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Insider Trading & Ownership of ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001

Location
King Of Prussia, PA
Summary
The estimated value of insider holdings of ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 is at least $16,076,000 dollars as of 22 May 2025. ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 is the 13(d) Group Member, 10%+ Owner of Vertex, Inc. and owns shares of Vertex, Inc. (VERX) stock worth about $16.08M.
Signature
/s/ Lisa Coleman, Attorney-in-Fact
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Ownership of ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
VERX Vertex, Inc. 13(d) Group Member, 10%+ Owner $16,076,000 20 May 2025

Insider Transactions Reported by ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.