0001415889-24-006724.txt : 20240305 0001415889-24-006724.hdr.sgml : 20240305 20240305163958 ACCESSION NUMBER: 0001415889-24-006724 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240301 FILED AS OF DATE: 20240305 DATE AS OF CHANGE: 20240305 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: 24721387 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 form4-03052024_090338.xml X0508 4 2024-03-01 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 2024-03-01 4 M 0 1721 0 A 54036 D Class A Common Stock 2024-03-01 4 F 0 932 33.55 D 53104 D Restricted Stock Units 2024-03-01 4 M 0 1721 0 D Class A Common Stock 1721 1721 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 on March 1, 2025 and have no expiration date. /s/ Lisa Coleman, Attorney-in-Fact 2024-03-05