Last 12 months
Inside the activity.
1 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 1 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionClass A common stock, par value $0.0001 per share | 11,508 | $19.22 | $221,183.76 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · nonDerivative · entry 3 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionClass A common stock, par value $0.0001 per share | 10,297 | $21.30 | $219,326.10 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · nonDerivative · entry 2 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,314 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:03 UTC |
MCKENNA TIMOTHYDirector
|
Exercise / conversionClass A common stock, par value $0.0001 per share | 9,141 | $23.65 | $216,184.65 |
DisclosureSEC source: 0001728688-25-000110 · wk-form4_1755205426.xml · nonDerivative · entry 1 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 20:49 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
GiftCommon Units · Derivative | 335,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000105 · wk-form4_1754599754.xml · derivative · entry 5 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By CFD 2025 Exempt Irrevocable Trust Disclosed balance after: 335,511 Underlying: Class A common stock, par value $0.0001 per share · 335,511 shares Expires not disclosed F5 · derivative.exercise_price: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F6 · kind: The reporting person transferred these Common Units to the CFD Trust for no consideration. F5 · derivative.exercise_date: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F7 · derivative.exercise_date: All Common Units are fully vested and have no expiration date. F5 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F7 · derivative.expiration_date: All Common Units are fully vested and have no expiration date. F8 · ownership.nature: Represents Common Units held by CFD Trust. The Reporting Person disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 20:49 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
GiftCommon Units · Derivative | 335,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000105 · wk-form4_1754599754.xml · derivative · entry 4 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,170,657 Underlying: Class A common stock, par value $0.0001 per share · 335,511 shares Expires not disclosed F5 · derivative.exercise_price: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F6 · kind: The reporting person transferred these Common Units to the CFD Trust for no consideration. F5 · derivative.exercise_date: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F7 · derivative.exercise_date: All Common Units are fully vested and have no expiration date. F5 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. F7 · derivative.expiration_date: All Common Units are fully vested and have no expiration date. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 20:49 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
GiftClass B common stock, par value $0.0001 per share | 335,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000105 · wk-form4_1754599754.xml · nonDerivative · entry 2 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By CFD 2025 Exempt Irrevocable Trust Disclosed balance after: 335,511 F1 · kind: The Reporting Person transferred these shares of Class B common stock, par value $0.0001 per share (the "Class B Common Stock") of i3 Verticals, Inc. (the "Issuer") to the CFD 2025 Exempt Irrevocable Trust (the "CFD Trust"), for no consideration. F2 · balance_after: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B Common Stock are cancellable for no consideration on a one-to-one basis upon any redemption of the common units in i3 Verticals, LLC (the "Common Units") for shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of the Issuer. F3 · ownership.nature: Represents shares of Class B Common Stock of the Issuer held by the CFD Trust, of which the Reporting Person's spouse is trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 20:49 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
GiftClass B common stock, par value $0.0001 per share | 335,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000105 · wk-form4_1754599754.xml · nonDerivative · entry 1 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,170,657 F1 · kind: The Reporting Person transferred these shares of Class B common stock, par value $0.0001 per share (the "Class B Common Stock") of i3 Verticals, Inc. (the "Issuer") to the CFD 2025 Exempt Irrevocable Trust (the "CFD Trust"), for no consideration. F2 · balance_after: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B Common Stock are cancellable for no consideration on a one-to-one basis upon any redemption of the common units in i3 Verticals, LLC (the "Common Units") for shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of the Issuer. Read SEC document |
| May 15, 2025 Filed May 15, 2025 20:41 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
SaleClass A common stock, par value $0.0001 per share | 8,404 | $26.56 | $223,210.24 |
DisclosureSEC source: 0001728688-25-000096 · wk-form4_1747341681.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.56 to $26.59, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
WILDS DAVID MDirector
|
ConversionCommon Units · Derivative | 218,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000097 · wk-form4_1747341692.xml · derivative · entry 7 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Front Street Equities, LLC Disclosed balance after: 40,176 Underlying: Class A common stock, par value $0.0001 per share · 218,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F7 · price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F7 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F7 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F7 · balance_after: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F8 · ownership.nature: Represents Common Units held by Front Street Equities, LLC and First Avenue Partners II, L.P. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
WILDS DAVID MDirector
|
OtherClass B common stock, par value $0.0001 per share | 218,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000097 · wk-form4_1747341692.xml · nonDerivative · entry 3 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Front Street Equities, LLC Disclosed balance after: 40,176 F4 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") are cancelled for no consideration on a one-to-one basis upon redemption of the Common Units for shares of Class A Common Stock of the Issuer. F5 · ownership.nature: Represents shares of Class B Common Stock held by Front Street Equities, LLC and First Avenue Partners II, L.P. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
WILDS DAVID MDirector
|
SaleClass A common stock, par value $0.0001 per share | 218,400 | $24.81 | $5,418,504.00 |
DisclosureSEC source: 0001728688-25-000097 · wk-form4_1747341692.xml · nonDerivative · entry 2 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Front Street Equities, LLC Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.51 to $25.36, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Represents shares of Class A Common Stock held by Front Street Equities, LLC and First Avenue Partners II, L.P. Front Street Equities, LLC is the General Partner of, and exercises voting and investment power over shares held by, First Avenue Partners II, L.P. Voting and investment decisions at Front Street Equities, LLC are made by David Wilds, who serves as (a) a limited partner and managing member of First Avenue Partners II, L.P., and (b) the sole member of Front Street Equities, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
WILDS DAVID MDirector
|
ConversionClass A common stock, par value $0.0001 per share | 218,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000097 · wk-form4_1747341692.xml · nonDerivative · entry 1 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Front Street Equities, LLC Disclosed balance after: 218,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of i3 Verticals, Inc. (the "Issuer") that were obtained upon a redemption of an equal number of common units in i3 Verticals, LLC (the "Common Units"). F2 · ownership.nature: Represents shares of Class A Common Stock held by Front Street Equities, LLC and First Avenue Partners II, L.P. Front Street Equities, LLC is the General Partner of, and exercises voting and investment power over shares held by, First Avenue Partners II, L.P. Voting and investment decisions at Front Street Equities, LLC are made by David Wilds, who serves as (a) a limited partner and managing member of First Avenue Partners II, L.P., and (b) the sole member of Front Street Equities, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
HARRISON JOHN C.Director
|
ConversionCommon Units · Derivative | 78,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000095 · wk-form4_1747341670.xml · derivative · entry 5 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HMP III Equity Holdings, LLC Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 78,597 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F6 · price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F6 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F6 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F6 · balance_after: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F7 · ownership.nature: Represents Common Units held by HMPEH. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
HARRISON JOHN C.Director
|
OtherClass B common stock, par value $0.0001 per share | 78,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000095 · wk-form4_1747341670.xml · nonDerivative · entry 3 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HMP III Equity Holdings, LLC Disclosed balance after: 0 F4 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") are cancelled for no consideration on a one-to-one basis upon redemption of the Common Units for shares of Class A Common Stock of the Issuer. F5 · ownership.nature: Represents shares of Class B Common Stock held by HMPEH. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
HARRISON JOHN C.Director
|
SaleClass A common stock, par value $0.0001 per share | 78,597 | $24.81 | $1,949,991.57 |
DisclosureSEC source: 0001728688-25-000095 · wk-form4_1747341670.xml · nonDerivative · entry 2 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HMP III Equity Holdings, LLC Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.51 to $25.36, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Represents shares of Class A Common Stock held by HMP III Equity Holdings, LLC ("HMPEH"). Decisions regarding the voting or disposition of the shares held by the foregoing are made by an investment committee or committees (or authorized sub-committees or designees thereof), of which the Reporting Person is a member. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 16:41 UTC |
HARRISON JOHN C.Director
|
ConversionClass A common stock, par value $0.0001 per share | 78,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000095 · wk-form4_1747341670.xml · nonDerivative · entry 1 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HMP III Equity Holdings, LLC Disclosed balance after: 78,597 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of i3 Verticals, Inc. (the "Issuer") that were obtained upon a redemption of an equal number of common units in i3 Verticals, LLC (the "Common Units"). F2 · ownership.nature: Represents shares of Class A Common Stock held by HMP III Equity Holdings, LLC ("HMPEH"). Decisions regarding the voting or disposition of the shares held by the foregoing are made by an investment committee or committees (or authorized sub-committees or designees thereof), of which the Reporting Person is a member. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionCommon Units · Derivative | 4,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · derivative · entry 14 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CF i3 Corporation Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 4,515 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · balance_after: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F13 · ownership.nature: Represents Common Units held by CF. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionCommon Units · Derivative | 26,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · derivative · entry 13 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Claritas Capital Specialty Debt Fund, LP Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 26,980 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · balance_after: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F12 · ownership.nature: Represents Common Units held by Claritas. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionCommon Units · Derivative | 40,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · derivative · entry 12 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CCSD II, L.P. Disclosed balance after: 0 Underlying: Class A common stock, par value $0.0001 per share · 40,365 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · price: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.exercise_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · derivative.expiration_date: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F10 · balance_after: The Common Units may be redeemed by the holder at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled. The Common Units have no expiration date. F11 · ownership.nature: Represents Common Units held by CCSD. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
OtherClass B common stock, par value $0.0001 per share | 4,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 9 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CF i3 Corporation Disclosed balance after: 0 F6 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") are cancelled for no consideration on a one-to-one basis upon redemption of the Common Units for shares of Class A Common Stock of the Issuer. F9 · ownership.nature: Represents shares of Class B Common Stock held by CF. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
OtherClass B common stock, par value $0.0001 per share | 26,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 8 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Claritas Capital Specialty Debt Fund, LP Disclosed balance after: 0 F6 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") are cancelled for no consideration on a one-to-one basis upon redemption of the Common Units for shares of Class A Common Stock of the Issuer. F8 · ownership.nature: Represents shares of Class B Common Stock held by Claritas. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
OtherClass B common stock, par value $0.0001 per share | 40,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 7 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CCSD II, L.P. Disclosed balance after: 0 F6 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B common stock, par value $0.0001 per share ("Class B Common Stock") are cancelled for no consideration on a one-to-one basis upon redemption of the Common Units for shares of Class A Common Stock of the Issuer. F7 · ownership.nature: Represents shares of Class B Common Stock held by CCSD. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
SaleClass A common stock, par value $0.0001 per share | 4,515 | $24.76 | $111,791.40 |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 6 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CF i3 Corporation Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.51 to $25.36, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: Represents shares of Class A Common Stock held by CF i3 Corporation ("CF"), of which the Reporting Person serves as an officer. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
SaleClass A common stock, par value $0.0001 per share | 26,980 | $24.82 | $669,643.60 |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 5 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Claritas Capital Specialty Debt Fund, LP Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.51 to $25.36, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Represents shares of Class A Common Stock held by Claritas Capital Specialty Debt Fund, L.P. ("Claritas"), of which the Reporting Person serves as a voting member of the investment committee. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
SaleClass A common stock, par value $0.0001 per share | 40,365 | $24.81 | $1,001,455.65 |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 4 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CCSD II, L.P. Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.51 to $25.36, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Represents shares of Class A Common Stock held by CCSD II, L.P. ("CCSD"), of which the Reporting Person serves as a voting member of the investment committee. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionClass A common stock, par value $0.0001 per share | 4,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 3 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CF i3 Corporation Disclosed balance after: 4,515 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of i3 Verticals, Inc. (the "Issuer") that were obtained upon a redemption of an equal number of common units in i3 Verticals, LLC (the "Common Units"). F4 · ownership.nature: Represents shares of Class A Common Stock held by CF i3 Corporation ("CF"), of which the Reporting Person serves as an officer. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionClass A common stock, par value $0.0001 per share | 26,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 2 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Claritas Capital Specialty Debt Fund, LP Disclosed balance after: 26,980 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of i3 Verticals, Inc. (the "Issuer") that were obtained upon a redemption of an equal number of common units in i3 Verticals, LLC (the "Common Units"). F3 · ownership.nature: Represents shares of Class A Common Stock held by Claritas Capital Specialty Debt Fund, L.P. ("Claritas"), of which the Reporting Person serves as a voting member of the investment committee. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:41 UTC |
HARVEY ROBERT BURTONDirector
|
ConversionClass A common stock, par value $0.0001 per share | 40,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001728688-25-000094 · wk-form4_1747341658.xml · nonDerivative · entry 1 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By CCSD II, L.P. Disclosed balance after: 40,365 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of i3 Verticals, Inc. (the "Issuer") that were obtained upon a redemption of an equal number of common units in i3 Verticals, LLC (the "Common Units"). F2 · ownership.nature: Represents shares of Class A Common Stock held by CCSD II, L.P. ("CCSD"), of which the Reporting Person serves as a voting member of the investment committee. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:54 UTC |
WILDS DAVID MDirector
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000057 · wk-form4_1739397290.xml · nonDerivative · entry 1 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:55 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
GrantClass A common stock, par value $0.0001 per share | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000059 · wk-form4_1739397313.xml · nonDerivative · entry 1 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,168 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:55 UTC |
COURTNEY ELIZABETH S.Director
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000060 · wk-form4_1739397325.xml · nonDerivative · entry 1 COURTNEY ELIZABETH S. · CIK 0001742559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:55 UTC |
HARRISON JOHN C.Director
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000062 · wk-form4_1739397348.xml · nonDerivative · entry 1 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:55 UTC |
STANFORD FREDERICKPresident
|
GrantClass A common stock, par value $0.0001 per share | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000058 · wk-form4_1739397301.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:56 UTC |
MAPLE PAULGeneral Counsel and Secretary
|
GrantClass A common stock, par value $0.0001 per share | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000064 · wk-form4_1739397372.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,769 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 16:56 UTC |
MORGAN DAVID K.Director
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000063 · wk-form4_1739397361.xml · nonDerivative · entry 1 MORGAN DAVID K. · CIK 0001737455 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:57 UTC |
MCKENNA TIMOTHYDirector
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000069 · wk-form4_1739397424.xml · nonDerivative · entry 1 MCKENNA TIMOTHY · CIK 0001738750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:57 UTC |
LAISURE CHRISTOPHERPresident - Public Sector
|
GrantClass A common stock, par value $0.0001 per share | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000068 · wk-form4_1739397414.xml · nonDerivative · entry 1 LAISURE CHRISTOPHER · CIK 0001954770 · President - Public Sector 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,700 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:56 UTC |
HARVEY ROBERT BURTONDirector
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000067 · wk-form4_1739397403.xml · nonDerivative · entry 1 HARVEY ROBERT BURTON · CIK 0001738212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:56 UTC |
SMITH GEOFFREY C.Chief Financial Officer
|
GrantClass A common stock, par value $0.0001 per share | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000066 · wk-form4_1739397393.xml · nonDerivative · entry 1 SMITH GEOFFREY C. · CIK 0001868020 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,404 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:56 UTC |
Jenkins DecostaDirector
|
GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000065 · wk-form4_1739397383.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:55 UTC |
CHRISTIANS PAULChief Revenue Officer
|
GrantClass A common stock, par value $0.0001 per share | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000061 · wk-form4_1739397337.xml · nonDerivative · entry 1 CHRISTIANS PAUL · CIK 0001954402 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 F1 · shares: Reflects restricted stock units that will vest ratably in four equal annual installments beginning on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:49 UTC |
WILDS DAVID MDirector
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 9,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000035 · wk-form4_1737758962.xml · nonDerivative · entry 3 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Front Street Equities, LLC Disclosed balance after: 258,576 F4 · kind: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by Front Street Equities, LLC and First Avenue Partners II, L.P. were reduced by 1,538 and 8,361, respectively. F4 · price: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by Front Street Equities, LLC and First Avenue Partners II, L.P. were reduced by 1,538 and 8,361, respectively. F5 · ownership.nature: Represents shares of Class B Common Stock held by Front Street Equities, LLC and First Avenue Partners II, L.P. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:49 UTC |
WILDS DAVID MDirector
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000035 · wk-form4_1737758962.xml · nonDerivative · entry 2 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 7,550 F2 · kind: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person's wife were reduced by 289. F2 · price: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person's wife were reduced by 289. F3 · ownership.nature: This Form 4 shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the beneficial owner of any securities held solely by the Reporting Person's spouse. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:49 UTC |
WILDS DAVID MDirector
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 9,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000035 · wk-form4_1737758962.xml · nonDerivative · entry 1 WILDS DAVID M · CIK 0001062406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,657 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 9,979. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 9,979. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 22:22 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 93,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000029 · wk-form4_1737757352.xml · nonDerivative · entry 2 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Daily Family Investment, LLC Disclosed balance after: 2,449,437 F2 · kind: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by Daily Family Investment, LLC were reduced by 93,774. F2 · price: As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by Daily Family Investment, LLC were reduced by 93,774. F3 · ownership.nature: Represents shares of Class B Common Stock held by Daily Family Investment, LLC, of which the Reporting Person serves as tax matters partner. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 22:22 UTC |
DAILY GREGORY SDirector · Chief Executive Officer · 10% owner
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 172,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000029 · wk-form4_1737757352.xml · nonDerivative · entry 1 DAILY GREGORY S · CIK 0001072783 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,506,168 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 172,513. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 172,513. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:22 UTC |
WHITSON CLAY MDirector · Chief Strategy Officer
|
Disposition to issuerClass B common stock, par value $0.0001 per share | 9,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000026 · wk-form4_1737757318.xml · nonDerivative · entry 1 WHITSON CLAY M · CIK 0001072796 · Director · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,584 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 9,708. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 9,708. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:22 UTC |
HARRISON JOHN C.Director
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Disposition to issuerClass B common stock, par value $0.0001 per share | 3,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000030 · wk-form4_1737757363.xml · nonDerivative · entry 1 HARRISON JOHN C. · CIK 0001738150 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HMP III Equity Holdings, LLC Disclosed balance after: 78,597 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 3,009. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 3,009. F2 · ownership.nature: Represents shares of Class B Common Stock held by HMP III Equity Holdings, LLC. Decisions regarding the voting or disposition of the shares held by the foregoing are made by an investment committee or committees (or authorized sub-committees or designees thereof), of which the Reporting Person is a member. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:22 UTC |
STANFORD FREDERICKPresident
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Disposition to issuerClass B common stock, par value $0.0001 per share | 3,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000027 · wk-form4_1737757331.xml · nonDerivative · entry 1 STANFORD FREDERICK · CIK 0001737443 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,313 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 3,687. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 3,687. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 17:23 UTC |
MAPLE PAULGeneral Counsel and Secretary
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Disposition to issuerClass B common stock, par value $0.0001 per share | 1,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000031 · wk-form4_1737757373.xml · nonDerivative · entry 1 MAPLE PAUL · CIK 0001737439 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,866 F1 · kind: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 1,028. F1 · price: On January 23, 2025, the common units of i3 Verticals, LLC (the "Common Units") were recapitalized through a reverse unit split, which resulted in the retirement without consideration of 369,256 shares of the Issuer's Class B common stock, par value $0.0001 per share (the "Class B Common Stock") in accordance with the Amended and Restated Certificate of Incorporation of the Issuer (collectively, the "Recapitalization"). As a result of the Recapitalization, the Common Units and shares of Class B Common Stock beneficially owned by the Reporting Person were reduced by 1,028. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.