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 |
|---|---|---|---|---|---|---|
| November 18, 2024 Filed Nov 18, 2024 17:58 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 22,275 | $49.55 | $1,103,806.44 |
DisclosureSEC source: 0001415889-24-027124 · form4-11182024_101115.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,246 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.50 to $49.865, 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 |
| November 15, 2024 Filed Nov 18, 2024 17:58 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 16,769 | $49.57 | $831,267.84 |
DisclosureSEC source: 0001415889-24-027124 · form4-11182024_101115.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,521 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.50 to $49.99, 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 |
| November 14, 2024 Filed Nov 18, 2024 17:58 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 159,107 | $49.61 | $7,893,043.70 |
DisclosureSEC source: 0001415889-24-027124 · form4-11182024_101115.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,290 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.50 to $50.07, 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 |
| October 30, 2024 Filed Nov 1, 2024 16:41 UTC | Vertex, Inc. VERX · Entity 4427 | GiftClass A Common Stock | 210,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025905 · form4-11012024_081132.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,397 F1 · balance_after: Includes 118 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 3,500 | $30.00 | $105,000.00 |
DisclosureSEC source: 0001415889-24-007628 · form4-03122024_080344.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701,363 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 16:17 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 12,177 | $30.10 | $366,569.10 |
DisclosureSEC source: 0001415889-24-007628 · form4-03122024_080344.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,863 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.00 to $30.40, 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 |
| March 01, 2024 Filed Mar 5, 2024 16:41 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 28,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006728 · form4-03052024_090350.xml · derivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,568 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. 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: The remaining restricted stock units will vest on March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest on March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:41 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 14,613 | $33.55 | $490,266.15 |
DisclosureSEC source: 0001415889-24-006728 · form4-03052024_090350.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 717,040 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:41 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 28,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006728 · form4-03052024_090350.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728,653 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 29, 2024 Filed Mar 4, 2024 16:35 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 450,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-24-006295 · form4-03042024_090344.xml · derivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 809,496 Underlying: Class A Common Stock · 450,000 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. F1 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 16:35 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass | 247,903 | $31.00 | $7,684,993.00 |
DisclosureSEC source: 0001415889-24-006295 · form4-03042024_090344.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 703,085 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 16:35 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 450,000 | $2.50 | $1,125,000.00 |
DisclosureSEC source: 0001415889-24-006295 · form4-03042024_090344.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950,988 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, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 109,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · derivative · entry 6 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,465 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. F1 · 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 two equal annual installments on each of February, 24, 2025 and February 24, 2026 and have no expiration date. F3 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of February, 24, 2025 and February 24, 2026 and have no expiration date. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 55,873 | $24.71 | $1,380,621.83 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,988 Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 109,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 556,861 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, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · derivative · entry 5 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,186 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. 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: The remaining restricted stock units will vest in three equal annual installments on each of February 23, 2025 and February 23, 2026 and February 23, 2027 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 23, 2025 and February 23, 2026 and February 23, 2027 and have no expiration date. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 45,957 | $24.71 | $1,135,597.47 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447,628 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:24 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 101,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005481 · form4-02272024_090258.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,585 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 22, 2024 Filed Feb 26, 2024 16:04 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 278,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005216 · form4-02262024_090246.xml · derivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,109 Underlying: Class A Common Stock · 278,109 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, 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. 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, 22, 2025, February 22, 2026, February 22, 2027 and February 22, 2028. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 07:33 UTC | Vertex, Inc. VERX · Entity 4427 | GiftClass A Common Stock | 37,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016999 · form4-12292023_121255.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392,190 Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 16:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 39,300 | $27.16 | $1,067,199.36 |
DisclosureSEC source: 0001415889-23-016731 · form4-12192023_091232.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,645 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $27.00 to $27.33, inclusive. The Reporting Person undertakes to provide to 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 · balance_after: Includes 147 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 186,588 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · derivative · entry 6 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,591 Underlying: Class A Common Stock · 186,588 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. F2 · derivative.exercise_date: This option became exercisable with respect to 50% of the shares on December 27, 2021, and will vest with respect to the remaining shares on December 27, 2024. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 314,865 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · derivative · entry 5 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 314,865 shares Expires 2026-01-01 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. F1 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 111,950 | $20.75 | $2,322,962.50 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,798 Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 186,588 | $3.73 | $696,719.59 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580,748 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 |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 179,779 | $20.75 | $3,730,414.25 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,160 Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 16:20 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 314,865 | $2.50 | $787,162.50 |
DisclosureSEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573,939 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 |
| June 15, 2023 Filed Jun 20, 2023 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 900 | $22.29 | $20,058.03 |
DisclosureSEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 259,074 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.11 to $22.31, inclusive. The Reporting Person undertakes to provide to 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 |
| June 15, 2023 Filed Jun 20, 2023 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,871 | $21.72 | $149,225.75 |
DisclosureSEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 259,974 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.03 to $21.98, inclusive. The Reporting Person undertakes to provide to 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 |
| June 15, 2023 Filed Jun 20, 2023 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 92,129 | $20.32 | $1,871,609.85 |
DisclosureSEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 266,845 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.00 to $20.931, inclusive. The Reporting Person undertakes to provide to 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 |
| June 15, 2023 Filed Jun 20, 2023 16:29 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 100 | $19.90 | $1,990.00 |
DisclosureSEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 358,974 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023. F2 · balance_after: Includes 183 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 57,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004133 · form4-03032023_090306.xml · derivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,136 Underlying: Class A Common Stock · 57,136 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. 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: The remaining restricted stock units will vest in two equal annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in two equal annual installments on each of March 1, 2024 and March 1, 2025 and have no expiration date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 29,266 | $15.60 | $456,549.60 |
DisclosureSEC source: 0001415889-23-004133 · form4-03032023_090306.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,891 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:30 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 57,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004133 · form4-03032023_090306.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,157 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, 2023 Filed Feb 27, 2023 16:42 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionRestricted Stock Units · Derivative | 109,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003388 · form4-02272023_090255.xml · derivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,698 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. 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: The remaining restricted stock units will vest in three equal annual installments on each of February 24, 2024, February 24, 2025 and February 24, 2026 and have no expiration date. F2 · derivative.expiration_date: The remaining restricted stock units will vest in three equal annual installments on each of February 24, 2024, February 24, 2025 and February 24, 2026 and have no expiration date. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 16:42 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 45,871 | $15.44 | $708,248.24 |
DisclosureSEC source: 0001415889-23-003388 · form4-02272023_090255.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,021 Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 16:42 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 109,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003388 · form4-02272023_090255.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,892 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, 2023 Filed Feb 27, 2023 16:42 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 405,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003388 · form4-02272023_090255.xml · derivative · entry 4 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,581 Underlying: Class A Common Stock · 405,581 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. F3 · 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 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. F3 · 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 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027. Read SEC document |
| December 14, 2022 Filed Dec 14, 2022 16:49 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,089 | $16.14 | $146,678.28 |
DisclosureSEC source: 0001415889-22-012543 · form4-12142022_091221.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,660 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.00 to $16.39, inclusive. The Reporting Person undertakes to provide to 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 13, 2022 Filed Dec 14, 2022 16:49 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,000 | $16.39 | $491,805.00 |
DisclosureSEC source: 0001415889-22-012543 · form4-12142022_091221.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,749 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.20 to $16.75, inclusive. The Reporting Person undertakes to provide to 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 12, 2022 Filed Dec 14, 2022 16:49 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,631 | $16.05 | $154,548.66 |
DisclosureSEC source: 0001415889-22-012543 · form4-12142022_091221.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,749 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $15.95 to $16.17, inclusive. The Reporting Person undertakes to provide to 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 · balance_after: Includes 278 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| October 10, 2022 Filed Oct 11, 2022 16:15 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 17,671 | $14.56 | $257,323.33 |
DisclosureSEC source: 0001415889-22-010427 · form4-10112022_011033.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,102 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $14.20 to $14.75, inclusive. The Reporting Person undertakes to provide to 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 |
| September 30, 2022 Filed Sep 30, 2022 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 28,900 | $13.94 | $402,761.96 |
DisclosureSEC source: 0001104659-22-104782 · tm2227123-1_4seq1.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,773 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $13.44 to $14.34, 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 |
| September 29, 2022 Filed Sep 30, 2022 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 33,930 | $13.50 | $458,021.07 |
DisclosureSEC source: 0001104659-22-104782 · tm2227123-1_4seq1.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,673 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $13.02 to $13.73, 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 |
| September 28, 2022 Filed Sep 30, 2022 21:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 36,419 | $13.59 | $494,919.64 |
DisclosureSEC source: 0001104659-22-104782 · tm2227123-1_4seq1.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,603 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $13.12 to $13.80, 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 |
| September 19, 2022 Filed Sep 19, 2022 17:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 26,340 | $13.73 | $361,616.59 |
DisclosureSEC source: 0001415889-22-009781 · form4-09192022_020948.xml · nonDerivative · entry 3 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,022 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $13.51 to $13.94, 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 |
| September 16, 2022 Filed Sep 19, 2022 17:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 60,943 | $13.94 | $849,618.55 |
DisclosureSEC source: 0001415889-22-009781 · form4-09192022_020948.xml · nonDerivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,362 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $13.56 to $14.15, 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 |
| September 15, 2022 Filed Sep 19, 2022 17:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 47,275 | $14.51 | $686,007.53 |
DisclosureSEC source: 0001415889-22-009781 · form4-09192022_020948.xml · nonDerivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,305 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $14.31 to $14.95, 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 |
| February 24, 2022 Filed Feb 28, 2022 14:57 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 436,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001925 · form4-02282022_110218.xml · derivative · entry 1 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,930 Underlying: Class A Common Stock · 436,930 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, 24, 2023, February 24, 2024, February 24, 2025 and February 24, 2026. 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, 24, 2023, February 24, 2024, February 24, 2025 and February 24, 2026. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 16:02 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $0.15 | $0.00 |
DisclosureSEC source: 0001415889-22-000887 · form4-01312022_010122.xml · derivative · entry 2 DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,893 Underlying: Class A Common Stock · 7,000 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. F1 · derivative.exercise_date: Fully vested and exercisable and has no expiration date. F1 · derivative.expiration_date: Fully vested and exercisable and has no expiration date. 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.