Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| i3 Verticals, Inc.IIIV · Entity 5604 | Chief Financial Officer | September 20, 2026 | September 22, 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 September 20, 2026 · Filed September 22, 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 | 54,819 |
Reported balance
After 2026-09-20 transaction · row 1
1 source rowRow 1 · 2026-09-20 · Tax withholding · Disposed 1,476 · Balance 54,819 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| September 20, 2026 Filed Sep 22, 2026 21:13 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| 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 | 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 10, 2026 Filed Feb 12, 2026 22:44 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| November 14, 2025 Filed Nov 17, 2025 21:13 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: 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 23:45 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| September 21, 2025 Filed Dec 31, 2025 23:45 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 |
| May 15, 2025 Filed May 15, 2025 20:41 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | SaleClass A common stock, par value $0.0001 per share | 8,404 | $26.56 | $223,210.24 |
DisclosureSEC source: 0001728688-25-000096 · wk-form4_1747341681.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.56 to $26.59, 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, 2025 Filed Feb 12, 2025 21:56 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: 0001728688-25-000066 · wk-form4_1739397393.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,404 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 |
| September 20, 2024 Filed Sep 23, 2024 21:28 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: 0001868020-24-000002 · wk-form4_1727126880.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,404 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 | 75,000 | $0.00 Strike: $19.22 | $0.00 |
DisclosureSEC source: 0001728688-24-000039 · wk-form4_1707946728.xml · derivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · SVP of Finance 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 |
| February 13, 2023 Filed Feb 15, 2023 22:17 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $26.31 | $0.00 |
DisclosureSEC source: 0001209191-23-009845 · doc4.xml · derivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · SVP of Finance 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 |
| February 11, 2022 Filed Feb 15, 2022 22:06 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $26.53 | $0.00 |
DisclosureSEC source: 0001209191-22-009825 · doc4.xml · derivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A common stock, par value $0.0001 per share · 30,000 shares Expires 2032-02-11 F1 · derivative.exercise_date: The options vest ratably in three 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 |
| June 22, 2021 Filed Jun 23, 2021 16:28 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $31.80 | $0.00 |
DisclosureSEC source: 0001209191-21-042701 · doc4.xml · derivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A common stock, par value $0.0001 per share · 20,000 shares Expires 2031-06-22 F1 · derivative.exercise_date: The options vest ratably in three 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.