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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	2023-07-12	80,618	$18.90	5,584,379	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

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	2,180,202	Indirect	See Footnote
Class A Common Stock	7,895	Direct

Footnotes

On July 14, 2023, the Reporting Person filed a Form 4 which inadvertently stated that the amount of securities sold on July 12, 2023 was 80,816 shares of Class A CommonStock, rather than 80,618 shares of Class A Common Stock. This amendment reports the correct amount of securities sold on July 12, 2023.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.80 to $19.05.
The total amount of shares of Class A Common Stock reported in column 5 reflects the Reporting Person's beneficial ownership as of September 19, 2023.
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.