Jeffrey Westphal - 14 Nov 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
14 Nov 2023
Net transactions value
-$49,488,592
Form type
4
Filing time
16 Nov 2023, 18:00:49 UTC
Previous filing
04 Oct 2023
Next filing
11 Dec 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 $21,429,086 -822,298 -15% $26.06 4,762,081 14 Nov 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
transaction VERX Class A Common Stock Sale $28,059,506 -1,076,727 -100% $26.06 0 14 Nov 2023 See Footnote F1
holding VERX Class A Common Stock 7,895 14 Nov 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.