4//SEC Filing
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 4
Accession 0001415889-25-014131
CIK 0001806837other
Filed
May 21, 8:00 PM ET
Accepted
May 22, 4:14 PM ET
Size
7.8 KB
Accession
0001415889-25-014131
Insider Transaction Report
Form 4
Vertex, Inc.VERX
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001
10% OwnerOther
Transactions
- Conversion
Class A Common Stock
2025-05-20+600,000→ 600,000 total - Conversion
Class B Common Stock
2025-05-20−600,000→ 1,341,750 total→ Class A Common Stock (600,000 underlying)
Footnotes (1)
- [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.
Documents
Issuer
Vertex, Inc.
CIK 0001806837
Entity typeother
IncorporatedPA
Related Parties
1- filerCIK 0001818818
Filing Metadata
- Form type
- 4
- Filed
- May 21, 8:00 PM ET
- Accepted
- May 22, 4:14 PM ET
- Size
- 7.8 KB