| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director | President & CEO | President & CEO
1 company
David DeStefano is Director at VERX. David DeStefano's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $20.1M at current prices.
Our model assigns David DeStefano a middling insider score of 54/100, based on 24 past trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -18.6%.
The VERX filings lean toward selling, a net 1,717,846 shares.
David DeStefano has 36 Form 4 filings on record from July 2020 to June 2026, all as Director at Vertex (VERX), 2020–2026.
The 88 reported transactions were 33 open-market sales, 27 option exercises, 17 tax withholdings and 6 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 14 sales worth about $61.7M.
The largest open-market sale was 381,100 shares of VERX at an average $55.04 on December 11, 2024, about $21.0M. Twelve months later VERX was down 64%.
1 of the 9 sales since April 2023 was made under a Rule 10b5-1 trading plan; the other 8 were not.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 28, 2026 | VERX Vertex, Inc. | Director | Sell | 6,460 | $12.75 | $82,365.00 | -3.2% | +7.3% | - | |
| May 13, 2025 | VERX Vertex, Inc. | President & CEO | Sale+OE | 472,531 | $37.41 | $17,677,609.00 | -30.7% | -34.1% | - | |
| Dec 11, 2024 | VERX Vertex, Inc. | President & CEO | Sale+OE | 381,100 | $55.04 | $20,974,971.54 | -56.5% | -41.4% | -63.8% | |
| Dec 6, 2024 | VERX Vertex, Inc. | President & CEO | Sell | 17,900 | $56.09 | $1,004,089.02 | -8.1% | -39.5% | -65.1% | |
| Nov 26, 2024 | VERX Vertex, Inc. | President & CEO | Sell | 25,607 | $55.05 | $1,409,765.22 | -10.3% | -20.9% | -64.6% | |
| Nov 18, 2024 | VERX Vertex, Inc. | President & CEO | Sell | 198,151 | $49.60 | $9,828,117.98 | -40.3% | -3.6% | -60.1% | |
| Mar 12, 2024 | VERX Vertex, Inc. | President & CEO | Sell | 15,677 | $30.08 | $471,569.10 | -2.2% | +14.3% | +13.9% | |
| Dec 15, 2023 | VERX Vertex, Inc. | President & CEO | Sell | 39,300 | $27.16 | $1,067,199.36 | -8.4% | +11.5% | +95.4% | |
| Jun 15, 2023 | VERX Vertex, Inc. | President & CEO | Sell10b5-1 | 100,000 | $20.43 | $2,042,883.63 | -27.8% | +3.1% | +75.0% | |
| Dec 14, 2022 | VERX Vertex, Inc. | President & CEO | Sell | 48,720 | $16.28 | $793,031.94 | -15.4% | +16.9% | +73.4% |