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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.