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