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 615,073 shares of VERX, which is worth approximately $33.9 Million. The most recent transaction as insider was on Dec 08, 2023, when has been sold 36,907 shares (Class A Common Stock) at a price of $28.64 per share, resulting in proceeds of $1,057,016. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 615K
36.27% 3M change
65.97% 12M change
Total Value Held $33.9 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 Form
Dec 08 2023
SELL
Open market or private sale
$1,057,016 $28.64 p/Share
36,907 Reduced 2.42%
1,487,750 Class A Common Stock
Dec 07 2023
SELL
Open market or private sale
$1,354,913 $28.69 p/Share
47,226 Reduced 3.0%
1,524,657 Class A Common Stock
Dec 06 2023
SELL
Open market or private sale
$648,902 $29.41 p/Share
22,064 Reduced 1.38%
1,571,883 Class A Common Stock
Dec 05 2023
SELL
Open market or private sale
$1,072,606 $29.63 p/Share
36,200 Reduced 2.22%
1,593,947 Class A Common Stock
Dec 04 2023
SELL
Open market or private sale
$525,798 $27.82 p/Share
18,900 Reduced 1.15%
1,630,147 Class A Common Stock
Dec 01 2023
SELL
Open market or private sale
$2,084,776 $27.76 p/Share
75,100 Reduced 4.36%
1,649,047 Class A Common Stock
Nov 30 2023
SELL
Open market or private sale
$2,333,532 $27.98 p/Share
83,400 Reduced 4.61%
1,724,147 Class A Common Stock
Nov 15 2023
BUY
Open market or private sale
$1,041,297 $26.38 p/Share
39,473 Added 2.14%
1,807,547 Class A Common Stock
Nov 14 2023
SELL
Open market or private sale
$1,244,700 $27.66 p/Share
45,000 Reduced 2.38%
1,847,020 Class A Common Stock
Nov 13 2023
SELL
Open market or private sale
$422,800 $27.23 p/Share
15,527 Reduced 0.81%
1,892,020 Class A Common Stock
Oct 04 2023
BUY
Conversion of derivative security
-
1,807,547 Added 48.65%
1,907,547 Class A Common Stock
Apr 05 2023
SELL
Open market or private sale
$400,577 $21.33 p/Share
18,780 Reduced 15.81%
100,000 Class A Common Stock
Apr 04 2023
SELL
Open market or private sale
$781,036 $21.41 p/Share
36,480 Reduced 23.5%
118,780 Class A Common Stock
Apr 03 2023
SELL
Open market or private sale
$570,939 $21.05 p/Share
27,123 Reduced 14.87%
155,260 Class A Common Stock
Mar 31 2023
SELL
Open market or private sale
$672,262 $20.77 p/Share
32,367 Reduced 15.07%
182,383 Class A Common Stock
Mar 30 2023
SELL
Open market or private sale
$733,918 $20.52 p/Share
35,766 Reduced 14.28%
214,750 Class A Common Stock
Mar 29 2023
SELL
Open market or private sale
$861,078 $19.68 p/Share
43,754 Reduced 14.87%
250,516 Class A Common Stock
Mar 28 2023
SELL
Open market or private sale
$109,901 $19.18 p/Share
5,730 Reduced 1.91%
294,270 Class A Common Stock
Mar 22 2023
SELL
Open market or private sale
$192,016 $18.23 p/Share
10,533 Reduced 3.39%
300,000 Class A Common Stock
Mar 21 2023
SELL
Open market or private sale
$207,666 $18.25 p/Share
11,379 Reduced 3.53%
310,533 Class A Common Stock
Mar 20 2023
SELL
Open market or private sale
$42,960 $18.25 p/Share
2,354 Reduced 0.73%
321,912 Class A Common Stock
Mar 17 2023
SELL
Open market or private sale
$551,498 $18.29 p/Share
30,153 Reduced 8.51%
324,266 Class A Common Stock
Mar 16 2023
SELL
Open market or private sale
$1,361,940 $18.59 p/Share
73,262 Reduced 17.13%
354,419 Class A Common Stock
Mar 15 2023
SELL
Open market or private sale
$505,021 $18.42 p/Share
27,417 Reduced 6.02%
427,681 Class A Common Stock
Mar 14 2023
SELL
Open market or private sale
$457,090 $18.59 p/Share
24,588 Reduced 5.13%
455,098 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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