DESTEFANO DAVID (President & CEO) sold 30.7% of their position (472.53K shares) of VERTEX, INC. on the open market
Open‑market sale worth $17.68M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
Class A Common Stock
Shares
+428.40K
Price / share
$2.50
Trade value
$1.07M
% of position
Class A Common Stock
Shares
+132.80K
Price / share
$32.16
Trade value
$4.27M
% of position
Class A Common Stock
Shares
−290.80K
Price / share
$37.18
Trade value
$10.81M
% of position
Class A Common Stock
Shares
−64.02K
Price / share
$37.82
Trade value
$2.42M
% of position
Class A Common Stock
Shares
−8.30K
Price / share
$38.65
Trade value
$320.86K
% of position
Class A Common Stock
Shares
+186.59K
Price / share
$3.73
Trade value
$696.73K
% of position
Class A Common Stock
Shares
−50.57K
Price / share
$37.27
Trade value
$1.88M
% of position
Class A Common Stock
Shares
−58.84K
Price / share
$38.06
Trade value
$2.24M
% of position
Net shares
+275.25K
Net value
-$11.64M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 5/12/2025 | M · Option Exercise | +428.40K | $2.50 | $1.07M | 54.1% | 791.33K | 1.22M |
| Class A Common Stock Direct | 5/12/2025 | M · Option Exercise | +132.80K | $32.16 | $4.27M | 10.9% | 1.22M | 1.35M |
| Class A Common Stock Direct | 5/12/2025 | S · Sale | −290.80K | $37.18 | $10.81M | 21.5% | 1.35M | 1.06M |
| Class A Common Stock Direct | 5/12/2025 | S · Sale | −64.02K | $37.82 | $2.42M | 6.0% | 1.06M | 997.71K |
| Class A Common Stock Direct | 5/12/2025 | S · Sale | −8.30K | $38.65 | $320.86K | 0.8% | 997.71K | 989.41K |
| Class A Common Stock Direct | 5/13/2025 | M · Option Exercise | +186.59K | $3.73 | $696.73K | 18.9% | 989.41K | 1.18M |
| Class A Common Stock Direct | 5/13/2025 | S · Sale | −50.57K | $37.27 | $1.88M | 4.3% | 1.18M | 1.13M |
| Class A Common Stock Direct | 5/13/2025 | S · Sale | −58.84K | $38.06 | $2.24M | 5.2% | 1.13M | 1.07M |
| Total | +275.25K | -$11.64M | ||||||
Stock Option
Class A Common Stock
428.40K shares
Shares
−428.40K
Strike price
2.50
Held after
0.00
Exercisable
—
Stock Option
Class A Common Stock
132.80K shares
Shares
−132.80K
Strike price
32.16
Held after
0.00
Exercisable
—
Stock Option
Class A Common Stock
186.59K shares
Shares
−186.59K
Strike price
3.734
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option Direct | Class A Common Stock428.40K shares | 5/12/2025 | M · Option Exercise | −428.40K | 2.50 | — | 0.00 |
| Stock Option Direct | Class A Common Stock132.80K shares | 5/12/2025 | M · Option Exercise | −132.80K | 32.16 | — | 0.00 |
| Stock Option Direct | Class A Common Stock186.59K shares | 5/13/2025 | M · Option Exercise | −186.59K | 3.734 | — | 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 |