SEC Form 4 · Updated Daily

IIIV

— I3 VERTICALS, INC. Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

FinancialsOwnership

Current Reporting Owners

OwnerRoleShares OwnedAs OfLast Activity
FIRST AVENUE PARTNERS II LP10%+ Owner1,041,1752019-06-10D
FRONT STREET EQUITIES, LLC10%+ Owner1,041,1752019-06-10D
FIRST AVENUE - ETC PARTNERS, L.P.10%+ Owner1,041,1752019-06-10D
WHITSON CLAY MDirector · Officer70,9282026-02-11F
SMITH GEOFFREY C.Officer54,8192026-09-20F
LAISURE CHRISTOPHEROfficer52,3412026-02-11F
DAILY GREGORY S10%+ Owner · Director · Officer50,0002026-05-14P
HARVEY ROBERT BURTONDirector40,3652025-05-13C
MAPLE PAULOfficer39,0172026-02-11F
STANFORD FREDERICKOfficer35,3742026-02-11F
CHRISTIANS PAULOfficer31,2502026-03-06S
MORGAN DAVID K.Director20,3722026-02-10A
Jenkins DecostaDirector10,3722026-02-10A
MCKENNA TIMOTHYDirector10,3722026-02-10A
COURTNEY ELIZABETH S.Director10,3722026-02-10A
WILDS DAVID MDirector10,3722026-02-10A
HARRISON JOHN C.Director10,3722026-02-10A
BERTKE ROBERTOfficer7,5002022-06-08M
MERIWETHER DAVID SCOTTOfficer562019-12-09S

Recent Filings

DateOwnerActivitySharesPriceOwned After
2028-06-25BERTKE ROBERTJ34,868—34,868
2026-09-20SMITH GEOFFREY C.Tax withholding1,476$14.7854,819
2026-05-14DAILY GREGORY SOpen-market buy50,000$19.2350,000
2026-03-06CHRISTIANS PAULOpen-market sale6,122$23.2331,250
2026-02-11LAISURE CHRISTOPHERTax withholding2,456$21.8852,341
2026-02-11CHRISTIANS PAULTax withholding3,878$21.8837,372
2026-02-11SMITH GEOFFREY C.Tax withholding4,338$21.8856,295
2026-02-11WHITSON CLAY MTax withholding4,337$21.8870,928
2026-02-11MAPLE PAULTax withholding3,349$21.8839,017
2026-02-11STANFORD FREDERICKTax withholding4,626$21.8835,374
2026-02-10Jenkins DecostaGrant / award6,496$0.0010,372
2026-02-10MORGAN DAVID K.Grant / award6,496$0.0020,372
2026-02-10LAISURE CHRISTOPHERGrant / award (derivative)135,000$0.00135,000
2026-02-10CHRISTIANS PAULGrant / award (derivative)135,000$0.00135,000
2026-02-10HARRISON JOHN C.Grant / award6,496$0.0010,372
2026-02-10COURTNEY ELIZABETH S.Grant / award6,496$0.0010,372
2026-02-10SMITH GEOFFREY C.Grant / award (derivative)180,000$0.00180,000
2026-02-10MCKENNA TIMOTHYGrant / award6,496$0.0010,372
2026-02-10WHITSON CLAY MGrant / award (derivative)180,000$0.00180,000
2026-02-10WILDS DAVID MGrant / award6,496$0.0010,372
2026-02-10MAPLE PAULGrant / award (derivative)135,000$0.00135,000
2026-02-10STANFORD FREDERICKGrant / award (derivative)180,000$0.00180,000
2025-12-10WILDS DAVID MOpen-market buy (derivative)7,550$24.50268,207
2025-12-10WILDS DAVID MOpen-market sale (derivative)7,550$24.500
2025-12-10WILDS DAVID MJ7,550$0.00268,207
2025-12-10WILDS DAVID MJ7,550$0.000
2025-12-03CHRISTIANS PAULOpen-market sale9,000$23.2745,818
2025-11-26CHRISTIANS PAULOpen-market sale3,292$23.7854,818
2025-11-21STANFORD FREDERICKOpen-market sale11,347$24.2143,653
2025-11-16CHRISTIANS PAULTax withholding305$28.8541,250
2025-11-14SMITH GEOFFREY C.Grant / award15,000$0.0070,000
2025-11-14MAPLE PAULGrant / award15,000$0.0048,269
2025-11-14WHITSON CLAY MGrant / award15,000$0.0081,168
2025-11-14STANFORD FREDERICKGrant / award15,000$0.0055,000
2025-11-14CHRISTIANS PAULGrant / award15,000$0.0058,110
2025-11-14LAISURE CHRISTOPHERGrant / award15,000$0.0060,700
2025-11-14LAISURE CHRISTOPHERTax withholding5,903$30.7554,797
2025-11-14WHITSON CLAY MTax withholding5,903$30.7575,265
2025-11-14MAPLE PAULTax withholding5,903$30.7542,366
2025-11-14STANFORD FREDERICKTax withholding3,653$30.7540,000

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.