Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| i3 Verticals, Inc.IIIV · Entity 5604 | Chief Revenue Officer | March 06, 2026 | March 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
i3 Verticals, Inc.
Report date March 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 31,250 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Sale · Disposed 6,122 · Balance 31,250 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 9, 2026 21:03 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 22:44 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 10, 2026 Filed Feb 12, 2026 22:44 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| December 03, 2025 Filed Dec 4, 2025 22:20 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 | i3 Verticals, Inc. IIIV · Entity 5604 | 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 16, 2025 Filed Dec 31, 2025 23:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 21:14 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 Dec 31, 2025 23:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| August 29, 2025 Filed Sep 2, 2025 20:52 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| February 11, 2025 Filed Feb 12, 2025 21:55 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000061 · wk-form4_1739397337.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 F1 · shares: Reflects restricted stock units that will vest ratably in four 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 |
| November 16, 2024 Filed Dec 31, 2025 23:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | Tax withholdingClass A common stock, par value $0.0001 per share | 305 | $24.82 | $7,570.10 |
DisclosureSEC source: 0001954402-25-000009 · wk-form4_1767224762.xml · nonDerivative · entry 2 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,208 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 |
| February 13, 2024 Filed Feb 14, 2024 21:39 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $19.22 | $0.00 |
DisclosureSEC source: 0001728688-24-000040 · wk-form4_1707946747.xml · derivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A common stock, par value $0.0001 per share · 75,000 shares Expires 2034-02-13 F1 · derivative.exercise_date: The options vest ratably in four 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 |
| November 16, 2023 Filed Dec 31, 2025 23:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | Tax withholdingClass A common stock, par value $0.0001 per share | 305 | $20.30 | $6,191.50 |
DisclosureSEC source: 0001954402-25-000009 · wk-form4_1767224762.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,513 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 |
| February 13, 2023 Filed Feb 15, 2023 22:15 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $26.31 | $0.00 |
DisclosureSEC source: 0001209191-23-009840 · doc4.xml · derivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A common stock, par value $0.0001 per share · 75,000 shares Expires 2033-02-13 F1 · derivative.exercise_date: The options vest ratably in four 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 |
| November 16, 2022 Filed Nov 17, 2022 22:16 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057601 · doc4.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Reflects restricted stock units that will vest ratably in four 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.