I3 Verticals Inc

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I3 Verticals Inc
TickerIIIV
CIK #0001728688
CUSIP46571Y107
SectorTrade & Services - Services-Business Services, Nec
Address40 Burton Hills Blvd Suite 415, Nashville, TN 37215
Source [EDGAR]
CIK Filing 2011 - 2026
[0001728688] 10-K
[0001728688] 10-Q
[0001728688] 3
[0001728688] 4
[0001728688] 8-K
[0001728688] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
William Blair Investment Management LLC I3 Verticals Inc [2026-05-07] 0.0
Vanguard Capital Management LLC I3 Verticals Inc [2026-04-30] 0.0
T Rowe Price Investment Management Inc I3 Verticals Inc [2025-06-06] 0.0
Crosslink Capital Inc I3 Verticals Inc [2025-05-15] 0.0
Hood River Capital Management LLC I3 Verticals Inc [2024-11-14] 5.65
Vanguard Group Inc I3 Verticals Inc [2023-02-09] 6.27
Integrated Core Strategies US LLC I3 Verticals Inc [2021-12-17] 3.5
Geneva Capital Management LLC I3 Verticals Inc [2021-02-12] 8.3
Wellington Management Group LLP I3 Verticals Inc [2021-02-04] 5.3
Wellington Trust Co N A I3 Verticals Inc [2021-02-03] 5.17
BlackRock Inc I3 Verticals Inc [2021-02-02] 6.6
Daily Gregory S I3 Verticals Inc [2021-01-27] 23.7
JPMorgan Chase & Co I3 Verticals Inc [2021-01-07] 10.1
TimesSquare Capital Management LLC I3 Verticals Inc [2020-02-14] 8.4
Daily Gregory S I3 Verticals Inc [2020-02-13] 26.7
Daily Gregory S I3 Verticals Inc [2019-02-14] 27.5
HMP III Equity Holdings LLC I3 Verticals Inc [2019-02-14] 6.7
CCSD GP II LLC I3 Verticals Inc [2019-02-14] 3.6
Driehaus Capital Management LLC I3 Verticals Inc [2019-02-14] 5.31
Wilds David M I3 Verticals Inc [2019-02-12] 11.8
BlackRock Inc I3 Verticals Inc [2019-02-08] 7.6
Price T Rowe Associates Inc /MD/ I3 Verticals Inc [2018-10-10] 10.1
Form 3/4/5 Filer 2011 - 2026
Daily Gregory S
i3 Verticals Inc
Christians Paul
Maple Paul
Jenkins Decosta
Wilds David M
Stanford Frederick
Whitson Clay M
Morgan David K
Laisure Christopher
Harrison John C
Courtney Elizabeth S
McKenna Timothy
Smith Geoffrey C
Harvey Robert Burton
Panagakis Pete
Bertke Robert
Meriwether David Scott
First Avenue Partners II LP
Front Street Equities LLC
First Avenue - ETC Partners LP
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Christians Paul
Class A common stock, par value $0.0001 per share
2026-03-06 Sell 6,122 $23.23 142,214
Maple Paul
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 3,349 $21.88 73,276
Stanford Frederick
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 4,626 $21.88 101,217
Whitson Clay M
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 4,337 $21.88 94,894
Smith Geoffrey C
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 4,338 $21.88 94,915
Christians Paul
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 3,878 $21.88 84,851
Laisure Christopher
Class A common stock, par value $0.0001 per share
2026-02-11 Tax withheld 2,456 $21.88 53,737
Courtney Elizabeth S
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Harrison John C
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Christians Paul
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 135,000 $0.00
Laisure Christopher
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 135,000 $0.00
Morgan David K
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Jenkins Decosta
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Stanford Frederick
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 180,000 $0.00
Maple Paul
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 135,000 $0.00
Wilds David M
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Whitson Clay M
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 180,000 $0.00
McKenna Timothy
Class A common stock, par value $0.0001 per share
2026-02-10 Grant 6,496 $0.00
Smith Geoffrey C
Stock Option (Right to Buy) · derivative
2026-02-10 Grant 180,000 $0.00
Wilds David M
Class B common stock, par value $0.0001 per share
2025-12-10 Other 7,550 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 145 23,450,337
2025-12-31 155 22,824,235
2025-09-30 167 23,426,193
2025-06-30 152 23,202,621
2025-03-31 154 22,181,257
2024-12-31 155 22,086,332
2024-09-30 140 22,486,981
2024-06-30 133 22,030,340
2024-03-31 136 22,497,452
2023-12-31 150 20,998,555
2023-09-30 136 21,174,082
2023-06-30 137 21,235,810
Form 13F Holdings
Firm Period DFND Voting Shares
Wasatch Advisors LP [2026-06-30] SOLE 323,718 377,435
Confluence Investment Management LLC [2026-06-30] SOLE 224,677 225,913
Cullen Investment Group Ltd [2026-06-30] SOLE 0 22,031
Argent Capital Management LLC [2026-06-30] SOLE 19,300 19,300
Assenagon Asset Management SA [2026-06-30] SOLE 15,019 15,019
Confluence Investment Management LLC [2026-06-30] DFND 4,617 4,617
Salem Investment Counselors Inc [2026-06-30] SOLE 1,950 1,950
Gamma Investing LLC [2026-06-30] DFND 501 501
Farther Finance Advisors LLC [2026-06-30] SOLE 0 302
Versant Capital Management Inc [2026-06-30] SOLE 215 215
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