Ownership

David DeStefano - PRESIDENT & CEO, Director at Vertex, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: PRESIDENT & CEO, Director
Stock Symbol: VERX on Nasdaq
Industry: Services-Prepackaged Software
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David DeStefano - trading volume in the past year for Vertex, Inc.

	Shares	%	Avg Price	Total $
Buys
Sells	-623K	100%	$53.34	-$33.2M
Net	-623K	-100%		-$33.2M

Holdings reported by David DeStefano for Vertex, Inc.

Security	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Class A Common Stock	791K	$25.6M	$32.29	Feb 28, 2025	Direct
Class	703K	$21.8M	$31.00	Feb 29, 2024	Direct
Class A Common Stock	204K	$6.59M	$32.29	Feb 28, 2025	By Family Trusts
Restricted Stock Units	0	$0	$32.29	Feb 28, 2025	Direct	Class A Common Stock
Stock Option	809K			Feb 29, 2024	Direct	Class A Common Stock
Stock Option	0			Dec 12, 2024	Direct	Class A Common Stock

Transactions reported by David DeStefano for Vertex, Inc.

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.