
40,000 shares
+36%
48Moderate
VERXsell 2
Vertex, Inc.
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$836k
23,767 shares
-12%
65Notable
VERXsell 2
Vertex, Inc.
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$14M
381,233 shares
-66%
61Notable
VERXsell 2
Vertex, Inc.
Jeffrey Westphal
other
$115M
3,000,000 shares
-198%
55Moderate
VERXsell 2
Vertex, Inc.
Ryan J Leib
Chief Accounting Officer
$219k
5,755 shares
-100%
35Weak
VERXbuy
Vertex, Inc.
Bradley M Gayton
director
$299k
9,400 shares
+25%
37Weak
VERXsell
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 shares
-6%
57Moderate
VERXsell 5
Vertex, Inc.
John R Schwab
CHIEF FINANCIAL OFFICER
$1.1M
20,000 shares
-27%
68Notable
VERXsell 5
Vertex, Inc.
Jeffrey Westphal
other
$30M
575,000 shares
-100%

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.

David DeStefano sold $18M of VERX | InsiderTell