0001957799-23-000152.txt : 20230714 0001957799-23-000152.hdr.sgml : 20230714 20230714151653 ACCESSION NUMBER: 0001957799-23-000152 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230714 DATE AS OF CHANGE: 20230714 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: 231088936 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: Butler Lisa CENTRAL INDEX KEY: 0001819414 FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: C/O VERTEX, INC. STREET 2: 2301 RENAISSANCE BLVD. CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 144 1 primary_doc.xml 144 0001819414 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 RENAISSANCE BOULEVARD KING OF PRUSSIA PA 19406 (800) 355-3500 Butler Lisa Officer Common Wells Fargo Clearing Services

1 N. Jefferson Ave. St. Louis MO 63103

10000 186650.13 53860965 07/14/2023 Nasdaq Common 07/14/2023 Stock Options Issuer N 10000 07/14/2023 Wire N Lisa A Butler

2301 Renaissance Blvd King of Prussia PA 19406

Vertex, Inc. Common Shares 04/17/2023 10000 224071.38 Lisa A Butler

2301 Renaissance Blvd. King of Prussia PA 19406

Vertex, Inc. Common Shares 05/15/2023 10000 195238.95 Lisa A Butler

2301 Renaissance Blvd. King of Prussia PA 19406

Vertex, Inc. Common Shares 06/15/2023 10000 208526.46 07/14/2023 12/16/2022 Lisa A. Butler