U.S. Securities & Exchange Commission
SEC Seal
Home | Search Home | Latest Filings | Previous Page
U.S. Securities and Exchange Commission


DeStefano David (0001818526)
Mailing Address
C/O VERTEX, INC.
2301 RENAISSANCE BLVD.
KING OF PRUSSIA PA 19406
Ownership Reports for Issuers: (Click on issuer name to see other owners for the issuer, or CIK for issuer filings.)

Issuer Filings Transaction Date Type of Owner
Vertex, Inc. 0001806837 2020-07-29 director, officer: President & CEO


Items 1 - 80

The information presented below contains only portions of the information presented in the referenced filing or filings.
You should consult the original filing for complete information. Hyperlinks to the forms are provided for your convenience.

Acquistion or Disposition Transaction Date Deemed Execution Date Issuer Form Transaction Type Direct or Indirect Ownership Number of Securities Transacted Number of Securities Owned Line Number Issuer CIK Security Name
A 2025-02-28   Vertex, Inc. 4 M-Exempt --D 28568.0000 805945.0000 1 0001806837 Class A Common Stock
D 2025-02-28   Vertex, Inc. 4 F-InKind --D 14613.0000 791332.0000 2 0001806837 Class A Common Stock
D 2025-02-28   Vertex, Inc. 4 M-Exempt --D 28568.0000 0.0000 4 0001806837 Restricted Stock Units
A 2025-02-24   Vertex, Inc. 4 M-Exempt --D 109232.0000 833250.0000 1 0001806837 Class A Common Stock
D 2025-02-24   Vertex, Inc. 4 F-InKind --D 55873.0000 777377.0000 2 0001806837 Class A Common Stock
D 2025-02-24   Vertex, Inc. 4 M-Exempt --D 109232.0000 109233.0000 4 0001806837 Restricted Stock Units
A 2025-02-21   Vertex, Inc. 4 M-Exempt --D 69527.0000 706765.0000 1 0001806837 Class A Common Stock
D 2025-02-21   Vertex, Inc. 4 F-InKind --D 32278.0000 674487.0000 2 0001806837 Class A Common Stock
A 2025-02-21   Vertex, Inc. 4 M-Exempt --D 101395.0000 775882.0000 3 0001806837 Class A Common Stock
D 2025-02-21   Vertex, Inc. 4 F-InKind --D 51864.0000 724018.0000 4 0001806837 Class A Common Stock
D 2025-02-21   Vertex, Inc. 4 M-Exempt --D 69527.0000 208582.0000 6 0001806837 Restricted Stock Units
D 2025-02-21   Vertex, Inc. 4 M-Exempt --D 101395.0000 202791.0000 7 0001806837 Restricted Stock Units
A 2025-02-20   Vertex, Inc. 4 A-Award --D 176057.0000 176057.0000 1 0001806837 Restricted Stock Units
A 2024-12-12   Vertex, Inc. 4 M-Exempt --D 343893.0000 637238.0000 6 0001806837 Class A Common Stock
D 2024-12-12   Vertex, Inc. 4 M-Exempt --D 343893.0000 0.0000 10 0001806837 Stock Option
A 2024-12-11   Vertex, Inc. 4 M-Exempt --D 216268.0000 509613.0000 4 0001806837 Class A Common Stock
D 2024-12-11   Vertex, Inc. 4 S-Sale --D 216268.0000 293345.0000 5 0001806837 Class A Common Stock
D 2024-12-11   Vertex, Inc. 4 M-Exempt --D 216268.0000 428396.0000 9 0001806837 Stock Option
A 2024-12-10   Vertex, Inc. 4 M-Exempt --D 164832.0000 458177.0000 1 0001806837 Class A Common Stock
D 2024-12-10   Vertex, Inc. 4 S-Sale --D 164432.0000 293745.0000 2 0001806837 Class A Common Stock
D 2024-12-10   Vertex, Inc. 4 S-Sale --D 400.0000 293345.0000 3 0001806837 Class A Common Stock
D 2024-12-10   Vertex, Inc. 4 M-Exempt --D 164832.0000 644664.0000 8 0001806837 Stock Option
D 2024-12-06   Vertex, Inc. 4 S-Sale --I 1400.0000 220532.0000 1 0001806837 Class A Common Stock
D 2024-12-06   Vertex, Inc. 4 S-Sale --I 16500.0000 204032.0000 2 0001806837 Class A Common Stock
D 2024-11-26   Vertex, Inc. 4 S-Sale --I 25607.0000 221932.0000 1 0001806837 Class A Common Stock
D 2024-11-18   Vertex, Inc. 4 S-Sale --D 22275.0000 293246.0000 3 0001806837 Class A Common Stock
D 2024-11-15   Vertex, Inc. 4 S-Sale --D 16769.0000 315521.0000 2 0001806837 Class A Common Stock
D 2024-11-14   Vertex, Inc. 4 S-Sale --D 159107.0000 332290.0000 1 0001806837 Class A Common Stock
D 2024-10-30   Vertex, Inc. 4 G-Gift --D 210084.0000 491397.0000 1 0001806837 Class A Common Stock
D 2024-03-12   Vertex, Inc. 4 S-Sale --D 3500.0000 701363.0000 2 0001806837 Class A Common Stock
D 2024-03-08   Vertex, Inc. 4 S-Sale --D 12177.0000 704863.0000 1 0001806837 Class A Common Stock
A 2024-03-01   Vertex, Inc. 4 M-Exempt --D 28568.0000 728653.0000 1 0001806837 Class A Common Stock
D 2024-03-01   Vertex, Inc. 4 F-InKind --D 14613.0000 717040.0000 2 0001806837 Class A Common Stock
D 2024-03-01   Vertex, Inc. 4 M-Exempt --D 28568.0000 28568.0000 3 0001806837 Restricted Stock Units
A 2024-02-29   Vertex, Inc. 4 M-Exempt --D 450000.0000 950988.0000 1 0001806837 Class A Common Stock
D 2024-02-29   Vertex, Inc. 4 F-InKind --D 247903.0000 703085.0000 2 0001806837 Class
D 2024-02-29   Vertex, Inc. 4 M-Exempt --D 450000.0000 809496.0000 3 0001806837 Stock Option
A 2024-02-24   Vertex, Inc. 4 M-Exempt --D 109233.0000 556861.0000 3 0001806837 Class A Common Stock
D 2024-02-24   Vertex, Inc. 4 F-InKind --D 55873.0000 500988.0000 4 0001806837 Class A Common Stock
D 2024-02-24   Vertex, Inc. 4 M-Exempt --D 109233.0000 218465.0000 6 0001806837 Restricted Stock Units
A 2024-02-23   Vertex, Inc. 4 M-Exempt --D 101395.0000 493585.0000 1 0001806837 Class A Common Stock
D 2024-02-23   Vertex, Inc. 4 F-InKind --D 45957.0000 447628.0000 2 0001806837 Class A Common Stock
D 2024-02-23   Vertex, Inc. 4 M-Exempt --D 101395.0000 304186.0000 5 0001806837 Restricted Stock Units
A 2024-02-22   Vertex, Inc. 4 A-Award --D 278109.0000 278109.0000 1 0001806837 Restricted Stock Units
D 2023-12-27   Vertex, Inc. 4 G-Gift --D 37455.0000 392190.0000 1 0001806837 Class A Common Stock
D 2023-12-15   Vertex, Inc. 4 S-Sale --D 39300.0000 429645.0000 1 0001806837 Class A Common Stock
A 2023-09-14   Vertex, Inc. 4 M-Exempt --D 314865.0000 573939.0000 1 0001806837 Class A Common Stock
D 2023-09-14   Vertex, Inc. 4 F-InKind --D 179779.0000 394160.0000 2 0001806837 Class A Common Stock
A 2023-09-14   Vertex, Inc. 4 M-Exempt --D 186588.0000 580748.0000 3 0001806837 Class A Common Stock
D 2023-09-14   Vertex, Inc. 4 F-InKind --D 111950.0000 468798.0000 4 0001806837 Class A Common Stock
D 2023-09-14   Vertex, Inc. 4 M-Exempt --D 314865.0000 0.0000 5 0001806837 Stock Option
D 2023-09-14   Vertex, Inc. 4 M-Exempt --D 186588.0000 185591.0000 6 0001806837 Stock Option
D 2023-06-15   Vertex, Inc. 4 S-Sale --D 100.0000 358974.0000 1 0001806837 Class A Common Stock
D 2023-06-15   Vertex, Inc. 4 S-Sale --D 92129.0000 266845.0000 2 0001806837 Class A Common Stock
D 2023-06-15   Vertex, Inc. 4 S-Sale --D 6871.0000 259974.0000 3 0001806837 Class A Common Stock
D 2023-06-15   Vertex, Inc. 4 S-Sale --D 900.0000 259074.0000 4 0001806837 Class A Common Stock
A 2023-03-01   Vertex, Inc. 4 M-Exempt --D 57136.0000 388157.0000 1 0001806837 Class A Common Stock
D 2023-03-01   Vertex, Inc. 4 F-InKind --D 29266.0000 358891.0000 2 0001806837 Class A Common Stock
D 2023-03-01   Vertex, Inc. 4 M-Exempt --D 57136.0000 57136.0000 3 0001806837 Restricted Stock Units
A 2023-02-24   Vertex, Inc. 4 M-Exempt --D 109232.0000 376892.0000 1 0001806837 Class A Common Stock
D 2023-02-24   Vertex, Inc. 4 F-InKind --D 45871.0000 331021.0000 2 0001806837 Class A Common Stock
D 2023-02-24   Vertex, Inc. 4 M-Exempt --D 109232.0000 327698.0000 3 0001806837 Restricted Stock Units
A 2023-02-23   Vertex, Inc. 4 A-Award --D 405581.0000 405581.0000 4 0001806837 Restricted Stock Units
D 2022-12-14   Vertex, Inc. 4 S-Sale --D 9089.0000 267660.0000 3 0001806837 Class A Common Stock
D 2022-12-13   Vertex, Inc. 4 S-Sale --D 30000.0000 276749.0000 2 0001806837 Class A Common Stock
D 2022-12-12   Vertex, Inc. 4 S-Sale --D 9631.0000 306749.0000 1 0001806837 Class A Common Stock
D 2022-10-10   Vertex, Inc. 4 S-Sale --D 17671.0000 316102.0000 1 0001806837 Class A Common Stock
D 2022-09-30   Vertex, Inc. 4 S-Sale --D 28900.0000 333773.0000 3 0001806837 Class A Common Stock
D 2022-09-29   Vertex, Inc. 4 S-Sale --D 33930.0000 362673.0000 2 0001806837 Class A Common Stock
D 2022-09-28   Vertex, Inc. 4 S-Sale --D 36419.0000 396603.0000 1 0001806837 Class A Common Stock
D 2022-09-19   Vertex, Inc. 4 S-Sale --D 26340.0000 433022.0000 3 0001806837 Class A Common Stock
D 2022-09-16   Vertex, Inc. 4 S-Sale --D 60943.0000 459362.0000 2 0001806837 Class A Common Stock
D 2022-09-15   Vertex, Inc. 4 S-Sale --D 47275.0000 520305.0000 1 0001806837 Class A Common Stock
A 2022-02-24   Vertex, Inc. 4 A-Award --D 436930.0000 436930.0000 1 0001806837 Restricted Stock Units
A 2022-01-28   Vertex, Inc. 4 M-Exempt --D 7000.0000 567580.0000 1 0001806837 Class A Common Stock
D 2022-01-28   Vertex, Inc. 4 M-Exempt --D 7000.0000 343893.0000 2 0001806837 Stock Option
A 2021-05-12   Vertex, Inc. 4 M-Exempt --D 30000.0000 505527.0000 1 0001806837 Class A Common Stock
D 2021-05-12   Vertex, Inc. 4 M-Exempt --D 30000.0000 405893.0000 2 0001806837 Stock Option
A 2021-03-10   Vertex, Inc. 4 M-Exempt --D 55000.0000 560580.0000 1 0001806837 Class A Common Stock
D 2021-03-10   Vertex, Inc. 4 M-Exempt --D 55000.0000 350893.0000 2 0001806837 Stock Option

http://www.sec.gov/cgi-bin/own-disp

Home | Search Home | Previous Page
Modified: 04/22/2016