Jeffrey Westphal - Mar 8, 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
Mar 8, 2023
Transactions value $
-$1,832,548
Form type
4
Date filed
3/10/2023, 07:28 PM
Previous filing
Mar 2, 2023
Next filing
Mar 16, 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 -$1.17M -62.9K -0.7% $18.63 8.85M Mar 8, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Sale -$661K -35.1K -0.4% $18.85 8.82M Mar 9, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F2
holding VERX Class A Common Stock 1.31M Mar 8, 2023 See Footnote F3
holding VERX Class A Common Stock 7.9K Mar 8, 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 $18.50 to $19.105.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.42 to $19.24.
F3 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.