As of June 09, 2026, i3 Verticals's top three insider holders are Gregory S Daily (Chief Executive Officer, 4.51Mn shares), Gregory S Daily (Chief Executive Officer, 2.45Mn shares), David M Wilds (Director, 268.21K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David M Wilds | - | 268,207 | 0 | 12 Dec, 2025 |
| Gregory S Daily | Chief Executive Officer | 4,170,657 | 335,511 | 07 Aug, 2025 |
| Clay M Whitson | Chief Strategy Officer | 253,584 | 0 | 24 Jan, 2025 |
| Paul Maple | General Counsel And Secretary | 39,017 | 0 | 12 Feb, 2026 |
| Frederick Stanford | President | 96,313 | 0 | 24 Jan, 2025 |
| David K. Morgan | - | 20,372 | 0 | 12 Feb, 2026 |
| John C. Harrison | - | 10,372 | 0 | 12 Feb, 2026 |
| Robert Burton Harvey | - | 11,285 | 0 | 24 Jan, 2025 |
| Timothy Mckenna | - | 37,165 | 0 | 24 Jan, 2025 |
| Elizabeth S. Courtney | - | 10,372 | 0 | 12 Feb, 2026 |
| Decosta Jenkins | - | 10,372 | 0 | 12 Feb, 2026 |
| Geoffrey C. Smith | Chief Financial Officer | 56,295 | 0 | 12 Feb, 2026 |
| Paul Christians | Chief Revenue Officer | 31,250 | 0 | 09 Mar, 2026 |
| Christopher Laisure | President Public Sector | 52,341 | 0 | 12 Feb, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 6,122 | $23.23 | 31,250 | D | S |
| 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 | Decosta Jenkins | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 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 | 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 Christians | Class A common stock, par value $0.0001 per share | D | 3,878 | $21.88 | 37,372 | D | F |
| 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 | 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 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 11 Feb, 2026 | Frederick Stanford | Class A common stock, par value $0.0001 per share | D | 4,626 | $21.88 | 35,374 | D | F |
| 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 |
| 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 |
| 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 | Geoffrey C. Smith | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Paul Christians | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 10 Feb, 2026 | Paul Maple | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 10 Feb, 2026 | Frederick Stanford | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Clay M Whitson | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Christopher Laisure | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 14 Nov, 2025 | Clay M Whitson | Class A common stock, par value $0.0001 per share | D | 5,903 | $30.75 | 75,265 | D | F |