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 Mar 22, 2023, when has been sold 10,533 shares (Class A Common Stock) at a price of $18.23 per share, resulting in proceeds of $192,016. 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
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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