Jeffrey Westphal - Jun 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
Jun 28, 2023
Transactions value $
-$14,608,000
Form type
4
Date filed
6/30/2023, 06:00 PM
Previous filing
Mar 16, 2023
Next filing
Jul 5, 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 -$14.6M -800K -10.94% $18.26 6.51M Jun 28, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 1.31M Jun 28, 2023 See Footnote F1
holding VERX Class A Common Stock 7.9K Jun 28, 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.