Jeffrey Westphal - 30 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
30 Jun 2023
Net transactions value
-$11,617,230
Form type
4
Filing time
05 Jul 2023, 19:54:18 UTC
Previous filing
30 Jun 2023
Next filing
19 Sep 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 $11,442,000 -600,000 -9.2% $19.07 5,909,379 30 Jun 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
transaction VERX Class A Common Stock Sale $175,230 -8,798 -0.67% $19.92 1,301,202 30 Jun 2023 See Footnote F1, F2
holding VERX Class A Common Stock 7,895 30 Jun 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 $19.90 to $19.94.
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.