| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| DAILY GREGORY S | Chief Executive Officer, Director, 10%+ Owner | 40 BURTON HILLS BOULEVARD, SUITE 415, NASHVILLE | /s/ Paul Maple, Attorney-in-Fact for Gregory S. Daily | 07 Aug 2025 | 0001072783 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IIIV | Class B common stock, par value $0.0001 per share | Gift | $0 | -335,511 | -7.4% | $0.000000 | 4,170,657 | 06 Aug 2025 | Direct | F1, F2 |
| transaction | IIIV | Class B common stock, par value $0.0001 per share | Gift | $0 | +335,511 | $0.000000 | 335,511 | 06 Aug 2025 | By CFD 2025 Exempt Irrevocable Trust | F1, F2, F3 | |
| holding | IIIV | Class B common stock, par value $0.0001 per share | 2,449,437 | 06 Aug 2025 | By Daily Family Investment, LLC | F2, F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IIIV | Common Units | Gift | $0 | -335,511 | -7.4% | $0.000000 | 4,170,657 | 06 Aug 2025 | Class A common stock, par value $0.0001 per share | 335,511 | Direct | F5, F6, F7 | |
| transaction | IIIV | Common Units | Gift | $0 | +335,511 | $0.000000 | 335,511 | 06 Aug 2025 | Class A common stock, par value $0.0001 per share | 335,511 | By CFD 2025 Exempt Irrevocable Trust | F5, F6, F7, F8 | ||
| holding | IIIV | Common Units | 2,449,437 | 06 Aug 2025 | Class A common stock, par value $0.0001 per share | 2,449,437 | By Daily Family Investment, LLC | F5, F7, F9 |
| Id | Content |
|---|---|
| F1 | 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 | 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 | 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. |
| F4 | Represents shares of Class B Common Stock held by Daily Family Investment, LLC ("DFI"), 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. |
| F5 | 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 | The reporting person transferred these Common Units to the CFD Trust for no consideration. |
| F7 | All Common Units are fully vested and have no expiration date. |
| F8 | 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. |
| F9 | Represents Common Units held by DFI. The Reporting Person disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein. |