Ownership

Jeffrey Westphal - Other* at Vertex, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: Other*
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	-10.5M	100%	$38.76	-$407M
Net	-10.5M	-100%		-$407M

Holdings reported by Jeffrey Westphal for Vertex, Inc.

Class	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Class B Common Stock	2.64M	$140M	$53.05	Dec 31, 2024	By The 2009 Jeffrey R. Westphal Generation Skipping Trust	Class A Common Stock	2.64M
Class B Common Stock	388K	$20.6M	$53.05	Dec 31, 2024	Direct	Class A Common Stock	388K
Class B Common Stock	332K	$17.6M	$53.05	Dec 31, 2024	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal	Class A Common Stock	332K
Class A Common Stock	7.9K	$419K	$53.05	Dec 31, 2024	Direct

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.