DeStefano David's Form 4 filing
Vertex, Inc. (VERX) · filed May 14, 2025
- Accession no.
- 0001415889-25-012874
- Filed
- May 14, 2025
- Trade date
- May 12-13, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 8 non-derivative transactions and 3 derivative transactions. Open-market sales total $17.7M. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| DeStefano DavidCIK 0001818526 | Director, Officer (PRESIDENT & CEO) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| May 12, 2025 | Class A Common Stock | MOption exerciseAcquired | +428,396 | $2.50 | +$1,070,990 | 1,219,728 | Direct | |
| May 12, 2025 | Class A Common Stock | MOption exerciseAcquired | +132,799 | $32.16 | +$4,270,815.84 | 1,352,527 | Direct | |
| May 12, 2025 | Class A Common Stock | SSaleDisposed | −290,797 | $37.18 | −$10,811,832.46 | 1,061,730 | Direct | |
| May 12, 2025 | Class A Common Stock | SSaleDisposed | −64,018 | $37.82 | −$2,421,160.76 | 997,712 | Direct | |
| May 12, 2025 | Class A Common Stock | SSaleDisposed | −8,301 | $38.65 | −$320,833.65 | 989,411 | Direct | |
| May 13, 2025 | Class A Common Stock | MOption exerciseAcquired | +186,591 | $3.73 | +$695,984.43 | 1,176,002 | Direct | |
| May 13, 2025 | Class A Common Stock | SSaleDisposed | −50,571 | $37.27 | −$1,884,781.17 | 1,125,431 | Direct | |
| May 13, 2025 | Class A Common Stock | SSaleDisposed | −58,844 | $38.06 | −$2,239,602.64 | 1,066,587 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| May 12, 2025 | Class A Common Stock | MOption exerciseDisposed | −428,396 | $0.00 | $0 | 0 | Direct | |
| May 12, 2025 | Class A Common Stock | MOption exerciseDisposed | −132,799 | $0.00 | $0 | 0 | Direct | |
| May 13, 2025 | Class A Common Stock | MOption exerciseDisposed | −186,591 | $0.00 | $0 | 0 | Direct |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.