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