Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 765,073 shares of VERX, which is worth approximately $32.3 Million. The most recent transaction as insider was on Oct 11, 2024, when has been sold 42,765 shares (Class A Common Stock) at a price of $40.48 per share, resulting in proceeds of $1,731,127. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 765K
20.72% 3M change
59.89% 12M change
Total Value Held $32.3 Million

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Transaction History

Date Transaction Value Shares Traded Shares Held Form
Oct 11 2024
SELL
Open market or private sale
$1,731,127 $40.48 p/Share
42,765 Reduced 5.29%
765,073 Class A Common Stock
Oct 10 2024
SELL
Open market or private sale
$1,287,649 $39.73 p/Share
32,410 Reduced 3.86%
807,838 Class A Common Stock
Oct 09 2024
SELL
Open market or private sale
$2,022,413 $41.31 p/Share
48,957 Reduced 5.51%
840,248 Class A Common Stock
Oct 08 2024
SELL
Open market or private sale
$1,145,886 $41.32 p/Share
27,732 Reduced 3.02%
889,205 Class A Common Stock
Oct 07 2024
SELL
Open market or private sale
$1,974,538 $41.02 p/Share
48,136 Reduced 4.99%
916,937 Class A Common Stock
Mar 26 2024
SELL
Open market or private sale
$821,164 $30.27 p/Share
27,128 Reduced 2.73%
965,073 Class A Common Stock
Mar 25 2024
SELL
Open market or private sale
$1,431,411 $30.09 p/Share
47,571 Reduced 4.58%
992,201 Class A Common Stock
Mar 21 2024
SELL
Open market or private sale
$3,000 $30.0 p/Share
100 Reduced 0.01%
1,039,772 Class A Common Stock
Mar 20 2024
SELL
Open market or private sale
$327,946 $30.04 p/Share
10,917 Reduced 1.04%
1,039,872 Class A Common Stock
Mar 19 2024
SELL
Open market or private sale
$929,777 $30.05 p/Share
30,941 Reduced 2.86%
1,050,789 Class A Common Stock
Mar 18 2024
SELL
Open market or private sale
$207,645 $30.05 p/Share
6,910 Reduced 0.63%
1,081,730 Class A Common Stock
Mar 14 2024
SELL
Open market or private sale
$242,780 $30.01 p/Share
8,090 Reduced 0.74%
1,088,640 Class A Common Stock
Mar 13 2024
SELL
Open market or private sale
$39,030 $30.0 p/Share
1,301 Reduced 0.12%
1,096,730 Class A Common Stock
Mar 12 2024
SELL
Open market or private sale
$291,907 $30.01 p/Share
9,727 Reduced 0.88%
1,098,031 Class A Common Stock
Mar 08 2024
SELL
Open market or private sale
$606,205 $30.14 p/Share
20,113 Reduced 1.78%
1,107,758 Class A Common Stock
Mar 07 2024
SELL
Open market or private sale
$597,111 $30.06 p/Share
19,864 Reduced 1.73%
1,127,871 Class A Common Stock
Mar 06 2024
SELL
Open market or private sale
$317,775 $30.01 p/Share
10,589 Reduced 0.91%
1,147,735 Class A Common Stock
Mar 05 2024
SELL
Open market or private sale
$202,537 $30.01 p/Share
6,749 Reduced 0.58%
1,158,324 Class A Common Stock
Mar 04 2024
SELL
Open market or private sale
$5,260,682 $30.34 p/Share
173,391 Reduced 12.95%
1,165,073 Class A Common Stock
Mar 01 2024
SELL
Open market or private sale
$894,594 $33.62 p/Share
26,609 Reduced 1.95%
1,338,464 Class A Common Stock
Dec 13 2023
SELL
Open market or private sale
$262,167 $28.19 p/Share
9,300 Reduced 0.68%
1,365,073 Class A Common Stock
Dec 12 2023
SELL
Open market or private sale
$1,228,988 $28.88 p/Share
42,555 Reduced 3.0%
1,374,373 Class A Common Stock
Dec 11 2023
SELL
Open market or private sale
$2,034,716 $28.73 p/Share
70,822 Reduced 4.76%
1,416,928 Class A Common Stock
Dec 08 2023
SELL
Open market or private sale
$1,057,016 $28.64 p/Share
36,907 Reduced 2.42%
1,487,750 Class A Common Stock
Dec 07 2023
SELL
Open market or private sale
$1,354,913 $28.69 p/Share
47,226 Reduced 3.0%
1,524,657 Class A Common Stock
ISI

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder
King Of Prussia, PA

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