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 41+7,688,706−6,665,261 |
| IPIX CORP | 0 | reported | 19 Sept 2005 | tx 30+1,524,817−1,474,845 |
| SYMBION INC/TN | 0 | reported | 23 Aug 2007 | tx 9+11,466−114,056 |
| DOLLAR GENERAL CORP | 0 | reported | 06 Jul 2007 | tx 22+67,600−305,916.62 |
| IPAYMENT INC | 0 | reported | 10 May 2006 | tx 3−101,804 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Feb 2026 | GRANT_AWARD | i3 Verticals, Inc. | 6,496 | 0.00 USD | |
| 10 Dec 2025 | OTHER | i3 Verticals, Inc. | 7,550 | 0.00 USD | |
| 10 Dec 2025 | OTHER | i3 Verticals, Inc. | 7,550 | 0.00 USD | |
| 10 Dec 2025 | SALE | i3 Verticals, Inc. | 7,550 | 24.50 USD | deriv |
| 10 Dec 2025 | PURCHASE | i3 Verticals, Inc. | 7,550 | 24.50 USD | derivfirst after silence |
| 13 May 2025 | SALE | i3 Verticals, Inc. | 218,400 | 24.81 USD | |
| 13 May 2025 | OTHER | i3 Verticals, Inc. | 218,400 | — | |
| 13 May 2025 | CONVERSION | i3 Verticals, Inc. | 218,400 | — | |
| 13 May 2025 | CONVERSION | i3 Verticals, Inc. | 218,400 | — | deriv |
| 11 Feb 2025 | GRANT_AWARD | i3 Verticals, Inc. | 3,876 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 9,979 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 289 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 9,899 | 0.00 USD | |
| 22 Oct 2021 | GIFT | i3 Verticals, Inc. | 3,687 | 0.00 USD | |
| 22 Oct 2021 | GIFT | i3 Verticals, Inc. | 3,687 | 0.00 USD | deriv |
| 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 |
| 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 |
| 15 Mar 2021 | CONVERSION | i3 Verticals, Inc. | 200,000 | — | |
| 15 Mar 2021 | SALE | i3 Verticals, Inc. | 200,000 | 32.83 USD | |
| 15 Mar 2021 | OTHER | i3 Verticals, Inc. | 200,000 | — | |
| 15 Mar 2021 | CONVERSION | i3 Verticals, Inc. | 200,000 | — | deriv |
| 10 Dec 2020 | CONVERSION | i3 Verticals, Inc. | 400,000 | — | |
| 10 Dec 2020 | SALE | i3 Verticals, Inc. | 400,000 | 27.10 USD |
1 purchase reported after at least 12 months of silence — most recent on 10 Dec 2025.