0001104659-24-031131.txt : 20240305 0001104659-24-031131.hdr.sgml : 20240305 20240305184126 ACCESSION NUMBER: 0001104659-24-031131 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 ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 CENTRAL INDEX KEY: 0001818852 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: 24723273 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] 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 tm247957-4_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2024-03-01 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 2024-03-01 4 S 0 26609 33.6241 D 1338464.706 D Class A Common Stock 2024-03-04 4 S 0 173391 30.3435 D 1165073.706 D Class A Common Stock 2024-03-05 4 S 0 6749 30.0115 D 1158324.706 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.500 to $33.780. 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 $31.955. 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 $30.075. /s/ Joshua Levine, as Trustee 2024-03-05