0001415889-23-013329.txt : 20230918 0001415889-23-013329.hdr.sgml : 20230918 20230918162029 ACCESSION NUMBER: 0001415889-23-013329 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230914 FILED AS OF DATE: 20230918 DATE AS OF CHANGE: 20230918 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DeStefano David CENTRAL INDEX KEY: 0001818526 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231261433 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 form4-09182023_080923.xml X0508 4 2023-09-14 0001806837 Vertex, Inc. VERX 0001818526 DeStefano David C/O VERTEX, INC. 2301 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 true true false false PRESIDENT & CEO 0 Class A Common Stock 2023-09-14 4 M 0 314865 2.50 A 573939 D Class A Common Stock 2023-09-14 4 F 0 179779 20.750 D 394160 D Class A Common Stock 2023-09-14 4 M 0 186588 3.734 A 580748 D Class A Common Stock 2023-09-14 4 F 0 111950 20.750 D 468798 D Stock Option 2.50 2023-09-14 4 M 0 314865 0 D 2026-01-01 Class A Common Stock 314865 0 D Stock Option 3.734 2023-09-14 4 M 0 186588 0 D 2029-12-20 Class A Common Stock 186588 185591 D This option is fully vested and exercisable. This option became exercisable with respect to 50% of the shares on December 27, 2021, and will vest with respect to the remaining shares on December 27, 2024. /s/ Lisa Coleman, Attorney-in-Fact 2023-09-18