ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001

Insider Reports History

Location
King Of Prussia, PA
Signature
/s/ Lisa Coleman, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001:

Company Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(d) Group Member, 10%+ Owner Class A Common Stock 600,000 $24,114,000 $40.19 20 May 2025 Direct
Vertex, Inc. 13(d) Group Member, 10%+ Owner Class B Common Stock 1,341,750 20 May 2025 Direct

Insider Reports Filed by ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001

Symbol Company Period Transactions Value $ Form Type Role Filing Time
VERX Vertex, Inc. 20 May 2025 2 $0 4 13(d) Group Member, 10%+ Owner 22 May 2025, 16:14