Vertex, Inc. — Director's Dealing 2023

Sep 18, 2023

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-09-14

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2023-09-14	Class A Common Stock	M	314865	$2.50	Acquired	573939	Direct
2023-09-14	Class A Common Stock	F	179779	$20.750	Disposed	394160	Direct
2023-09-14	Class A Common Stock	M	186588	$3.734	Acquired	580748	Direct
2023-09-14	Class A Common Stock	F	111950	$20.750	Disposed	468798	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2023-09-14	Stock Option	$2.50	M	314865	Disposed	2026-01-01	Class A Common Stock (314865)	Direct
2023-09-14	Stock Option	$3.734	M	186588	Disposed	2029-12-20	Class A Common Stock (186588)	Direct

Footnotes

F1: This option is fully vested and exercisable.

F2: This option became exercisable with respect to 50% of the shares on December 27, 2021, and will vest with respect to the remaining shares on December 27, 2024.