0001949846-23-000450.txt : 20231130
0001949846-23-000450.hdr.sgml : 20231130
20231130095312
ACCESSION NUMBER: 0001949846-23-000450
CONFORMED SUBMISSION TYPE: 144
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20231130
DATE AS OF CHANGE: 20231130
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: Vertex, Inc.
CENTRAL INDEX KEY: 0001806837
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
IRS NUMBER: 232081753
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 144
SEC ACT: 1933 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 231454318
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
REPORTING-OWNER:
COMPANY DATA:
COMPANY CONFORMED NAME: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CENTRAL INDEX KEY: 0001818852
IRS NUMBER: 000000000
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 144
BUSINESS ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
BUSINESS PHONE: (800) 355-3500
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
FORMER COMPANY:
FORMER CONFORMED NAME: Irrevocable Trust UAD 10/5/2001 fbo Anne Marie Westphal
DATE OF NAME CHANGE: 20200721
144
1
primary_doc.xml
144
0001818852
XXXXXXXX
LIVE
0001806837
Vertex, Inc.
001-39413
2301 RENAISSANCE BOULEVARD
KING OF PRUSSIA
PA
19406
(800) 355-3500
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Affiliate
Common
Charles Schwab Corporation
3000 Schwab Way
Westlake
TX
76262
800000
23064000.00
60325387
11/30/2023
NASDAQ
Common
10/20/2023
Stock Option Exercise
Issuer
N
1807547
10/20/2023
N/A
N
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
1200 S Concord Rd
West Chester
PA
19382
Common
11/13/2023
15527
422855.00
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
1200 S Concord Rd
West Chester
PA
19382
Common
11/14/2023
45000
1244543.00
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
1200 S Concord Rd
West Chester
PA
19382
Common
11/15/2023
39473
1041309.00
Shares acquired via stock option exercise 10/20/2023 turning Class B shares into class A
11/30/2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001