Over the 90-day window ending February 19, 2026, i3 Verticals's three dominant insider ownership positions are held by Chief Executive Officer Gregory S Daily (4.51Mn shares), Chief Strategy Officer Clay M Whitson (70.93K shares), Chief Financial Officer Geoffrey C. Smith (56.30K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Gregory S Daily | Chief Executive Officer | 4,506,168 | 07 Aug, 2025 |
| Clay M Whitson | Chief Strategy Officer | 70,928 | 12 Feb, 2026 |
| Geoffrey C. Smith | Chief Financial Officer | 56,295 | 12 Feb, 2026 |
| Christopher Laisure | President Public Sector | 52,341 | 12 Feb, 2026 |
| Paul Maple | General Counsel And Secretary | 39,017 | 12 Feb, 2026 |
| Paul Christians | Chief Revenue Officer | 37,372 | 12 Feb, 2026 |
| Frederick Stanford | President | 35,374 | 12 Feb, 2026 |
| David K. Morgan | 20,372 | 12 Feb, 2026 | |
| David M Wilds | 10,372 | 12 Feb, 2026 | |
| John C. Harrison | 10,372 | 12 Feb, 2026 | |
| Timothy Mckenna | 10,372 | 12 Feb, 2026 | |
| Elizabeth S. Courtney | 10,372 | 12 Feb, 2026 | |
| Decosta Jenkins | 10,372 | 12 Feb, 2026 | |
| Robert Burton Harvey | 3,876 | 12 Feb, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 25 Jun, 2028 | Robert Bertke | Class B common stock, par value $0.0001 per share | A | 34,868 | - | 34,868 | D | J |
| 11 Feb, 2026 | Clay M Whitson | Class A common stock, par value $0.0001 per share | D | 4,337 | $21.88 | 70,928 | D | F |
| 11 Feb, 2026 | Paul Maple | Class A common stock, par value $0.0001 per share | D | 3,349 | $21.88 | 39,017 | D | F |
| 11 Feb, 2026 | Frederick Stanford | Class A common stock, par value $0.0001 per share | D | 4,626 | $21.88 | 35,374 | D | F |
| 11 Feb, 2026 | Geoffrey C. Smith | Class A common stock, par value $0.0001 per share | D | 4,338 | $21.88 | 56,295 | D | F |
| 11 Feb, 2026 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 3,878 | $21.88 | 37,372 | D | F |
| 11 Feb, 2026 | Christopher Laisure | Class A common stock, par value $0.0001 per share | D | 2,456 | $21.88 | 52,341 | D | F |
| 10 Feb, 2026 | David M Wilds | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | David K. Morgan | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 20,372 | D | A |
| 10 Feb, 2026 | John C. Harrison | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | Elizabeth S. Courtney | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | Decosta Jenkins | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Dec, 2025 | David M Wilds | Class B common stock, par value $0.0001 per share | A | 7,550 | $0.00 | 268,207 | D | J |
| 10 Dec, 2025 | David M Wilds | Class B common stock, par value $0.0001 per share | D | 7,550 | $0.00 | 0 | I | J |
| 10 Dec, 2025 | David M Wilds | - | - | 0 | I | |||
| 03 Dec, 2025 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 9,000 | $23.27 | 45,818 | D | S |
| 26 Nov, 2025 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 3,292 | $23.78 | 54,818 | D | S |
| 21 Nov, 2025 | Frederick Stanford | Class A common stock, par value $0.0001 per share | D | 11,347 | $24.21 | 43,653 | D | S |
| 14 Nov, 2025 | Clay M Whitson | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 81,168 | D | A |