DeStefano David — SEC Form 4 filings
SEC reporting owner CIK 1818526. 20 Form 4 filings on record with FilingPulse; latest filed 2026-06-12.
Transaction summary — filings shown
Covers all 20 filings on record, filed 2024-02-26 to 2026-06-12. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 17 legs across 7 filings — 1,117,426 shares, $51,448,487 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 52.
- Largest priced transaction: sale of 216,268 shares @ $55.04 ($11,903,629) in Vertex, Inc., filed 2024-12-12.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Vertex, Inc. (VERX) | Director | 20 | — | 17 legs · 1,117,426 sh · $51,448,487 | 52 |
Form 4 filings — DeStefano David
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-12 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-01 | 4 | Vertex, Inc. (VERX) | Sale (S): 6,460 @ $12.75 | EDGAR |
| 2026-02-26 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 109,233 @ $0 · Tax withholding (F): 51,983 @ $13.26 · Option exercise (M): 109,233 (derivative) @ $0 | EDGAR |
| 2026-02-25 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 101,395 @ $0 · Tax withholding (F): 47,112 @ $12.03 · Option exercise (M): 101,395 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 69,527 @ $0 · Tax withholding (F): 23,705 @ $12.74 · Option exercise (M): 44,014 @ $0 · Tax withholding (F): 12,523 @ $12.74 · Option exercise (M): 69,527 (derivative) @ $0 · Option exercise (M): 44,014 (derivative) @ $0 | EDGAR |
| 2025-05-14 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 428,396 @ $2.50 · Option exercise (M): 132,799 @ $32.16 · Sale (S): 290,797 @ $37.18 · Sale (S): 64,018 @ $37.82 · Sale (S): 8,301 @ $38.65 · Option exercise (M): 186,591 @ $3.73 · +5 more | EDGAR |
| 2025-03-04 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 28,568 @ $0 · Tax withholding (F): 14,613 @ $32.29 · Option exercise (M): 28,568 (derivative) @ $0 | EDGAR |
| 2025-02-26 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 109,232 @ $0 · Tax withholding (F): 55,873 @ $43.64 · Option exercise (M): 109,232 (derivative) @ $0 | EDGAR |
| 2025-02-25 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 69,527 @ $0 · Tax withholding (F): 32,278 @ $44.21 · Option exercise (M): 101,395 @ $0 · Tax withholding (F): 51,864 @ $44.21 · Option exercise (M): 69,527 (derivative) @ $0 · Option exercise (M): 101,395 (derivative) @ $0 | EDGAR |
| 2025-02-24 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 176,057 (derivative) @ $0 | EDGAR |
| 2024-12-12 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 164,832 @ $2.50 · Sale (S): 164,432 @ $55.03 · Sale (S): 400 @ $55.52 · Option exercise (M): 216,268 @ $2.50 · Sale (S): 216,268 @ $55.04 · Option exercise (M): 343,893 @ $0.15 · +3 more | EDGAR |
| 2024-12-10 | 4 | Vertex, Inc. (VERX) | Sale (S): 1,400 @ $55.39 · Sale (S): 16,500 @ $56.15 | EDGAR |
| 2024-11-27 | 4 | Vertex, Inc. (VERX) | Sale (S): 25,607 @ $55.05 | EDGAR |
| 2024-11-18 | 4 | Vertex, Inc. (VERX) | Sale (S): 159,107 @ $49.61 · Sale (S): 16,769 @ $49.57 · Sale (S): 22,275 @ $49.55 | EDGAR |
| 2024-11-01 | 4 | Vertex, Inc. (VERX) | Gift (G): 210,084 @ $0 | EDGAR |
| 2024-03-12 | 4 | Vertex, Inc. (VERX) | Sale (S): 12,177 @ $30.10 · Sale (S): 3,500 @ $30 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 28,568 @ $0 · Tax withholding (F): 14,613 @ $33.55 · Option exercise (M): 28,568 (derivative) @ $0 | EDGAR |
| 2024-03-04 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 450,000 @ $2.50 · Tax withholding (F): 247,903 @ $31 · Option exercise (M): 450,000 (derivative) @ $0 | EDGAR |
| 2024-02-27 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 101,395 @ $0 · Tax withholding (F): 45,957 @ $24.71 · Option exercise (M): 109,233 @ $0 · Tax withholding (F): 55,873 @ $24.71 · Option exercise (M): 101,395 (derivative) @ $0 · Option exercise (M): 109,233 (derivative) @ $0 | EDGAR |
| 2024-02-26 | 4 | Vertex, Inc. (VERX) | Grant/award (A): 278,109 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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