ITEM SECOND IRR. TRUST FBO JACOB J. 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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There are no Buy or Sell transactions made by ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 since 11 Mar 2025

Holdings reported by ITEM SECOND IRR. TRUST FBO JACOB J. 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 745,706 $39,557,168 $53.05 23 Dec 2024 Direct

Transactions reported by ITEM SECOND IRR. TRUST FBO JACOB J. 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.