ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001 reported 1 transaction at VERTEX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 5/22/2025ACC: 0001415889-25-014129
InsiderITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001CIK 1818853
→10% OwnerOther
Since Jul 2020
0.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
300K acquired · 300K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
+300K
Price / share
—
Trade value
—
% of position
New position
5/20/2025
0.00→300K
Total
Net shares
+300K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 5/20/2025 | C · Conversion | +300K | — | — | New position | 0.00 | 300K |
| Total | +300K | $0.00 | ||||||
Derivative Transactions1
Class B Common Stock
Direct
Converts to
Class A Common Stock
300K shares
Shares
−300K
Strike price
Held after
1.64M
Exercisable
—
5/20/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Class B Common Stock Direct | Class A Common Stock300K shares | 5/20/2025 | C · Conversion | −300K | — | 1.64M |