Amanda Westphal Radcliffe - 30 Jun 2025 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
159,201,408 shares
Disclosed Ownership
33,273,094 shares
Ownership
21%
Form type
SCHEDULE 13G/A
Filing time
13 Aug 2025, 19:30:09 UTC
Date of event
30 Jun 2025
Previous filing
12 Feb 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Amanda Westphal Radcliffe disclosed 21% ownership in Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX) on 30 Jun 2025."

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: 30 Jun 2025.

What Changed

  • Previous schedule filing date: 12 Feb 2025.
  • Current filing was accepted on 13 Aug 2025, 19:30.

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 (16)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Amanda Radcliffe 21% 33,273,094 33,188,884 84,210 /s/ Amanda Radcliffe Amanda Radcliffe
Stefanie Thompson 21% 32,986,262 32,986,262 0 /s/ Stefanie Thompson Stefanie Thompson
Jeffrey Westphal 1% 1,521,822 1,521,822 0 /s/ Jeffrey Westphal Jeffrey Westphal
Christopher Thompson 0% 5,629 5,629 0 /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 3.3% 5,294,875 2,647,437 2,647,437 /s/ Kailey Radcliffe Kailey Radcliffe
Antoinette Capik 3.3% 5,294,875 2,647,437 2,647,437 /s/ Antoinette Capik Antoinette Capik
Anne Marie Westphal 0.1% 173,074 0 173,074 /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 1.2% 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 1.2% 1,983,968 1,983,968 0 /s/ Andrea Schmerin Andrea Schmerin
Constance Thompson 0.1% 112,581 112,581 0 /s/ Constance Thompson Constance Thompson

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