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
Issuer Symbol
VERX on Nasdaq
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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 Mar 2025

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 300,000 $12,057,000 $40.19 20 May 2025 Direct
Class B Common Stock 1,641,750 20 May 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.