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

Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 1.21 Million shares of VERX, which is worth approximately $69.3 Million. The most recent transaction as insider was on Jan 23, 2025, when has been sold 18,157 shares (Class A Common Stock) at a price of $56.52 per share, resulting in proceeds of $1,026,233. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 1.21M

15.31% 3M change

23.78% 12M change

Total Value Held $69.3 Million

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

Date	Transaction	Value	Shares Traded	Shares Held
Jan 23 2025	SELL Open market or private sale	$1,026,233 $56.52 p/Share	18,157 Reduced 1.48%	1,211,100 Class A Common Stock
Jan 22 2025	SELL Open market or private sale	$3,041,052 $56.48 p/Share	53,843 Reduced 4.2%	1,229,257 Class A Common Stock
Dec 10 2024	SELL Open market or private sale	$3,389,736 $54.98 p/Share	61,654 Reduced 4.58%	1,283,100 Class A Common Stock
Dec 09 2024	SELL Open market or private sale	$735,764 $55.13 p/Share	13,346 Reduced 0.98%	1,344,754 Class A Common Stock
Nov 21 2024	SELL Open market or private sale	$1,648,836 $53.13 p/Share	31,034 Reduced 2.23%	1,358,100 Class A Common Stock
Nov 20 2024	SELL Open market or private sale	$2,136,786 $52.16 p/Share	40,966 Reduced 2.86%	1,389,134 Class A Common Stock
Aug 26 2024	SELL Open market or private sale	$5,922,203 $37.27 p/Share	158,900 Reduced 10.0%	1,430,100 Class A Common Stock
Nov 13 2023	SELL Open market or private sale	$547,000 $27.35 p/Share	20,000 Reduced 1.24%	1,589,000 Class A Common Stock
Nov 10 2023	SELL Open market or private sale	$7,607,600 $27.17 p/Share	280,000 Reduced 14.82%	1,609,000 Class A Common Stock
Nov 08 2023	SELL Open market or private sale	$2,393,256 $22.72 p/Share	105,337 Reduced 5.28%	1,889,000 Class A Common Stock
Nov 07 2023	SELL Open market or private sale	$3,638,787 $23.12 p/Share	157,387 Reduced 7.31%	1,994,337 Class A Common Stock
Nov 06 2023	SELL Open market or private sale	$2,811,994 $22.29 p/Share	126,155 Reduced 5.54%	2,151,724 Class A Common Stock
Nov 03 2023	SELL Open market or private sale	$3,929,338 $23.36 p/Share	168,208 Reduced 6.88%	2,277,879 Class A Common Stock
Nov 02 2023	SELL Open market or private sale	$1,859,820 $23.33 p/Share	79,718 Reduced 3.16%	2,446,087 Class A Common Stock
Nov 01 2023	SELL Open market or private sale	$1,491,402 $23.6 p/Share	63,195 Reduced 2.44%	2,525,805 Class A Common Stock
Mar 31 2023	BUY Conversion of derivative security	-	2,589,000 Added 50.0%	2,589,000 Class A Common Stock

ISI

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

> 10% Shareholder

King Of Prussia, PA

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