Vertex, Inc. — Director's Dealing 2023

Dec 19, 2023

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-12-15

Reporting Person: Rowland Bryan T.R. (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2023-12-15	Class A Common Stock	M	62433	$3.167	Acquired	66802	Direct
2023-12-15	Class A Common Stock	S	62433	$26.9616	Disposed	4369	Direct
2023-12-15	Class A Common Stock	S	4369	$26.8570	Disposed	0	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2023-12-15	Stock Option	$3.167	M	62433	Disposed	2028-02-09	Class A Common Stock (62433)	Direct

Footnotes

F1: Includes 458 shares acquired through the Company's Employee Stock Purchase Plan.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.66 to $27.24, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.68 to $27.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F4: This option became exercisable as to 50% of the shares on the date of grant and with respect to the remaining shares on February 9, 2023.