0001415889-23-011228.txt : 20230718
0001415889-23-011228.hdr.sgml : 20230718
20230718161351
ACCESSION NUMBER: 0001415889-23-011228
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230714
FILED AS OF DATE: 20230718
DATE AS OF CHANGE: 20230718
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Butler Lisa
CENTRAL INDEX KEY: 0001819414
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39413
FILM NUMBER: 231094401
MAIL ADDRESS:
STREET 1: C/O VERTEX, INC.
STREET 2: 2301 RENAISSANCE BLVD.
CITY: KING OF PRUSSIA
STATE: PA
ZIP: 19406
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
form4-07182023_080744.xml
X0508
4
2023-07-14
0001806837
Vertex, Inc.
VERX
0001819414
Butler Lisa
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
KING OF PRUSSIA
PA
19406
false
true
false
false
CHIEF ACCOUNTING OFFICER
1
Class A Common Stock
2023-07-14
4
M
0
10000
2.50
A
10250
D
Class A Common Stock
2023-07-14
4
S
0
10000
18.7059
D
250
D
Stock Option
2.50
2023-07-14
4
M
0
10000
0
D
2026-02-02
Class A Common Stock
10000
30946
D
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.55 to $19.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
This option is fully vested and exercisable.
/s/ Lisa Coleman, Attorney-in-Fact
2023-07-18