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 965,073 shares of VERX, which is worth approximately $35.1 Million. The most recent transaction as insider was on Nov 15, 2023, when has been sold 39,473 shares (Class A Common Stock) at a price of $26.38 per share, resulting in proceeds of $1,041,297. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 965K

0% 3M change

865.07% 12M change

Total Value Held $35.1 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
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
Mar 13 2023	SELL Open market or private sale	$316,416 $18.21 p/Share	17,376 Reduced 3.5%	479,686 Class A Common Stock
Mar 10 2023	SELL Open market or private sale	$53,089 $18.07 p/Share	2,938 Reduced 0.59%	497,062 Class A Common Stock
Nov 16 2022	BUY Conversion of derivative security	-	500,000 Added 50.0%	500,000 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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