0001958244-23-002337.txt : 20231201 0001958244-23-002337.hdr.sgml : 20231201 20231201164249 ACCESSION NUMBER: 0001958244-23-002337 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231201 DATE AS OF CHANGE: 20231201 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: 231460167 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: Jeff & Jenifer Westphal Foundation CENTRAL INDEX KEY: 0002002697 IRS NUMBER: 200251341 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 BUSINESS ADDRESS: STREET 1: 1106 STACKHOUSE MILL ROAD CITY: NEWTOWN SQUARE STATE: PA ZIP: 19073 BUSINESS PHONE: (610) 825-8272 MAIL ADDRESS: STREET 1: 1106 STACKHOUSE MILL ROAD CITY: NEWTOWN SQUARE STATE: PA ZIP: 19073 FORMER COMPANY: FORMER CONFORMED NAME: Jeff & Jennifer Westphal Foundation DATE OF NAME CHANGE: 20231130 144 1 primary_doc.xml 144 0002002697 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 Renaissance Blvd King Of Prussia PA 19406 1-844-204-7325 Jeff and Jenifer Westphal Foundation Other: Class A Common Stock Goldman Sachs & Co. LLC 200 West Street New York NY 10282 50000 1403000 60325387 12/01/2023 NASD Class A Common Stock 12/30/2020 Acquired as a Gift Rainer J. Westphal 2007 Separate Non Exempt Trust fbo Jeffrey Westphal Y 11/01/2020 50000 11/01/2020 None Y All of the 50,000 shares to be sold by the Jeff and Jennifer Westphal Foundation 12/01/2023 Goldman Sachs & Co. LLC on behalf of Jenifer Westphal