0001104659-24-036843.txt : 20240320 0001104659-24-036843.hdr.sgml : 20240320 20240320210045 ACCESSION NUMBER: 0001104659-24-036843 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240318 FILED AS OF DATE: 20240320 DATE AS OF CHANGE: 20240320 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN CENTRAL INDEX KEY: 0001818827 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: 24769214 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: 2020 Trust for Nick Shuhan 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 tm247957-11_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2024-03-18 0 0001806837 Vertex, Inc. VERX 0001818827 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 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 2024-03-18 4 S 0 6954 30.0453 D 170863.294 D Class A Common Stock 2024-03-19 4 S 0 30954 30.0559 D 139909.294 D Class A Common Stock 2024-03-20 4 S 0 10926 30.0403 D 128983.294 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.21. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.19. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.15. /s/ Joshua Levine, as Trustee 2024-03-20