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Vertex, Inc. Director's Dealing 2023

Sep 19, 2023

31181_dirs_2023-09-19_df3fc562-5948-47d0-8175-225156445a22.zip

Director's Dealing

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SEC Form 4/A — Form 4/A

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-07-12

Reporting Person: Westphal Jeffery (10% Owner)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2023-07-12 Class A Common Stock S 80618 $18.901 Disposed 5584379 Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Class A Common Stock 2180202 Indirect
Class A Common Stock 7895 Direct

Footnotes

F1: On July 14, 2023, the Reporting Person filed a Form 4 which inadvertently stated that the amount of securities sold on July 12, 2023 was 80,816 shares of Class A Common
Stock, rather than 80,618 shares of Class A Common Stock. This amendment reports the correct amount of securities sold on July 12, 2023.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.80 to $19.05.

F3: The total amount of shares of Class A Common Stock reported in column 5 reflects the Reporting Person's beneficial ownership as of September 19, 2023.

F4: Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.