I3 Verticals, Inc. IIIV
We take great care to ensure that the data presented and summarized in this overview for i3 Verticals, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding IIIV
View all-
T. Rowe Price Investment Management, Inc. Baltimore, MD3.18MShares$98.1 Million0.06% of portfolio
-
Geneva Capital Management LLC1.89MShares$58.3 Million0.89% of portfolio
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Vanguard Group Inc Valley Forge, PA1.85MShares$57.3 Million0.0% of portfolio
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Black Rock Inc. New York, NY1.78MShares$55.1 Million0.0% of portfolio
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Crosslink Capital Inc Menlo Park, CA1.25MShares$38.7 Million5.23% of portfolio
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Ranger Investment Management, L.P. Dallas, TX1.15MShares$35.4 Million2.3% of portfolio
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Altra Vue Capital, LLC Bellevue, WA1.14MShares$35.3 Million3.17% of portfolio
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Long Path Partners LP Stamford, CT1.04MShares$32.1 Million13.31% of portfolio
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Portolan Capital Management, LLC Boston, MA962KShares$29.7 Million1.91% of portfolio
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Jennison Associates LLC939KShares$29 Million0.02% of portfolio
Latest Institutional Activity in IIIV
Top Purchases
Top Sells
About IIIV
i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services that enables clients to accept electronic payments, facilitating the exchange of funds and transaction data between clients, financial institutions, and payment networks. The company also licenses software; and provides ongoing support, and other point of sale-related solutions. It offers its solutions to clients through direct sales force; distribution partners, including independent software vendors, value-added resellers, and independent sales organizations; and referral partners, such as financial institutions, trade associations, chambers of commerce, and card issuers. The company was founded in 2012 and is headquartered in Nashville, Tennessee.
Insider Transactions at IIIV
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 11
2025
|
Paul Maple General Counsel and Secretary |
SELL
Open market or private sale
|
Direct |
2,500
-6.99%
|
$77,500
$31.04 P/Share
|
|
Aug 29
2025
|
Paul Christians Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
1,890
-4.2%
|
$58,590
$31.4 P/Share
|
|
Aug 12
2025
|
Timothy Mckenna Director |
SELL
Open market or private sale
|
Direct |
6,882
-63.97%
|
$213,342
$31.81 P/Share
|
|
Aug 12
2025
|
Timothy Mckenna Director |
SELL
Payment of exercise price or tax liability
|
Direct |
24,064
-69.11%
|
$745,984
$31.58 P/Share
|
|
Aug 12
2025
|
Timothy Mckenna Director |
BUY
Exercise of conversion of derivative security
|
Direct |
30,946
+32.24%
|
$649,866
$21.39 P/Share
|
|
Aug 06
2025
|
Gregory S Daily Chief Executive Officer |
BUY
Bona fide gift
|
Indirect |
335,511
+50.0%
|
-
|
|
Aug 06
2025
|
Gregory S Daily Chief Executive Officer |
SELL
Bona fide gift
|
Direct |
335,511
-7.45%
|
-
|
|
May 15
2025
|
Geoffrey C. Smith Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
8,404
-13.25%
|
$218,504
$26.56 P/Share
|
|
May 13
2025
|
Robert Burton Harvey Director |
SELL
Other acquisition or disposition
|
Indirect |
71,860
-100.0%
|
-
|
|
May 13
2025
|
Robert Burton Harvey Director |
SELL
Open market or private sale
|
Indirect |
71,860
-100.0%
|
$1,724,640
$24.8 P/Share
|
|
May 13
2025
|
Robert Burton Harvey Director |
BUY
Conversion of derivative security
|
Indirect |
71,860
+50.0%
|
-
|
|
May 13
2025
|
John C. Harrison Director |
SELL
Other acquisition or disposition
|
Indirect |
78,597
-100.0%
|
-
|
|
May 13
2025
|
John C. Harrison Director |
SELL
Open market or private sale
|
Indirect |
78,597
-100.0%
|
$1,886,328
$24.81 P/Share
|
|
May 13
2025
|
John C. Harrison Director |
BUY
Conversion of derivative security
|
Indirect |
78,597
+50.0%
|
-
|
|
May 13
2025
|
David M Wilds Director |
SELL
Other acquisition or disposition
|
Indirect |
218,400
-84.46%
|
-
|
|
May 13
2025
|
David M Wilds Director |
SELL
Open market or private sale
|
Indirect |
218,400
-100.0%
|
$5,241,600
$24.81 P/Share
|
|
May 13
2025
|
David M Wilds Director |
BUY
Conversion of derivative security
|
Indirect |
218,400
+50.0%
|
-
|
|
Feb 11
2025
|
David M Wilds Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,876
+50.0%
|
-
|
|
Feb 11
2025
|
Frederick Stanford President |
BUY
Grant, award, or other acquisition
|
Direct |
40,000
+50.0%
|
-
|
|
Feb 11
2025
|
Clay M Whitson Chief Strategy Officer |
BUY
Grant, award, or other acquisition
|
Direct |
40,000
+37.68%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 239K shares |
|---|---|
| Conversion of derivative security | 386K shares |
| Exercise of conversion of derivative security | 30.9K shares |
| Bona fide gift | 336K shares |
| Open market or private purchase | 88.5K shares |
| Sale (or disposition) back to the issuer | 308K shares |
|---|---|
| Other acquisition or disposition | 386K shares |
| Open market or private sale | 406K shares |
| Payment of exercise price or tax liability | 24.1K shares |
| Bona fide gift | 336K shares |