Jeffrey Westphal - 08 Mar 2023 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
10%+ Owner
Signature
/s/ Joshua Levine, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
08 Mar 2023
Net transactions value
-$1,832,548
Form type
4
Filing time
10 Mar 2023, 19:28:56 UTC
Previous filing
02 Mar 2023
Next filing
16 Mar 2023
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 $1,171,246 -62,857 -0.7% $18.63 8,853,836 08 Mar 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Sale $661,302 -35,084 -0.4% $18.85 8,818,752 09 Mar 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F2
holding VERX Class A Common Stock 1,310,000 08 Mar 2023 See Footnote F3
holding VERX Class A Common Stock 7,895 08 Mar 2023 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 $18.50 to $19.105.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.42 to $19.24.
F3 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.