Every Form 4 that i3 Verticals, Inc. (IIIV) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow IIIV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IIIV filings page.
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. 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.
i3 Verticals, Inc. President Frederick Stanford reported two compensation-related equity transactions. He received a grant of stock options to buy 180,000 shares of Class A common stock at an exercise price of $23.09 per share, expiring on 02/10/2036. These options vest in five equal annual installments starting one year after the grant date, as long as he continues serving the company.
In a separate transaction tied to vesting restricted stock units, 4,626 shares of Class A common stock were withheld at $21.88 per share to cover taxes after 10,000 restricted stock units vested. After these transactions, Stanford directly owns 35,374 shares of Class A common stock and 180,000 stock options.
i3 Verticals, Inc. General Counsel and Secretary Paul Maple reported routine equity compensation activity. He had 3,349 shares of Class A common stock withheld on February 11, 2026 to cover taxes upon vesting of 7,500 restricted stock units, leaving him with 39,017 shares held directly.
On February 10, 2026, he received a grant of stock options for 135,000 shares of Class A common stock at an exercise price of $23.09 per share, expiring on February 10, 2036. These options vest in five equal annual installments, subject to his continued service with the company.
i3 Verticals director David M. Wilds acquired additional equity through a stock award. On 02/10/2026, he received 6,496 shares of Class A common stock at a price of $0 per share as a grant or award. These are structured as restricted stock units that will vest in full on the first anniversary of the grant date, as long as he continues serving the company. Following this award, he directly owns a total of 10,372 shares of Class A common stock.
i3 Verticals, Inc. reported routine insider equity activity by Chief Strategy Officer and director Clay M. Whitson. On February 11, 2026, 4,337 Class A shares were withheld at $21.88 per share to cover taxes on 10,000 vesting restricted stock units originally granted on February 11, 2025.
Following this tax-withholding disposition, Whitson directly owned 70,928 Class A shares. On February 10, 2026, he also received a grant of 180,000 stock options with a $23.09 exercise price, expiring February 10, 2036, which vest in five equal annual installments, subject to continued service.
i3 Verticals, Inc. director Timothy McKenna reported an award of 6,496 shares of Class A common stock on February 10, 2026. The shares are in the form of restricted stock units that vest in full on the first anniversary of the grant date, assuming he continues serving the company. Following this grant, he beneficially owns 10,372 shares directly.
i3 Verticals, Inc. reported insider compensation activity for its Chief Financial Officer, Geoffrey C. Smith. On February 10, 2026, he received a grant of 180,000 stock options with an exercise price of $23.09 per share, vesting in five equal annual installments starting on the first anniversary of the grant and expiring on February 10, 2036.
On February 11, 2026, 4,338 shares of Class A common stock were withheld to cover taxes upon the vesting of 10,000 restricted stock units originally granted on February 11, 2025. After this tax-withholding disposition, he directly beneficially owned 56,295 shares of Class A common stock.
i3 Verticals director reports equity award. Director Elizabeth S. Courtney acquired 6,496 shares of Class A common stock on February 10, 2026 through a grant of restricted stock units at a price of $0 per share. Following this award, she beneficially owns 10,372 Class A shares directly.
The restricted stock units will vest in full on the first anniversary of the grant date, as long as she continues to serve with the company. This filing reflects a stock-based compensation grant rather than an open-market purchase or sale.
i3 Verticals, Inc. director John C. Harrison reported an equity award in the form of Class A common stock. On 02/10/2026, he acquired 6,496 shares at a price of $0.00 per share as a grant or award, rather than an open-market purchase.
A footnote explains this reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to his continued service with the company. Following this award, Harrison beneficially owns 10,372 shares of Class A common stock directly.
i3 Verticals Chief Revenue Officer Paul Christians reported routine equity compensation activity. On February 10, 2026, he was granted 135,000 stock options with an exercise price of $23.09 per share, vesting in five equal annual installments starting on the first anniversary of the grant.
On February 11, 2026, 3,878 shares of Class A common stock were withheld to cover taxes upon vesting of 10,000 restricted stock units originally granted on February 11, 2025. After these transactions, he directly beneficially owned 37,372 shares of Class A common stock and 135,000 stock options.
i3 Verticals, Inc. executive Christopher Laisure reported equity compensation and related tax withholding transactions. On February 11, 2026, 2,456 shares of Class A common stock were withheld at $21.88 per share to cover taxes upon vesting of 5,500 restricted stock units originally granted on February 11, 2025.
On February 10, 2026, Laisure received a grant of 135,000 stock options with a $23.09 exercise price, expiring on February 10, 2036. These options vest in five equal annual installments, subject to his continued service. Following these transactions, he holds 52,341 shares directly, and additional Class A shares are held indirectly through BIS HQ, GP and The Laisure Donor Advised Fund.
i3 Verticals, Inc. director David K. Morgan reported receiving a grant of 6,496 shares of Class A common stock in the form of restricted stock units at a price of $0 per share. After this award, he beneficially owns 20,372 Class A shares directly. The restricted stock units will vest in full on the first anniversary of the grant date, as long as he continues serving with the company.
i3 Verticals, Inc. director Decosta Jenkins reported an equity grant. On 02/10/2026, Jenkins acquired 6,496 shares of Class A common stock at a price of $0.00 per share through a grant or award. Following this transaction, Jenkins directly beneficially owned 10,372 shares.
The acquired shares reflect restricted stock units that will vest in full on the first anniversary of the grant date, provided Jenkins continues to serve with the company through that date. This filing details an equity-based compensation award rather than an open-market purchase or sale.
i3 Verticals director David M. Wilds reported an internal family transfer of equity interests. On 12/10/2025, 7,550 common units of i3 Verticals, LLC were transferred from his spouse to him for $24.50 per unit, with an equivalent number of associated Class B common shares moving from indirect to direct ownership at $0 per share.
After the transaction, he reports beneficial ownership of 268,207 shares of Class B common stock directly and 40,176 shares indirectly through Front Street Equities, LLC. The disclosure explains that Class B shares confer only voting rights, carry no economic ownership, and are issued one-for-one to holders of Common Units, which may be redeemed at any time for an equal number of Class A common shares or, at i3 Verticals, LLC’s election, cash equal to the volume-weighted average market price. Upon redemption, the corresponding Class B share is cancelled.
i3 Verticals, Inc. (IIIV) insider transaction: A company officer serving as President reported selling 11,347 shares of Class A common stock on 11/21/2025 in an open market transaction. The weighted average sale price was $24.21 per share, with individual trades executed between $24.00 and $24.60. After this sale, the reporting person beneficially owns 43,653 shares of Class A common stock directly. The filer notes that detailed trade-by-trade pricing within the stated range is available upon request.
i3 Verticals, Inc. (IIIV) officer reports vesting of performance-based shares. On 11/14/2025, a performance-based restricted stock unit award for 15,000 shares of Class A common stock vested for Christopher Laisure after the Compensation Committee determined the adjusted diluted earnings per share targets were achieved. The units were originally granted on 09/02/2022, and 10,000 additional performance-based restricted stock units remain eligible to vest based on future fiscal-year performance. Following this transaction, Laisure beneficially owns 60,700 Class A shares directly, 35,185 shares through The Laisure Donor Advised Fund, and 544,714 shares through BIS HQ, GP, where he serves as President.
i3 Verticals, Inc. (IIIV) reported that its Chief Revenue Officer acquired 15,000 shares of Class A common stock on November 14, 2025 at a price of $0. These shares were delivered upon the vesting of performance-based restricted stock units that were originally granted on September 2, 2022 and tied to adjusted diluted earnings per share targets that the board’s Compensation Committee determined were achieved. Following this transaction, the officer beneficially owns 58,110 shares of Class A common stock directly. Performance-based restricted stock units covering an additional 10,000 shares remain eligible to vest based on performance in future fiscal years.
i3 Verticals, Inc. (IIIV) filed a Form 4 reporting the vesting of 15,000 performance-based restricted stock units into Class A common stock for its President. The award carried a price of $0 per share and increased the executive’s directly owned Class A common stock to 55,000 shares following the transaction. The Compensation Committee determined on November 14, 2025 that certain adjusted diluted earnings per share targets were achieved, triggering this vesting, for units originally granted on September 2, 2022. Performance-based restricted stock units tied to an additional 10,000 shares of Class A common stock remain eligible to vest based on performance in future fiscal years.
i3 Verticals, Inc. (IIIV) director and Chief Strategy Officer Clay M. Whitson reported the vesting of performance-based equity. On November 14, 2025, he acquired 15,000 shares of Class A common stock at a price of $0 per share, reflecting the settlement of performance-based restricted stock units that were originally granted on September 2, 2022. These units vested after the Compensation Committee determined that specified adjusted diluted earnings per share targets were achieved. Following this transaction, Whitson beneficially owns 81,168 shares of Class A common stock. Performance-based restricted stock units tied to an additional 10,000 shares remain eligible to vest based on future fiscal year performance.
i3 Verticals, Inc. (IIIV) reported that its General Counsel and Secretary acquired Class A common stock through the vesting of performance-based restricted stock units. On 11/14/2025, 15,000 shares of Class A common stock were acquired at a price of $0 following the Compensation Committee’s determination that specified adjusted diluted earnings per share targets were achieved. After this transaction, the reporting person beneficially owned 48,269 shares of Class A common stock directly. Performance-based restricted stock units relating to an additional 10,000 shares of Class A common stock remain eligible to vest based on performance for future fiscal years.
i3 Verticals, Inc. (IIIV) reported that its Chief Financial Officer, Geoffrey C. Smith, acquired 15,000 shares of Class A common stock on 11/14/2025 through the vesting of performance-based restricted stock units at a price of $0 per share. These units vested after the Compensation Committee determined that certain adjusted diluted earnings per share targets had been achieved. The performance-based restricted stock units were originally granted on 09/02/2022. Following this vesting, Smith beneficially owns 70,000 shares of Class A common stock, and units tied to 10,000 additional shares remain eligible to vest based on performance in future fiscal years.