0001104659-23-125061.txt : 20231211 0001104659-23-125061.hdr.sgml : 20231211 20231211175202 ACCESSION NUMBER: 0001104659-23-125061 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231207 FILED AS OF DATE: 20231211 DATE AS OF CHANGE: 20231211 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 CENTRAL INDEX KEY: 0001819296 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231479493 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 Tust UAS 10/5/2001 fbo Jacob J. 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 tm2331951-7_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2023-12-07 0 0001806837 Vertex, Inc. VERX 0001819296 ITEM SECOND IRR. TRUST FBO JACOB J. 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 2023-12-07 4 S 0 39553 28.6938 D 1757581 D Class A Common Stock 2023-12-08 4 S 0 50227 28.6499 D 1707354 D Class A Common Stock 2023-12-11 4 S 0 49049 28.7195 D 1658305 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.135 to $28.950. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.220 to $28.868. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.600 to $28.940. /s/ Joshua Levine, as Trustee 2023-12-11