0001949846-23-000449.txt : 20231129
0001949846-23-000449.hdr.sgml : 20231129
20231129164229
ACCESSION NUMBER: 0001949846-23-000449
CONFORMED SUBMISSION TYPE: 144
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20231129
DATE AS OF CHANGE: 20231129
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: 231452933
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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CENTRAL INDEX KEY: 0001819296
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 Tust UAS 10/5/2001 fbo Jacob J. Westphal
DATE OF NAME CHANGE: 20200727
144
1
primary_doc.xml
144
0001819296
XXXXXXXX
LIVE
0001806837
Vertex, Inc.
001-39413
2301 RENAISSANCE BOULEVARD
KING OF PRUSSIA
PA
19406
(800) 355-3500
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Affiliate
Common
Charles Schwab Corporation
3000 Schwab Way
Westlake
TX
76262
900000
26226000.00
60325387
11/29/2023
NASDAQ
Common
10/12/2023
Stock Option Exercise
Issuer
N
2089000
10/12/2023
N/A
N
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/13/2023
4682
128042.00
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/14/2023
45000
1245092.00
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
825 Catharine St
Philadelphia
PA
19147
Common
11/15/2023
50318
1325760.00
Shares acquired via a Stock option exercised turning the Class B shares into Class A shares
11/29/2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001