Jeffrey Westphal - Feb 28, 2023 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
10%+ Owner
Signature
/s/ Joshua Levine, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Feb 28, 2023
Transactions value $
-$2,097,300
Form type
4
Date filed
3/2/2023, 05:22 PM
Previous filing
Nov 21, 2022
Next filing
Mar 10, 2023
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 -$702K -44.4K -0.49% $15.82 9.01M Feb 28, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Sale -$612K -38.9K -0.43% $15.73 8.97M Mar 1, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F2
transaction VERX Class A Common Stock Sale -$783K -50K -0.56% $15.66 8.92M Mar 2, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F3
holding VERX Class A Common Stock 1.31M Feb 28, 2023 See Footnote F4
holding VERX Class A Common Stock 7.9K Feb 28, 2023 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 at prices ranging from $15.43 to $16.03.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.50 to $16.035.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.50 to $15.83.
F4 Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.