Ownership

Jeffrey Westphal - 10%+ Owner at Vertex, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: 10%+ Owner
Stock Symbol: VERX on Nasdaq
Industry: Services-Prepackaged Software
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Jeffrey Westphal - trading volume in the past year for Vertex, Inc.

	Shares	%	Avg Price	Total $
Buys
Sells	-9.92M	100%	$37.93	-$376M
Net	-9.92M	-100%		-$376M

Holdings reported by Jeffrey Westphal for Vertex, Inc.

Class	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Class B Common Stock	3.21M	$159M	$49.50	Nov 11, 2024	By The 2009 Jeffrey R. Westphal Generation Skipping Trust	Class A Common Stock	9.25M
Class B Common Stock	838K	$41.5M	$49.50	Nov 11, 2024	Direct	Class A Common Stock	838K
Class B Common Stock	332K	$16.4M	$49.50	Nov 11, 2024	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal	Class A Common Stock	332K
Class A Common Stock	7.9K	$386K	$48.90	Nov 11, 2024	Direct
Class A Common Stock	0	$0	$48.90	Nov 11, 2024	By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Transactions reported by Jeffrey Westphal for Vertex, Inc.

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.