Vertex, Inc. — Director's Dealing 2024

Dec 26, 2024

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2024-12-20

Reporting Person: Westphal Jeffrey (See Remarks)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2024-12-20	Class A Common Stock	C	450000	—	Acquired	457895	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2024-12-20	Class B Common Stock	$	C	450000	Disposed		Class A Common Stock (450000)	Indirect

Holdings (Derivative)

Security	Exercise Price	Expiration	Underlying	Shares	Ownership
Class B Common Stock	$		Class A Common Stock (838000)	838000	Direct
Class B Common Stock	$		Class A Common Stock (1153756)	1153756	Indirect
Class B Common Stock	$		Class A Common Stock (332244)	332244	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 either (1) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.