IIIV i3 Verticals (IIIV) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001728688
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
60
13F, latest reported quarter
What the filings say about IIIV
Insiders, 180 days
+$961.5K net bought
1 buyer
i3 Verticals insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, i3 Verticals, Inc. insiders bought a net $961.5K of stock across 29 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Nov 25, 2024.
- +15.0% median (+18.8% mean) 90-day return after 6 previous buys.
- The trade is 100.0% of the 50,000 shares held after it.
- No other insider bought within 30 days.
- 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer DAILY GREGORY S bought about $961.5K of IIIV on May 14, 2026, the largest insider purchase at the company since 2024; 60 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Dec 3, 2025.
- The trade is 19.6% of the 31,250 shares held after it.
- No other insider sold within 30 days.
- 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Revenue Officer CHRISTIANS PAUL sold about $142.2K of IIIV on Mar 6, 2026; 60 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Nov 26, 2025.
- The trade is 19.6% of the 45,818 shares held after it.
- 1 other insider sold within 30 days.
- 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Revenue Officer CHRISTIANS PAUL sold about $209.4K of IIIV on Dec 3, 2025; 1 other insider sold within 30 days and 60 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 29, 2025.
- The trade is 6.0% of the 54,818 shares held after it.
- 1 other insider sold within 30 days.
- 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Revenue Officer CHRISTIANS PAUL sold about $78.3K of IIIV on Nov 26, 2025; 1 other insider sold within 30 days and 60 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Nov 27, 2024.
- The trade is 26.0% of the 43,653 shares held after it.
- 1 other insider sold within 30 days.
- 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President STANFORD FREDERICK sold about $274.7K of IIIV on Nov 21, 2025; 1 other insider sold within 30 days and 60 funds added in the latest 13F quarter.29 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$961.5K over 180 days
+$961.5K of it by a 10%+ holder
more than 93% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
60 funds bought in last quarter
below 60% of Software & IT
Revenue
+11.5% year over year
more than 54% of Software & IT
Margin
8.4% net margin
more than 71% of Software & IT
Buybacks
$136.9M repurchased, FY to 2026-06-30
more than 64% of Software & IT
Short interest
26.6% of the float short (float per yahoo 2026-10-26) · 4.9 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch IIIV
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-45.2%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns IIIV: institutional holders (13F)
13F holdings, latest reported quarter
1,802,534 sh
$38.5M
1,446,018 sh
$30.9M
1,190,152 sh
$25.4M
1,120,046 sh
$23.9M
1,117,986 sh
$23.9M
Congress trades in IIIV
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
IIIV planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
IIIV mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Nicholas Limited Edition, Inc.
$6.1M position · as of 2026-07-31
1.8%
Heartland Value Fund
$18.2M position · as of 2026-06-30
1.6%
Buffalo Early Stage Growth Fund
$963.2K position · as of 2026-06-30
1.3%
Wasatch Micro Cap Value Fund
$4.3M position · as of 2026-06-30
1.1%
Argent Focused Small Cap ETF
$258.7K position · as of 2026-05-29
1.0%
Victory Integrity Discovery Fund
$773.2K position · as of 2026-06-30
0.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Greg Daily
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$351.2K
$351.2K
$1.5M
+29%
+173%
2024
$350.2K
$350.2K
$1.3M
+6%
+212%
2023
$345.6K
$345.6K
$1.7M
+5%
+106%
2022
$334.1K
$334.1K
$1.4M
-0%
+47%
2021
$308.3K
$308.3K
$937.7K
+5%
+98%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $961.5K bought by insiders over 180 days, 60 funds added last quarter. Each figure is a federal filing, dated the day it went public.
IIIV financials
Revenue growth
+11.5%
XBRL, annual
Net margin
8.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Revenue, TTM IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | $317.9M |
| FY Sep 2021 | $224.1M |
| Jun 2026 | $53.1M |
| Mar 2026 | $57.5M |
| Dec 2025 | $52.7M |
| Sep 2025 | $54.9M |
| Jun 2025 | $51.9M |
| Mar 2025 | $63.1M |
| Dec 2024 | $61.7M |
| Sep 2024 | $60.9M |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | -5.4% |
| FY Sep 2021 | -2.0% |
| Jun 2026 | +6.6% |
| Mar 2026 | +2.5% |
| Dec 2025 | +0.9% |
| Sep 2025 | +5.6% |
| Jun 2025 | +24.8% |
| Mar 2025 | -0.2% |
| Dec 2024 | +3.3% |
| Sep 2024 | +193.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$49.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM IIIV
| FY Sep 2025 | $3.8M |
| FY Sep 2024 | $45.4M |
| FY Sep 2023 | $33.0M |
| FY Sep 2022 | $41.5M |
| FY Sep 2021 | $42.6M |
| Jun 2026 | $13.0M |
| Mar 2026 | $9.6M |
| Dec 2025 | $13.8M |
| Sep 2025 | $13.5M |
| Jun 2025 | $6.8M |
| Mar 2025 | -$27.6M |
| Dec 2024 | $11.0M |
| Sep 2024 | $14.6M |
At each fiscal year end
Single quarter
Debt to equity
0.41x
long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end); equity 2026-06-30
Debt to equity IIIV
| FY Sep 2025 | 0.00x |
| FY Sep 2024 | 0.07x |
| FY Sep 2023 | 1.64x |
| FY Sep 2022 | 1.31x |
| FY Sep 2021 | 0.98x |
| Jun 2026 | 0.41x |
| Mar 2026 | 0.26x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.00x |
| Jun 2025 | 0.00x |
| Mar 2025 | 0.03x |
| Dec 2024 | 0.07x |
| Sep 2024 | 0.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.46x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end)
Cash flow to debt IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | 1.85x |
| FY Sep 2023 | 0.10x |
| FY Sep 2022 | 0.15x |
| FY Sep 2021 | 0.22x |
| Jun 2026 | 0.46x |
| Mar 2026 | 0.56x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | 0.64x |
| Dec 2024 | 1.74x |
| Sep 2024 | 1.85x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+2.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity IIIV
| FY Sep 2025 | +4.6% |
| FY Sep 2024 | +36.8% |
| FY Sep 2023 | -0.4% |
| FY Sep 2022 | -8.1% |
| FY Sep 2021 | -2.5% |
| Jun 2026 | +2.6% |
| Mar 2026 | +5.1% |
| Dec 2025 | +4.4% |
| Sep 2025 | +4.6% |
| Jun 2025 | +41.9% |
| Mar 2025 | +35.4% |
| Dec 2024 | +37.0% |
| Sep 2024 | +36.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets IIIV
| FY Sep 2025 | +2.6% |
| FY Sep 2024 | +14.0% |
| FY Sep 2023 | -0.1% |
| FY Sep 2022 | -2.4% |
| FY Sep 2021 | -0.8% |
| Jun 2026 | +1.4% |
| Mar 2026 | +2.8% |
| Dec 2025 | +2.5% |
| Sep 2025 | +2.6% |
| Jun 2025 | +17.9% |
| Mar 2025 | +17.6% |
| Dec 2024 | +16.8% |
| Sep 2024 | +14.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+1.0%
operating income after a 29.6% effective tax rate, over long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital IIIV
| FY Sep 2025 | +0.6% |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | +1.0% |
| Mar 2026 | +0.3% |
| Dec 2025 | n/a |
| Sep 2025 | +0.6% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+1.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed IIIV
| FY Sep 2025 | +0.7% |
| FY Sep 2024 | +0.6% |
| FY Sep 2023 | n/a |
| FY Sep 2022 | -3.8% |
| FY Sep 2021 | -0.0% |
| Jun 2026 | +1.0% |
| Mar 2026 | +0.3% |
| Dec 2025 | +0.6% |
| Sep 2025 | +0.7% |
| Jun 2025 | +0.9% |
| Mar 2025 | +1.7% |
| Dec 2024 | +1.2% |
| Sep 2024 | +0.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
44.54x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing IIIV
| FY Sep 2025 | 46.37x |
| FY Sep 2024 | 4.51x |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | 54.77x |
| Mar 2026 | 31.49x |
| Dec 2025 | 39.36x |
| Sep 2025 | 46.37x |
| Jun 2025 | 4.99x |
| Mar 2025 | 5.26x |
| Dec 2024 | 4.83x |
| Sep 2024 | 4.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -93%, PEG needs growth
PEG, trailing IIIV
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | 0.00x |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $213.2M | $229.9M | $370.2M | $317.9M |
| Gross profit | n/a | n/a | $333.3M | $282.7M |
| Operating income | $3.8M | $4.4M | -$4.4M | -$23.1M |
| Net income | $17.9M | $113.3M | -$811.0K | -$17.1M |
| EPS (diluted) | 0.72 | 4.73 | -0.07 | -0.77 |
| Operating cash flow | $5.7M | $48.4M | $37.2M | $43.8M |
| Cash | $66.7M | $86.5M | $3.1M | $3.5M |
| Long-term debt | $0 | $0 | $388.0M | $287.0M |
| Buybacks | $37.6M | $0 | $0 | n/a |
SEC XBRL, fiscal years, as known on 2026-10-27
IIIV Stock Sonar score 6/7 axes
Find similar shapesCompareIIIV ranks highest on insider conviction (81st percentile) and growth (54th), and lowest on risk and compliance (27th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
IIIV filings, in plain words
Are i3 Verticals insiders buying or selling IIIV?
In the 180 days to 2026-10-27, i3 Verticals insiders were net buyers, a net $961.5K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-27, i3 Verticals insiders were net buyers of IIIV, a net $961.5K across purchases and sales reported on Form 4 by 1 buyer. Most of that figure, $961.5K, came from a holder of 10% or more rather than an officer or director. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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