Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | Director | June 10, 2026 | June 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,271,155 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 1,271,155 F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 197,572 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 197,572 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000011 · form4-06122026_080621.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,271,155 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,460 | $12.75 | $82,365.00 |
DisclosureSEC source: 0001818526-26-000009 · form4-06012026_080625.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 197,572 F1 · ownership.nature: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 109,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000006 · form4-02262026_090240.xml · derivative · entry 4 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 109,233 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: This restricted stock unit award is fully vested. F3 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 51,983 | $13.26 | $689,294.58 |
DisclosureSEC source: 0001818526-26-000006 · form4-02262026_090240.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,255,517 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 109,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000006 · form4-02262026_090240.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,307,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000004 · form4-02252026_090217.xml · derivative · entry 4 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,396 Underlying: Class A Common Stock · 101,395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest on February 23, 2027 and have no expiration date. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:14 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 47,112 | $12.03 | $566,757.36 |
DisclosureSEC source: 0001818526-26-000004 · form4-02252026_090217.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,198,267 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000004 · form4-02252026_090217.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,245,379 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 44,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · derivative · entry 7 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,043 Underlying: Class A Common Stock · 44,014 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. F5 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 20, 2027, February 20, 2028 and February 20, 2029 and have no expiration date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 69,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · derivative · entry 6 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,055 Underlying: Class A Common Stock · 69,527 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date. F4 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 22, 2027 and February 22, 2028 and have no expiration date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 12,523 | $12.74 | $159,543.02 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,143,984 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 44,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,156,507 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 23,705 | $12.74 | $302,001.70 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,112,493 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 16:26 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 69,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001818526-26-000002 · form4-02242026_090254.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,136,198 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 84 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| May 13, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 186,591 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · derivative · entry 12 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 186,591 shares Expires 2029-12-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 13, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 58,844 | $38.06 | $2,239,555.56 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 8 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,066,587 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.79 to $38.28, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 13, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 50,571 | $37.27 | $1,884,846.91 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 7 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,125,431 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.79 to $37.78, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 13, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 186,591 | $3.73 | $696,730.79 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 6 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,176,002 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 132,799 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · derivative · entry 11 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 132,799 shares Expires 2031-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 428,396 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · derivative · entry 10 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 428,396 shares Expires 2026-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,301 | $38.65 | $320,855.23 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 5 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989,411 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $38.56 to $38.770, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 64,018 | $37.82 | $2,421,391.22 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 997,712 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.56 to $38.550, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 290,797 | $37.18 | $10,810,960.07 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,061,730 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.56 to $37.555, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 132,799 | $32.16 | $4,270,815.84 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,352,527 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 428,396 | $2.50 | $1,070,990.00 |
DisclosureSEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,219,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:11 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 28,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006482 · form4-03042025_090324.xml · derivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 28,568 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: This restricted stock unit award is fully vested. F3 · derivative.expiration_date: This restricted stock unit award is fully vested. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:11 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 14,613 | $32.29 | $471,853.77 |
DisclosureSEC source: 0001415889-25-006482 · form4-03042025_090324.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,332 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:11 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 28,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006482 · form4-03042025_090324.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 805,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 109,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005681 · form4-02262025_090236.xml · derivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,233 Underlying: Class A Common Stock · 109,232 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest on February 24, 2026 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest on February 24, 2026 and have no expiration date. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 55,873 | $43.64 | $2,438,297.72 |
DisclosureSEC source: 0001415889-25-005681 · form4-02262025_090236.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777,377 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 109,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005681 · form4-02262025_090236.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · derivative · entry 7 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,791 Underlying: Class A Common Stock · 101,395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date. F4 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 69,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · derivative · entry 6 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,582 Underlying: Class A Common Stock · 69,527 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The remaining restricted stock units will vest in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 22, 2026, February 22, 2027 and February 22, 2028 and have no expiration date. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 51,864 | $44.21 | $2,292,907.44 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 724,018 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775,882 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 32,278 | $44.21 | $1,427,010.38 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674,487 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:19 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 69,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005492 · form4-02252025_090229.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 706,765 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 176,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005249 · form4-02242025_090254.xml · derivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,057 Underlying: Class A Common Stock · 176,057 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 20, 2026, February 20, 2027, February 20, 2028 and February 20, 2029. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 343,893 | $0.00 Strike: $0.15 | $0.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · derivative · entry 10 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 343,893 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Fully vested and exercisable and has no expiration date. F5 · derivative.expiration_date: Fully vested and exercisable and has no expiration date. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 343,893 | $0.15 | $52,615.63 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 6 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 637,238 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 216,268 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · derivative · entry 9 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,396 Underlying: Class A Common Stock · 216,268 shares Expires 2026-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 216,268 | $55.04 | $11,903,628.61 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 5 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,345 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.62 to $55.295, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 216,268 | $2.50 | $540,670.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,613 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 164,832 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · derivative · entry 8 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,664 Underlying: Class A Common Stock · 164,832 shares Expires 2026-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 400 | $55.52 | $22,206.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,345 Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 164,432 | $55.03 | $9,049,136.93 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,745 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.50 to $55.49, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:14 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 164,832 | $2.50 | $412,080.00 |
DisclosureSEC source: 0001415889-24-029170 · form4-12122024_111256.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,177 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 16,500 | $56.15 | $926,537.70 |
DisclosureSEC source: 0001415889-24-028825 · form4-12102024_091245.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 204,032 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $56.05 to $56.55, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 1,400 | $55.39 | $77,551.32 |
DisclosureSEC source: 0001415889-24-028825 · form4-12102024_091245.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 220,532 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $55.01 to $56.01, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 16:16 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 25,607 | $55.05 | $1,409,765.22 |
DisclosureSEC source: 0001415889-24-027851 · form4-11272024_091140.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 221,932 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.7927 to $55.25, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.