Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| i3 Verticals, Inc.IIIV · Entity 5604 | Director | 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 | 20,372 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Grant · Acquired 6,496 · Balance 20,372 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 10, 2026 Filed Feb 12, 2026 17:44 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | 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 11, 2025 Filed Feb 12, 2025 16:56 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000063 · wk-form4_1739397361.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,876 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 13, 2024 Filed Feb 14, 2024 16:43 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 11,508 | $0.00 Strike: $19.22 | $0.00 |
DisclosureSEC source: 0001728688-24-000047 · wk-form4_1707946965.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,508 Underlying: Class A common stock, par value $0.0001 per share · 11,508 shares Expires 2034-02-13 F1 · derivative.exercise_date: The options 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 |
| May 12, 2023 Filed May 16, 2023 16:47 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 10,297 | $0.00 Strike: $21.30 | $0.00 |
DisclosureSEC source: 0001209191-23-029829 · doc4.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,297 Underlying: Class A common stock, par value $0.0001 per share · 10,297 shares Expires 2033-05-12 F1 · derivative.exercise_date: The options 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 |
| November 23, 2022 Filed Nov 28, 2022 17:05 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | PurchaseClass A common stock, par value $0.0001 per share | 2,000 | $24.80 | $49,600.00 |
DisclosureSEC source: 0001209191-22-058879 · doc4.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 17:30 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | PurchaseClass A common stock, par value $0.0001 per share | 1,000 | $23.73 | $23,730.00 |
DisclosureSEC source: 0001209191-22-058728 · doc4.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| June 21, 2022 Filed Aug 9, 2022 16:33 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 9,141 | $0.00 Strike: $23.65 | $0.00 |
DisclosureSEC source: 0001209191-22-045011 · doc4.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,141 Underlying: Class A common stock, par value $0.0001 per share · 9,141 shares Expires 2032-06-21 F1 · derivative.exercise_date: The options 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 |
| June 21, 2021 Filed Jun 23, 2021 12:31 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 10,162 | $0.00 Strike: $31.66 | $0.00 |
DisclosureSEC source: 0001209191-21-042707 · doc4.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,162 Underlying: Class A common stock, par value $0.0001 per share · 10,162 shares Expires 2031-06-21 F1 · derivative.exercise_date: The options 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 |
| June 10, 2021 Filed Jun 11, 2021 12:50 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | PurchaseClass A common stock, par value $0.0001 per share | 3,000 | $31.67 | $95,010.00 |
DisclosureSEC source: 0001209191-21-039780 · doc4.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| August 13, 2019 Filed Aug 13, 2019 16:41 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | PurchaseClass A common stock, par value $0.0001 per share | 2,000 | $21.35 | $42,700.00 |
DisclosureSEC source: 0001209191-19-045762 · doc4.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 17:12 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | PurchaseClass A common stock, par value $0.0001 per share | 2,000 | $15.66 | $31,320.00 |
DisclosureSEC source: 0001209191-18-047455 · doc4.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.63 to $15.69, inclusive. The reporting person undertakes to provide to i3 Verticals, Inc., any security holder of i3 Verticals, Inc., 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 1. Read SEC document |
| June 25, 2018 Filed Jun 25, 2018 21:31 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001628280-18-008352 · wf-form4_152997668659726.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A common stock, par value $0.0001 per share · 40,000 shares Expires 2028-06-25 F1 · derivative.exercise_date: The option vests ratably in three equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with i3 Verticals, Inc. Read SEC document |
| June 20, 2018 Filed Aug 17, 2018 17:06 UTC Amendment | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047441 · doc4a.xml · derivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A common stock, par value $0.0001 per share · 40,000 shares Expires 2028-06-20 F1 · date: This Amendment is provided to revise the Transaction Date in Column 3 and the Expiration Date in Column 6. F2 · derivative.exercise_date: The option vests ratably in three equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with i3 Verticals, Inc. F1 · derivative.expiration_date: This Amendment is provided to revise the Transaction Date in Column 3 and the Expiration Date in Column 6. 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.