0001971857-24-000787.txt : 20241205
0001971857-24-000787.hdr.sgml : 20241205
20241205164205
ACCESSION NUMBER: 0001971857-24-000787
CONFORMED SUBMISSION TYPE: 144
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20241205
DATE AS OF CHANGE: 20241205
SUBJECT COMPANY:
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
FILING VALUES:
FORM TYPE: 144
SEC ACT: 1933 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 241529649
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: DeStefano David
CENTRAL INDEX KEY: 0001818526
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 144
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
144
1
primary_doc.xml
144
0001818526
XXXXXXXX
LIVE
0001806837
Vertex, Inc.
001-39413
2301 RENAISSANCE BOULEVARD
KING OF PRUSSIA
PA
19406
(800) 355-3500
DeStefano David
Officer
common
Merrill Lynch
724 W Lancaster Ave Suite 100
Wayne
PA
19087
17900
1000000.00
65969319
12/06/2024
Nasdaq
common
09/14/2023
Stock Option Exercise
Vertex, Inc.
N
209724
09/14/2023
shares withheld
N
David Destefano
2301 Renaissance Blvd
King Of Prussia
PA
19406
Vertex, Inc.
11/14/2024
159107
7893043.00
David Destefano
2301 Renaissance Blvd
King Of Prussia
PA
19406
Vertex, Inc.
11/15/2024
16769
831268.00
David Destefano
2301 Renaissance Blvd
King Of Prussia
PA
19406
Vertex, Inc.
11/18/2024
22275
1103806.00
David Destefano
2301 Renaissance Blvd
King Of Prussia
PA
19406
Vertex, Inc.
11/26/2024
25607
1409765.00
17900 gifted shares will be sold by the 2023 David Destefano Dynasty Trust FBO Eric Destefano with David's spouse, Linda Destefano as co-trustee
12/05/2024
David Destefano