0001104659-24-031129.txt : 20240305
0001104659-24-031129.hdr.sgml : 20240305
20240305183841
ACCESSION NUMBER: 0001104659-24-031129
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240301
FILED AS OF DATE: 20240305
DATE AS OF CHANGE: 20240305
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
ORGANIZATION NAME:
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 24723241
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]
ORGANIZATION NAME: 06 Technology
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
tm247957-2_4seq1.xml
OWNERSHIP DOCUMENT
X0508
4
2024-03-01
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
2024-03-01
4
S
0
14078
33.5846
D
1583628
D
Class A Common Stock
2024-03-04
4
S
0
255920
30.3450
D
1327708
D
Class A Common Stock
2024-03-05
4
S
0
8115
30.0004
D
1319593
D
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.460 to $33.720.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.960.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.015.
/s/ Joshua Levine, as Trustee
2024-03-05