0001104659-23-125462.txt : 20231212 0001104659-23-125462.hdr.sgml : 20231212 20231212183215 ACCESSION NUMBER: 0001104659-23-125462 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231208 FILED AS OF DATE: 20231212 DATE AS OF CHANGE: 20231212 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 CENTRAL INDEX KEY: 0001818852 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231482449 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 Anne Marie Westphal DATE OF NAME CHANGE: 20200721 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 tm2331951-9_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2023-12-08 0 0001806837 Vertex, Inc. VERX 0001818852 ITEM SECOND IRR. TRUST FBO ANNE MARIE 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 2023-12-08 4 S 0 36907 28.6400 D 1487750.706 D Class A Common Stock 2023-12-11 4 S 0 70822 28.7266 D 1416928.706 D Class A Common Stock 2023-12-12 4 S 0 42555 28.8756 D 1374373.706 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.210 to $28.880. 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.700 to $29.210. /s/ Joshua Levine, as Trustee 2023-12-12