0001104659-23-102045.txt : 20230919
0001104659-23-102045.hdr.sgml : 20230919
20230919203028
ACCESSION NUMBER: 0001104659-23-102045
CONFORMED SUBMISSION TYPE: 4/A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230712
FILED AS OF DATE: 20230919
DATE AS OF CHANGE: 20230919
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Westphal Jeffery
CENTRAL INDEX KEY: 0001818851
FILING VALUES:
FORM TYPE: 4/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 231265138
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/A
1
tm2326414-1_4aseq1.xml
OWNERSHIP DOCUMENT
X0508
4/A
2023-07-12
2023-07-14
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
2023-07-12
4
S
0
80618
18.901
D
5584379
I
By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock
2180202
I
See Footnote
Class A Common Stock
7895
D
On July 14, 2023, the Reporting Person filed a Form 4 which inadvertently stated that the amount of securities sold on July 12, 2023 was 80,816 shares of Class A Common
Stock, rather than 80,618 shares of Class A Common Stock. This amendment reports the correct amount of securities sold on July 12, 2023.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.80 to $19.05.
The total amount of shares of Class A Common Stock reported in column 5 reflects the Reporting Person's beneficial ownership as of September 19, 2023.
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
2023-09-19