AI assistant
Vertex, Inc. — Director's Dealing 2025
May 22, 2025
31181_dirs_2025-05-22_3cd21321-5ec8-4c56-8612-4ccd13895174.zip
Director's Dealing
Open in viewerOpens in your device viewer
SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2025-05-20
Reporting Person: ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 (N/A)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-05-20 | Class A Common Stock | C | 600000 | — | Acquired | 600000 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-05-20 | Class B Common Stock | $ | C | 600000 | Disposed | Class A Common Stock (600000) | Direct |
Footnotes
F1: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.