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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	Jeffrey Westphal	C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406		No	No	No	Yes

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	2025-06-09	1,514,000	$0.00	1,514,000	No	4	C	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Disposition	2025-06-09	1,514,000	$38.45	0	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Acquisiton	2025-06-09	1,153,756	$0.00	1,153,756	No	4	C	Indirect	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Class A Common Stock	Disposition	2025-06-09	1,153,756	$38.45	0	No	4	S	Indirect	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Class A Common Stock	Acquisiton	2025-06-09	332,244	$0.00	332,244	No	4	C	Indirect	By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal
Class A Common Stock	Disposition	2025-06-09	332,244	$38.45	0	No	4	S	Indirect	By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	C	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	C	Indirect	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
No	4	S	Indirect	By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
No	4	C	Indirect	By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal
No	4	S	Indirect	By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Class B Common Stock	Disposition	2025-06-09	1,514,000	$0.00	1,514,000	$0.00
Class A Common Stock	Class B Common Stock	Disposition	2025-06-09	1,153,756	$0.00	1,153,756	$0.00
Class A Common Stock	Class B Common Stock	Disposition	2025-06-09	332,244	$0.00	332,244	$0.00

Remaning Holdings	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
1,125,927	No	4	C	Indirect
0	No	4	C	Indirect
0	No	4	C	Indirect

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	7,895	Direct

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Date	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Class A Common Stock	Class B Common Stock	$0.00			388,000	388,000	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
	388,000	388,000	Direct

Footnotes

The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.
The reported securities were sold in a block sale at a per share price of $38.45.