Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| i3 Verticals, Inc. | 10,372 | reported | 10 Feb 2026 | tx 6+47,286 |
| Pinnacle Financial Partners, Inc. | 5,350 | reported | 21 May 2026 | tx 2+5,350 |
| PINNACLE FINANCIAL PARTNERS INC | 0 | reported | 01 Jan 2026 | tx 9+4,474−4,474 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 1,490 | 97.33 USD | |
| 10 Feb 2026 | GRANT_AWARD | i3 Verticals, Inc. | 6,496 | 0.00 USD | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 3,860 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 3,860 | — | |
| 01 Mar 2025 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 701 | 0.00 USD | |
| 11 Feb 2025 | GRANT_AWARD | i3 Verticals, Inc. | 3,876 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 239 | 82.72 USD | |
| 01 Mar 2024 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 989 | 0.00 USD | |
| 13 Feb 2024 | GRANT_AWARD | i3 Verticals, Inc. | 11,508 | 0.00 USD | deriv |
| 12 May 2023 | GRANT_AWARD | i3 Verticals, Inc. | 10,297 | 0.00 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 1,084 | 0.00 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 174 | 74.09 USD | |
| 21 Jun 2022 | GRANT_AWARD | i3 Verticals, Inc. | 9,141 | 0.00 USD | deriv |
| 01 Mar 2022 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 201 | 101.08 USD | |
| 01 Mar 2022 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 790 | 0.00 USD | |
| 23 Nov 2021 | GRANT_AWARD | i3 Verticals, Inc. | 5,968 | 0.00 USD | deriv |
| 01 Mar 2021 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 910 | 0.00 USD |