<SEC-DOCUMENT>0001949846-24-000113.txt : 20240301
<SEC-HEADER>0001949846-24-000113.hdr.sgml : 20240301
<ACCEPTANCE-DATETIME>20240301172124
ACCESSION NUMBER:		0001949846-24-000113
CONFORMED SUBMISSION TYPE:	144
PUBLIC DOCUMENT COUNT:		1
FILED AS OF DATE:		20240301
DATE AS OF CHANGE:		20240301

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:		24711658

	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
		ORGANIZATION NAME:           	
		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
</SEC-HEADER>
<DOCUMENT>
<TYPE>144
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
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          <ccc>XXXXXXXX</ccc>
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      <issuerCik>0001806837</issuerCik>
      <issuerName>Vertex, Inc.</issuerName>
      <secFileNumber>001-39413</secFileNumber>
      <issuerAddress>
        <com:street1>2301 RENAISSANCE BOULEVARD</com:street1>
        <com:city>KING OF PRUSSIA</com:city>
        <com:stateOrCountry>PA</com:stateOrCountry>
        <com:zipCode>19406</com:zipCode>
      </issuerAddress>
      <issuerContactPhone>(800) 355-3500</issuerContactPhone>
      <nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold>ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001</nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold>
      <relationshipsToIssuer>
        <relationshipToIssuer>Member of immediate family of any of the foregoing</relationshipToIssuer>
      </relationshipsToIssuer>
    </issuerInfo>
    <securitiesInformation>
      <securitiesClassTitle>Class A</securitiesClassTitle>
      <brokerOrMarketmakerDetails>
        <name>Charles Schwab &amp; Co. Inc.</name>
        <address>
          <com:street1>3000 schwab way</com:street1>
          <com:city>westlake</com:city>
          <com:stateOrCountry>TX</com:stateOrCountry>
          <com:zipCode>76262</com:zipCode>
        </address>
      </brokerOrMarketmakerDetails>
      <noOfUnitsSold>1000000</noOfUnitsSold>
      <aggregateMarketValue>33580000.00</aggregateMarketValue>
      <noOfUnitsOutstanding>61673585</noOfUnitsOutstanding>
      <approxSaleDate>03/01/2024</approxSaleDate>
      <securitiesExchangeName>NASDAQ</securitiesExchangeName>
    </securitiesInformation>
    <securitiesToBeSold>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <acquiredDate>10/12/2023</acquiredDate>
      <natureOfAcquisitionTransaction>Stock Option Exercise</natureOfAcquisitionTransaction>
      <nameOfPersonfromWhomAcquired>Issuer</nameOfPersonfromWhomAcquired>
      <isGiftTransaction>N</isGiftTransaction>
      <amountOfSecuritiesAcquired>2089000</amountOfSecuritiesAcquired>
      <paymentDate>10/12/2023</paymentDate>
      <natureOfPayment>NA</natureOfPayment>
    </securitiesToBeSold>
    <nothingToReportFlagOnSecuritiesSoldInPast3Months>N</nothingToReportFlagOnSecuritiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 Catherarine St</com:street1>
          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/01/2023</saleDate>
      <amountOfSecuritiesSold>79200</amountOfSecuritiesSold>
      <grossProceeds>2199439.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 Catherarine St</com:street1>
          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/04/2023</saleDate>
      <amountOfSecuritiesSold>15200</amountOfSecuritiesSold>
      <grossProceeds>422840.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 Catharine St</com:street1>
          <com:city>Philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/05/2023</saleDate>
      <amountOfSecuritiesSold>26415</amountOfSecuritiesSold>
      <grossProceeds>782037.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catherarine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/06/2023</saleDate>
      <amountOfSecuritiesSold>21696</amountOfSecuritiesSold>
      <grossProceeds>638125.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catherarine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/07/2023</saleDate>
      <amountOfSecuritiesSold>39553</amountOfSecuritiesSold>
      <grossProceeds>1134926.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catharine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/08/2023</saleDate>
      <amountOfSecuritiesSold>50227</amountOfSecuritiesSold>
      <grossProceeds>1438999.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catharine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/11/2023</saleDate>
      <amountOfSecuritiesSold>49049</amountOfSecuritiesSold>
      <grossProceeds>1408663.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catharine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/12/2023</saleDate>
      <amountOfSecuritiesSold>49199</amountOfSecuritiesSold>
      <grossProceeds>1422402.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <securitiesSoldInPast3Months>
      <sellerDetails>
        <name>Irrev Trust of Jeff Westphal FBO Jacob J Westphal</name>
        <address>
          <com:street1>825 catharine st</com:street1>
          <com:city>philadelphia</com:city>
          <com:stateOrCountry>PA</com:stateOrCountry>
          <com:zipCode>19147</com:zipCode>
        </address>
      </sellerDetails>
      <securitiesClassTitle>class a</securitiesClassTitle>
      <saleDate>12/13/2023</saleDate>
      <amountOfSecuritiesSold>11400</amountOfSecuritiesSold>
      <grossProceeds>321197.00</grossProceeds>
    </securitiesSoldInPast3Months>
    <noticeSignature>
      <noticeDate>03/01/2024</noticeDate>
      <signature>Joshua Levine</signature>
    </noticeSignature>
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