David Destefano - Net Worth and Insider Trading

David Destefano Net Worth

The estimated net worth of David Destefano is at least $45 Million dollars as of 2024-12-25. David Destefano is the PRESIDENT & CEO of Vertex Inc and owns about 841,270 shares of Vertex Inc (VERX) stock worth over $45 Million. Details can be seen in David Destefano's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that David Destefano has not made any transactions after 2024-12-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of David Destefano

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David Destefano Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David Destefano owns 1 companies in total, including Vertex Inc (VERX) .

Click here to see the complete history of David Destefano’s form 4 insider trades.

Insider Ownership Summary of David Destefano

Ticker Comapny Transaction Date Type of Owner
VERX Vertex Inc 2024-12-11 director & President & CEO

David Destefano Latest Holdings Summary

David Destefano currently owns a total of 1 stock. David Destefano owns 841,270 shares of Vertex Inc (VERX) as of December 11, 2024, with a value of $45 Million.

Latest Holdings of David Destefano

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VERX Vertex Inc 2024-12-11 841,270 53.51 45,016,358

Holding Weightings of David Destefano


David Destefano Form 4 Trading Tracker

According to the SEC Form 4 filings, David Destefano has made a total of 11 transactions in Vertex Inc (VERX) over the past 5 years, including 0 buys and 11 sells. The most-recent trade in Vertex Inc is the sale of 381,100 shares on December 11, 2024, which brought David Destefano around $21 Million.

Insider Trading History of David Destefano

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

David Destefano Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

David Destefano Ownership Network

Ownership Network List of David Destefano

No Data

Ownership Network Relation of David Destefano

Insider Network Chart

David Destefano Owned Company Details

What does Vertex Inc do?

Who are the key executives at Vertex Inc?

David Destefano is the director & President & CEO of Vertex Inc. Other key executives at Vertex Inc include Chief Financial Officer John R Schwab , director & 10 percent owner Jeffery Westphal , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

Vertex Inc (VERX) Insider Trades Summary

Over the past 18 months, David Destefano made 5 insider transaction in Vertex Inc (VERX) with a net sale of 638,435. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,292,474 shares made by Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , a net sale of 15,309,554 shares made by Jeffery Westphal , and a net sale of 1,406,294 shares made by Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

In summary, during the past 3 months, insiders sold 5,849,093 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 5,849,093 shares. During the past 18 months, 21,100,836 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 21,100,836 shares.

Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Vertex Inc Insider Transactions

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David Destefano Mailing Address

Above is the net worth, insider trading, and ownership report for David Destefano. You might contact David Destefano via mailing address: C/o Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia Pa 19406.

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