Jeffrey Westphal - Nov 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
Nov 14, 2023
Transactions value $
-$49,488,592
Form type
4
Date filed
11/16/2023, 06:00 PM
Previous filing
Oct 4, 2023
Next filing
Dec 11, 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 -$21.4M -822K -14.72% $26.06 4.76M Nov 14, 2023 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
transaction VERX Class A Common Stock Sale -$28.1M -1.08M -100% $26.06 0 Nov 14, 2023 See Footnote F1
holding VERX Class A Common Stock 7.9K Nov 14, 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.