Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 932,706 shares of VERX, which is worth approximately $39.3 Million. The most recent transaction as insider was on Dec 06, 2023, when has been sold 21,696 shares (Class A Common Stock) at a price of $29.41 per share, resulting in proceeds of $638,079. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 933K
22.13% 3M change
57.39% 12M change
Total Value Held $39.3 Million

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

Date Transaction Value Shares Traded Shares Held Form
Dec 06 2023
SELL
Open market or private sale
$638,079 $29.41 p/Share
21,696 Reduced 1.19%
1,797,134 Class A Common Stock
Dec 05 2023
SELL
Open market or private sale
$782,148 $29.61 p/Share
26,415 Reduced 1.43%
1,818,830 Class A Common Stock
Dec 04 2023
SELL
Open market or private sale
$422,864 $27.82 p/Share
15,200 Reduced 0.82%
1,845,245 Class A Common Stock
Dec 01 2023
SELL
Open market or private sale
$2,199,384 $27.77 p/Share
79,200 Reduced 4.08%
1,860,445 Class A Common Stock
Nov 30 2023
SELL
Open market or private sale
$2,310,057 $28.05 p/Share
82,355 Reduced 4.07%
1,939,645 Class A Common Stock
Nov 29 2023
SELL
Open market or private sale
$1,935,630 $28.89 p/Share
67,000 Reduced 3.21%
2,022,000 Class A Common Stock
Nov 15 2023
SELL
Open market or private sale
$1,325,879 $26.35 p/Share
50,318 Reduced 2.35%
2,089,000 Class A Common Stock
Nov 14 2023
SELL
Open market or private sale
$1,245,150 $27.67 p/Share
45,000 Reduced 2.06%
2,139,318 Class A Common Stock
Nov 13 2023
SELL
Open market or private sale
$128,052 $27.35 p/Share
4,682 Reduced 0.21%
2,184,318 Class A Common Stock
Oct 11 2023
BUY
Conversion of derivative security
-
2,089,000 Added 48.83%
2,189,000 Class A Common Stock
Apr 05 2023
SELL
Open market or private sale
$400,577 $21.33 p/Share
18,780 Reduced 15.81%
100,000 Class A Common Stock
Apr 04 2023
SELL
Open market or private sale
$781,015 $21.41 p/Share
36,479 Reduced 23.5%
118,780 Class A Common Stock
Apr 03 2023
SELL
Open market or private sale
$570,939 $21.05 p/Share
27,123 Reduced 14.87%
155,259 Class A Common Stock
Mar 31 2023
SELL
Open market or private sale
$672,262 $20.77 p/Share
32,367 Reduced 15.07%
182,382 Class A Common Stock
Mar 30 2023
SELL
Open market or private sale
$733,918 $20.52 p/Share
35,766 Reduced 14.28%
214,749 Class A Common Stock
Mar 29 2023
SELL
Open market or private sale
$861,078 $19.68 p/Share
43,754 Reduced 14.87%
250,515 Class A Common Stock
Mar 28 2023
SELL
Open market or private sale
$109,920 $19.18 p/Share
5,731 Reduced 1.91%
294,269 Class A Common Stock
Mar 22 2023
SELL
Open market or private sale
$192,034 $18.23 p/Share
10,534 Reduced 3.39%
300,000 Class A Common Stock
Mar 21 2023
SELL
Open market or private sale
$207,648 $18.25 p/Share
11,378 Reduced 3.53%
310,534 Class A Common Stock
Mar 20 2023
SELL
Open market or private sale
$42,978 $18.25 p/Share
2,355 Reduced 0.73%
321,912 Class A Common Stock
Mar 17 2023
SELL
Open market or private sale
$551,498 $18.29 p/Share
30,153 Reduced 8.51%
324,267 Class A Common Stock
Mar 16 2023
SELL
Open market or private sale
$1,361,940 $18.59 p/Share
73,262 Reduced 17.13%
354,420 Class A Common Stock
Mar 15 2023
SELL
Open market or private sale
$505,021 $18.42 p/Share
27,417 Reduced 6.02%
427,682 Class A Common Stock
Mar 14 2023
SELL
Open market or private sale
$457,090 $18.59 p/Share
24,588 Reduced 5.13%
455,099 Class A Common Stock
Mar 13 2023
SELL
Open market or private sale
$316,416 $18.21 p/Share
17,376 Reduced 3.5%
479,687 Class A Common Stock
ISI

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

> 10% Shareholder
King Of Prussia, PA

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