Vertex, INC Form 4 insider transactions

An insider trust associated with Vertex Inc. sold a significant number of Class A common stock shares in multiple transactions over two days.

Jeffrey Westphal, an executive at Vertex Inc., reported the disposal of 450,000 Class A Common Stock shares on December 31, 2024.

An amended SEC filing reveals a correction to a previously reported stock conversion by insider Jeffrey Westphal, clarifying ownership of Class A common stock.

Item Second Irr. Trust, a 13(D) group member, acquired 37,000 shares of Vertex, Inc. Class A Common Stock on December 23, 2024.

Item Second Irr. Trust FBO Anne Marie Westphal, a 13(D) group member, acquired 37,000 shares of Vertex, Inc. Class A Common Stock on December 23, 2024.

Jeffrey Westphal, an executive at Vertex, Inc., reported acquiring 450,000 shares of Class A Common Stock on December 20, 2024.

John Schwab, CFO of Vertex, Inc., exercised stock options and sold 20,000 shares of Class A Common Stock on December 17, 2024.

Jeffrey Westphal, an executive at Vertex Inc., executed a significant stock transaction involving the sale and acquisition of Class A Common Stock and Class B Common Stock.

Vertex Inc.'s CEO, David DeStefano, engaged in multiple stock transactions involving the sale and acquisition of Class A Common Stock, including through family trusts.

An insider trust associated with Vertex Inc. sold a significant number of Class A common stock shares in multiple transactions over two days.

A director of Vertex Inc., John Richard Stamm, sold 3,815 shares of Class A Common Stock at a price of $56.11 per share on December 6, 2024.

Vertex Inc.'s CEO, David DeStefano, sold a total of 17,900 Class A Common Stock shares in multiple transactions on December 6, 2024, at weighted average prices.

Vertex Inc.'s General Counsel, Bryan T.R. Rowland, exercised stock options and sold a portion of the acquired shares on November 26, 2024.

Vertex Inc.'s CEO, David DeStefano, sold 25,607 shares of Class A Common Stock at a weighted average price of $55.0539 on November 26, 2024.

Director John Richard Stamm of Vertex, Inc. engaged in multiple transactions involving Class A Common Stock, including the exercise of stock options and the sale of shares.

Item Second Irr. Trust FBO Kyle R. Westphal, a 10% owner of Vertex, Inc., sold a total of 72,000 shares of Class A Common Stock in two transactions on November 20 and 21, 2024.

Vertex Inc.'s CEO, David DeStefano, sold a total of 198,151 Class A common stock shares over three days in November 2024.

Director Jeffrey Westphal of Vertex Inc. engaged in a significant transaction involving the conversion and sale of Class A and Class B common stock.

The Item Second IRR Trust, associated with Jeffrey R. Westphal, sold a significant number of Vertex Inc. Class A Common Stock shares over three days in November 2024.

A trust associated with a Vertex Inc. director sold a significant number of Class A common stock shares in multiple transactions over two days.

David DeStefano, President & CEO of Vertex, Inc., reports the disposition of 210,084 shares of Class A Common Stock on October 30, 2024, resulting in a beneficial ownership of 491,397 shares.

Item Second IRR Trust FBO Jacob J. Westphal u/a of Jeffrey R. Westphal dated October 5, 2001, a 13(D) group member, sold a significant number of Vertex, Inc. Class A Common Stock shares over three days.

Item Second Irr. Trust FBO Anne Marie Westphal, a 13(D) group member of Vertex, Inc., sold 75,175 shares of Class A Common Stock in two days.

Item Second IRR Trust FBO Jacob J. Westphal, a 13(D) group member of Vertex, Inc., sold a significant number of Class A Common Stock shares over three days in October 2024.

Item Second Irr. Trust FBO Anne Marie Westphal, a 13(D) group member of Vertex, Inc., reports selling shares of Class A Common Stock over three days in October 2024.

Jeffrey Westphal, a director and significant shareholder of Vertex, Inc., converted Class B Common Stock to Class A Common Stock and sold a portion of his holdings on October 3, 2024.

Director John Richard Stamm reported the sale and acquisition of Vertex, Inc. Class A Common Stock on September 12, 2024.

Item Second IRR. Trust FBO Kyle R. Westphal, a 10% owner of Vertex, Inc., sold 158,900 shares of Class A Common Stock at a weighted average price of $37.272 on August 26, 2024.

Chief Financial Officer John Schwab of Vertex, Inc. exercised stock options and sold 25,000 shares of Class A Common Stock on August 22, 2024.

Director John Richard Stamm exercised stock options and sold shares of Vertex, Inc. Class A Common Stock on August 22, 2024.