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Vertex, Inc. Director's Dealing 2024

Dec 10, 2024

31181_dirs_2024-12-10_d969b35a-15c8-4fb7-be00-a129edfb3bcc.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2024-12-06

Reporting Person: DeStefano David (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2024-12-06 Class A Common Stock S 1400 $55.3938 Disposed 220532 Indirect
2024-12-06 Class A Common Stock S 16500 $56.1538 Disposed 204032 Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Class A Common Stock 293345 Direct

Footnotes

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $55.01 to $56.01, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2: Represents securities held by individual trusts for the benefit of the Reporting Person's three adult children. The Reporting Person's spouse serves as a trustee of each such trust.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $56.05 to $56.55, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F4: Includes 99 shares acquired through the Company's Employee Stock Purchase Plan.