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144
0001818852
XXXXXXXX
LIVE
0001806837
Vertex, Inc.
001-39413
2301 RENAISSANCE BOULEVARD
KING OF PRUSSIA
PA
19406
(800) 355-3500
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Member of immediate family of any of the foregoing
class a
Charles Schwab & Co.
3000 Schwab Way
Westlake
TX
76262
1000000
33580000.00
61673585
03/01/2024
NASDAQ
Class A
10/20/2023
STOCK OPTION EXERCISE
ISSUER
N
1807547
10/20/2023
N/A
N
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s cONCORD rOAD
wEST Chester
PA
19382
class a
12/01/2023
75100
2085136.48
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/04/2023
18900
525850.92
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/05/2023
36200
1072450.34
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/06/2023
22064
648869.14
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/07/2023
47226
1355112.29
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/08/2023
36907
1057017.04
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/11/2023
70822
2034475.27
IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
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42555
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IRREV TRUST OF JEFF WESTPHAL FBO ANN M WESTPHAL
1200 s concord road
west chester
PA
19382
class a
12/13/2023
9300
262145.61
03/01/2024
JOSHUA R LEVINE