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 25+209,600−83,314 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Feb 2026 | GRANT_AWARD | i3 Verticals, Inc. | 6,496 | 0.00 USD | |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 9,141 | 23.65 USD | |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 10,297 | 21.30 USD | |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 11,508 | 19.22 USD | |
| 12 Aug 2025 | TAX_WITHHOLDING | i3 Verticals, Inc. | 24,064 | 31.58 USD | |
| 12 Aug 2025 | SALE | i3 Verticals, Inc. | 6,882 | 31.81 USD | |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 9,141 | 23.65 USD | deriv |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 11,508 | 19.22 USD | deriv |
| 12 Aug 2025 | EXERCISE | i3 Verticals, Inc. | 10,297 | 21.30 USD | deriv |
| 11 Feb 2025 | GRANT_AWARD | i3 Verticals, Inc. | 3,876 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 1,422 | 0.00 USD | |
| 13 Feb 2024 | GRANT_AWARD | i3 Verticals, Inc. | 11,508 | 0.00 USD | deriv |
| 18 Aug 2023 | TAX_WITHHOLDING | i3 Verticals, Inc. | 7,313 | 22.32 USD | |
| 18 Aug 2023 | EXERCISE | i3 Verticals, Inc. | 10,000 | 13.00 USD | |
| 18 Aug 2023 | SALE | i3 Verticals, Inc. | 2,687 | 22.27 USD | |
| 18 Aug 2023 | EXERCISE | i3 Verticals, Inc. | 10,000 | 0.00 USD | deriv |
| 12 May 2023 | GRANT_AWARD | i3 Verticals, Inc. | 10,297 | 0.00 USD | deriv |
| 21 Jun 2022 | GRANT_AWARD | i3 Verticals, Inc. | 9,141 | 0.00 USD | deriv |
| 21 Jun 2021 | GRANT_AWARD | i3 Verticals, Inc. | 10,162 | 0.00 USD | deriv |
| 22 Jun 2020 | GRANT_AWARD | i3 Verticals, Inc. | 10,000 | 0.00 USD | deriv |
| 20 Jun 2019 | GRANT_AWARD | i3 Verticals, Inc. | 10,000 | 0.00 USD | deriv |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 38,587 | — | |
| 25 Jun 2018 | GRANT_AWARD | i3 Verticals, Inc. | 10,000 | 0.00 USD | deriv |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 38,587 | — | deriv |