Comparable stake leader
BlackRock, Inc.
SEC ownership of i3 Verticals, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001728688.
Disclosed value leader
GENEVA CAPITAL MANAGEMENT LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- IIIV on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001728688
- Issuer location
- Nashville, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of i3 Verticals, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
GENEVA CAPITAL MANAGEMENT...
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.1%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 9.1%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
9.1%
GENEVA CAPITAL MANAGEMENT LLC
7%
WILLIAM BLAIR INVESTMENT MANAGEME...
5.3%
VANGUARD CAPITAL MANAGEMENT LLC
4.9%
CROSSLINK CAPITAL INC
3.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
9.1%
from 13D/G
|
$39,710,376
1,775,956 shares
|
— | 31 Mar 2026 |
| GENEVA CAPITAL MANAGEMENT LLC |
13D/G
13F
Company
|
7%
|
$42,381,696
1,682,481 shares
|
$0 | 31 Dec 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$26,316,826
1,176,960 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Capital Management
|
4.9%
from 13D/G
|
$21,536,034
963,150 shares
|
— | 31 Mar 2026 |
| CROSSLINK CAPITAL INC |
13D/G
13F
Company
|
3.9%
|
$30,451,830
938,134 shares
|
-$9,882,966 | 30 Sep 2025 |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
Company
|
3.2%
from 13D/G
|
$15,734,000
703,623 shares
|
— | 31 Mar 2026 |
| Hood River Capital Management LLC |
13D/G
|
3.2%
|
$18,726,492
743,705 shares
|
$0 | 31 Dec 2024 |
| David K. Morgan |
3/4/5
Director
|
0.1%
|
$546,988
20,372 shares
|
— | 10 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$99,001.
Buys
$1,146,475
Insiders: 2
Sells
$1,245,476
Insiders: 5
Net
-$99,001
Shares: +8,967
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 57,550
Shares: 48,583
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 50,000 | 0 | $961,500 | $0 | +$961,500 |
| 3-6 | 0 | 6,122 | $0 | $142,214 | -$142,214 |
| 6-9 | 7,550 | 31,189 | $184,975 | $747,400 | -$562,425 |
| 9-12 | 0 | 11,272 | $0 | $355,862 | -$355,862 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to i3 Verticals, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
Gregory S. Daily
Net 12M change
-$99,001
Latest report
14 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Gregory S. Daily | Chief Executive Officer, Director, 10%+ Owner | $204,458,617 | +$961,500 | +0.47% | Mixed | 14 May 2026 |
| Christopher Laisure | President - Public Sector | $16,715,508 | Mixed | 10 Feb 2026 | ||
| WILDS DAVID M | Director | $7,798,114 | $0 | 0% | Mixed | 10 Feb 2026 |
| WHITSON CLAY M | Chief Strategy Officer, Director | $1,551,904 | Mixed | 10 Feb 2026 | ||
| Geoffrey C. Smith | Chief Financial Officer | $1,231,734 | Mixed | 10 Feb 2026 | ||
| Paul Maple | General Counsel and Secretary | $853,691 | -$77,600 | -8.3% | Mixed | 10 Feb 2026 |
| Frederick Stanford | President | $773,983 | -$274,711 | -26% | Mixed | 10 Feb 2026 |
| Paul Christians | Chief Revenue Officer | $725,937 | -$489,274 | -40% | Filing P/S | 06 Mar 2026 |
| David K. Morgan | Director | $546,988 | Mixed | 10 Feb 2026 | ||
| Robert Burton Harvey | Director | $357,950 | Mixed | 13 May 2025 | ||
| Timothy McKenna | Director | $278,488 | -$218,916 | -44% | Mixed | 10 Feb 2026 |
| Decosta Jenkins | Director | $278,488 | Mixed | 10 Feb 2026 | ||
| Elizabeth S. Courtney | Director | $278,488 | Mixed | 10 Feb 2026 | ||
| John C. Harrison | Director | $278,488 | Mixed | 10 Feb 2026 | ||
| Robert Bertke | Chief Technology Officer | Mixed | 08 Jun 2022 | |||
| Pete Panagakis | Chief Technology Officer | Mixed | 13 Feb 2024 |
Recent insider transactions for i3 Verticals, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Gregory S. Daily | IIIV | Class A common stock, par value $0.0001 per share | Purchase | $961,500 | $19.23 | 50,000 | 50,000 | 14 May 2026 | By Daily Family Investment, LLC | |
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Sale | -16.4% | $142,214 | $23.23 | -6,122 | 31,250 | 06 Mar 2026 | Direct |
| Frederick Stanford | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -11.6% | -4,626 | 35,374 | 11 Feb 2026 | Direct | ||
| Paul Maple | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -7.9% | -3,349 | 39,017 | 11 Feb 2026 | Direct | ||
| Whitson Clay M | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -5.76% | -4,337 | 70,928 | 11 Feb 2026 | Direct | ||
| Geoffrey C. Smith | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -7.15% | -4,338 | 56,295 | 11 Feb 2026 | Direct | ||
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -9.4% | -3,878 | 37,372 | 11 Feb 2026 | Direct | ||
| Christopher Laisure | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -4.48% | -2,456 | 52,341 | 11 Feb 2026 | Direct | ||
| Frederick Stanford | IIIV | Stock Option (Right to Buy) | Award | 180,000 | 180,000 | 10 Feb 2026 | Direct | |||
| Paul Maple | IIIV | Stock Option (Right to Buy) | Award | 135,000 | 135,000 | 10 Feb 2026 | Direct | |||
| Wilds David M | IIIV | Class A common stock, par value $0.0001 per share | Award | 167.6% | 6,496 | 10,372 | 10 Feb 2026 | Direct | ||
| Whitson Clay M | IIIV | Stock Option (Right to Buy) | Award | 180,000 | 180,000 | 10 Feb 2026 | Direct | |||
| Timothy McKenna | IIIV | Class A common stock, par value $0.0001 per share | Award | 167.6% | 6,496 | 10,372 | 10 Feb 2026 | Direct | ||
| Geoffrey C. Smith | IIIV | Stock Option (Right to Buy) | Award | 180,000 | 180,000 | 10 Feb 2026 | Direct | |||
| Elizabeth S. Courtney | IIIV | Class A common stock, par value $0.0001 per share | Award | 167.6% | 6,496 | 10,372 | 10 Feb 2026 | Direct | ||
| John C. Harrison | IIIV | Class A common stock, par value $0.0001 per share | Award | 167.6% | 6,496 | 10,372 | 10 Feb 2026 | Direct | ||
| Paul Christians | IIIV | Stock Option (Right to Buy) | Award | 135,000 | 135,000 | 10 Feb 2026 | Direct | |||
| Christopher Laisure | IIIV | Stock Option (Right to Buy) | Award | 135,000 | 135,000 | 10 Feb 2026 | Direct | |||
| David K. Morgan | IIIV | Class A common stock, par value $0.0001 per share | Award | 46.8% | 6,496 | 20,372 | 10 Feb 2026 | Direct | ||
| Decosta Jenkins | IIIV | Class A common stock, par value $0.0001 per share | Award | 167.6% | 6,496 | 10,372 | 10 Feb 2026 | Direct | ||
| Wilds David M | IIIV | Class B common stock, par value $0.0001 per share | Other | 2.9% | 7,550 | 268,207 | 10 Dec 2025 | Direct | ||
| Wilds David M | IIIV | Class B common stock, par value $0.0001 per share | Other | -100% | -7,550 | 0 | 10 Dec 2025 | By wife | ||
| Wilds David M | IIIV | Common Units | Purchase | 2.9% | $184,975 | $24.50 | 7,550 | 268,207 | 10 Dec 2025 | Direct |
| Wilds David M | IIIV | Common Units | Sale | -100% | $184,975 | $24.50 | -7,550 | 0 | 10 Dec 2025 | By wife |
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Sale | -16.4% | $209,430 | $23.27 | -9,000 | 45,818 | 03 Dec 2025 | Direct |
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Sale | -5.67% | $78,284 | $23.78 | -3,292 | 54,818 | 26 Nov 2025 | Direct |
| Frederick Stanford | IIIV | Class A common stock, par value $0.0001 per share | Sale | -20.6% | $274,711 | $24.21 | -11,347 | 43,653 | 21 Nov 2025 | Direct |
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -0.73% | -305 | 41,250 | 16 Nov 2025 | Direct | ||
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -8.08% | -3,653 | 41,555 | 14 Nov 2025 | Direct | ||
| Geoffrey C. Smith | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -10.9% | -7,403 | 60,633 | 14 Nov 2025 | Direct | ||
| Frederick Stanford | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -8.37% | -3,653 | 40,000 | 14 Nov 2025 | Direct | ||
| Paul Maple | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -12.2% | -5,903 | 42,366 | 14 Nov 2025 | Direct | ||
| Whitson Clay M | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -7.27% | -5,903 | 75,265 | 14 Nov 2025 | Direct | ||
| Christopher Laisure | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -9.72% | -5,903 | 54,797 | 14 Nov 2025 | Direct | ||
| Christopher Laisure | IIIV | Class A common stock, par value $0.0001 per share | Award | 32.8% | 15,000 | 60,700 | 14 Nov 2025 | Direct | ||
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Award | 34.8% | 15,000 | 58,110 | 14 Nov 2025 | Direct | ||
| Frederick Stanford | IIIV | Class A common stock, par value $0.0001 per share | Award | 37.5% | 15,000 | 55,000 | 14 Nov 2025 | Direct | ||
| Whitson Clay M | IIIV | Class A common stock, par value $0.0001 per share | Award | 22.7% | 15,000 | 81,168 | 14 Nov 2025 | Direct | ||
| Paul Maple | IIIV | Class A common stock, par value $0.0001 per share | Award | 45.1% | 15,000 | 48,269 | 14 Nov 2025 | Direct | ||
| Geoffrey C. Smith | IIIV | Class A common stock, par value $0.0001 per share | Award | 27.3% | 15,000 | 70,000 | 14 Nov 2025 | Direct | ||
| Geoffrey C. Smith | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -2.81% | -1,964 | 68,036 | 21 Sep 2025 | Direct | ||
| Paul Maple | IIIV | Class A common stock, par value $0.0001 per share | Sale | -6.99% | $77,600 | $31.04 | -2,500 | 33,269 | 11 Sep 2025 | Direct |
| Paul Christians | IIIV | Class A common stock, par value $0.0001 per share | Sale | -4.2% | $59,346 | $31.40 | -1,890 | 43,110 | 29 Aug 2025 | Direct |
| Timothy McKenna | IIIV | Class A common stock, par value $0.0001 per share | Sale | -64% | $218,916 | $31.81 | -6,882 | 3,876 | 12 Aug 2025 | Direct |
| Timothy McKenna | IIIV | Class A common stock, par value $0.0001 per share | Tax liability | -69.1% | -24,064 | 10,758 | 12 Aug 2025 | Direct | ||
| Timothy McKenna | IIIV | Class A common stock, par value $0.0001 per share | Options Exercise | 798.4% | 30,946 | 34,822 | 12 Aug 2025 | Direct | ||
| Timothy McKenna | IIIV | Stock Option (Right to Buy) | Options Exercise | -100% | -30,946 | 0 | 12 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.