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

Insider Reports History

Location
C/O Vertex, Inc., 2301 Renaissance Blvd., 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 MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(d) Group Member, 10%+ Owner Class A Common Stock 300K $12.1M $40.19 May 20, 2025 Direct
Vertex, Inc. 13(d) Group Member, 10%+ Owner Class B Common Stock 1.64M May 20, 2025 Direct

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

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