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

Form 4 filings across 1 company. Net figures count open-market buys and sales only. EDGAR profile ↗

Lifetime net: $0

Positions by company

Reported holding is the most recent post-transaction share count on a Table I row.

Every company this insider has reported trading in, with the value bought and sold at each and the date they last traded.
Ticker	Company	Bought	Sold	Net	Shares held	Last trade
VERX	Vertex, Inc.	$0	$0	$0	600,000	May 20, 2025

VERX

Vertex, Inc.

Bought

Sold

Held

600,000

Filing record

How quickly this filer reports. Section 16 allows two business days from the transaction.

All 1 filing we hold were filed within the two-business-day deadline.

Counted in business days from the transaction date, or the deemed execution date where the filing reports one, excluding weekends and federal holidays. How this is measured · All late filings

Trade history

The 2 most recent Form 4 transactions.

Insider transactions, newest first: date, security, transaction type, size and a link to the filing each row came from.
Date	Ticker	Company	Type	Shares	Price	Value	Δ Own	Filing
May 20, 2025	VERX	Vertex, Inc.	CCONV◆	600,000	—	—	—	Open the original filing on SEC.gov
May 20, 2025	VERX	Vertex, Inc.	CCONV	600,000	—	—	—	Open the original filing on SEC.gov