Jeffrey Westphal - Mar 1, 2024 Form 4 Insider Report for Vertex, Inc. (VERX)

Role
10%+ Owner
Signature
/s/ Joshua Levine, Attorney-in-Fact
Stock symbol
VERX
Transactions as of
Mar 1, 2024
Transactions value $
-$76,508,231
Form type
4
Date filed
3/5/2024, 05:37 PM
Previous filing
Dec 11, 2023
Next filing
Apr 9, 2024
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 -$4.21M -125K -2.62% $33.74 4.64M Mar 1, 2024 By The 2009 Jeffrey R. Westphal Generation Skipping Trust F1
transaction VERX Class A Common Stock Sale -$72.3M -2.29M -49.42% $31.55 2.35M Mar 4, 2024 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
holding VERX Class A Common Stock 7.9K Mar 1, 2024 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 $32.61 to $34.36.