0001949846-23-000405.txt : 20231113 0001949846-23-000405.hdr.sgml : 20231113 20231113151427 ACCESSION NUMBER: 0001949846-23-000405 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 SUBJECT COMPANY: 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 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 001-39413 FILM NUMBER: 231398072 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 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 CENTRAL INDEX KEY: 0001818852 IRS NUMBER: 000000000 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 BUSINESS ADDRESS: STREET 1: C/O VERTEX, INC. STREET 2: 2301 RENAISSANCE BLVD. CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: (800) 355-3500 MAIL ADDRESS: STREET 1: C/O VERTEX, INC. STREET 2: 2301 RENAISSANCE BLVD. CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 FORMER COMPANY: FORMER CONFORMED NAME: Irrevocable Trust UAD 10/5/2001 fbo Anne Marie Westphal DATE OF NAME CHANGE: 20200721 144 1 primary_doc.xml 144 0001818852 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 RENAISSANCE BOULEVARD KING OF PRUSSIA PA 19406 (800) 355-3500 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 affiliate Common Class A Charles Schwab

3000 Schwab Way Westlake TX 76262

100000 2744500.00 60325387 11/13/2023 Nasdaq Common Class A 11/16/2022 Stock Option Exercise Issuer N 100000 11/16/2022 NA Y 11/13/2023 Joshua Levine & Anne Marie Westphal TTEE, Irr Tr J Westphal A/F Anne Westphal dtd 10/05/2001