Jeffrey Westphal - 01 Nov 2022 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
10%+ Owner
Signature
By: /s/ Joshua Levine, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
01 Nov 2022
Net transactions value
-$647,172
Form type
4
Filing time
03 Nov 2022, 16:30:33 UTC
Previous filing
26 Oct 2022
Next filing
21 Nov 2022
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Sale $647,172 -35,950 -2.7% $18.00 1,310,000 01 Nov 2022 See Footnote F1, F2
holding VERX Class A Common Stock 10,550,000 01 Nov 2022 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 7,895 01 Nov 2022 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.21.
F2 Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney