David DeStefano - Nov 26, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role: PRESIDENT & CEO, Director
Signature: /s/ Lisa Coleman, Attorney-in-Fact
Stock symbol: VERX
Transactions as of: Nov 26, 2024
Transactions value $: -$1,409,765
Form type: 4
Date filed: 11/27/2024, 04:16 PM
Previous filing: Nov 18, 2024
Next filing: Dec 10, 2024

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	VERX	Class A Common Stock	Sale	-$1.41M	-25.6K	-10.34%	$55.05	222K	Nov 26, 2024	By Family Trusts	F1, F2
holding	VERX	Class A Common Stock						293K	Nov 26, 2024	Direct

* 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 ranging from $54.7927 to $55.25, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2	Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.

Content

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.7927 to $55.25, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.