ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 20 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
20 Jun 2025
Net transactions value
-$836,411
Form type
4
Filing time
24 Jun 2025, 18:11:01 UTC
Previous filing
18 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 24 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 $310,172 -8,832 -4.5% $35.12 188,009 20 Jun 2025 Direct F1
transaction VERX Class A Common Stock Sale $17,850 -510 -0.27% $35.00 187,499 23 Jun 2025 Direct
transaction VERX Class A Common Stock Sale $508,389 -14,425 -7.7% $35.24 173,074 24 Jun 2025 Direct F2
* 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 $35.00 to $35.625.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445.