0001415889-24-005482.txt : 20240227 0001415889-24-005482.hdr.sgml : 20240227 20240227162502 ACCESSION NUMBER: 0001415889-24-005482 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240223 FILED AS OF DATE: 20240227 DATE AS OF CHANGE: 20240227 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: SCHWAB JOHN R CENTRAL INDEX KEY: 0001249289 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 24687199 MAIL ADDRESS: STREET 1: C/O NCO GROUP, INC. STREET 2: 507 PRUDENTIAL ROAD CITY: HORSHAM STATE: PA ZIP: 19044 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 form4-02272024_090251.xml X0508 4 2024-02-23 0001806837 Vertex, Inc. VERX 0001249289 SCHWAB JOHN R C/O VERTEX, INC. 2301 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 false true false false CHIEF FINANCIAL OFFICER 0 Class A Common Stock 2024-02-23 4 M 0 30305 0 A 68726 D Class A Common Stock 2024-02-23 4 F 0 16411 24.71 D 52315 D Restricted Stock Units 2024-02-23 4 M 0 30305 0 D Class A Common Stock 30305 90915 D Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. The remaining restricted stock units will vest in three equal installments on each of February 23, 2025, February 23, 2026 and February 23, 2027 and have no expiration date. /s/ Lisa Coleman, Attorney-in-Fact 2024-02-27