Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Vertex, Inc. (VERX) insider trading activity

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 173,073 shares of VERX, which is worth approximately $4.35 Million. The most recent transaction as insider was on Jun 24, 2025, when has been sold 14,425 shares (Class A Common Stock) at a price of $35.24 per share, resulting in proceeds of $508,337. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 173K

70.06% 3M change

82.07% 12M change

Total Value Held $4.35 Million

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Jun 24 2025	SELL Open market or private sale	$508,337 $35.24 p/Share	14,425 Reduced 7.69%	173,073 Class A Common Stock
Jun 23 2025	SELL Open market or private sale	$17,850 $35.0 p/Share	510 Reduced 0.27%	187,498 Class A Common Stock
Jun 20 2025	SELL Open market or private sale	$310,179 $35.12 p/Share	8,832 Reduced 4.49%	188,008 Class A Common Stock
Jun 18 2025	SELL Open market or private sale	$5,672,412 $35.93 p/Share	157,874 Reduced 44.51%	196,840 Class A Common Stock
Jun 17 2025	SELL Open market or private sale	$5,392,324 $37.16 p/Share	145,111 Reduced 29.03%	354,714 Class A Common Stock
Jun 16 2025	SELL Open market or private sale	$2,885,003 $36.87 p/Share	78,248 Reduced 13.54%	499,825 Class A Common Stock
Dec 23 2024	SELL Bona fide gift	-	37,000 Reduced 6.02%	578,073 Class A Common Stock
Nov 08 2024	SELL Open market or private sale	$3,071,842 $52.26 p/Share	58,780 Reduced 8.72%	615,073 Class A Common Stock
Nov 07 2024	SELL Open market or private sale	$4,692,356 $51.44 p/Share	91,220 Reduced 11.92%	673,853 Class A Common Stock
Oct 11 2024	SELL Open market or private sale	$1,731,127 $40.48 p/Share	42,765 Reduced 5.29%	765,073 Class A Common Stock
Oct 10 2024	SELL Open market or private sale	$1,287,649 $39.73 p/Share	32,410 Reduced 3.86%	807,838 Class A Common Stock
Oct 09 2024	SELL Open market or private sale	$2,022,413 $41.31 p/Share	48,957 Reduced 5.51%	840,248 Class A Common Stock
Oct 08 2024	SELL Open market or private sale	$1,145,886 $41.32 p/Share	27,732 Reduced 3.02%	889,205 Class A Common Stock
Oct 07 2024	SELL Open market or private sale	$1,974,538 $41.02 p/Share	48,136 Reduced 4.99%	916,937 Class A Common Stock
Mar 26 2024	SELL Open market or private sale	$821,164 $30.27 p/Share	27,128 Reduced 2.73%	965,073 Class A Common Stock
Mar 25 2024	SELL Open market or private sale	$1,431,411 $30.09 p/Share	47,571 Reduced 4.58%	992,201 Class A Common Stock
Mar 21 2024	SELL Open market or private sale	$3,000 $30.0 p/Share	100 Reduced 0.01%	1,039,772 Class A Common Stock
Mar 20 2024	SELL Open market or private sale	$327,946 $30.04 p/Share	10,917 Reduced 1.04%	1,039,872 Class A Common Stock
Mar 19 2024	SELL Open market or private sale	$929,777 $30.05 p/Share	30,941 Reduced 2.86%	1,050,789 Class A Common Stock
Mar 18 2024	SELL Open market or private sale	$207,645 $30.05 p/Share	6,910 Reduced 0.63%	1,081,730 Class A Common Stock
Mar 14 2024	SELL Open market or private sale	$242,780 $30.01 p/Share	8,090 Reduced 0.74%	1,088,640 Class A Common Stock
Mar 13 2024	SELL Open market or private sale	$39,030 $30.0 p/Share	1,301 Reduced 0.12%	1,096,730 Class A Common Stock
Mar 12 2024	SELL Open market or private sale	$291,907 $30.01 p/Share	9,727 Reduced 0.88%	1,098,031 Class A Common Stock
Mar 08 2024	SELL Open market or private sale	$606,205 $30.14 p/Share	20,113 Reduced 1.78%	1,107,758 Class A Common Stock
Mar 07 2024	SELL Open market or private sale	$597,111 $30.06 p/Share	19,864 Reduced 1.73%	1,127,871 Class A Common Stock

ISI

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder

King Of Prussia, PA

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