0001415889-24-003894.txt : 20240215 0001415889-24-003894.hdr.sgml : 20240215 20240215160758 ACCESSION NUMBER: 0001415889-24-003894 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240213 FILED AS OF DATE: 20240215 DATE AS OF CHANGE: 20240215 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Rowland Bryan T.R. CENTRAL INDEX KEY: 0001607606 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 24643853 MAIL ADDRESS: STREET 1: 101 WOLF DRIVE CITY: THOROFARE STATE: NJ ZIP: 08086 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 form4-02152024_090243.xml X0508 4 2024-02-13 0001806837 Vertex, Inc. VERX 0001607606 Rowland Bryan T.R. C/O VERTEX, INC. 2301 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 false true false false GENERAL COUNSEL 0 Class A Common Stock 2024-02-13 4 M 0 4088 0 A 4088 D Class A Common Stock 2024-02-13 4 F 0 1341 26.58 D 2747 D Restricted Stock Units 2024-02-13 4 M 0 4088 0 D Class A Common Stock 4088 8176 D Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. The remaining restricted stock units will vest in two equal annual installments on each of February 10, 2025 and February 10, 2026 and have no expiration date. /s/ Lisa Coleman, Attorney-in-Fact 2024-02-15