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-
Geneva Capital Management LLC1.79MShares$51.6 Million0.84% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$51.6 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA1.3MShares$37.5 Million0.0% of portfolio
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Crosslink Capital Inc Menlo Park, CA1.24MShares$35.9 Million5.17% of portfolio
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Ranger Investment Management, L.P. Dallas, TX1.14MShares$33 Million2.06% of portfolio
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Altra Vue Capital, LLC Bellevue, WA1.11MShares$32 Million3.15% of portfolio
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Long Path Partners LP Stamford, CT998KShares$28.8 Million12.39% of portfolio
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Portolan Capital Management, LLC Boston, MA789KShares$22.8 Million1.59% of portfolio
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Forager Capital Management, LLC Birmingham, AL765KShares$22.1 Million9.34% of portfolio
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Heartland Advisors Inc Milwaukee, WI759KShares$21.9 Million1.1% 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 allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
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%
|
-
|
Feb 11
2025
|
Elizabeth S. Courtney Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,876
+50.0%
|
-
|
Feb 11
2025
|
Paul Christians Chief Revenue Officer |
BUY
Grant, award, or other acquisition
|
Direct |
40,000
+47.06%
|
-
|
Feb 11
2025
|
John C. Harrison Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,876
+50.0%
|
-
|
Feb 11
2025
|
David K. Morgan Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,876
+21.83%
|
-
|
Feb 11
2025
|
Paul Maple General Counsel and Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
30,000
+45.61%
|
-
|
Feb 11
2025
|
Decosta Jenkins Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,876
+50.0%
|
-
|
Feb 11
2025
|
Geoffrey C. Smith Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
40,000
+38.68%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 254K shares |
---|---|
Conversion of derivative security | 386K 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 | 395K shares |