0001104659-23-119192.txt : 20231116 0001104659-23-119192.hdr.sgml : 20231116 20231116180049 ACCESSION NUMBER: 0001104659-23-119192 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231114 FILED AS OF DATE: 20231116 DATE AS OF CHANGE: 20231116 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: 231415831 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 tm2329829-6_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2023-11-14 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 2023-11-14 4 S 0 822298 26.06 D 4762081 I By The 2009 Jeffrey R. Westphal Generation Skipping Trust Class A Common Stock 2023-11-14 4 S 0 1076727 26.06 D 0 I See Footnote Class A Common Stock 7895 D 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 2023-11-16