Jeffrey Westphal - Oct 2, 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
Oct 2, 2023
Transactions value $
-$24,629,562
Form type
4
Date filed
10/4/2023, 04:58 PM
Previous filing
Aug 3, 2023
Next filing
Nov 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 -$24.6M -1.1M -50.61% $22.32 1.08M Oct 2, 2023 See Footnote F1
holding VERX Class A Common Stock 5.58M Oct 2, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 7.9K Oct 2, 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.