0001104659-23-078336.txt : 20230705
0001104659-23-078336.hdr.sgml : 20230705
20230705195418
ACCESSION NUMBER: 0001104659-23-078336
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230705
DATE AS OF CHANGE: 20230705
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Westphal Jeffery
CENTRAL INDEX KEY: 0001818851
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 231071614
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
ISSUER:
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
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
tm2320618-1_4seq1.xml
OWNERSHIP DOCUMENT
X0407
4
2023-06-30
0
0001806837
Vertex, Inc.
VERX
0001818851
Westphal Jeffery
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
0
0
1
0
0
Class A Common Stock
2023-06-30
4
S
0
600000
19.07
D
5909379
I
By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock
2023-06-30
4
S
0
8798
19.917
D
1301202
I
See Footnote
Class A Common Stock
7895
D
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $19.94.
Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.
/s/ Joshua Levine, Attorney-in-Fact
2023-07-05