ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 16 Jun 2025 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
13(D) GROUP MEMBER, 10%+ Owner
Signature
/s/ Anne Marie Westphal, as Trustee
Issuer symbol
VERX
Transactions as of
16 Jun 2025
Net transactions value
-$13,949,826
Form type
4
Filing time
18 Jun 2025, 19:18:09 UTC
Previous filing
26 Dec 2024
Next filing
24 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA /s/ Anne Marie Westphal, as Trustee 18 Jun 2025 0001818852

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction VERX Class A Common Stock Sale $2,884,722 -78,248 -14% $36.87 499,826 16 Jun 2025 Direct F1
transaction VERX Class A Common Stock Sale $5,392,470 -145,111 -29% $37.16 354,715 17 Jun 2025 Direct F2
transaction VERX Class A Common Stock Sale $5,672,634 -157,874 -45% $35.93 196,841 18 Jun 2025 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 $36.70 to $37.08.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.845 to $37.57.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.31 to $36.915.