0001415889-24-006295.txt : 20240304
0001415889-24-006295.hdr.sgml : 20240304
20240304163541
ACCESSION NUMBER: 0001415889-24-006295
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240229
FILED AS OF DATE: 20240304
DATE AS OF CHANGE: 20240304
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: DeStefano David
CENTRAL INDEX KEY: 0001818526
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 24715383
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
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
form4-03042024_090344.xml
X0508
4
2024-02-29
0001806837
Vertex, Inc.
VERX
0001818526
DeStefano David
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
true
true
false
false
PRESIDENT & CEO
0
Class A Common Stock
2024-02-29
4
M
0
450000
2.50
A
950988
D
Class
2024-02-29
4
F
0
247903
31
D
703085
D
Stock Option
2.50
2024-02-29
4
M
0
450000
0
D
2026-10-31
Class A Common Stock
450000
809496
D
This option is fully vested and exercisable.
/s/ Lisa Coleman, Attorney-in-Fact
2024-03-04