Item Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 is of Vertex, Inc.. Currently has a direct ownership of 600,000 shares of VERX, which is worth approximately $24.4 Million. The most recent transaction as insider was on May 20, 2025, when has been sold 600,000 shares (Class A Common Stock) at a price of $0.0 per share, resulting in proceeds of $0. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 600K
n/a 3M change
n/a 12M change
Total Value Held $24.4 Million

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

Date Transaction Value Shares Traded Shares Held Form
May 20 2025
BUY
Conversion of derivative security
-
600,000 Added 50.0%
600,000 Class A Common Stock
ISI

Item Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001

King Of Prussia, PA

Track Institutional and Insider Activities on VERX

Follow Vertex, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells VERX shares.

Notify only if

Insider Trading

Get notified when an Vertex, Inc. insider buys or sells VERX shares.

Notify only if

News

Receive news related to Vertex, Inc.

Track Activities on VERX