ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001
SEC CIK 1818853 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | 10%, 13(d) Group Member | 300.0K | — | — | 1 | 2025-05-20 | 2025-05-20 |
Most active insiders at VERX, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Westphal Jeffrey | See Remarks | $5.12M | — |
| 2 | Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| 3 | ANDERSEN ERIC C. | Dir | $516.4K | — |
| 4 | DeStefano David | Dir | — | $82.4K |
| 5 | Mendola Mark J | Dir | — | — |
| 6 | Stamm John Richard | Dir | — | — |
| 7 | Radcliffe Amanda Westphal | Dir, 10% | — | — |
| 8 | Thompson Stefanie Westphal | Dir, 10% | — | — |
| 9 | Gayton Bradley M | Dir | — | — |
| 10 | Leib Ryan J | CAO | — | — |
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 made no open-market trades at VERX in the last 12 months.
Transactions 1
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-05-22 | 2025-05-20 | VERX | Vertex, Inc. | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%, 13(d) Group Member | C - Cnv Deriv | $0.00 | +300.0K | 300.0K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations