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

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 782,706 shares of VERX, which is worth approximately $43.2 Million. The most recent transaction as insider was on Mar 15, 2023, when has been sold 27,417 shares (Class A Common Stock) at a price of $18.42 per share, resulting in proceeds of $505,021. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 783K

34.65% 3M change

62.53% 12M change

Total Value Held $43.2 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
Mar 15 2023	SELL Open market or private sale	$505,021 $18.42 p/Share	27,417 Reduced 6.02%	427,682 Class A Common Stock
Mar 14 2023	SELL Open market or private sale	$457,090 $18.59 p/Share	24,588 Reduced 5.13%	455,099 Class A Common Stock
Mar 13 2023	SELL Open market or private sale	$316,416 $18.21 p/Share	17,376 Reduced 3.5%	479,687 Class A Common Stock
Mar 10 2023	SELL Open market or private sale	$53,071 $18.07 p/Share	2,937 Reduced 0.59%	497,063 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 Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder

King Of Prussia, PA

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