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. | 56,295 | reported | 11 Feb 2026 | tx 12+450,000−22,109 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | TAX_WITHHOLDING | i3 Verticals, Inc. | 4,338 | 21.88 USD | |
| 10 Feb 2026 | GRANT_AWARD | i3 Verticals, Inc. | 180,000 | 0.00 USD | deriv |
| 14 Nov 2025 | TAX_WITHHOLDING | i3 Verticals, Inc. | 7,403 | 30.75 USD | |
| 21 Sept 2025 | TAX_WITHHOLDING | i3 Verticals, Inc. | 1,964 | 32.07 USD | |
| 14 Nov 2025 | GRANT_AWARD | i3 Verticals, Inc. | 15,000 | 0.00 USD | |
| 15 May 2025 | SALE | i3 Verticals, Inc. | 8,404 | 26.56 USD | |
| 11 Feb 2025 | GRANT_AWARD | i3 Verticals, Inc. | 40,000 | 0.00 USD | |
| 20 Sept 2024 | GRANT_AWARD | i3 Verticals, Inc. | 15,000 | 0.00 USD | |
| 13 Feb 2024 | GRANT_AWARD | i3 Verticals, Inc. | 75,000 | 0.00 USD | deriv |
| 13 Feb 2023 | GRANT_AWARD | i3 Verticals, Inc. | 75,000 | 0.00 USD | deriv |
| 11 Feb 2022 | GRANT_AWARD | i3 Verticals, Inc. | 30,000 | 0.00 USD | deriv |
| 22 Jun 2021 | GRANT_AWARD | i3 Verticals, Inc. | 20,000 | 0.00 USD | deriv |