| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| DeStefano David | PRESIDENT & CEO, Director | C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA | /s/ Lisa Coleman, Attorney-in-Fact | 14 May 2025 | 0001818526 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | VERX | Class A Common Stock | Options Exercise | $1,070,990 | +428,396 | +54% | $2.50 | 1,219,728 | 12 May 2025 | Direct | |
| transaction | VERX | Class A Common Stock | Options Exercise | $4,270,816 | +132,799 | +11% | $32.16 | 1,352,527 | 12 May 2025 | Direct | |
| transaction | VERX | Class A Common Stock | Sale | $10,810,960 | -290,797 | -22% | $37.18 | 1,061,730 | 12 May 2025 | Direct | F1 |
| transaction | VERX | Class A Common Stock | Sale | $2,421,391 | -64,018 | -6% | $37.82 | 997,712 | 12 May 2025 | Direct | F2 |
| transaction | VERX | Class A Common Stock | Sale | $320,855 | -8,301 | -0.83% | $38.65 | 989,411 | 12 May 2025 | Direct | F3 |
| transaction | VERX | Class A Common Stock | Options Exercise | $696,731 | +186,591 | +19% | $3.73 | 1,176,002 | 13 May 2025 | Direct | |
| transaction | VERX | Class A Common Stock | Sale | $1,884,847 | -50,571 | -4.3% | $37.27 | 1,125,431 | 13 May 2025 | Direct | F4 |
| transaction | VERX | Class A Common Stock | Sale | $2,239,556 | -58,844 | -5.2% | $38.06 | 1,066,587 | 13 May 2025 | Direct | F5 |
| holding | VERX | Class A Common Stock | 204,032 | 12 May 2025 | By Family Trusts | F6 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | VERX | Stock Option | Options Exercise | $0 | -428,396 | -100% | $0.000000 | 0 | 12 May 2025 | Class A Common Stock | 428,396 | $2.50 | Direct | F7 |
| transaction | VERX | Stock Option | Options Exercise | $0 | -132,799 | -100% | $0.000000 | 0 | 12 May 2025 | Class A Common Stock | 132,799 | $32.16 | Direct | F7 |
| transaction | VERX | Stock Option | Options Exercise | $0 | -186,591 | -100% | $0.000000 | 0 | 13 May 2025 | Class A Common Stock | 186,591 | $3.73 | Direct | F7 |
| Id | Content |
|---|---|
| F1 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.56 to $37.555, 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 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.56 to $38.550, 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. |
| F3 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $38.56 to $38.770, 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. |
| F4 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.79 to $37.78, 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. |
| F5 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.79 to $38.28, 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. |
| F6 | 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. |
| F7 | This option is fully vested and exercisable. |