Data spanning the past 90 days through December 17, 2025 reveals that i3 Verticals's three principal insider shareholders consist of Chief Executive Officer Gregory S Daily (4.51Mn shares), Director David M Wilds (268.21K shares), Chief Strategy Officer Clay M Whitson (81.17K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Gregory S Daily | Chief Executive Officer | 4,506,168 | 07 Aug, 2025 |
| David M Wilds | 268,207 | 12 Dec, 2025 | |
| Clay M Whitson | Chief Strategy Officer | 81,168 | 17 Nov, 2025 |
| Geoffrey C. Smith | Chief Financial Officer | 70,000 | 17 Nov, 2025 |
| Christopher Laisure | President Public Sector | 60,700 | 17 Nov, 2025 |
| Paul Maple | General Counsel And Secretary | 48,269 | 17 Nov, 2025 |
| Paul Christians | Chief Revenue Officer | 45,818 | 04 Dec, 2025 |
| Frederick Stanford | President | 43,653 | 25 Nov, 2025 |
| David K. Morgan | 13,876 | 12 Feb, 2025 | |
| Elizabeth S. Courtney | 3,876 | 12 Feb, 2025 | |
| Decosta Jenkins | 3,876 | 12 Feb, 2025 | |
| Robert Burton Harvey | 3,876 | 12 Feb, 2025 | |
| Timothy Mckenna | 3,876 | 14 Aug, 2025 | |
| John C. Harrison | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | Class B common stock, par value $0.0001 per share | A | 7,550 | $0.00 | 268,207 | D | J |
| 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 | Geoffrey C. Smith | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 70,000 | D | A |
| 14 Nov, 2025 | Paul Maple | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 48,269 | D | A |
| 14 Nov, 2025 | Frederick Stanford | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 55,000 | D | A |
| 14 Nov, 2025 | Christopher Laisure | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 60,700 | D | A |
| 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 |
| 14 Nov, 2025 | Paul Christians | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 58,110 | D | A |
| 11 Sep, 2025 | Paul Maple | Class A common stock, par value $0.0001 per share | D | 2,500 | $31.04 | 33,269 | D | S |
| 29 Aug, 2025 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 1,890 | $31.40 | 43,110 | D | S |
| 12 Aug, 2025 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 9,141 | $23.65 | 13,017 | D | M |
| 12 Aug, 2025 | Timothy Mckenna | - | - | 13,017 | D | |||
| 12 Aug, 2025 | Timothy Mckenna | - | - | 23,314 | D | |||
| 12 Aug, 2025 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 10,297 | $21.30 | 23,314 | D | M |
| 12 Aug, 2025 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 11,508 | $19.22 | 34,822 | D | M |
| 12 Aug, 2025 | Timothy Mckenna | - | - | 34,822 | D | |||
| 12 Aug, 2025 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | D | 24,064 | $31.58 | 10,758 | D | F |