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