Vertex, Inc. — Director's Dealing 2023

Dec 8, 2023

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-12-06

Reporting Person: Radcliffe Amanda Westphal (Director, 10% Owner)

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2023-12-06	Class B Common Stock	$	W	789000	Acquired		Class A Common Stock (789000)	Direct

Holdings (Derivative)

Security	Exercise Price	Expiration	Underlying	Shares	Ownership
Class B Common Stock	$		Class A Common Stock (30505702.223)	30505702.223	Indirect
Class B Common Stock	$		Class A Common Stock (1786000)	1786000	Indirect

Footnotes

F1: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F2: The Form 3 originally filed by the reporting person understated the reporting person's indirect ownership of Class B Common Stock by approximately 49,251 shares. This Form 4 reflects the correct number of shares.