ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 - 13(d) Group Member, 10%+ Owner at Vertex, Inc.

Insider Transactions and Holdings

Entity Type
Company
Role
13(d) Group Member, 10%+ Owner
Stock Symbol
VERX on Nasdaq
Industry
Services-Prepackaged Software
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There are no Buy or Sell transactions made by ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 since 12/9/2024

Holdings reported by ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 for Vertex, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class A Common Stock 300K $12.1M $40.19 May 20, 2025 Direct
Class B Common Stock 1.64M May 20, 2025 Direct Class A Common Stock

Transactions reported by ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 for Vertex, Inc.

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