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Nasdaq · USD

IIIV

i3 Verticals, Inc.

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Tapewire entity
5604
SEC CIK
0001728688
Parsed reports
213

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
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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 Tax withholdingClass A common stock, par value $0.0001 per share 4,626 $21.88 $101,216.88
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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 GrantStock Option (Right to Buy) · Derivative 180,000 $0.00 Strike: $23.09 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 6,496 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseCommon Units · Derivative 7,550 $24.50 $184,975.00
Disclosure

SEC 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 SaleCommon Units · Derivative 7,550 $24.50 $184,975.00
Disclosure

SEC 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 OtherClass B common stock, par value $0.0001 per share 7,550 $0.00 $0.00
Disclosure

SEC 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 OtherClass B common stock, par value $0.0001 per share 7,550 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 11,347 $24.21 $274,710.87
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 15,000 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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November 14, 2025 Filed Dec 31, 2025 18:44 UTC Tax withholdingClass A common stock, par value $0.0001 per share 3,653 $30.75 $112,329.75
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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 Exercise / conversionStock Option (Right to Buy) · Derivative 11,508 $19.22 Strike: $19.22 $221,183.76
Disclosure

SEC 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.

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August 12, 2025 Filed Aug 14, 2025 21:03 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 10,297 $21.30 Strike: $21.30 $219,326.10
Disclosure

SEC 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 Exercise / conversionStock Option (Right to Buy) · Derivative 9,141 $23.65 Strike: $23.65 $216,184.65
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 6,882 $31.81 $218,916.42
Disclosure

SEC 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 Tax withholdingClass A common stock, par value $0.0001 per share 24,064 $31.58 $759,941.12
Disclosure

SEC 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.