i3 Verticals, Inc.
IIIVFigures shown here come from public SEC filings. Dates beside each section show the available history.
How i3 Verticals, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated May 14, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| EQUITABLE TRUST CO | 2026-03-31 | 32,386 | $724K | SEC filing |
| Portolan Capital Management, LLC | 2026-03-31 | 207,274 | $4.63M | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 10,343 | $231K | SEC filing |
| GENEVA CAPITAL MANAGEMENT LLC | 2026-03-31 | 1,555,904 | $34.8M | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 2,103 | $47K | SEC filing |
| BENJAMIN EDWARDS INC | 2026-03-31 | 12,395 | $277K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,699 | $38K | SEC filing |
| CWM, LLC | 2026-03-31 | 1,515 | $33.9K | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 31,835 | $712K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 24,643 | $551K | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 11,226 | $251K | SEC filing |
| JENNISON ASSOCIATES LLC | 2026-03-31 | 870,051 | $19.5M | SEC filing |
| GAMCO INVESTORS, INC. ET AL | 2026-03-31 | 77,341 | $1.73M | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 77,061 | $1.72M | SEC filing |
| Invesco Ltd. | 2026-03-31 | 32,929 | $736K | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 9,677 | $216K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 1,928 | $43.1K | SEC filing |
| Teton Advisors, LLC | 2026-03-31 | 30,000 | $671K | SEC filing |
| State of Wyoming | 2026-03-31 | 3,128 | $69.9K | SEC filing |
| Steward Partners Investment Advisory, LLC | 2026-03-31 | 914 | $20.4K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among i3 Verticals, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-14 · DAILY GREGORY S: Larger than all 10 other insider purchases of Class A common stock, par value $0.0001 per share on file. SEC filing
- 2025-05-13 · WILDS DAVID M: Larger than 30 of the 32 other insider sales of Class A common stock, par value $0.0001 per share on file. SEC filing
- 2024-11-22 · DAILY GREGORY S: Larger than 9 of the 10 other insider purchases of Class A common stock, par value $0.0001 per share on file. SEC filing
- 2020-12-10 · HARRISON JOHN C.: Larger than 31 of the 32 other insider sales of Class A common stock, par value $0.0001 per share on file. SEC filing
- 2020-12-10 · WILDS DAVID M: Larger than all 32 other insider sales of Class A common stock, par value $0.0001 per share on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-14 | DAILY GREGORY S · Chief Executive Officer | Class A common stock, par value $0.0001 per share | P — Open market or private purchase | +50,000 | 19.23 | SEC filing |
| 2026-03-06 | CHRISTIANS PAUL · Chief Revenue Officer | Class A common stock, par value $0.0001 per share | S — Open market or private sale | −6,122 | 23.23 | SEC filing |
| 2025-12-10 | WILDS DAVID M · Director | Common Units | P — Open market or private purchase | +7,550 | 24.50 | SEC filing |
| 2025-12-10 | WILDS DAVID M · Director | Common Units | S — Open market or private sale | −7,550 | 24.50 | SEC filing |
| 2025-12-03 | CHRISTIANS PAUL · Chief Revenue Officer | Class A common stock, par value $0.0001 per share | S — Open market or private sale | −9,000 | 23.27 | SEC filing |
| 2025-11-26 | CHRISTIANS PAUL · Chief Revenue Officer | Class A common stock, par value $0.0001 per share | S — Open market or private sale | −3,292 | 23.78 | SEC filing |
| 2025-11-21 | STANFORD FREDERICK · President | Class A common stock, par value $0.0001 per share | S — Open market or private sale | −11,347 | 24.21 | SEC filing |
| 2025-09-11 | MAPLE PAUL · General Counsel and Secretary | Class A common stock, par value $0.0001 per share | S — Open market or private sale | −2,500 | 31.04 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-11 | MAPLE PAUL · General Counsel and Secretary | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −3,349 | SEC filing |
| 2026-02-11 | WHITSON CLAY M · Chief Strategy Officer | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −4,337 | SEC filing |
| 2026-02-11 | CHRISTIANS PAUL · Chief Revenue Officer | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −3,878 | SEC filing |
| 2026-02-11 | SMITH GEOFFREY C. · Chief Financial Officer | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −4,338 | SEC filing |
| 2026-02-11 | LAISURE CHRISTOPHER · President - Public Sector | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −2,456 | SEC filing |
| 2026-02-11 | STANFORD FREDERICK · President | Class A common stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −4,626 | SEC filing |
| 2026-02-10 | WHITSON CLAY M · Chief Strategy Officer | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +180,000 | SEC filing |
| 2026-02-10 | MAPLE PAUL · General Counsel and Secretary | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +135,000 | SEC filing |
Showing 8 of 38 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-10 | WILDS DAVID M · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | +7,550 | SEC filing |
| 2025-12-10 | WILDS DAVID M · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −7,550 | SEC filing |
| 2025-05-13 | HARVEY ROBERT BURTON · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −40,365 | SEC filing |
| 2025-05-13 | HARVEY ROBERT BURTON · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −26,980 | SEC filing |
| 2025-05-13 | HARRISON JOHN C. · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −78,597 | SEC filing |
| 2025-05-13 | HARVEY ROBERT BURTON · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −4,515 | SEC filing |
| 2025-05-13 | WILDS DAVID M · Director | Class B common stock, par value $0.0001 per share | J — Other acquisition or disposition | −218,400 | SEC filing |
| 2025-01-23 | DAILY GREGORY S · Chief Executive Officer | Class B common stock, par value $0.0001 per share | D — Disposition to the issuer | −93,774 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.