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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1806837	Vertex Inc.	VERX	Services-Prepackaged Software (7372)	232081753

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1818851	Jeffery Westphal	C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406		No	No	Yes	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Disposition	2022-06-30	150,000	$11.32	1,511,420	No	4	S	Indirect	See Footnote
Class A Common Stock	Disposition	2022-07-01	61,855	$11.06	1,449,565	No	4	S	Indirect	See Footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	See Footnote
No	4	S	Indirect	See Footnote

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	16,300,000	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	7,895	Direct

Footnotes

Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal (the "Sub-Trust"), of which the Reporting Person's spouse is trustee. The Reporting Person transferred the shares to the Sub-Trust in a transaction exempt from reporting under Rule 16a-13. In addition, the sale reported on the Reporting Person's Form 4 filed on May 25, 2022 was made by the Sub-Trust rather than The 2009 Jeffrey R. Westphal Generation-Skipping Trust.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.00 to $11.25, inclusive. The Reporting Person undertakes to provide to 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.