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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1806837	Vertex Inc.	VERX	()	4

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1249289	R John Schwab	C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406	Chief Financial Officer	No	No	No	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	Acquisiton	2023-12-18	25,000	$4.70	48,316	No	4	M	Direct
Class A Common Stock	Disposition	2023-12-18	25,000	$26.55	23,316	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Stock Option	Disposition	2023-12-18	25,000	$0.00	25,000	$4.70

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
416,473	2022-02-05	2030-02-05	No	4	M	Direct

Footnotes

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on September 15, 2023.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.165 to $27.07, 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.
This option became exercisable with respect to 50% of the shares on February 5, 2022, and will vest with respect to the remaining shares on February 5, 2025.