0001104659-24-031101.txt : 20240305
0001104659-24-031101.hdr.sgml : 20240305
20240305173757
ACCESSION NUMBER: 0001104659-24-031101
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240301
FILED AS OF DATE: 20240305
DATE AS OF CHANGE: 20240305
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Westphal Jeffrey
CENTRAL INDEX KEY: 0001818851
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 24722659
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
FORMER NAME:
FORMER CONFORMED NAME: Westphal Jeffery
DATE OF NAME CHANGE: 20200721
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
tm247957-1_4seq1.xml
OWNERSHIP DOCUMENT
X0508
4
2024-03-01
0
0001806837
Vertex, Inc.
VERX
0001818851
Westphal Jeffrey
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
0
0
1
0
0
Class A Common Stock
2024-03-01
4
S
0
124770
33.744
D
4637311
I
By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock
2024-03-04
4
S
0
2291537
31.55
D
2345774
I
By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock
7895
D
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.61 to $34.36.
/s/ Joshua Levine, Attorney-in-Fact
2024-03-05