Vertex, Inc. Schedule 13G/A discloses detailed beneficial ownership by multiple related Reporting Persons. The cover pages show that Amanda Radcliffe beneficially owns 33,273,094.22 shares (20.9% of Class A) and Stefanie Thompson beneficially owns 32,986,261.58 shares (20.7% of Class A), with other family and trust reporting persons holding additional stakes of varying sizes.
The filing states that, based in part on issuer-provided information and assuming conversion of an aggregate 82,155,641 Class B shares on a one-for-one basis, the Reporting Persons acting under a Stockholders' Agreement would be deemed to beneficially own 85,751,483 shares of Class A Common Stock, representing 53.8% of the Class A calculated pursuant to Rule 13d-3. The ownership figures are reported in the filing as of June 30, 2025 and are presented against 77,318,571 shares of Class A outstanding (issuer figure cited as of August 1, 2025).
Positive
Aggregate group ownership of 85,751,483 Class A shares reported, representing 53.8% of Class A on the conversion basis stated in the filing
Amanda Radcliffe (33,273,094.22 shares, 20.9%) and Stefanie Thompson (32,986,261.58 shares, 20.7%) disclosed as large individual holders
Ownership breakdown includes voting and dispositive power details for each Reporting Person, improving transparency
Negative
None.
Insights
TL;DR: A concentrated insider group reports majority economic interest—53.8% of Class A—after conversion assumptions, signaling substantial insider alignment.
The filing quantifies beneficial ownership at the individual and aggregated levels, highlighting two reporting persons each holding roughly 20.7%–20.9% of Class A on a converted-basis. The document explicitly states an aggregate group holding of 85,751,483 shares (53.8%) of Class A Common Stock under the Stockholders' Agreement, calculated using the issuer's stated 77,318,571 shares outstanding and an assumed conversion of 82,155,641 Class B shares. For valuation or governance analyses, these precise share counts and the conversion assumption are material inputs and should be used as reported in the filing.
TL;DR: The Reporting Persons state they are acting as a group; the filing documents a majority combined stake under specified conversion assumptions.
The Schedule 13G/A notes that the Reporting Persons are party to a Third Amended and Restated Stockholders' Agreement and, "by virtue" of that agreement, acknowledge acting as a group. The filing explicitly reports the group's beneficial ownership as 85,751,483 shares (53.8%) calculated pursuant to Rule 13d-3. The statement also includes individual voting and dispositive power figures for each reporting person. These disclosures are factual and relevant to assessments of shareholder alignment and control structure as reported in the document.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 6)
Vertex, Inc.
(Name of Issuer)
Class A Common Stock, $0.001 par value per share
(Title of Class of Securities)
92538J106
(CUSIP Number)
06/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Amanda Radcliffe
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
33,188,884.22
6
Shared Voting Power
84,210.00
7
Sole Dispositive Power
33,188,884.22
8
Shared Dispositive Power
84,210.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
33,273,094.22
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
20.9 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 59,182 shares of Class A Common Stock held of record by Amanda Radcliffe, (ii) 838,000 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by Ms. Radcliffe, (iii) 32,291,702.223 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held by trusts of which Ms. Radcliffe is the trustee and (iv) 84,210 shares of Class A Common Stock jointly held by Amanda Radcliffe and Conrad Radcliffe.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Stefanie Thompson
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
32,986,261.58
6
Shared Voting Power
0.00
7
Sole Dispositive Power
32,986,261.58
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
32,986,261.58
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
20.7 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 51,357 shares of Class A Common Stock held of record by Stefanie Thompson, (ii) 838,000 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by Ms. Thompson and (iii) 32,096,904.588 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held by trusts of which Ms. Thompson is the trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Jeffrey Westphal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,521,822.23
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,521,822.23
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,521,822.23
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.0 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 7,895 shares of Class A Common Stock held of record by Jeffrey Westphal, (ii) 388,000 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by Mr. Westphal and (iii) 1,125,927.237 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held by the 2009 Jeffrey R. Westphal Generation Skipping Trust, of which Mr. Westphal is the trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Christopher Thompson
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
5,629.04
6
Shared Voting Power
0.00
7
Sole Dispositive Power
5,629.04
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,629.04
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.004 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes 5,629.046 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by Christopher Thompson.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Benjamin Schmerin
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
4,221.78
6
Shared Voting Power
0.00
7
Sole Dispositive Power
4,221.78
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,221.78
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.003 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 2,500 shares of Class A Common Stock held of record by Benjamin Schmerin and (ii) 1,721.784 shares of Class A Common Sock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by Benjamin Schmerin.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Conrad Radcliffe
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,731,647.37
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,731,647.37
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,731,647.37
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.7 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 2,647,437.377 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Third Party Funded Special Needs Trust for Callum W. Radcliffe u/a of Amanda W. Radcliffe dated May 15, 2015, of which Conrad Radcliffe, Kailey Radcliffe and Antoinette Capik are the trustees and (ii) 84,210 shares of Class A Common Stock jointly held by Amanda Radcliffe and Conrad Radcliffe.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Kailey Radcliffe
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,647,437.37
6
Shared Voting Power
2,647,437.37
7
Sole Dispositive Power
2,647,437.37
8
Shared Dispositive Power
2,647,437.37
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,294,874.75
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.3 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 2,647,437.377 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Third Party Funded Special Needs Trust for Callum W. Radcliffe u/a of Amanda W. Radcliffe dated May 15, 2015, of which Conrad Radcliffe, Kailey Radcliffe and Antoinette Capik are the trustees and (ii) 2,647,437.377 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Kailey Radcliffe u/a of Amanda W. Radcliffe dated 10/05/2001, of which Kailey Radcliffe is the trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Antoinette Capik
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,647,437.37
6
Shared Voting Power
2,647,437.37
7
Sole Dispositive Power
2,647,437.37
8
Shared Dispositive Power
2,647,437.37
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,294,874.75
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.3 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 includes (i) 2,647,437.377 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Third Party Funded Special Needs Trust for Callum W. Radcliffe u/a of Amanda W. Radcliffe dated May 15, 2015, of which Conrad Radcliffe, Kailey Radcliffe and Antoinette Capik are the trustees and (ii) 2,647,437.377 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Antoinette R. Radcliffe u/a of Amanda W. Radcliffe dated 10/05/2001, of which Antoinette R. Capik is the trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Anne Marie Westphal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
173,074.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
173,074.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
173,074.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.1 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents (i) 173,073.706 shares of Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Anne Marie Westphal u/a of Jeffrey R. Westphal dated 10/05/2001, of which Anne Marie Westphal is a trustee, and (ii) 0.294 shares of Class A Common Stock held of record by the 2020 Irrevocable Trust for Benefit of Nicholas A. Shuhan, of which Anne Marie Westphal's spouse is a trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Kyle Westphal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,211,100.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,211,100.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,211,100.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.8 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents 1,211,100 shares of Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Kyle R. Westphal u/a of Jeffrey R. Westphal dated 10/05/2001, of which Kyle Westphal is a trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Jacob Westphal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
745,706.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
745,706.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
745,706.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.5 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents 745,706 shares of Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Jacob J. Westphal u/a of Jeffrey R. Westphal dated 10/05/2001, of which Jacob Westphal is a trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Melanie DeStefano
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,941,750.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,941,750.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,941,750.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.2 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents (i) 300,000 Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Melanie H. Lucas u/a of Stefanie W. Lucas dated 10/05/2001, of which Melanie DeStefano is the trustee and (ii) 1,641,750 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Melanie H. Lucas u/a of Stefanie W. Lucas dated 10/05/2001.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Samantha Lucas
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,969,895.22
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,969,895.22
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,969,895.22
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.2 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents 1,969,895.229 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Samantha W. Lucas u/a of Stefanie W. Lucas dated 10/05/2001, of which Samantha Lucas is the trustee.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Mackenzie Lucas
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,941,750.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,941,750.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,941,750.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.2 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents (i) 600,000 shares of Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Mackenzie S. Lucas u/a of Stefanie W. Lucas dated 10/05/2001, of which Mackenzie Lucas is the trustee and (ii) 1,341,750 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Mackenzie S. Lucas u/a of Stefanie W. Lucas dated 10/05/2001.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Andrea Schmerin
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,983,967.84
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,983,967.84
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,983,967.84
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.2 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents (i) 400,000 shares of Class A Common Stock held of record by the Item Second Irrevocable Trust FBO Andrea P. Lucas u/a of Stefanie W. Lucas dated 10/05/2001, of which Andrea Schmerin is the trustee and (ii) 1,583,967.84 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the Item Second Irrevocable Trust FBO Andrea P. Lucas u/a of Stefanie W. Lucas dated 10/05/2001.
SCHEDULE 13G
CUSIP No.
92538J106
1
Names of Reporting Persons
Constance Thompson
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
112,580.91
6
Shared Voting Power
0.00
7
Sole Dispositive Power
112,580.91
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
112,580.91
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.1 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: The amount in Row 9 represents (i) 22,500 shares of Class A Common Stock held of record by the 2020 Irrevocable Trust for Benefit of Constance A. Thompson, of which Constance Thompson is the trustee and (ii) 90,080.918 shares of Class A Common Stock issuable upon conversion of an equal number of shares of Class B Common Stock held of record by the 2020 Irrevocable Trust for Benefit of Constance A. Thompson.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Vertex, Inc.
(b)
Address of issuer's principal executive offices:
2301 Renaissance Boulevard, King of Prussia, PA, 19406
Item 2.
(a)
Name of person filing:
Each of the following is hereinafter individually referred to as a "Reporting Person" and collectively as the "Reporting Persons." This statement is filed on behalf of:
Amanda Radcliffe;
Stefanie Thompson;
Jeffrey Westphal;
Christopher Thompson;
Benjamin Schmerin;
Conrad Radcliffe;
Kailey Radcliffe;
Antoinette Capik;
Anne Marie Westphal;
Kyle Westphal;
Jacob Westphal;
Melanie DeStefano;
Samantha Lucas;
Mackenzie Lucas;
Andrea Schmerin; and
Constance Thompson.
(b)
Address or principal business office or, if none, residence:
The business address for each of the Reporting Persons is c/o Vertex, Inc., 2301 Renaissance Boulevard, King of Prussia, PA 19406.
(c)
Citizenship:
Each of the Reporting Persons is a citizen of the United States.
(d)
Title of class of securities:
Class A Common Stock, $0.001 par value per share
(e)
CUSIP No.:
92538J106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information contained on the cover pages to this Schedule 13G is incorporated by reference into this Item 4.
The ownership information presented below represents beneficial ownership of Class A Common Stock of the Issuer as of June 30, 2025, based upon 77,318,571 shares of Class A Common Stock outstanding as of August 1, 2025, and assumes the conversion of an aggregate 82,155,641 shares of Class B Common Stock, par value $0.001 per share of the Issuer (the "Class B Common Stock"), held by the Reporting Persons on a one-for-one basis.
Each of the Reporting Persons is a party to that certain Third Amended and Restated Stockholders' Agreement, dated as of July 28, 2020, by and among the Issuer and the Reporting Persons and associated trusts described above (the "Stockholders Agreement").
(b)
Percent of class:
See Item 11 of each of the cover pages hereto.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See Item 5 of each of the cover pages hereto.
(ii) Shared power to vote or to direct the vote:
See Item 6 of each of the cover pages hereto.
(iii) Sole power to dispose or to direct the disposition of:
See Item 7 of each of the cover pages hereto.
(iv) Shared power to dispose or to direct the disposition of:
See Item 8 of each of the cover pages hereto.
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
By virtue of the Stockholders Agreement and the obligations and rights thereunder, the Reporting Persons acknowledge and agree that they are acting as a "group" with the other Stockholders within the meaning of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Based in part on information provided by the Issuer, as of the date hereof, such a "group" would be deemed to beneficially own an aggregate of 85,751,483 shares of Class A Common Stock, or 53.8% of the Class A Common Stock of the Issuer calculated pursuant to Rule 13d-3 of the Exchange Act. Each Reporting Person expressly disclaims beneficial ownership over any shares of Class A Common Stock that they may be deemed to beneficially own solely by reason of the Stockholder Agreement.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What percentage of Vertex (VERX) Class A stock do the Reporting Persons collectively own?
The filing states the Reporting Persons would be deemed to beneficially own 85,751,483 shares, representing 53.8% of Class A on the conversion basis used.
How many Class A shares does Amanda Radcliffe report beneficially owning in the Schedule 13G/A?
Amanda Radcliffe reports an aggregate beneficial ownership of 33,273,094.22 shares, equal to 20.9% of Class A as shown on her cover page.
What conversion assumptions does the filing use to calculate ownership percentages?
The filing assumes conversion of an aggregate 82,155,641 shares of Class B Common Stock into Class A on a one-for-one basis for the ownership calculation.
What Class A share count does the filing reference for outstanding shares?
The filing cites 77,318,571 shares of Class A Common Stock outstanding as the issuer figure used in the calculation (stated as of August 1, 2025).
Are the Reporting Persons acting together under any agreement?
Yes. The filing states each Reporting Person is party to a Third Amended and Restated Stockholders' Agreement and acknowledges they are acting as a "group" under that agreement.
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