ITEM SECOND IRR. TRUST FBO ANNE MARIE 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
-$6,358,541
Form type
4
Filing time
05 Mar 2024, 18:41:26 UTC
Previous filing
15 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 $894,704 -26,609 -1.9% $33.62 1,338,465 01 Mar 2024 Direct F1
transaction VERX Class A Common Stock Sale $5,261,290 -173,391 -13% $30.34 1,165,074 04 Mar 2024 Direct F2
transaction VERX Class A Common Stock Sale $202,548 -6,749 -0.58% $30.01 1,158,325 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 $33.500 to $33.780.
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 $31.955.
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 $30.075.