Last 12 months
Inside the activity.
1 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 1 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 25, 2028 Filed Jun 25, 2018 21:32 UTC |
BERTKE ROBERTChief Technology Officer
|
OtherClass B common stock, par value $0.0001 per share | 34,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-18-008353 · wf-form4_152997671794674.xml · nonDerivative · entry 1 BERTKE ROBERT · CIK 0001737502 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,868 F1 · kind: Pursuant to the Reorganization Transactions (as defined in i3 Verticals, Inc.'s (the "Issuer") Registration Statement on Form S-1, as amended (File No. 333-225214) (the "Registration Statement")) as part of the Issuer's initial public offering ("IPO"), the Reporting Person's equity ownership in i3 Verticals, LLC was converted into newly issued common units in i3 Verticals, LLC (each a "Common Unit") together with an equal number of shares of Class B common stock, par value $0.0001 per share (the "Class B Common Stock"), in the Issuer. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer voting rights on the holders thereof and (iii) may only be issued, on a one-for-one basis, to the holders of Common Units. F1 · price: Pursuant to the Reorganization Transactions (as defined in i3 Verticals, Inc.'s (the "Issuer") Registration Statement on Form S-1, as amended (File No. 333-225214) (the "Registration Statement")) as part of the Issuer's initial public offering ("IPO"), the Reporting Person's equity ownership in i3 Verticals, LLC was converted into newly issued common units in i3 Verticals, LLC (each a "Common Unit") together with an equal number of shares of Class B common stock, par value $0.0001 per share (the "Class B Common Stock"), in the Issuer. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer voting rights on the holders thereof and (iii) may only be issued, on a one-for-one basis, to the holders of Common Units. Read SEC document |
| September 20, 2026 Filed Sep 22, 2026 21:13 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 1,476 | $14.78 | $21,815.28 |
DisclosureSEC source: 0001868020-26-000004 · wk-form4_1790111626.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,819 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 3,750 restricted stock units originally granted on September 20, 2024. Read SEC document |
| May 14, 2026 Filed May 14, 2026 20:34 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
PurchaseClass A common stock, par value $0.0001 per share | 50,000 | $19.23 | $961,500.00 |
DisclosureSEC source: 0001072783-26-000002 · wk-form4_1778790856.xml · nonDerivative · entry 1 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Daily Family Investment, LLC Disclosed balance after: 50,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.72 to $19.35, inclusive. The reporting person undertakes to provide to i3 Verticals, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer held by Daily Family Investment, LLC, of which the Reporting Person serves as tax matters partner. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 21:03 UTC |
CHRISTIANS PAULChief Revenue Officer
|
SaleClass A common stock, par value $0.0001 per share | 6,122 | $23.23 | $142,214.06 |
DisclosureSEC source: 0001954402-26-000003 · wk-form4_1773090218.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.06 to $23.46, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 17:45 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 4,337 | $21.88 | $94,893.56 |
DisclosureSEC source: 0001072796-26-000001 · wk-form4_1770936302.xml · nonDerivative · entry 1 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,928 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 10,000 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 17:45 UTC |
STANFORD FREDERICKPresident
|
Tax withholdingClass A common stock, par value $0.0001 per share | 4,626 | $21.88 | $101,216.88 |
DisclosureSEC source: 0001737443-26-000001 · wk-form4_1770936319.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,374 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 10,000 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 17:45 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
Tax withholdingClass A common stock, par value $0.0001 per share | 3,349 | $21.88 | $73,276.12 |
DisclosureSEC source: 0001737439-26-000001 · wk-form4_1770936313.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,017 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 7,500 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 22:44 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 4,338 | $21.88 | $94,915.44 |
DisclosureSEC source: 0001868020-26-000001 · wk-form4_1770936285.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,295 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 10,000 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 22:44 UTC |
CHRISTIANS PAULChief Revenue Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 3,878 | $21.88 | $84,850.64 |
DisclosureSEC source: 0001954402-26-000001 · wk-form4_1770936270.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,372 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 10,000 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 22:44 UTC |
LAISURE CHRISTOPHERPresident - Public Sector
|
Tax withholdingClass A common stock, par value $0.0001 per share | 2,456 | $21.88 | $53,737.28 |
DisclosureSEC source: 0001954770-26-000001 · wk-form4_1770936264.xml · nonDerivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,341 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 5,500 restricted stock units originally granted on February 11, 2025. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:45 UTC |
WILDS DAVID MDirector
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001062406-26-000001 · wk-form4_1770936307.xml · nonDerivative · entry 1 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:45 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
GrantStock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001072796-26-000001 · wk-form4_1770936302.xml · derivative · entry 2 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A common stock, par value $0.0001 per share · 180,000 shares Expires 2036-02-10 F2 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:44 UTC |
COURTNEY ELIZABETH S.Director
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001742559-26-000001 · wk-form4_1770936281.xml · nonDerivative · entry 1 COURTNEY ELIZABETH S. · CIK 0001742559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:44 UTC |
HARRISON JOHN C.Director
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001738150-26-000001 · wk-form4_1770936276.xml · nonDerivative · entry 1 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:45 UTC |
STANFORD FREDERICKPresident
|
GrantStock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001737443-26-000001 · wk-form4_1770936319.xml · derivative · entry 2 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A common stock, par value $0.0001 per share · 180,000 shares Expires 2036-02-10 F2 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:45 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
GrantStock Option (Right to Buy) · Derivative | 135,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001737439-26-000001 · wk-form4_1770936313.xml · derivative · entry 2 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 Underlying: Class A common stock, par value $0.0001 per share · 135,000 shares Expires 2036-02-10 F2 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 17:44 UTC |
MORGAN DAVID K.Director
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001737455-26-000001 · wk-form4_1770936259.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC |
MCKENNA TIMOTHYDirector
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001738750-26-000001 · wk-form4_1770936296.xml · nonDerivative · entry 1 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
GrantStock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001868020-26-000001 · wk-form4_1770936285.xml · derivative · entry 2 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A common stock, par value $0.0001 per share · 180,000 shares Expires 2036-02-10 F2 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC |
CHRISTIANS PAULChief Revenue Officer
|
GrantStock Option (Right to Buy) · Derivative | 135,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001954402-26-000001 · wk-form4_1770936270.xml · derivative · entry 2 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 Underlying: Class A common stock, par value $0.0001 per share · 135,000 shares Expires 2036-02-10 F2 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC |
Jenkins DecostaDirector
|
GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001848489-26-000003 · wk-form4_1770936255.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC |
LAISURE CHRISTOPHERPresident - Public Sector
|
GrantStock Option (Right to Buy) · Derivative | 135,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001954770-26-000001 · wk-form4_1770936264.xml · derivative · entry 4 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 Underlying: Class A common stock, par value $0.0001 per share · 135,000 shares Expires 2036-02-10 F3 · derivative.exercise_date: The options vest ratably in five equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:51 UTC |
WILDS DAVID MDirector
|
PurchaseCommon Units · Derivative | 7,550 | $24.50 | $184,975.00 |
DisclosureSEC source: 0001062406-25-000003 · wk-form4_1765576275.xml · derivative · entry 5 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,207 Underlying: Class A common stock, par value $0.0001 per share · 7,550 shares Expires not disclosed F4 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F5 · kind: Represents permitted transfer of Common Units pursuant to the Limited Liability Company Agreement of i3 Verticals, LLC from Reporting Person's wife to Reporting Person for $24.50 per Common Unit. F4 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F4 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:51 UTC |
WILDS DAVID MDirector
|
SaleCommon Units · Derivative | 7,550 | $24.50 | $184,975.00 |
DisclosureSEC source: 0001062406-25-000003 · wk-form4_1765576275.xml · derivative · entry 4 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 7,550 shares Expires not disclosed F4 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F5 · kind: Represents permitted transfer of Common Units pursuant to the Limited Liability Company Agreement of i3 Verticals, LLC from Reporting Person's wife to Reporting Person for $24.50 per Common Unit. F4 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F4 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F2 · ownership.nature: This Form 4 shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the beneficial owner of any securities held solely by the Reporting Person's spouse. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:51 UTC |
WILDS DAVID MDirector
|
OtherClass B common stock, par value $0.0001 per share | 7,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001062406-25-000003 · wk-form4_1765576275.xml · nonDerivative · entry 2 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,207 F1 · kind: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer and the Limited Liability Company Agreement of i3 Verticals, LLC, upon a permitted transfer of common units of i3 Verticals, LLC, the transferor must also transfer an equivalent number of shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") to the transferee. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer voting rights on the holders thereof and (iii) may only be issued, on a one-for-one basis, to the holders of Common Units. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:51 UTC |
WILDS DAVID MDirector
|
OtherClass B common stock, par value $0.0001 per share | 7,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001062406-25-000003 · wk-form4_1765576275.xml · nonDerivative · entry 1 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 0 F1 · kind: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer and the Limited Liability Company Agreement of i3 Verticals, LLC, upon a permitted transfer of common units of i3 Verticals, LLC, the transferor must also transfer an equivalent number of shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") to the transferee. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer voting rights on the holders thereof and (iii) may only be issued, on a one-for-one basis, to the holders of Common Units. F2 · ownership.nature: This Form 4 shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the beneficial owner of any securities held solely by the Reporting Person's spouse. Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 22:20 UTC |
CHRISTIANS PAULChief Revenue Officer
|
SaleClass A common stock, par value $0.0001 per share | 9,000 | $23.27 | $209,430.00 |
DisclosureSEC source: 0001954402-25-000008 · wk-form4_1764886847.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,818 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.25 to $23.31, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 22:07 UTC |
CHRISTIANS PAULChief Revenue Officer
|
SaleClass A common stock, par value $0.0001 per share | 3,292 | $23.78 | $78,283.76 |
DisclosureSEC source: 0001954402-25-000006 · wk-form4_1764626861.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,818 Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 16:35 UTC |
STANFORD FREDERICKPresident
|
SaleClass A common stock, par value $0.0001 per share | 11,347 | $24.21 | $274,710.87 |
DisclosureSEC source: 0001737443-25-000007 · wk-form4_1764106519.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,653 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.60, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 16, 2025 Filed Dec 31, 2025 23:46 UTC |
CHRISTIANS PAULChief Revenue Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 305 | $28.85 | $8,799.25 |
DisclosureSEC source: 0001954402-25-000009 · wk-form4_1767224762.xml · nonDerivative · entry 4 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,250 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 1,250 restricted stock units originally granted on November 16, 2022. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 16:14 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001072796-25-000005 · wk-form4_1763414051.xml · nonDerivative · entry 1 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,168 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 16:14 UTC |
STANFORD FREDERICKPresident
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737443-25-000004 · wk-form4_1763414065.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 16:13 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737439-25-000003 · wk-form4_1763414017.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,269 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:15 UTC |
LAISURE CHRISTOPHERPresident - Public Sector
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001954770-25-000004 · wk-form4_1763414097.xml · nonDerivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,700 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:14 UTC |
CHRISTIANS PAULChief Revenue Officer
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001954402-25-000004 · wk-form4_1763414083.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,110 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:13 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
GrantClass A common stock, par value $0.0001 per share | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001868020-25-000005 · wk-form4_1763413996.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,000 F1 · shares: Represents performance-based restricted stock units which vest based on the achievement of certain adjusted diluted earnings per share targets, which, on November 14, 2025, the Compensation Committee of the Board of Directors of the Issuer determined were achieved. Such performance-based restricted stock units were originally granted on September 2, 2022. Performance-based restricted stock units with respect to 10,000 shares of Class A common stock of the Issuer remain eligible to vest in respect of performance for future fiscal years. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 18:41 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 5,903 | $30.75 | $181,517.25 |
DisclosureSEC source: 0001072796-25-000006 · wk-form4_1767224513.xml · nonDerivative · entry 1 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,265 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 18:44 UTC |
STANFORD FREDERICKPresident
|
Tax withholdingClass A common stock, par value $0.0001 per share | 3,653 | $30.75 | $112,329.75 |
DisclosureSEC source: 0001737443-25-000008 · wk-form4_1767224640.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 18:42 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
Tax withholdingClass A common stock, par value $0.0001 per share | 5,903 | $30.75 | $181,517.25 |
DisclosureSEC source: 0001737439-25-000004 · wk-form4_1767224576.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,366 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 23:46 UTC |
CHRISTIANS PAULChief Revenue Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 3,653 | $30.75 | $112,329.75 |
DisclosureSEC source: 0001954402-25-000009 · wk-form4_1767224762.xml · nonDerivative · entry 3 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,555 F2 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 23:45 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 7,403 | $30.75 | $227,642.25 |
DisclosureSEC source: 0001868020-25-000006 · wk-form4_1767224699.xml · nonDerivative · entry 2 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,633 F2 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| November 14, 2025 Filed Dec 31, 2025 23:40 UTC |
LAISURE CHRISTOPHERPresident - Public Sector
|
Tax withholdingClass A common stock, par value $0.0001 per share | 5,903 | $30.75 | $181,517.25 |
DisclosureSEC source: 0001954770-25-000005 · wk-form4_1767224428.xml · nonDerivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,797 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 15,000 performance-based restricted stock units originally granted on September 2, 2022. Read SEC document |
| September 21, 2025 Filed Dec 31, 2025 23:45 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
Tax withholdingClass A common stock, par value $0.0001 per share | 1,964 | $32.07 | $62,985.48 |
DisclosureSEC source: 0001868020-25-000006 · wk-form4_1767224699.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,036 F1 · shares: Reflects the shares withheld to cover the payment of taxes following the vesting of 3,750 restricted stock units originally granted on September 20, 2024. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 17:04 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
SaleClass A common stock, par value $0.0001 per share | 2,500 | $31.04 | $77,600.00 |
DisclosureSEC source: 0001728688-25-000114 · wk-form4_1757711063.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,269 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.90 to $31.14, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 20:52 UTC |
CHRISTIANS PAULChief Revenue Officer
|
SaleClass A common stock, par value $0.0001 per share | 1,890 | $31.40 | $59,346.00 |
DisclosureSEC source: 0001728688-25-000112 · wk-form4_1756846340.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,110 Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 11,508 | $19.22 Strike: $19.22 | $221,183.76 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · derivative · entry 8 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 11,508 shares Expires 2034-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested fully on the first anniversary of the grant date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 10,297 | $21.30 Strike: $21.30 | $219,326.10 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · derivative · entry 7 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 10,297 shares Expires 2033-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested fully on the first anniversary of the grant date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 9,141 | $23.65 Strike: $23.65 | $216,184.65 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · derivative · entry 6 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 9,141 shares Expires 2032-06-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested fully on the first anniversary of the grant date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
SaleClass A common stock, par value $0.0001 per share | 6,882 | $31.81 | $218,916.42 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · nonDerivative · entry 5 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.50 to $32.09, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Tax withholdingClass A common stock, par value $0.0001 per share | 24,064 | $31.58 | $759,941.12 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · nonDerivative · entry 4 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,758 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.