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