0001104659-24-045328.txt : 20240409 0001104659-24-045328.hdr.sgml : 20240409 20240409193352 ACCESSION NUMBER: 0001104659-24-045328 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240405 FILED AS OF DATE: 20240409 DATE AS OF CHANGE: 20240409 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Westphal Jeffrey CENTRAL INDEX KEY: 0001818851 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 24833920 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: Westphal Jeffery 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 tm2411393-1_4seq1.xml OWNERSHIP DOCUMENT X0508 4 2024-04-05 0 0001806837 Vertex, Inc. VERX 0001818851 Westphal Jeffrey C/O VERTEX, INC. 2301 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 0 0 1 0 0 Class A Common Stock 2024-04-05 4 S 0 791133 30.05 D 1554641 I By The 2009 Jeffrey R. Westphal Generation Skipping Trust Class A Common Stock 7895 D /s/ Joshua Levine, Attorney-in-Fact 2024-04-09