Jeffrey Westphal - 02 Oct 2023 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
10%+ Owner
Signature
/s/ Joshua Levine, Attorney-in-Fact
Issuer symbol
VERX
Transactions as of
02 Oct 2023
Transactions value $
$-24,629,562
Form type
4
Filing time
04 Oct 2023, 16:58:17 UTC
Previous filing
03 Aug 2023
Next filing
16 Nov 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 $-24,629,562 -1,103,475 -50.6% $22.32 1,076,727 02 Oct 2023 See Footnote F1
holding VERX Class A Common Stock 5,584,379 02 Oct 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 7,895 02 Oct 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.