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. | 35,374 | reported | 11 Feb 2026 | tx 38+1,297,731−331,044 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | TAX_WITHHOLDING | i3 Verticals, Inc. | 4,626 | 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. | 3,653 | 30.75 USD | |
| 21 Nov 2025 | SALE | i3 Verticals, Inc. | 11,347 | 24.21 USD | |
| 14 Nov 2025 | GRANT_AWARD | i3 Verticals, Inc. | 15,000 | 0.00 USD | |
| 11 Feb 2025 | GRANT_AWARD | i3 Verticals, Inc. | 40,000 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 3,687 | 0.00 USD | |
| 27 Nov 2024 | SALE | i3 Verticals, Inc. | 2,610 | 26.13 USD | |
| 27 Nov 2024 | SALE | i3 Verticals, Inc. | 14,967 | 25.13 USD | |
| 27 Nov 2024 | CONVERSION | i3 Verticals, Inc. | 17,577 | — | |
| 27 Nov 2024 | OTHER | i3 Verticals, Inc. | 17,577 | — | |
| 27 Nov 2024 | CONVERSION | i3 Verticals, Inc. | 17,577 | — | deriv |
| 13 Feb 2024 | GRANT_AWARD | i3 Verticals, Inc. | 100,000 | 0.00 USD | deriv |
| 13 Feb 2023 | GRANT_AWARD | i3 Verticals, Inc. | 103,000 | 0.00 USD | deriv |
| 11 Feb 2022 | GRANT_AWARD | i3 Verticals, Inc. | 35,000 | 0.00 USD | deriv |
| 22 Nov 2021 | SALE | i3 Verticals, Inc. | 14,036 | 21.14 USD | |
| 22 Nov 2021 | CONVERSION | i3 Verticals, Inc. | 15,000 | — | |
| 22 Nov 2021 | SALE | i3 Verticals, Inc. | 964 | 22.25 USD | |
| 22 Nov 2021 | OTHER | i3 Verticals, Inc. | 15,000 | — | |
| 22 Nov 2021 | CONVERSION | i3 Verticals, Inc. | 15,000 | — | deriv |
| 11 Feb 2021 | GRANT_AWARD | i3 Verticals, Inc. | 35,000 | 0.00 USD | deriv |
| 07 Dec 2020 | CONVERSION | i3 Verticals, Inc. | 45,000 | — | |
| 08 Dec 2020 | SALE | i3 Verticals, Inc. | 16,029 | 28.88 USD | |
| 07 Dec 2020 | SALE | i3 Verticals, Inc. | 1,387 | 29.86 USD | |
| 07 Dec 2020 | OTHER | i3 Verticals, Inc. | 45,000 | — |