Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 932,706 shares of VERX, which is worth approximately $39.3 Million. The most recent transaction as insider was on Oct 14, 2024, when has been sold 56,419 shares (Class A Common Stock) at a price of $40.77 per share, resulting in proceeds of $2,300,202. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 933K
22.13% 3M change
57.39% 12M change
Total Value Held $39.3 Million

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

Date Transaction Value Shares Traded Shares Held Form
Oct 14 2024
SELL
Open market or private sale
$2,300,202 $40.77 p/Share
56,419 Reduced 5.7%
932,706 Class A Common Stock
Oct 11 2024
SELL
Open market or private sale
$1,866,047 $40.48 p/Share
46,098 Reduced 4.45%
989,125 Class A Common Stock
Oct 10 2024
SELL
Open market or private sale
$1,296,350 $39.73 p/Share
32,629 Reduced 3.06%
1,035,223 Class A Common Stock
Oct 09 2024
SELL
Open market or private sale
$2,028,899 $41.31 p/Share
49,114 Reduced 4.4%
1,067,852 Class A Common Stock
Oct 08 2024
SELL
Open market or private sale
$1,158,075 $41.32 p/Share
28,027 Reduced 2.45%
1,116,966 Class A Common Stock
Oct 07 2024
SELL
Open market or private sale
$2,162,287 $41.02 p/Share
52,713 Reduced 4.4%
1,144,993 Class A Common Stock
Mar 25 2024
SELL
Open market or private sale
$85,855 $30.03 p/Share
2,859 Reduced 0.24%
1,197,706 Class A Common Stock
Mar 21 2024
SELL
Open market or private sale
$3,000 $30.0 p/Share
100 Reduced 0.01%
1,200,565 Class A Common Stock
Mar 20 2024
SELL
Open market or private sale
$329,088 $30.04 p/Share
10,955 Reduced 0.9%
1,200,665 Class A Common Stock
Mar 19 2024
SELL
Open market or private sale
$937,060 $30.06 p/Share
31,173 Reduced 2.51%
1,211,620 Class A Common Stock
Mar 18 2024
SELL
Open market or private sale
$209,288 $30.04 p/Share
6,967 Reduced 0.56%
1,242,793 Class A Common Stock
Mar 14 2024
SELL
Open market or private sale
$256,225 $30.01 p/Share
8,538 Reduced 0.68%
1,249,760 Class A Common Stock
Mar 13 2024
SELL
Open market or private sale
$39,000 $30.0 p/Share
1,300 Reduced 0.1%
1,258,298 Class A Common Stock
Mar 12 2024
SELL
Open market or private sale
$292,567 $30.01 p/Share
9,749 Reduced 0.77%
1,259,598 Class A Common Stock
Mar 08 2024
SELL
Open market or private sale
$594,873 $30.14 p/Share
19,737 Reduced 1.53%
1,269,347 Class A Common Stock
Mar 07 2024
SELL
Open market or private sale
$601,470 $30.06 p/Share
20,009 Reduced 1.53%
1,289,084 Class A Common Stock
Mar 06 2024
SELL
Open market or private sale
$315,105 $30.01 p/Share
10,500 Reduced 0.8%
1,309,093 Class A Common Stock
Mar 05 2024
SELL
Open market or private sale
$243,450 $30.0 p/Share
8,115 Reduced 0.61%
1,319,593 Class A Common Stock
Mar 04 2024
SELL
Open market or private sale
$7,764,612 $30.34 p/Share
255,920 Reduced 16.16%
1,327,708 Class A Common Stock
Mar 01 2024
SELL
Open market or private sale
$472,739 $33.58 p/Share
14,078 Reduced 0.88%
1,583,628 Class A Common Stock
Dec 13 2023
SELL
Open market or private sale
$321,252 $28.18 p/Share
11,400 Reduced 0.71%
1,597,706 Class A Common Stock
Dec 12 2023
SELL
Open market or private sale
$1,422,343 $28.91 p/Share
49,199 Reduced 2.97%
1,609,106 Class A Common Stock
Dec 11 2023
SELL
Open market or private sale
$1,408,687 $28.72 p/Share
49,049 Reduced 2.87%
1,658,305 Class A Common Stock
Dec 08 2023
SELL
Open market or private sale
$1,439,003 $28.65 p/Share
50,227 Reduced 2.86%
1,707,354 Class A Common Stock
Dec 07 2023
SELL
Open market or private sale
$1,134,775 $28.69 p/Share
39,553 Reduced 2.2%
1,757,581 Class A Common Stock
ISI

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

> 10% Shareholder
King Of Prussia, PA

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