Form 4: i3 Verticals Director Robert Burton Harvey Reports Transactions Involving Class A and Class B Common Stock

Director Robert Burton Harvey reports transactions involving i3 Verticals' Class A and Class B common stock, including acquisitions, disposals, and conversions related to common units held by associated entities.

Summary

• On May 13, 2025, Robert Burton Harvey, a director of i3 Verticals, Inc., reported transactions involving the company's Class A and Class B common stock.
• These transactions included the acquisition of 40,365, 26,980, and 4,515 shares of Class A common stock through the redemption of an equal number of common units held by CCSD II, L.P., Claritas Capital Specialty Debt Fund, LP, and CF i3 Corporation, respectively.
• Harvey also reported the disposal of 40,365, 26,980, and 4,515 shares of Class A common stock at weighted average prices of $24.81, $24.82, and $24.76, respectively.
• Additionally, 40,365, 26,980, and 4,515 shares of Class B common stock were cancelled due to the redemption of common units.
• Following these transactions, Harvey directly owns 3,876 shares of Class A common stock and 11,285 shares of Class B common stock.
• He also indirectly owns shares through CCSD II, L.P., Claritas Capital Specialty Debt Fund, LP, and CF i3 Corporation, but disclaims beneficial ownership except to the extent of his pecuniary interest.

Sentiment

Score: 5

Explanation: This is a neutral regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment about the company's performance.

Industry Context

This filing is a routine disclosure of insider transactions, which are common in publicly traded companies. Monitoring these transactions can provide insights into management's perspective on the company's stock.

Stakeholder Impact

• The transactions may have a minor impact on shareholders by slightly altering the ownership structure of the company.

Key Dates

Keywords

i3 Verticals, Robert Burton Harvey, Class A Common Stock, Class B Common Stock, Common Units, Director, Form 4, Insider Trading, CCSD II, L.P., Claritas Capital Specialty Debt Fund, LP, CF i3 Corporation