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