0001415889-23-016731.txt : 20231219 0001415889-23-016731.hdr.sgml : 20231219 20231219161844 ACCESSION NUMBER: 0001415889-23-016731 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231215 FILED AS OF DATE: 20231219 DATE AS OF CHANGE: 20231219 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DeStefano David CENTRAL INDEX KEY: 0001818526 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231497528 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] 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 form4-12192023_091232.xml X0508 4 2023-12-15 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 2023-12-15 4 S 0 39300 27.1552 D 429645 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $27.00 to $27.33, 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. Includes 147 shares acquired through the Company's Employee Stock Purchase Plan. /s/ Lisa Coleman, Attorney-in-Fact 2023-12-19