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 Manager
Amanda Radcliffe
Security
Vertex, Inc. Class A Common Stock, $0.001 par value per share
Symbol
VERX
Shares outstanding
156,923,430 shares
Disclosed Ownership
33,267,767 shares
Ownership
21%
Form type
SCHEDULE 13G/A
Filing time
12 Feb 2025, 16:30:11 UTC
Date of event
31 Dec 2024
Next filing
13 Aug 2025
SEC
View on sec.gov

Quoteable Key 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."

Quick Takeaways

  • 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.

What Changed

  • No earlier schedule filing is available for direct comparison.
  • Current filing was accepted on 12 Feb 2025, 16:30.

Why This Matters

  • This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
  • You can verify ownership claims directly against the original SEC filing.

Source Evidence

Backed by Schedule 13D/13G

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

See Original Filing

Reporting Managers (17)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
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