| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
1 company
David K. Morgan is Director at IIIV. David K. Morgan's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $386K at current prices.
Our model assigns David K. Morgan a below-average insider score of 24/100, based on 3 past trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -20.0%.
Net of sales, the IIIV filings show accumulation of 10,000 shares.
David K. Morgan has 12 Form 4 filings on record from June 2018 to February 2026, all as Director at i3 Verticals (IIIV), 2018–2026.
The 12 reported transactions were 5 option or other derivative awards, 5 open-market purchases and 2 stock awards.
Counted by filing, the open-market trades come to 5 purchases worth about $242K and no sales.
The largest open-market purchase was 3,000 shares of IIIV at an average $31.67 on June 10, 2021, about $95K. Twelve months later IIIV was down 27%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 23, 2022 | IIIV I3 Verticals, Inc. | Director | Buy | 2,000 | $24.80 | $49,600.00 | +25.0% | -4.3% | -18.8% | |
| Nov 22, 2022 | IIIV I3 Verticals, Inc. | Director | Buy | 1,000 | $23.73 | $23,730.00 | +14.3% | -0.6% | -14.7% | |
| Jun 10, 2021 | IIIV I3 Verticals, Inc. | Director | Buy | 3,000 | $31.67 | $95,010.00 | +75.0% | -10.4% | -26.6% | |
| Aug 13, 2019 | IIIV I3 Verticals, Inc. | Director | Buy | 2,000 | $21.35 | $42,700.00 | +100.0% | - | - | |
| Aug 16, 2018 | IIIV I3 Verticals, Inc. | Director | Buy | 2,000 | $15.66 | $31,320.00 | New | - | - |