Skip to content
sellWeak

David DeStefano sold $82k of VERX

PRESIDENT & CEO at Vertex, Inc.. 6,460 shares at an average of $12.75, traded May 28, 2026, filed Jun 1, 2026.

Warning score
24
Value
$82k
6,460 shares
Holdings after
197,572
-3% from before
From 52-week low
+17%
low $10.80, close $12.64
From 52-week high
-70%
high $41.87, as of May 28, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $82k at market
    +9
  • Share of holdings sold
    Sold 3.2% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0

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 12, 2026 · close 12.90
Since filing Jun 1, 2026: -13.8%SPY +3.1% · excess -16.9%

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 0001818526-26-000009, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 28, 2026SOpen-market sale
Class A Common Stockindirect: By Family Trusts
-6,460$12.75$82k197,572Jun 1, 2026

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
29Weak
VERXbuy 2
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%
87Strong
VERXbuy 4
Vertex, Inc.
Christopher David Young
President and CEO
$731k
60,000 shares
-
72Notable
VERXbuy 3
Vertex, Inc.
Eric C. Andersen
director
$516k
40,000 shares
+36%
74Notable
VERXbuy 3
Vertex, Inc.
Jeffrey Westphal
other
$5.1M
397,740 shares
-
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%
53Moderate
VERXsell 2
Vertex, Inc.
David DeStefano
PRESIDENT & CEO
$18M
472,531 shares
-35%
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%

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 $82k of VERX | InsiderTell