{"transactions":[{"id":1137355,"issuer":{"id":4427,"kind":"organization","name":"Vertex, Inc.","symbol":"VERX"},"owners":[{"id":79401,"kind":"organization","name":"ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001","position":1,"cik":"0001818835","reported_name":"ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001","relationship":{"director":false,"officer":false,"ten_percent_owner":true,"other":true,"other_text":"13(d) Group Member"}}],"security":"Class B Common Stock","published_at":"2025-05-22T16:12:35.000Z","date":"2025-05-20","kind":"exercise","planned":false,"acquired":false,"shares":400000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"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."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F1","text":"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."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F1","text":"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."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"The Form 3 originally filed by the reporting person understated the reporting person's ownership of Class B Common Stock by approximately 2,744.164 shares.  This Form 4 reflects the correct number of shares."}],"balance_after":1583967.844,"derivative":{"underlying":"Class A Common Stock","underlying_shares":400000},"source":{"system":"sec-edgar","filing":"0001415889-25-014127","document":"form4-05222025_080531.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1818835/000141588925014127/form4-05222025_080531.xml","form_type":"4"}},{"id":1137354,"issuer":{"id":4427,"kind":"organization","name":"Vertex, Inc.","symbol":"VERX"},"owners":[{"id":79401,"kind":"organization","name":"ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001","position":1,"cik":"0001818835","reported_name":"ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001","relationship":{"director":false,"officer":false,"ten_percent_owner":true,"other":true,"other_text":"13(d) Group Member"}}],"security":"Class A Common Stock","published_at":"2025-05-22T16:12:35.000Z","date":"2025-05-20","kind":"exercise","planned":false,"acquired":true,"shares":400000,"price":0,"value":0.0,"ownership":{"direct":true},"balance_after":400000,"source":{"system":"sec-edgar","filing":"0001415889-25-014127","document":"form4-05222025_080531.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1818835/000141588925014127/form4-05222025_080531.xml","form_type":"4"}}]}