Jeffrey Westphal - Mar 14, 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 14, 2023
Transactions value $
-$26,896,331
Form type
4
Date filed
3/16/2023, 07:06 PM
Previous filing
Mar 10, 2023
Next filing
Jun 30, 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 -$446K -23.9K -0.27% $18.67 8.79M Mar 14, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Sale -$2.04M -110K -1.25% $18.51 8.68M Mar 15, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F2
transaction VERX Class A Common Stock Sale -$3M -160K -1.84% $18.74 8.52M Mar 16, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F3
transaction VERX Class A Common Stock Sale -$21.4M -1.22M -14.25% $17.62 7.31M Mar 16, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 1.31M Mar 14, 2023 See Footnote F4
holding VERX Class A Common Stock 7.9K Mar 14, 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 $19.01.
F2 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 $18.575.
F3 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 $19.01.
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.