0001959173-23-005563.txt : 20231218 0001959173-23-005563.hdr.sgml : 20231218 20231218104445 ACCESSION NUMBER: 0001959173-23-005563 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231218 DATE AS OF CHANGE: 20231218 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: 231492563 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: SCHWAB JOHN R CENTRAL INDEX KEY: 0001249289 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: C/O NCO GROUP, INC. STREET 2: 507 PRUDENTIAL ROAD CITY: HORSHAM STATE: PA ZIP: 19044 144 1 primary_doc.xml 144 0001249289 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 RENAISSANCE BOULEVARD KING OF PRUSSIA PA 19406 (800) 355-3500 SCHWAB JOHN R Officer Class A Fidelity Brokerage Services LLC

900 Salem Street Smithfield RI 02917

25000 668750.00 60325387 12/18/2023 NASDAQ Class A 12/18/2023 Option Granted - 07/28/2020 Issuer N 25000 12/18/2023 Cash Y 12/18/2023 09/15/2023 /s/ Jodi Disselkamp, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for John R. Schwab