ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 01 Mar 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
13(D) GROUP MEMBER, 10%+ Owner
Signature
/s/ Joshua Levine, as Trustee
Issuer symbol
VERX
Transactions as of
01 Mar 2024
Net transactions value
-$8,482,150
Form type
4
Filing time
05 Mar 2024, 18:38:41 UTC
Previous filing
14 Dec 2023
Next filing
08 Mar 2024
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 $472,804 -14,078 -0.88% $33.58 1,583,628 01 Mar 2024 Direct F1
transaction VERX Class A Common Stock Sale $7,765,892 -255,920 -16% $30.34 1,327,708 04 Mar 2024 Direct F2
transaction VERX Class A Common Stock Sale $243,453 -8,115 -0.61% $30.00 1,319,593 05 Mar 2024 Direct F3
* 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 $33.460 to $33.720.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.960.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.015.