Form 4: Item Second IRR. Trust FBO Mackenzie S. Lucas Reports Acquisition of 600,000 Class A Common Stock Shares in Vertex, Inc.
SEC Form 4 Filing
Item Second IRR. Trust FBO Mackenzie S. Lucas, a 13(d) Group Member, reports acquiring 600,000 shares of Vertex, Inc.'s Class A Common Stock on May 20, 2025.
Summary
- On May 20, 2025, Item Second IRR. Trust FBO Mackenzie S. Lucas acquired 600,000 shares of Class A Common Stock of Vertex, Inc.
- The transaction was reported on a Form 4 filing with the SEC.
- Following the transaction, the trust directly owns 600,000 shares of Class A Common Stock.
- The trust also holds 1,341,750 derivative securities related to Class A Common Stock.
Sentiment
Score: 5
Explanation: The document is a standard SEC filing reporting a change in beneficial ownership. It doesn't inherently convey positive or negative sentiment.
Key Dates
| Date | Description |
|---|---|
| October 5, 2001 | Date of the Stefanie W. Lucas trust agreement |
| 05/20/2025 | Date of the transaction: Acquisition of Class A Common Stock and Class B Common Stock |
| 05/22/2025 | Date of signature for the Form 4 filing |
Keywords
Form 4, Beneficial Ownership, Class A Common Stock, Class B Common Stock, Derivative Securities, Vertex, Inc., VERX, SEC Filing, Item Second IRR. Trust FBO Mackenzie S. Lucas, 13(d) Group Member
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