i3 Verticals, Inc.
US ˙ NasdaqGS ˙ US46571Y1073

SecurityIIIV / i3 Verticals, Inc.
InsiderRobert Bertke
This page shows the track record and history of BERTKE ROBERT insider trades in i3 Verticals, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Robert Bertke in IIIV / i3 Verticals, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

IIIV / i3 Verticals, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Robert Bertke in IIIV / i3 Verticals, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2022-06-08 2,324 24.7200 2,324 24.7200 57,449 154 18.6200 -14,176 -24.68
2020-12-18 3,149 32.0100 3,149 32.0100 100,799

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

IIIV / i3 Verticals, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2022-06-09 2022-06-08 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share S - Sale D 24.7200 -2,324 -57 0
2022-06-09 2022-06-08 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share F - Taxes D 24.7400 -5,176 -128 2,324
2022-06-09 2022-06-08 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share M - Exercise D 13.0000 7,500 98 7,500
2022-02-15 2022-02-11 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 26.53 20,000 20,000
2021-02-12 2021-02-11 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 34.20 10,000 10,000
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) M - Exercise D 21.65 -11,111 22,222
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) M - Exercise D 13.00 -1,200 98,800
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share S - Sale D 32.0100 -3,149 -101 0
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share F - Taxes D 32.8000 -9,162 -301 3,149
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share M - Exercise D 21.6500 11,111 241 12,311
2020-12-21 2020-12-18 4 BERTKE ROBERT IIIV Class A common stock, par value $0.0001 per share M - Exercise D 13.0000 1,200 16 1,200
2020-02-18 2020-02-13 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 32.25 32,000 32,000
2019-02-20 2019-02-19 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 21.65 33,333 33,333
2019-02-20 2018-06-25 4/A BERTKE ROBERT IIIV Class B common stock, par value $0.0001 per share J - Other D 34,868 34,868
2018-08-17 2018-06-20 4/A BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 13.00 100,000 100,000
2018-06-25 2028-06-25 4 BERTKE ROBERT IIIV Class B common stock, par value $0.0001 per share J - Other D 34,868 34,868
2018-06-25 2018-06-25 4 BERTKE ROBERT IIIV Common Units J - Other D 34,868 34,868
2018-06-25 2018-06-25 4 BERTKE ROBERT IIIV Stock Option (Right to Buy) A - Award D 13.00 100,000 100,000
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)