Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Vertex, Inc. (VERX) insider trading activity

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 578,073 shares of VERX, which is worth approximately $33.6 Million. The most recent transaction as insider was on Mar 14, 2023, when has been sold 24,588 shares (Class A Common Stock) at a price of $18.59 per share, resulting in proceeds of $457,090. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 578K

24.44% 3M change

57.65% 12M change

Total Value Held $33.6 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
Mar 14 2023	SELL Open market or private sale	$457,090 $18.59 p/Share	24,588 Reduced 5.13%	455,098 Class A Common Stock
Mar 13 2023	SELL Open market or private sale	$316,416 $18.21 p/Share	17,376 Reduced 3.5%	479,686 Class A Common Stock
Mar 10 2023	SELL Open market or private sale	$53,089 $18.07 p/Share	2,938 Reduced 0.59%	497,062 Class A Common Stock
Nov 16 2022	BUY Conversion of derivative security	-	500,000 Added 50.0%	500,000 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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