I3 Verticals, Inc. IIIV
We take great care to ensure that the data presented and summarized in this overview for i3 Verticals, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding IIIV
View all-
Geneva Capital Management LLC1.81MShares$44 Million0.65% of portfolio
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Black Rock Inc. New York, NY1.78MShares$43.5 Million0.0% of portfolio
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Hood River Capital Management LLC Palm Beach Gardens, FL1.34MShares$32.7 Million0.53% of portfolio
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Vanguard Group Inc Valley Forge, PA1.31MShares$31.8 Million0.0% of portfolio
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Crosslink Capital Inc Menlo Park, CA1.23MShares$30 Million3.52% of portfolio
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Ranger Investment Management, L.P. Dallas, TX1.17MShares$28.6 Million1.65% of portfolio
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Long Path Partners LP Stamford, CT933KShares$22.7 Million8.52% of portfolio
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Heartland Advisors Inc Milwaukee, WI812KShares$19.8 Million0.92% of portfolio
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Voss Capital, LLC Houston, TX780KShares$19 Million1.58% of portfolio
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Portolan Capital Management, LLC Boston, MA653KShares$15.9 Million1.11% of portfolio
Latest Institutional Activity in IIIV
Top Purchases
Top Sells
About IIIV
i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services that enables clients to accept electronic payments, facilitating the exchange of funds and transaction data between clients, financial institutions, and payment networks. The company also licenses software; and provides ongoing support, and other point of sale-related solutions. It offers its solutions to clients through direct sales force; distribution partners, including independent software vendors, value-added resellers, and independent sales organizations; and referral partners, such as financial institutions, trade associations, chambers of commerce, and card issuers. The company was founded in 2012 and is headquartered in Nashville, Tennessee.
Insider Transactions at IIIV
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 27
2024
|
Frederick Stanford President |
SELL
Other acquisition or disposition
|
Direct |
17,577
-14.95%
|
-
|
|
Nov 27
2024
|
Frederick Stanford President |
SELL
Open market or private sale
|
Direct |
17,577
-92.58%
|
$439,425
$25.63 P/Share
|
|
Nov 27
2024
|
Frederick Stanford President |
BUY
Conversion of derivative security
|
Direct |
17,577
+50.0%
|
-
|
|
Nov 25
2024
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
40,000
+31.12%
|
$960,000
$24.06 P/Share
|
|
Nov 22
2024
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
48,544
+50.0%
|
$1,116,512
$23.51 P/Share
|
|
Sep 20
2024
|
Geoffrey C. Smith Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+39.06%
|
-
|
|
Aug 18
2023
|
Timothy Mckenna Director |
SELL
Open market or private sale
|
Direct |
2,687
-100.0%
|
$59,114
$22.27 P/Share
|
|
Aug 18
2023
|
Timothy Mckenna Director |
SELL
Payment of exercise price or tax liability
|
Direct |
7,313
-73.13%
|
$160,886
$22.32 P/Share
|
|
Aug 18
2023
|
Timothy Mckenna Director |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+50.0%
|
$130,000
$13.0 P/Share
|
|
May 15
2023
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Indirect |
22,377
+14.24%
|
$469,917
$21.9 P/Share
|
|
May 12
2023
|
Clay M Whitson Chief Financial Officer |
SELL
Bona fide gift
|
Indirect |
35,570
-100.0%
|
-
|
|
May 12
2023
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Indirect |
27,623
+19.72%
|
$580,083
$21.28 P/Share
|
|
Nov 23
2022
|
David K. Morgan Director |
BUY
Open market or private purchase
|
Direct |
2,000
+16.67%
|
$48,000
$24.8 P/Share
|
|
Nov 22
2022
|
David K. Morgan Director |
BUY
Open market or private purchase
|
Direct |
1,000
+11.11%
|
$23,000
$23.73 P/Share
|
|
Nov 16
2022
|
Paul Christians Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,000
+50.0%
|
-
|
|
Jun 08
2022
|
Robert Bertke Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
2,324
-100.0%
|
$55,776
$24.72 P/Share
|
|
Jun 08
2022
|
Robert Bertke Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,176
-69.01%
|
$124,224
$24.74 P/Share
|
|
Jun 08
2022
|
Robert Bertke Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,500
+50.0%
|
$97,500
$13.0 P/Share
|
|
Dec 03
2021
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Indirect |
28,717
+25.92%
|
$516,906
$18.94 P/Share
|
|
Dec 02
2021
|
Gregory S Daily Chief Executive Officer |
BUY
Open market or private purchase
|
Indirect |
53,370
+36.3%
|
$960,660
$18.79 P/Share
|
Last 12 Months Summary
| Conversion of derivative security | 17.6K shares |
|---|---|
| Grant, award, or other acquisition | 15K shares |
| Open market or private purchase | 88.5K shares |
| Other acquisition or disposition | 17.6K shares |
|---|---|
| Open market or private sale | 17.6K shares |