0000921895-23-001611.txt : 20230630 0000921895-23-001611.hdr.sgml : 20230630 20230630123445 ACCESSION NUMBER: 0000921895-23-001611 CONFORMED SUBMISSION TYPE: 144/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230630 DATE AS OF CHANGE: 20230630 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Vertex, Inc. CENTRAL INDEX KEY: 0001806837 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 232081753 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144/A SEC ACT: 1933 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231060640 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: Westphal Jeffery CENTRAL INDEX KEY: 0001818851 FILING VALUES: FORM TYPE: 144/A MAIL ADDRESS: STREET 1: C/O VERTEX, INC. STREET 2: 2301 RENAISSANCE BLVD. CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 144/A 1 primary_doc.xml 144/A 0000921895-23-001604 0001818851 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 RENAISSANCE BOULEVARD KING OF PRUSSIA PA 19406 (800) 355-3500 Westphal Jeffery 10% Stockholder Class A common stock Goldman Sachs & Co. LLC
200 West Street New York NY 10282
1197500 24153575.00 53860965 06/20/2023 Nasdaq
Class A common stock Berenberg Capital Markets LLC
1251 Avenue of the Americas 53rd Floor New York NY 10020
800000 15432000.00 53860965 06/28/2023 Nasdaq
Class A common stock 12/22/2009 Acquired as a Gift Rainer J. Westphal Y 12/22/2009 1997500 12/22/2009 Gift Y The Form 144 is for up to 1,497,500 shares to be sold by the 2009 Jeffrey R. Westphal Generation-Skipping Trust and up to 500,000 shares to be sold by the 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust FBO Jenifer R. Westphal. The purpose of this amendment is to amend the Approximate Date of Sale from June 29, 2023 to June 28, 2023 in the second line item under Securities Information. There are no other changes being made in this amendment. 06/30/2023 /s/ Jeffrey R. Westphal