Jeffrey Westphal - 28 Jun 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
28 Jun 2023
Net transactions value
-$14,608,000
Form type
4
Filing time
30 Jun 2023, 18:00:23 UTC
Previous filing
16 Mar 2023
Next filing
05 Jul 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 $14,608,000 -800,000 -11% $18.26 6,509,379 28 Jun 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 1,310,000 28 Jun 2023 See Footnote F1
holding VERX Class A Common Stock 7,895 28 Jun 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.