David K. Morgan - Net Worth and Insider Trading
David K. Morgan Net Worth
The estimated net worth of David K. Morgan is at least $224,500 dollars as of 2024-04-19. David K. Morgan is the Director of i3 Verticals Inc and owns about 10,000 shares of i3 Verticals Inc (IIIV) stock worth over $224,500. Details can be seen in David K. Morgan's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David K. Morgan has not made any transactions after 2022-11-23 and currently still holds the listed stock(s).
Transaction Summary of David K. Morgan
David K. Morgan Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David K. Morgan owns 1 companies in total, including i3 Verticals Inc (IIIV) .
Click here to see the complete history of David K. Morgan’s form 4 insider trades.
Insider Ownership Summary of David K. Morgan
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IIIV | i3 Verticals Inc | 2022-11-23 | director |
David K. Morgan Latest Holdings Summary
David K. Morgan currently owns a total of 1 stock. David K. Morgan owns 10,000 shares of i3 Verticals Inc (IIIV) as of November 23, 2022, with a value of $224,500.
Latest Holdings of David K. Morgan
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IIIV | i3 Verticals Inc | 2022-11-23 | 10,000 | 22.45 | 224,500 |
Holding Weightings of David K. Morgan
David K. Morgan Form 4 Trading Tracker
According to the SEC Form 4 filings, David K. Morgan has made a total of 4 transactions in i3 Verticals Inc (IIIV) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in i3 Verticals Inc is the acquisition of 2,000 shares on November 23, 2022, which cost David K. Morgan around $49,600.
Insider Trading History of David K. Morgan
- 1
David K. Morgan Trading Performance
GuruFocus tracks the stock performance after each of David K. Morgan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David K. Morgan is 0.96%. GuruFocus also compares David K. Morgan's trading performance to market benchmark return within the same time period. The performance of stocks bought by David K. Morgan within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David K. Morgan's insider trading performs compared to the benchmark.
Performance of David K. Morgan
Average Return
3.31%
Outperforming Transactions
40%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 8.1 | 0.96 | 11.66 | 3.31 | 11.74 | 12.91 |
| Relative Return to S&P 500(%) | 9.1 | -0.35 | 5.29 | -3.87 | 0.67 | -2.01 |
David K. Morgan Ownership Network
Ownership Network List of David K. Morgan
Ownership Network Relation of David K. Morgan
David K. Morgan Owned Company Details
What does i3 Verticals Inc do?
Who are the key executives at i3 Verticals Inc?
David K. Morgan is the director of i3 Verticals Inc. Other key executives at i3 Verticals Inc include director & 10 percent owner & Chief Executive Officer Gregory S Daily , Chief Operating Officer Paul Christians , and President - Public Sector Christopher Laisure .
i3 Verticals Inc (IIIV) Insider Trades Summary
Over the past 18 months, David K. Morgan made 2 insider transaction in i3 Verticals Inc (IIIV) with a net purchase of 3,000. Other recent insider transactions involving i3 Verticals Inc (IIIV) include a net purchase of 50,000 shares made by Gregory S Daily , a net sale of 2,687 shares made by Timothy Mckenna ,
In summary, during the past 3 months, insiders sold 0 shares of i3 Verticals Inc (IIIV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 2,687 shares of i3 Verticals Inc (IIIV) were sold and 53,000 shares were bought by its insiders, resulting in a net purchase of 50,313 shares.
i3 Verticals Inc (IIIV)'s detailed insider trading history can be found in Insider Trading Tracker table.
i3 Verticals Inc Insider Transactions
David K. Morgan Mailing Address
Above is the net worth, insider trading, and ownership report for David K. Morgan. You might contact David K. Morgan via mailing address: 40 Burton Hills Boulevard, Suite 415, Nashville Tn 37215.
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