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      <secFileNumber>001-39413</secFileNumber>
      <issuerAddress>
        <com:street1>2301 RENAISSANCE BOULEVARD</com:street1>
        <com:city>KING OF PRUSSIA</com:city>
        <com:stateOrCountry>PA</com:stateOrCountry>
        <com:zipCode>19406</com:zipCode>
      </issuerAddress>
      <issuerContactPhone>(800) 355-3500</issuerContactPhone>
      <nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold>
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        <relationshipToIssuer>Affiliate</relationshipToIssuer>
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        <name>Charles Schwab Corporation</name>
        <address>
          <com:street1>3000 Schwab Way</com:street1>
          <com:city>Westlake</com:city>
          <com:stateOrCountry>TX</com:stateOrCountry>
          <com:zipCode>76262</com:zipCode>
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      <noOfUnitsSold>900000</noOfUnitsSold>
      <aggregateMarketValue>26226000.00</aggregateMarketValue>
      <noOfUnitsOutstanding>60325387</noOfUnitsOutstanding>
      <approxSaleDate>11/29/2023</approxSaleDate>
      <securitiesExchangeName>NASDAQ</securitiesExchangeName>
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      <acquiredDate>10/12/2023</acquiredDate>
      <natureOfAcquisitionTransaction>Stock Option Exercise</natureOfAcquisitionTransaction>
      <nameOfPersonfromWhomAcquired>Issuer</nameOfPersonfromWhomAcquired>
      <isGiftTransaction>N</isGiftTransaction>
      <amountOfSecuritiesAcquired>2089000</amountOfSecuritiesAcquired>
      <paymentDate>10/12/2023</paymentDate>
      <natureOfPayment>N/A</natureOfPayment>
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    <nothingToReportFlagOnSecuritiesSoldInPast3Months>N</nothingToReportFlagOnSecuritiesSoldInPast3Months>
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      <sellerDetails>
        <name>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</name>
        <address>
          <com:street1>825 Catharine St</com:street1>
          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
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      <securitiesClassTitle>Common</securitiesClassTitle>
      <saleDate>11/13/2023</saleDate>
      <amountOfSecuritiesSold>4682</amountOfSecuritiesSold>
      <grossProceeds>128042.00</grossProceeds>
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    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</name>
        <address>
          <com:street1>825 Catharine St</com:street1>
          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>Common</securitiesClassTitle>
      <saleDate>11/14/2023</saleDate>
      <amountOfSecuritiesSold>45000</amountOfSecuritiesSold>
      <grossProceeds>1245092.00</grossProceeds>
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        <name>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</name>
        <address>
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          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
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      <securitiesClassTitle>Common</securitiesClassTitle>
      <saleDate>11/15/2023</saleDate>
      <amountOfSecuritiesSold>50318</amountOfSecuritiesSold>
      <grossProceeds>1325760.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <remarks>Shares acquired via a Stock option exercised turning the Class B shares into Class A shares</remarks>
    <noticeSignature>
      <noticeDate>11/29/2023</noticeDate>
      <signature>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</signature>
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144
0001819296
XXXXXXXX
LIVE
0001806837
Vertex, Inc.
001-39413
2301 RENAISSANCE BOULEVARD
KING OF PRUSSIA
PA
19406
(800) 355-3500
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Affiliate
Common
Charles Schwab Corporation
3000 Schwab Way
Westlake
TX
76262
900000
26226000.00
60325387
11/29/2023
NASDAQ
Common
10/12/2023
Stock Option Exercise
Issuer
N
2089000
10/12/2023
N/A
N
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/13/2023
4682
128042.00
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/14/2023
45000
1245092.00
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/15/2023
50318
1325760.00
Shares acquired via a Stock option exercised turning the Class B shares into Class A shares
11/29/2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001