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 Mar 10, 2023, when has been sold 2,937 shares (Class A Common Stock) at a price of $18.07 per share, resulting in proceeds of $53,071. 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
Mar 10 2023
SELL
Open market or private sale
$53,071 $18.07 p/Share
2,937 Reduced 0.59%
497,063 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 Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder
King Of Prussia, PA

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