0001104659-23-114403.txt : 20231103
0001104659-23-114403.hdr.sgml : 20231103
20231103200809
ACCESSION NUMBER: 0001104659-23-114403
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231101
FILED AS OF DATE: 20231103
DATE AS OF CHANGE: 20231103
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CENTRAL INDEX KEY: 0001819244
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 231377853
BUSINESS ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
BUSINESS PHONE: (800) 355-3500
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
FORMER NAME:
FORMER CONFORMED NAME: Irrevocable Trust UAD 10/5/2001 fbo Kyle R. Westphal
DATE OF NAME CHANGE: 20200727
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
tm2329829-1_4seq1.xml
OWNERSHIP DOCUMENT
X0508
4
2023-11-01
0
0001806837
Vertex, Inc.
VERX
0001819244
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
0
0
1
1
13(D) GROUP MEMBER
0
Class A Common Stock
2023-11-01
4
S
0
63195
23.5951
D
2525805
D
Class A Common Stock
2023-11-02
4
S
0
79718
23.33
D
2446087
D
Class A Common Stock
2023-11-03
4
S
0
168208
23.3568
D
2277879
D
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.06.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $24.00.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.65.
/s/ Joshua Levine, as Trustee
2023-11-03