IIIV Insider Trading

Insider Ownership Percentage: 33.20%
Insider Buying (Last 12 Months): $23,730.00
Insider Selling (Last 12 Months): $57,449.28

i3 Verticals Insider Trading History Chart

This chart shows the insider buying and selling history at i3 Verticals by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

i3 Verticals Share Price & Price History

Current Price: $29.65
Price Change: Price Decrease of -0.15 (-0.50%)
As of 02/2/2023 01:00 AM ET

This chart shows the closing price history over time for IIIV up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

i3 Verticals Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/22/2022David K MorganDirectorBuy1,000$23.73$23,730.008,000View SEC Filing Icon  
6/8/2022Robert BertkeCTOSell2,324$24.72$57,449.28View SEC Filing Icon  
12/2/2021Gregory S. DailyCEOBuy53,370$18.68$996,951.60View SEC Filing Icon  
11/22/2021Frederick StanfordPresidentSell15,000$21.21$318,150.00View SEC Filing Icon  
6/10/2021David K. MorganDirectorBuy3,000$31.67$95,010.007,000View SEC Filing Icon  
3/15/2021David M. WildsDirectorSell200,000$32.83$6,566,000.00270,636View SEC Filing Icon  
12/18/2020Robert BertkeCTOSell3,149$32.01$100,799.491,200View SEC Filing Icon  
12/10/2020David M. WildsDirectorSell400,000$27.10$10,840,000.00270,636View SEC Filing Icon  
12/7/2020Frederick StanfordPresidentSell28,971$28.90$837,261.9045,000View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for i3 Verticals (NASDAQ:IIIV)

61.77% of i3 Verticals stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at IIIV by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

i3 Verticals Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/2/2023Monarch Partners Asset Management LLC107,071$2.61M0.8%-23.2%0.323%Search for SEC Filing on Google Icon
2/1/2023Bank of Montreal Can414,915$10.20M0.0%+3.3%1.253%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank 3,647$89K0.0%-45.5%0.011%Search for SEC Filing on Google Icon
1/23/2023Scout Investments Inc.346,498$8.43M0.2%-1.6%1.046%Search for SEC Filing on Google Icon
1/18/2023Wesbanco Bank Inc.49,338$1.20M0.1%N/A0.149%Search for SEC Filing on Google Icon
1/10/2023Lbmc Investment Advisors LLC10,700$0.26M0.0%N/A0.032%Search for SEC Filing on Google Icon
1/4/2023Confluence Investment Management LLC203,458$4.95M0.1%-8.1%0.614%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp129,877$2.60M0.0%+2.9%0.392%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System27,838$0.56M0.0%-2.9%0.084%Search for SEC Filing on Google Icon
11/16/2022Jane Street Group LLC13,365$0.27M0.0%N/A0.041%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC11,596$0.23M0.0%+116.0%0.036%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.12,600$0.25M0.0%+8.6%0.039%Search for SEC Filing on Google Icon
11/15/2022State Street Corp548,881$10.99M0.0%+2.6%1.700%Search for SEC Filing on Google Icon
11/15/2022Dana Investment Advisors Inc.56,838$1.14M0.1%-1.3%0.176%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.1,292,708$25.89M0.0%+12.0%4.004%Search for SEC Filing on Google Icon
11/15/2022Portolan Capital Management LLC650,322$13.03M1.4%+12.5%2.015%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP197,236$3.95M0.0%+202.1%0.611%Search for SEC Filing on Google Icon
11/15/2022ETF Managers Group LLC110,000$2.20M0.1%-61.9%0.341%Search for SEC Filing on Google Icon
11/15/2022Ensign Peak Advisors Inc2,190$44K0.0%N/A0.007%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp129,877$2.60M0.0%+2.9%0.402%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.1,450,362$29.05M0.0%-1.3%4.493%Search for SEC Filing on Google Icon
11/14/2022Gamco Investors INC. ET AL180,908$3.62M0.0%-1.1%0.560%Search for SEC Filing on Google Icon
11/14/2022Teton Advisors Inc.110,000$2.20M0.5%-4.3%0.341%Search for SEC Filing on Google Icon
11/14/2022Gabelli Funds LLC68,000$1.36M0.0%-2.2%0.211%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada459,121$9.20M0.0%+32.8%1.422%Search for SEC Filing on Google Icon
11/14/2022Tudor Investment Corp Et Al10,863$0.22M0.0%N/A0.034%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC19,722$0.40M0.0%N/A0.061%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC74,404$1.49M0.0%-14.9%0.230%Search for SEC Filing on Google Icon
11/10/2022Capstone Investment Advisors LLC27,248$0.55M0.0%N/A0.084%Search for SEC Filing on Google Icon
11/10/2022Gabelli Funds LLC68,000$1.36M0.0%-2.2%0.211%Search for SEC Filing on Google Icon
11/10/2022Gamco Investors INC. ET AL180,908$3.62M0.0%-1.1%0.560%Search for SEC Filing on Google Icon
11/10/2022Teton Advisors Inc.110,000$2.20M0.5%-4.3%0.341%Search for SEC Filing on Google Icon
11/10/2022Heartland Advisors Inc.200,700$4.02M0.3%N/A0.622%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP377,536$7.56M0.0%+23.5%1.170%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 2,414$48K0.0%-61.5%0.007%Search for SEC Filing on Google Icon
11/10/2022Bank of Montreal Can401,517$8.52M0.0%-15.3%1.244%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG10,803$0.22M0.0%+457.4%0.033%Search for SEC Filing on Google Icon
11/7/2022Rothschild & Co. Asset Management US Inc.177,626$3.56M0.1%+31.1%0.550%Search for SEC Filing on Google Icon
11/7/2022EverSource Wealth Advisors LLC496,275$9.94M2.3%-5.7%1.537%Search for SEC Filing on Google Icon
11/7/2022Quantbot Technologies LP3,587$71K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/7/2022Jump Financial LLC20,300$0.41M0.0%N/A0.063%Search for SEC Filing on Google Icon
11/4/2022Russell Investments Group Ltd.358,404$7.18M0.0%+26.8%1.110%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.33,478$0.67M0.0%-5.0%0.104%Search for SEC Filing on Google Icon
11/2/2022Geneva Capital Management LLC1,878,547$37.63M0.9%+3.8%5.820%Search for SEC Filing on Google Icon
10/31/2022Monarch Partners Asset Management LLC139,390$2.79M0.8%+56.7%0.432%Search for SEC Filing on Google Icon
10/31/2022SG Americas Securities LLC7,548$0.15M0.0%N/A0.023%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC1,700$34K0.0%+170.3%0.005%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates86,319$1.73M0.0%-3.7%0.267%Search for SEC Filing on Google Icon
10/25/2022Raymond James Financial Services Advisors Inc.100,579$2.02M0.0%-7.1%0.312%Search for SEC Filing on Google Icon
10/19/2022Shaker Investments LLC OH10,132$0.20M0.1%N/A0.031%Search for SEC Filing on Google Icon
10/18/2022Scout Investments Inc.352,256$7.06M0.1%-6.2%1.091%Search for SEC Filing on Google Icon
10/7/2022Mackenzie Financial Corp16,989$0.34M0.0%N/A0.053%Search for SEC Filing on Google Icon
10/3/2022Confluence Investment Management LLC221,498$4.44M0.1%-3.3%0.686%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc20,561$0.52M0.0%-23.8%0.064%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.133,856$3.35M0.0%-18.9%0.415%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors1,053$26K0.0%+14,942.9%0.003%Search for SEC Filing on Google Icon
8/16/2022Intrust Bank NA8,266$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD1,523,938$38.13M0.0%-1.4%4.721%Search for SEC Filing on Google Icon
8/16/2022Crosslink Capital Inc.674,532$16.88M4.9%+1.1%2.090%Search for SEC Filing on Google Icon
8/16/2022Driehaus Capital Management LLC447,489$11.20M0.2%N/A1.386%Search for SEC Filing on Google Icon
8/15/2022State Street Corp534,812$13.38M0.0%+9.0%1.657%Search for SEC Filing on Google Icon
8/15/2022PDT Partners LLC23,458$0.59M0.1%+213.7%0.073%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC630,052$15.76M0.0%-2.3%1.952%Search for SEC Filing on Google Icon
8/15/2022Voya Investment Management LLC420,177$10.51M0.0%-34.9%1.302%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.57,476$1.48M0.0%+273.3%0.178%Search for SEC Filing on Google Icon
8/13/2022Rothschild & Co. Asset Management US Inc.135,521$3.39M0.1%N/A0.420%Search for SEC Filing on Google Icon
8/13/2022Wells Fargo & Company MN241,373$6.04M0.0%+13.2%0.748%Search for SEC Filing on Google Icon
8/13/2022Teton Advisors Inc.115,000$2.88M0.6%-9.4%0.356%Search for SEC Filing on Google Icon
8/13/2022Gamco Investors INC. ET AL182,856$4.58M0.1%-1.6%0.566%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC10,500$0.26M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp213,495$5.34M0.0%-1.4%0.661%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA5,369$0.13M0.0%+102.2%0.017%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers24,652$0.62M0.0%+19.3%0.076%Search for SEC Filing on Google Icon
8/11/2022Alpha DNA Investment Management LLC38,772$0.97M0.8%N/A0.120%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG1,938$49K0.0%-85.9%0.006%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can473,957$12.26M0.0%+1.5%1.468%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.17,865$0.45M0.0%-2.6%0.055%Search for SEC Filing on Google Icon
8/10/2022Kennedy Capital Management Inc.78,255$1.96M0.1%-0.8%0.242%Search for SEC Filing on Google Icon
8/8/2022TownSquare Capital LLC21,266$0.53M0.0%+47.4%0.066%Search for SEC Filing on Google Icon
8/5/2022Los Angeles Capital Management LLC16,350$0.41M0.0%-13.3%0.051%Search for SEC Filing on Google Icon
8/4/2022Steward Partners Investment Advisory LLC3,193$80K0.0%+68.7%0.010%Search for SEC Filing on Google Icon
8/4/2022Mitsubishi UFJ Kokusai Asset Management Co. Ltd.4,646$0.12M0.0%-52.4%0.014%Search for SEC Filing on Google Icon
8/4/2022Jackson Creek Investment Advisors LLC37,972$1.03M0.4%-7.6%0.118%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.50,434$1.26M0.0%+99.5%0.156%Search for SEC Filing on Google Icon
8/3/2022AE Wealth Management LLC19,519$0.49M0.0%N/A0.060%Search for SEC Filing on Google Icon
8/3/2022Tiedemann Advisors LLC50,000$1.25M0.1%N/A0.155%Search for SEC Filing on Google Icon
8/2/2022Geneva Capital Management LLC1,810,008$45.29M1.0%-1.0%5.607%Search for SEC Filing on Google Icon
8/1/2022Victory Capital Management Inc.35,250$0.88M0.0%-4.8%0.109%Search for SEC Filing on Google Icon
7/29/2022Russell Investments Group Ltd.282,585$7.07M0.0%-19.0%0.875%Search for SEC Filing on Google Icon
7/28/2022Private Capital Group LLC1,231$31K0.0%N/A0.004%Search for SEC Filing on Google Icon
7/22/2022Conestoga Capital Advisors LLC66,802$1.67M0.0%-0.7%0.207%Search for SEC Filing on Google Icon
7/20/2022Monarch Partners Asset Management LLC88,970$2.23M0.6%-1.9%0.276%Search for SEC Filing on Google Icon
7/20/2022Mesirow Financial Investment Management Inc.12,773$0.32M1.5%-29.9%0.040%Search for SEC Filing on Google Icon
7/15/2022Scout Investments Inc.375,371$9.39M0.2%+2.9%1.163%Search for SEC Filing on Google Icon
7/6/2022Confluence Investment Management LLC229,132$5.73M0.1%-4.2%0.710%Search for SEC Filing on Google Icon
6/30/2022Amalgamated Bank3,483$97K0.0%N/A0.011%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE41,412$1.15M0.0%-88.0%0.128%Search for SEC Filing on Google Icon
5/18/2022BNP Paribas Arbitrage SA2,655$74K0.0%-43.9%0.008%Search for SEC Filing on Google Icon
5/18/2022Connors Investor Services Inc.8,071$0.23M0.0%N/A0.025%Search for SEC Filing on Google Icon
5/18/2022Gabelli Funds LLC66,500$1.85M0.0%+3.1%0.206%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
i3 Verticals logo
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.
Read More on i3 Verticals

Today's Range

Now: $29.65
Low: $29.05
High: $30.84

50 Day Range

MA: $26.18
Low: $22.84
High: $29.80

52 Week Range

Now: $29.65
Low: $18.59
High: $30.83

Volume

335,693 shs

Average Volume

145,777 shs

Market Capitalization

$982.01 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.37

Who are the company insiders with the largest holdings of i3 Verticals?

i3 Verticals' top insider shareholders include:
  1. David M Wilds (Director)
  2. David K Morgan (Director)
  3. David K Morgan (Director)
  4. Frederick Stanford (President)
  5. Gregory S Daily (CEO)
  6. Robert Bertke (CTO)
Learn More about top insider investors at i3 Verticals.

Who are the major institutional investors of i3 Verticals?

i3 Verticals' top institutional shareholders include:
  1. Bank of Montreal Can — 1.25%
  2. Scout Investments Inc. — 1.05%
  3. Confluence Investment Management LLC — 0.61%
  4. Monarch Partners Asset Management LLC — 0.32%
  5. Wesbanco Bank Inc. — 0.15%
  6. Simplex Trading LLC — 0.00%
Learn More about top institutional investors of i3 Verticals stock.

Which major investors are selling i3 Verticals stock?

Within the previous quarter, IIIV stock was sold by these institutional investors:
  1. Monarch Partners Asset Management LLC
  2. Confluence Investment Management LLC
  3. Scout Investments Inc.
  4. Zurcher Kantonalbank Zurich Cantonalbank

Which major investors are buying i3 Verticals stock?

Within the previous quarter, IIIV stock was acquired by institutional investors including:
  1. Wesbanco Bank Inc.
  2. Bank of Montreal Can
  3. Lbmc Investment Advisors LLC
  4. Simplex Trading LLC
Within the previous year, these company insiders have bought i3 Verticals stock:
  1. David M Wilds (Director)
  2. David K Morgan (Director)
  3. David K Morgan (Director)
Learn More investors buying i3 Verticals stock.