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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	2022-11-17	1,500,000	$15.15	9,050,000	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation-Skipping Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation-Skipping Trust

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	1,310,000	Indirect	See Footnote
Class A Common Stock	7,895	Direct

Footnotes

Represents the number of shares of Class A Common Stock to be sold pursuant to a registered block trade transaction in connection with an Underwriting Agreement, dated November 17, 2022, by and among the Company, the Selling Stockholder and the Underwriter, each as defined therein, that will close on November 22, 2022, subject to satisfaction of customary closing conditions.
Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.