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Insider Trading Intelligence
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DD

David Destefano

VERX
PRESIDENT & CEO · VERTEX, INC. · CIK 0001818526
FILING MIX · LIFETIME30%/70%
BUYS
35
SELLS
80
TOTAL VALUE
$101.86M
COMPANIES
1
ACTIVE SINCE
Jul 2020
HOLDINGS NOW
1,271,155
AVG SELL PX
$31.16
TRADE KIND
SHOWING 115 / 115
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
32 backtested trades · 8 horizons · 14 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by David Destefano, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d32+46.88%+0.65%-0.35%+1.00%+0.60%1.21
14d32+46.88%+1.11%-0.60%+1.71%+0.64%1.94
30d32+50.00%+1.10%+1.03%+0.06%-2.00%0.03
60d32+43.75%+2.14%+3.17%-1.03%+1.50%-0.56
90d32+43.75%-8.63%+2.02%-10.65%+0.48%-2.86
180d32+43.75%+6.35%+6.84%-0.49%+14.56%-0.07
1y32+46.88%+4.44%+19.82%-15.38%+0.32%-1.36
2y32(14 pending)+22.22%+112.84%+47.88%+64.96%+103.26%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
VERX · 1,271,155 shares · as of Jun 10, 2026
0338,132676,2641,014,3951,352,527202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 35 buys / 80 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
15,638——1,271,155Jun 10, 2026Jun 12, 2026 ↗View →
VERX
VERTEX, INC.
SALE
6,460$12.75$82.4K197,572May 28, 2026Jun 1, 2026 ↗View →
VERX
VERTEX, INC.
PURCHASE
109,233——1,307,500Feb 24, 2026Feb 26, 2026 ↗View →
VERX
VERTEX, INC.
SALE
51,983$13.26$689.3K1,255,517Feb 24, 2026Feb 26, 2026 ↗View →
VERX
VERTEX, INC.
SALE
109,233——0Feb 24, 2026Feb 26, 2026 ↗View →
VERX
VERTEX, INC.
SALE
47,112$12.03$566.8K1,198,267Feb 23, 2026Feb 25, 2026 ↗View →
VERX
VERTEX, INC.
SALE
101,395——101,396Feb 23, 2026Feb 25, 2026 ↗View →
VERX
VERTEX, INC.
PURCHASE
101,395——1,245,379Feb 23, 2026Feb 25, 2026 ↗View →
VERX
VERTEX, INC.
SALE
69,527——139,055Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
PURCHASE
44,014——1,156,507Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
PURCHASE
69,527——1,136,198Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
SALE
44,014——132,043Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
SALE
23,705$12.74$302.0K1,112,493Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
SALE
12,523$12.74$159.5K1,143,984Feb 20, 2026Feb 24, 2026 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
186,591——0May 13, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
186,591$3.73$696.7K1,176,002May 13, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
50,571$37.27$1.88M1,125,431May 13, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
58,844$38.06$2.24M1,066,587May 13, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
290,797$37.18$10.81M1,061,730May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
132,799——0May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
132,799$32.16$4.27M1,352,527May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
428,396$2.50$1.07M1,219,728May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
428,396——0May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
64,018$37.82$2.42M997,712May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
8,301$38.65$320.9K989,411May 12, 2025May 14, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
28,568——0Feb 28, 2025Mar 4, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
28,568——805,945Feb 28, 2025Mar 4, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
14,613$32.29$471.9K791,332Feb 28, 2025Mar 4, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
109,232——109,233Feb 24, 2025Feb 26, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
55,873$43.64$2.44M777,377Feb 24, 2025Feb 26, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
109,232——833,250Feb 24, 2025Feb 26, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
32,278$44.21$1.43M674,487Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
101,395——775,882Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
51,864$44.21$2.29M724,018Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
101,395——202,791Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
69,527——208,582Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
69,527——706,765Feb 21, 2025Feb 25, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
176,057——176,057Feb 20, 2025Feb 24, 2025 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
343,893——0Dec 12, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
343,893$0.15$52.6K637,238Dec 12, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
216,268$55.04$11.90M293,345Dec 11, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
216,268$2.50$540.7K509,613Dec 11, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
216,268——428,396Dec 11, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
164,832$2.50$412.1K458,177Dec 10, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
164,832——644,664Dec 10, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
400$55.52$22.2K293,345Dec 10, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
164,432$55.03$9.05M293,745Dec 10, 2024Dec 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
16,500$56.15$926.5K204,032Dec 6, 2024Dec 10, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
1,400$55.39$77.6K220,532Dec 6, 2024Dec 10, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
25,607$55.05$1.41M221,932Nov 26, 2024Nov 27, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
22,275$49.55$1.10M293,246Nov 18, 2024Nov 18, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
16,769$49.57$831.3K315,521Nov 15, 2024Nov 18, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
159,107$49.61$7.89M332,290Nov 14, 2024Nov 18, 2024 ↗View →
VERX
VERTEX, INC.
SALEGRANT
Gift
210,084——491,397Oct 30, 2024Nov 1, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
3,500$30.00$105.0K701,363Mar 12, 2024Mar 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
12,177$30.10$366.6K704,863Mar 8, 2024Mar 12, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
28,568——728,653Mar 1, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
14,613$33.55$490.3K717,040Mar 1, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
28,568——28,568Mar 1, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
450,000——809,496Feb 29, 2024Mar 4, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
450,000$2.50$1.13M950,988Feb 29, 2024Mar 4, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
247,903$31.00$7.68M703,085Feb 29, 2024Mar 4, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
109,233——218,465Feb 24, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
55,873$24.71$1.38M500,988Feb 24, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
109,233——556,861Feb 24, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
101,395——493,585Feb 23, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
45,957$24.71$1.14M447,628Feb 23, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
101,395——304,186Feb 23, 2024Feb 27, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
278,109——278,109Feb 22, 2024Feb 26, 2024 ↗View →
VERX
VERTEX, INC.
SALEGRANT
Gift
37,455——392,190Dec 27, 2023Dec 29, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
39,300$27.16$1.07M429,645Dec 15, 2023Dec 19, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
314,865$2.50$787.2K573,939Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
186,588——185,591Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
314,865——0Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
186,588$3.73$696.7K580,748Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
179,779$20.75$3.73M394,160Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
111,950$20.75$2.32M468,798Sep 14, 2023Sep 18, 2023 ↗View →
VERX
VERTEX, INC.
SALE10b5-1
10b5-1 plan
92,129$20.32$1.87M266,845Jun 15, 2023Jun 20, 2023 ↗View →
VERX
VERTEX, INC.
SALE10b5-1
10b5-1 plan
6,871$21.72$149.2K259,974Jun 15, 2023Jun 20, 2023 ↗View →
VERX
VERTEX, INC.
SALE10b5-1
10b5-1 plan
900$22.29$20.1K259,074Jun 15, 2023Jun 20, 2023 ↗View →
VERX
VERTEX, INC.
SALE10b5-1
10b5-1 plan
100$19.90$2.0K358,974Jun 15, 2023Jun 20, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
29,266$15.60$456.5K358,891Mar 1, 2023Mar 3, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
57,136——388,157Mar 1, 2023Mar 3, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
57,136——57,136Mar 1, 2023Mar 3, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
109,232——327,698Feb 24, 2023Feb 27, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
109,232——376,892Feb 24, 2023Feb 27, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
45,871$15.44$708.2K331,021Feb 24, 2023Feb 27, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
405,581——405,581Feb 23, 2023Feb 27, 2023 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
9,089$16.14$146.7K267,660Dec 14, 2022Dec 14, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
30,000$16.39$491.8K276,749Dec 13, 2022Dec 14, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
9,631$16.05$154.5K306,749Dec 12, 2022Dec 14, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
17,671$14.56$257.3K316,102Oct 10, 2022Oct 11, 2022 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
28,900$13.94$402.8K333,773Sep 30, 2022Sep 30, 2022 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
33,930$13.50$458.0K362,673Sep 29, 2022Sep 30, 2022 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
36,419$13.59$494.9K396,603Sep 28, 2022Sep 30, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
26,340$13.73$361.6K433,022Sep 19, 2022Sep 19, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
60,943$13.94$849.6K459,362Sep 16, 2022Sep 19, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
47,275$14.51$686.0K520,305Sep 15, 2022Sep 19, 2022 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
436,930——436,930Feb 24, 2022Feb 28, 2022 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
7,000——343,893Jan 28, 2022Jan 31, 2022 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
7,000$0.15$1.1K567,580Jan 28, 2022Jan 31, 2022 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
30,000——405,893May 12, 2021May 14, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASE
President & CEO
30,000$0.15$4.6K505,527May 12, 2021May 14, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASE
PRESIDENT & CEO
55,000$0.15$8.4K560,580Mar 10, 2021Nov 12, 2021 ↗View →
VERX
VERTEX, INC.
SALE
PRESIDENT & CEO
55,000——350,893Mar 10, 2021Nov 12, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
114,272——114,272Mar 1, 2021Nov 12, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
132,799——132,799Mar 1, 2021Nov 12, 2021 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
200,000——435,893Aug 12, 2020Aug 14, 2020 ↗View →
VERX
VERTEX, INC.
PURCHASE
President & CEO
200,000$0.15$30.6K475,527Aug 12, 2020Aug 14, 2020 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
160,922$17.77$2.86M275,527Jul 31, 2020Jul 31, 2020 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
164,185$19.00$3.12M436,449Jul 29, 2020Jul 31, 2020 ↗View →
VERX
VERTEX, INC.
PURCHASE
President & CEO
390,107$0.15$59.7K600,634Jul 29, 2020Jul 31, 2020 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
390,107——635,893Jul 29, 2020Jul 31, 2020 ↗View →
VERX
VERTEX, INC.
SALE
President & CEO
53,028$19.00$1.01M0Jul 28, 2020Jul 31, 2020 ↗View →
VERX
VERTEX, INC.
PURCHASEGRANT
Stock grant
210,527——210,527Jul 28, 2020Jul 31, 2020 ↗View →
Other insiders · VERX
Loading peer insiders…
About this filer
CIK 0001818526
ROLE
PRESIDENT & CEO
PRIMARY
VERX
COMPANIES
1
ACTIVE SINCE
Jul 2020
MARKETPEEL · /INSIDER/0001818526DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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