0001958244-24-005131.txt : 20241003 0001958244-24-005131.hdr.sgml : 20241003 20241003164034 ACCESSION NUMBER: 0001958244-24-005131 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20241003 DATE AS OF CHANGE: 20241003 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Vertex, Inc. CENTRAL INDEX KEY: 0001806837 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology 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: 241352065 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: Westphal Jeffrey CENTRAL INDEX KEY: 0001818851 ORGANIZATION NAME: 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 FORMER COMPANY: FORMER CONFORMED NAME: Westphal Jeffery DATE OF NAME CHANGE: 20200721 144 1 primary_doc.xml 144 0001818851 XXXXXXXX LIVE 0001806837 Vertex, Inc. 001-39413 2301 Renaissance Blvd King Of Prussia PA 19406 1-800-355-3500 Jeffrey Westphal 10% Stockholder Class A Common Stock Goldman Sachs & Co. LLC 200 West Street New York NY 10282 1225000 50347500 65360518 10/03/2024 NASD Class A Common Stock 12/22/2009 Acquired as a gift Rainer J. Westphal Y 12/22/2009 1225000 12/22/2009 None N The 2009 Jeffrey R. Westphal Generation-Skipping Trust 2301 Renaissance Blvd King Of Prussia PA 19406 Class A Common Stock 07/23/2024 1500000 56715000 All 1,225,000 shares sold by The 2009 Jeffrey R. Westphal Generation-Skipping Trust 10/03/2024 Goldman Sachs & Co. LLC on behalf of Jeffrey Westphal