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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	2023-03-14	23,884	$18.67	8,794,868	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Disposition	2023-03-15	110,325	$18.51	8,684,543	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Disposition	2023-03-16	160,000	$18.74	8,524,543	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Disposition	2023-03-16	1,215,164	$17.62	7,309,379	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
No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
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

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $19.01.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $18.575.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $19.01.
Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.