Through the 90-day period concluding January 10, 2026, i3 Verticals's top three insider stakeholders include Chief Executive Officer Gregory S Daily (4.51Mn shares), Director David M Wilds (268.21K shares), Chief Strategy Officer Clay M Whitson (75.27K 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 | 75,265 | 31 Dec, 2025 |
| Geoffrey C. Smith | Chief Financial Officer | 70,000 | 17 Nov, 2025 |
| Christopher Laisure | President Public Sector | 54,797 | 31 Dec, 2025 |
| Paul Christians | Chief Revenue Officer | 45,818 | 04 Dec, 2025 |
| Frederick Stanford | President | 43,653 | 25 Nov, 2025 |
| Paul Maple | General Counsel And Secretary | 42,366 | 31 Dec, 2025 |
| David K. Morgan | 13,876 | 12 Feb, 2025 | |
| Elizabeth S. Courtney | 3,876 | 12 Feb, 2025 | |
| Decosta Jenkins | 3,876 | 12 Feb, 2025 | |
| Timothy Mckenna | 3,876 | 14 Aug, 2025 | |
| Robert Burton Harvey | 3,876 | 12 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Jun, 2028 | Robert Bertke | Class B common stock, par value $0.0001 per share | A | 34,868 | - | 34,868 | D | J |
| 25 Jun, 2028 | Robert Bertke | - | - | 34,868 | D | |||
| 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 |
| 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 | D | 5,903 | $30.75 | 75,265 | D | F |
| 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 Maple | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 48,269 | D | A |
| 14 Nov, 2025 | Paul Maple | Class A common stock, par value $0.0001 per share | D | 5,903 | $30.75 | 42,366 | D | F |
| 14 Nov, 2025 | Frederick Stanford | Class A common stock, par value $0.0001 per share | D | 3,653 | $30.75 | 40,000 | D | F |
| 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 | 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 Christians | Class A common stock, par value $0.0001 per share | A | 15,000 | $0.00 | 58,110 | 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 | Christopher Laisure | Class A common stock, par value $0.0001 per share | D | 5,903 | $30.75 | 54,797 | D | F |
| 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 | 11,508 | $19.22 | 34,822 | D | M |