ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 13(D) GROUP MEMBER, 10%+ Owner at Vertex, Inc.

Insider Transactions and Holdings

Entity Type
Company
Role
13(D) GROUP MEMBER, 10%+ Owner
Issuer Symbol
VERX on Nasdaq
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ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - trading volume in the past year for Vertex, Inc.

Holdings reported by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 for Vertex, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class A Common Stock 173,074 $6,099,740 $35.24 24 Jun 2025 Direct

Transactions reported by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 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.