Amanda Westphal Radcliffe - 31 Dec 2024 SCHEDULE 13G/A Report for Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX)

Filing manager: Amanda Westphal Radcliffe
Reporting owner: Amanda Radcliffe
Security: Vertex, Inc. Class A Common Stock, $0.001 par value per share
Beneficially owned shares: 33,267,767 shares
Large-stake signal: Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
Ownership
21%
Beneficial ownership of this reported class.
Shares
33,267,767 shares
Shares beneficially owned as disclosed.
Event date
31 Dec 2024
Date tied to the ownership event or amendment.
Accepted by SEC
12 Feb 2025
EDGAR acceptance date.
How to read this large-stake filing
Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
Compare this filing with the holder history and issuer page before treating the percentage as a current position.
Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
Class ownership: 21%
Symbol: VERX
Shares outstanding: 156,923,430 shares
SEC form: SCHEDULE 13G/A
Accepted by SEC: 12 Feb 2025, 16:30:11 UTC
Event date: 31 Dec 2024
Next SEC filing: 13 Aug 2025
Source filing: View source filing

Key filing fact

Amanda Westphal Radcliffe disclosed 21% ownership in Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX) on 31 Dec 2024.

Key facts

Amanda Westphal Radcliffe filed SCHEDULE 13G/A for Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX).
Disclosed ownership: 21%.
Date of event: 31 Dec 2024.

This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

Reporting persons

Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.

Name	Ownership	Shares owned	Sole voting power	Shared voting power	Signature	Title
Amanda Radcliffe	21%	33,267,767	33,183,557	84,210	/s/ Amanda Radcliffe	Amanda Radcliffe
Stefanie Thompson	21%	32,980,935	32,980,935	0	/s/ Stefanie Thompson	Stefanie Thompson
Jeffrey Westphal	2.9%	4,521,822	4,521,822	0	/s/ Jeffrey Westphal	Jeffrey Westphal
Christopher Thompson	0.1%	118,210	5,629	112,581	/s/ Christopher Thompson	Christopher Thompson
Benjamin Schmerin	0%	4,222	4,222	0	/s/ Benjamin Schmerin	Benjamin Schmerin
Conrad Radcliffe	1.7%	2,731,647	0	2,731,647	/s/ Conrad Radcliffe	Conrad Radcliffe
Kailey Radcliffe	3.4%	5,294,875	2,647,437	2,647,437	/s/ Kailey Radcliffe	Kailey Radcliffe
Antoinette Capik	3.4%	5,294,875	2,647,437	2,647,437	/s/ Antoinette Capik	Antoinette Capik
Anne Marie Westphal	0.4%	578,074	0	578,074	/s/ Anne Marie Westphal	Anne Marie Westphal
Kyle Westphal	0.8%	1,211,100	0	1,211,100	/s/ Kyle Westphal	Kyle Westphal
Jacob Westphal	0.5%	745,706	0	745,706	/s/ Jacob Westphal	Jacob Westphal
Melanie DeStefano	1.2%	1,941,750	1,941,750	0	/s/ Melanie DeStefano	Melanie DeStefano
Samantha Lucas	1.3%	1,969,895	1,969,895	0	/s/ Samantha Lucas	Samantha Lucas
Mackenzie Lucas	1.2%	1,941,750	1,941,750	0	/s/ Mackenzie Lucas	Mackenzie Lucas
Andrea Schmerin	1.3%	1,983,968	1,983,968	0	/s/ Andrea Schmerin	Andrea Schmerin
Constance Thompson	0.1%	112,581	0	112,581	/s/ Constance Thompson	Constance Thompson
Jenifer Westphal	0%	0	0	0	/s/ Jenifer Westphal	Jenifer Westphal

CIK / CUSIP context first

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