DESTEFANO DAVID (President & CEO) sold 56.5% of their position (381.10K shares) of VERTEX, INC. on the open market
Open‑market sale worth $20.97M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
Class A Common Stock
Shares
+164.83K
Price / share
$2.50
Trade value
$412.08K
% of position
Class A Common Stock
Shares
−164.43K
Price / share
$55.03
Trade value
$9.05M
% of position
Class A Common Stock
Shares
−400.00
Price / share
$55.52
Trade value
$22.21K
% of position
Class A Common Stock
Shares
+216.27K
Price / share
$2.50
Trade value
$540.67K
% of position
Class A Common Stock
Shares
−216.27K
Price / share
$55.04
Trade value
$11.90M
% of position
Class A Common Stock
Shares
+343.89K
Price / share
$0.15
Trade value
$52.62K
% of position
Net shares
+343.89K
Net value
-$19.97M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 12/10/2024 | M · Option Exercise | +164.83K | $2.50 | $412.08K | 56.2% | 293.35K | 458.18K |
| Class A Common Stock Direct | 12/10/2024 | S · Sale | −164.43K | $55.03 | $9.05M | 35.9% | 458.18K | 293.75K |
| Class A Common Stock Direct | 12/10/2024 | S · Sale | −400.00 | $55.52 | $22.21K | 0.1% | 293.75K | 293.35K |
| Class A Common Stock Direct | 12/11/2024 | M · Option Exercise | +216.27K | $2.50 | $540.67K | 73.7% | 293.35K | 509.61K |
| Class A Common Stock Direct | 12/11/2024 | S · Sale | −216.27K | $55.04 | $11.90M | 42.4% | 509.61K | 293.35K |
| Class A Common Stock Direct | 12/12/2024 | M · Option Exercise | +343.89K | $0.15 | $52.62K | 117.2% | 293.35K | 637.24K |
| Total | +343.89K | -$19.97M | ||||||
Stock Option
Class A Common Stock
164.83K shares
Shares
−164.83K
Strike price
2.50
Held after
644.66K
Exercisable
—
Stock Option
Class A Common Stock
216.27K shares
Shares
−216.27K
Strike price
2.50
Held after
428.40K
Exercisable
—
Stock Option
Class A Common Stock
343.89K shares
Shares
−343.89K
Strike price
.153
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option Direct | Class A Common Stock164.83K shares | 12/10/2024 | M · Option Exercise | −164.83K | 2.50 | — | 644.66K |
| Stock Option Direct | Class A Common Stock216.27K shares | 12/11/2024 | M · Option Exercise | −216.27K | 2.50 | — | 428.40K |
| Stock Option Direct | Class A Common Stock343.89K shares | 12/12/2024 | M · Option Exercise | −343.89K | .153 | — | 0.00 |
Class A Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 204.03K | Indirect |
| Total | 204.03K | 204.03K indirect |