Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| i3 Verticals, Inc.IIIV · Entity 5604 | President - Public Sector | February 10, 2026 | February 12, 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 February 10, 2026 · Filed February 12, 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 | 52,341 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Tax withholding · Disposed 2,456 · Balance 52,341 F1: 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.09 · Expires 2036-02-10 | Direct | 135,000 |
Reported balance
After 2026-02-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-10 · Grant · Acquired 135,000 · Balance 135,000 F3: 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. |
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectBy BIS HQ, GP | 544,714 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 544,714 F2: The reported securities are held by BIS HQ, GP, a general partnership of which the reporting person is the President. |
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectBy The Laisure Donor Advised Fund | 35,185 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35,185 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The reported securities are held by BIS HQ, GP, a general partnership of which the reporting person is the President.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| 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 | 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 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: 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 |
| November 14, 2025 Filed Nov 17, 2025 21:15 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: 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 Dec 31, 2025 23:40 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| February 11, 2025 Filed Feb 12, 2025 21:57 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000068 · wk-form4_1739397414.xml · nonDerivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,700 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 |
| February 13, 2024 Filed Feb 14, 2024 21:39 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 55,000 | $0.00 Strike: $19.22 | $0.00 |
DisclosureSEC source: 0001728688-24-000041 · wk-form4_1707946766.xml · derivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 Underlying: Class A common stock, par value $0.0001 per share · 55,000 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 |
| February 13, 2023 Filed Feb 15, 2023 22:16 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 55,000 | $0.00 Strike: $26.31 | $0.00 |
DisclosureSEC source: 0001209191-23-009841 · doc4.xml · derivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Class A common stock, par value $0.0001 per share · 55,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.