Welcome to our dedicated page for I3 Verticals SEC filings (Ticker: IIIV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
i3 Verticals, Inc. filings document the public-company reporting record for a Nasdaq-listed public-sector software provider. Form 8-K reports furnish quarterly and annual operating results, financial condition information and Regulation FD supplemental presentations tied to continuing operations and recurring-revenue metrics.
The company’s proxy and annual meeting disclosures cover board elections, auditor ratification, executive compensation matters and stockholder voting for Class A and Class B common stock. Other filings and current reports address capital-structure actions such as Class A common stock repurchase programs, governance changes and material events affecting the company’s reporting obligations.
i3 Verticals, Inc. furnished an investor presentation used at upcoming conferences, providing an update on its public-sector software business and recent financial performance from continuing operations for the quarter ended March 31, 2026.
Revenue from continuing operations was $57.5 million, with recurring revenue of $45.9 million and Annualized Recurring Revenue of $183.5 million, reflecting 12% year-over-year ARR growth. The company reports that recurring revenue represents 80% of year-to-date 2026 revenue and highlights a GovTech-focused model with over 5,000 contracted customers.
Non‑GAAP adjusted EBITDA from continuing operations for the quarter was $16.6 million, a 29% margin, and free cash flow was $10.9 million with a 66% free cash flow conversion rate. Adjusted diluted EPS from continuing operations was $0.32, compared with GAAP diluted EPS from continuing operations of $0.07. The presentation also describes prior sales of the merchant services and healthcare RCM businesses, which are now reported as discontinued operations.
i3 Verticals, Inc. insider activity shows an indirect open-market share purchase tied to CEO Gregory S. Daily. Daily Family Investment, LLC purchased 50,000 shares of Class A common stock in the open market at a weighted average price of $19.23 per share, with individual trades ranging from $18.72 to $19.35.
These 50,000 shares are held by Daily Family Investment, LLC, where Daily serves as tax matters partner, and he disclaims beneficial ownership except for his pecuniary interest. The filing also reports indirect holdings of 134,800 shares via GSD Family Investments, LLC, 82,087 shares via Hardsworth LLC, 10,796 shares held by his daughter, and 88,544 shares held directly, providing a snapshot of his overall equity exposure.
i3 Verticals, Inc. reported that its Board of Directors approved a new share repurchase program for its Class A common stock authorizing buybacks of up to $100 million of outstanding shares. This new authorization replaces the prior program adopted on February 5, 2026, which has been fully used.
The program will end on the earlier of May 11, 2027 or when the full authorized amount is spent. Repurchases may occur in the open market, through privately negotiated transactions or otherwise, including under Rule 10b5-1 plans, and will depend on market conditions, liquidity, cash flow, legal requirements and credit facility covenants. The company is not obligated to repurchase a specific amount and may change or end the program at its discretion.
i3 Verticals, Inc. reports modest revenue growth but lower profits from continuing operations as it reshapes its business mix. Revenue from continuing operations rose to $57.5M for the quarter and $110.2M for six months, driven mainly by software and related services.
Income from continuing operations declined to $2.7M before tax and $4.5M for six months, as operating and interest expenses increased and prior-year divested businesses are now reported as discontinued operations. Cash from operations improved to $24.2M, but cash on hand fell sharply as the company spent heavily on acquisitions and share repurchases.
The company acquired a transportation-market software business for $60M plus up to $20M in contingent consideration, adding $33.8M of goodwill. It also continued returning capital through repurchasing about 3.7 million Class A shares for roughly $89.3M, funded in part by drawing $81M on its revolving credit facility.
i3 Verticals, Inc. reported that William Blair Investment Management, LLC beneficially owns 1,176,960 shares of common stock, representing 5.3% of the class. The filer discloses sole dispositive power over 1,176,960 shares and sole voting power over 892,475 shares. The filing is a Schedule 13G and is signed by the Chief Compliance Officer.
i3 Verticals reported modest growth for the quarter ended March 31, 2026. Revenue from continuing operations was $57.5 million, up 6% from a year earlier, while net income from continuing operations was $2.2 million, slightly below last year’s $2.3 million. Adjusted EBITDA from continuing operations reached $16.6 million, up 5%, with an adjusted EBITDA margin of 28.8%. Diluted EPS from continuing operations for Class A stockholders was $0.07, compared with $0.04 a year ago, and adjusted diluted EPS rose to $0.32 from $0.29. Annualized recurring revenue increased to $183.5 million, up 11.6%, highlighting the company’s focus on subscription and transaction-based public sector software. For fiscal 2026, i3 Verticals revised its outlook to revenue of $221–$229 million, adjusted EBITDA of $61–$65 million, and adjusted diluted EPS of $1.09–$1.15.
I3 Verticals Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 1,112,588 shares of Common Stock, representing 5.03% of the class. The filing lists 149,438 shares with sole voting power and 1,112,588 shares with sole dispositive power. The filing is signed by Vanguard's Head of Global Fund Administration on 04/30/2026.
I3 Verticals Inc: The Vanguard Group filed Amendment No. 3 to its Schedule 13G/A reporting beneficial ownership of 0 shares of Common Stock (0%).
The amendment states that on January 12, 2026 Vanguard completed an internal realignment and certain subsidiaries will report ownership separately; Vanguard "no longer has, or is deemed to have, beneficial ownership" of securities held by those subsidiaries.
i3 Verticals, Inc. Chief Revenue Officer Paul Christians sold 6,122 shares of Class A common stock in an open-market transaction. The weighted average sale price was $23.23 per share, with individual trades executed between $23.06 and $23.46. Following this sale, he directly owns 31,250 shares.