Jeffrey Westphal - Jun 30, 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 30, 2023
Transactions value $
-$11,617,230
Form type
4
Date filed
7/5/2023, 07:54 PM
Previous filing
Jun 30, 2023
Next filing
Sep 19, 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 -$11.4M -600K -9.22% $19.07 5.91M Jun 30, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
transaction VERX Class A Common Stock Sale -$175K -8.8K -0.67% $19.92 1.3M Jun 30, 2023 See Footnote F1, F2
holding VERX Class A Common Stock 7.9K Jun 30, 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 $19.90 to $19.94.
F2 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.