0001415889-24-007169.txt : 20240307
0001415889-24-007169.hdr.sgml : 20240307
20240307160507
ACCESSION NUMBER: 0001415889-24-007169
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240305
FILED AS OF DATE: 20240307
DATE AS OF CHANGE: 20240307
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: SCHWAB JOHN R
CENTRAL INDEX KEY: 0001249289
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 24730019
MAIL ADDRESS:
STREET 1: C/O NCO GROUP, INC.
STREET 2: 507 PRUDENTIAL ROAD
CITY: HORSHAM
STATE: PA
ZIP: 19044
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Vertex, Inc.
CENTRAL INDEX KEY: 0001806837
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
ORGANIZATION NAME: 06 Technology
IRS NUMBER: 232081753
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 2301 RENAISSANCE BOULEVARD
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
BUSINESS PHONE: (800) 355-3500
MAIL ADDRESS:
STREET 1: 2301 RENAISSANCE BOULEVARD
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
4
1
form4-03072024_090356.xml
X0508
4
2024-03-05
0001806837
Vertex, Inc.
VERX
0001249289
SCHWAB JOHN R
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
false
true
false
false
CHIEF FINANCIAL OFFICER
1
Class A Common Stock
2024-03-05
4
M
0
10000
4.70
A
63104
D
Class A Common Stock
2024-03-05
4
S
0
10000
30
D
53104
D
Stock Option
4.70
2024-03-05
4
M
0
10000
0
D
2022-02-05
2030-02-05
Class A Common Stock
10000
406473
D
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.
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.
/s/ Lisa Coleman, Attorney-in-Fact
2024-03-07