0001415889-24-007629.txt : 20240312 0001415889-24-007629.hdr.sgml : 20240312 20240312161758 ACCESSION NUMBER: 0001415889-24-007629 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240308 FILED AS OF DATE: 20240312 DATE AS OF CHANGE: 20240312 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: 24742304 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 form4-03122024_080352.xml X0508 4 2024-03-08 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 2024-03-08 4 M 0 32196 3.734 A 40214 D Class A Common Stock 2024-03-08 4 S 0 32196 29.6478 D 8018 D Stock Option 3.734 2024-03-08 4 M 0 32196 0 D 2029-02-07 Class A Common Stock 32196 30000 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. This option is fully vested and exercisable. /s/ Lisa Coleman, Attorney-in-Fact 2024-03-12