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Nasdaq · USD

IIIV

i3 Verticals, Inc.

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Tapewire entity
5604
SEC CIK
0001728688
Parsed reports
213

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
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2025 Filed Aug 14, 2025 21:03 UTC Exercise / conversionClass A common stock, par value $0.0001 per share 11,508 $19.22 $221,183.76
Disclosure

SEC 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 Exercise / conversionClass A common stock, par value $0.0001 per share 10,297 $21.30 $219,326.10
Disclosure

SEC 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 Exercise / conversionClass A common stock, par value $0.0001 per share 9,141 $23.65 $216,184.65
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 ConversionCommon Units · Derivative 218,400 Not disclosed Not disclosed
Disclosure

SEC 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 OtherClass B common stock, par value $0.0001 per share 218,400 Not disclosed Not disclosed
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 218,400 $24.81 $5,418,504.00
Disclosure

SEC 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 ConversionClass A common stock, par value $0.0001 per share 218,400 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionCommon Units · Derivative 78,597 Not disclosed Not disclosed
Disclosure

SEC 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 OtherClass B common stock, par value $0.0001 per share 78,597 Not disclosed Not disclosed
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 78,597 $24.81 $1,949,991.57
Disclosure

SEC 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 ConversionClass A common stock, par value $0.0001 per share 78,597 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionCommon Units · Derivative 4,515 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionCommon Units · Derivative 26,980 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionCommon Units · Derivative 40,365 Not disclosed Not disclosed
Disclosure

SEC 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 OtherClass B common stock, par value $0.0001 per share 4,515 Not disclosed Not disclosed
Disclosure

SEC 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.

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May 13, 2025 Filed May 15, 2025 20:41 UTC OtherClass B common stock, par value $0.0001 per share 26,980 Not disclosed Not disclosed
Disclosure

SEC 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.

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May 13, 2025 Filed May 15, 2025 20:41 UTC OtherClass B common stock, par value $0.0001 per share 40,365 Not disclosed Not disclosed
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 4,515 $24.76 $111,791.40
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 26,980 $24.82 $669,643.60
Disclosure

SEC 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 SaleClass A common stock, par value $0.0001 per share 40,365 $24.81 $1,001,455.65
Disclosure

SEC 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 ConversionClass A common stock, par value $0.0001 per share 4,515 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionClass A common stock, par value $0.0001 per share 26,980 Not disclosed Not disclosed
Disclosure

SEC 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 ConversionClass A common stock, par value $0.0001 per share 40,365 Not disclosed Not disclosed
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 40,000 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A common stock, par value $0.0001 per share 3,876 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 Disposition to issuerClass B common stock, par value $0.0001 per share 9,899 $0.00 $0.00
Disclosure

SEC 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 Disposition to issuerClass B common stock, par value $0.0001 per share 289 $0.00 $0.00
Disclosure

SEC 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 Disposition to issuerClass B common stock, par value $0.0001 per share 9,979 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Disposition to issuerClass B common stock, par value $0.0001 per share 3,009 $0.00 $0.00
Disclosure

SEC 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.

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January 23, 2025 Filed Jan 24, 2025 17:22 UTC Disposition to issuerClass B common stock, par value $0.0001 per share 3,687 $0.00 $0.00
Disclosure

SEC 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.

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January 23, 2025 Filed Jan 24, 2025 17:23 UTC
MAPLE PAULGeneral Counsel and Secretary
Disposition to issuerClass B common stock, par value $0.0001 per share 1,028 $0.00 $0.00
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.