{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-13T09:15:44.608005+00:00","company":{"ticker":"IIIV","cik":1728688,"company_name":"i3 Verticals, Inc."},"pagination":{"limit":100,"returned":29,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). 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The stockholders approved, on a non-binding, advisory basis, the holding of future advisory votes to approve the compensation of the Company’s named executive officers every year.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-24-000053","anchor_url":"https://secwatch.observer/filing/0001728688-24-000053#claim-fb67033796db574da0c16cfe6f09f1a09a730b52","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868824000053/0001728688-24-000053-index.htm"},{"fact_type":"shareholder_vote","fact_key":"c3fdc9ed3614b3e960f76090db158ceeca184ffa","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2024-02-23T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-02-22","outcome":"passed","proposal_text":"Non-binding advisory vote to approve executive compensation","proposal_type":"say_on_pay","results":[{"broker_non_votes":"3,531,106","subject":null,"votes_abstain":"2,414","votes_against":"704,623","votes_for":"23,082,545","votes_withheld":null}]},"claim":"i3 Verticals, Inc. shareholders approved Non-binding advisory vote to approve executive compensation at the 2024-02-22 meeting.","evidence_excerpt":"3. 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Guidance reaffirmed.","evidence_excerpt":"The Company is providing the following revised outlook for the fiscal year ending September 30, 2023: (in thousands, except share and per share amounts) Revised Outlook Range Revenue $ 360,000 - $ 380,000 Adjusted EBITDA (non-GAAP) $ 97,000 - $ 103,000 Depreciation and internally developed software amortization $ 8,000 - $ 9,000 Cash interest expense, net $ 22,000 - $ 23,000 Pro forma adjusted diluted earnings per share (1) (non-GAAP) $ 1.46 - $ 1.56","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000030","anchor_url":"https://secwatch.observer/filing/0001728688-23-000030#claim-6c417757b0731851b64da0dc984524e5bb004145","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000030/0001728688-23-000030-index.htm"},{"fact_type":"earnings_release","fact_key":"578202617c4c1644b0c40ad98d3e2a9d61b2a5b6","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-05-09T23:59:59+00:00","payload":{"eps_text":"Diluted net loss per share available to Class A common stock was $0.01 in the six months ended March 31, 2023","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"Net loss for the six months ended March 31, 2023, was $23,000","period_text":"the six months ended March 31, 2023","report_date":"2023-05-09","result_type":"reported_results","revenue_text":"$179.9 million"},"claim":"i3 Verticals, Inc. reported the six months ended March 31, 2023 results: revenue $179.9 million, net income Net loss for the six months ended March 31, 2023, was $23,000, EPS Diluted net loss per share available to Class A common stock was $0.01 in the six months ended March 31, 2023. Guidance reaffirmed.","evidence_excerpt":"Revenue for the six months ended March 31, 2023, was $179.9 million, an increase of 18.3% over the prior year's first six months.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000030","anchor_url":"https://secwatch.observer/filing/0001728688-23-000030#claim-578202617c4c1644b0c40ad98d3e2a9d61b2a5b6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000030/0001728688-23-000030-index.htm"},{"fact_type":"earnings_release","fact_key":"3f33216077f60ef493d03b7e9a5589c1aa375f48","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-05-09T23:59:59+00:00","payload":{"eps_text":"diluted net loss per share available to Class A common stock was $0.00","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"net loss was $0.2 million","period_text":"the fiscal second quarter ended March 31, 2023","report_date":"2023-05-09","result_type":"reported_results","revenue_text":"$93.9 million"},"claim":"i3 Verticals, Inc. reported the fiscal second quarter ended March 31, 2023 results: revenue $93.9 million, net income net loss was $0.2 million, EPS diluted net loss per share available to Class A common stock was $0.00. Guidance reaffirmed.","evidence_excerpt":"results for the fiscal second quarter ended March 31, 2023. Highlights for the fiscal second quarter and six months ended March 31, 2023 vs. 2022 • Second quarter revenue was $93.9 million, an increase of 20.2% over the prior year's second quarter. Revenue for the six months ended March 31, 2023, was $179.9 million, an increase of 18.3% over the prior year's first","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000030","anchor_url":"https://secwatch.observer/filing/0001728688-23-000030#claim-3f33216077f60ef493d03b7e9a5589c1aa375f48","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000030/0001728688-23-000030-index.htm"},{"fact_type":"debt_financing","fact_key":"8b1857ada4072cf0c294135c8bae677323f5f8fc","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-05-09T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A., as administrative agent","effective_date":"2023-05-08","event":"incurrence","instrument_type":"revolving_credit","interest_rate_text":"base rate or the Adjusted Term SOFR rate, plus, in each case, an applicable marg","item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$450 million"},"claim":"i3 Verticals, Inc. incurred revolving credit of $450 million with JPMorgan Chase Bank, N.A., as administrative agent at base rate or the Adjusted Term SOFR rate, plus, in each case, an applicable marg.","evidence_excerpt":"provides for aggregate commitments of $450 million in the form of a senior secured revolving credit facility","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000030","anchor_url":"https://secwatch.observer/filing/0001728688-23-000030#claim-8b1857ada4072cf0c294135c8bae677323f5f8fc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000030/0001728688-23-000030-index.htm"},{"fact_type":"shareholder_vote","fact_key":"46a95fd50e3833d3d560f8844b8ddd8569e01f88","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-02-27T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-02-24","outcome":"passed","proposal_text":"Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending September 30, 2023","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"3,128","votes_against":"2,129","votes_for":"28,484,477","votes_withheld":null}]},"claim":"i3 Verticals, Inc. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending September 30, 2023 at the 2023-02-24 meeting.","evidence_excerpt":"2. The stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm (independent auditors) for the fiscal year ending September 30, 2023. For Against Abstain Broker Non-Votes 28,484,477 2,129 3,128 —","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000027","anchor_url":"https://secwatch.observer/filing/0001728688-23-000027#claim-46a95fd50e3833d3d560f8844b8ddd8569e01f88","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000027/0001728688-23-000027-index.htm"},{"fact_type":"shareholder_vote","fact_key":"49b6150b41199d1053c583c3dfaec2c21384c1cb","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-02-27T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-02-24","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"3,413,341","subject":"Gregory Daily","votes_abstain":null,"votes_against":null,"votes_for":"24,706,752","votes_withheld":"369,641"},{"broker_non_votes":"3,413,341","subject":"Clay Whitson","votes_abstain":null,"votes_against":null,"votes_for":"21,029,418","votes_withheld":"4,046,975"},{"broker_non_votes":"3,413,341","subject":"Elizabeth Seigenthaler Courtney","votes_abstain":null,"votes_against":null,"votes_for":"23,159,000","votes_withheld":"1,917,393"},{"broker_non_votes":"3,413,341","subject":"John Harrison","votes_abstain":null,"votes_against":null,"votes_for":"22,785,489","votes_withheld":"2,290,904"},{"broker_non_votes":"3,413,341","subject":"R. Burton Harvey","votes_abstain":null,"votes_against":null,"votes_for":"22,846,059","votes_withheld":"2,230,334"},{"broker_non_votes":"3,413,341","subject":"Decosta Jenkins","votes_abstain":null,"votes_against":null,"votes_for":"24,971,850","votes_withheld":"104,543"},{"broker_non_votes":"3,413,341","subject":"Timothy McKenna","votes_abstain":null,"votes_against":null,"votes_for":"24,904,404","votes_withheld":"171,989"},{"broker_non_votes":"3,413,341","subject":"David Morgan","votes_abstain":null,"votes_against":null,"votes_for":"24,341,725","votes_withheld":"734,668"},{"broker_non_votes":"3,413,341","subject":"David Wilds","votes_abstain":null,"votes_against":null,"votes_for":"24,944,247","votes_withheld":"132,146"}]},"claim":"i3 Verticals, Inc. shareholders approved Election of Directors at the 2023-02-24 meeting.","evidence_excerpt":"1. The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified. Name For Withheld Broker Non-Votes (a) Gregory Daily 24,706,752 369,641 3,413,341 (b) Clay Whitson 21,029,418 4,046,975 3,413,341 (c) Elizabeth Seigenthaler Courtney 23,159,000 1,917,393 3,413,341 (d) John Harrison 22,785,489 2,290,904 3,413,341 (e) R. Burton Harvey 22,846,059 2,230,334 3,413,341 (f) Decosta Jenkins 24,971,850 104,543 3,413,341 (g) Timothy McKenna 24,904,404 171,989 3,413,341 (h) David Morgan 24,341,725 734,668 3,413,341 (i) David Wilds 24,944,247 132,146 3,413,341","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-23-000027","anchor_url":"https://secwatch.observer/filing/0001728688-23-000027#claim-49b6150b41199d1053c583c3dfaec2c21384c1cb","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000027/0001728688-23-000027-index.htm"},{"fact_type":"earnings_release","fact_key":"afca1ee5f8d3d94fc2afdb83bd7c949768dea0ed","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2023-02-08T23:59:59+00:00","payload":{"eps_text":"$0.37","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$0.2 million","period_text":"fiscal first quarter ended December 31, 2022","report_date":"2023-02-08","result_type":"reported_results","revenue_text":"$86.0 million"},"claim":"i3 Verticals, Inc. reported fiscal first quarter ended December 31, 2022 results: revenue $86.0 million, net income $0.2 million, EPS $0.37. Guidance reaffirmed.","evidence_excerpt":"today reported its financial results for the fiscal first quarter ended December 31, 2022. Highlights for the fiscal first quarter ended December 31, 2022 vs. 2021 • Revenue was $86.0 million, an increase of 16.4% over the prior year's first quarter. • Net income was $0.2 million, compared to net loss of $3.7 million in the prior year's first quarter. • Net loss","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001728688-23-000015","anchor_url":"https://secwatch.observer/filing/0001728688-23-000015#claim-afca1ee5f8d3d94fc2afdb83bd7c949768dea0ed","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868823000015/0001728688-23-000015-index.htm"},{"fact_type":"earnings_release","fact_key":"85583270d467b2e9a76e97289aefcfb4a5f9be37","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2022-11-16T23:59:59+00:00","payload":{"eps_text":"$0.77 diluted net loss per share","guidance_signal":"initiated","item_codes_triggered":["2.02"],"net_income_text":"$23.2 million","period_text":"the fiscal year ended September 30, 2022","report_date":"2022-11-16","result_type":"reported_results","revenue_text":"$317.9 million"},"claim":"i3 Verticals, Inc. reported the fiscal year ended September 30, 2022 results: revenue $317.9 million, net income $23.2 million, EPS $0.77 diluted net loss per share. Guidance initiated.","evidence_excerpt":"full year revenue was $317.9 million, an increase of 41.8% over the prior year. • Fourth quarter net loss was $4.4 million, compared to a net loss of $1.9 million in the prior year's fourth quarter. Net loss for the year ended September 30, 2022, was $23.2 million, compared to a net loss of $7.8 million for the year ended September 30, 2021. • Fourth quarter net loss attributable to i3 Verticals, Inc. was $3.5 million; full year net loss attributable to i3 Verticals, Inc. was $17.1 million. • Fourth quarter adjusted EBITDA 1 was $21.7 million, an increase of 27.4% over the prior year's fourth quarter. Adjusted EBITDA 1 for the year ended September 30, 2022, was $79.5 million, an increase of 43.6% over the prior year. • Adjusted EBITDA 1 as a percentage of revenue was 25.0% for the year ended September 30, 2022, compared to 24.7% for the year ended September 30, 2021. • Fourth quarter diluted net loss per share available to Class A common stock was $0.15, compared to a net loss per shar","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-22-000055","anchor_url":"https://secwatch.observer/filing/0001728688-22-000055#claim-85583270d467b2e9a76e97289aefcfb4a5f9be37","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868822000055/0001728688-22-000055-index.htm"},{"fact_type":"earnings_release","fact_key":"d223be6920641dd0f7942c0c8d6f7517fb5f52be","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2022-11-16T23:59:59+00:00","payload":{"eps_text":"$0.15 diluted net loss per share","guidance_signal":"initiated","item_codes_triggered":["2.02"],"net_income_text":"$4.4 million","period_text":"the fiscal fourth quarter ended September 30, 2022","report_date":"2022-11-16","result_type":"reported_results","revenue_text":"$85.3 million"},"claim":"i3 Verticals, Inc. reported the fiscal fourth quarter ended September 30, 2022 results: revenue $85.3 million, net income $4.4 million, EPS $0.15 diluted net loss per share. Guidance initiated.","evidence_excerpt":"• Fourth quarter revenue was $85.3 million, an increase of 26.9% over the prior year's fourth quarter; full year revenue was $317.9 million, an increase of 41.8% over the prior year. • Fourth quarter net loss was $4.4 million, compared to a net loss of $1.9 million in the prior year's fourth quarter. Net loss for the year ended September 30, 2022, was $23.2 million, compared to a net loss of $7.8 million for the year ended September 30, 2021. • Fourth quarter net loss attributable to i3 Verticals, Inc. was $3.5 million; full year net loss attributable to i3 Verticals, Inc. was $17.1 million. • Fourth quarter adjusted EBITDA 1 was $21.7 million, an increase of 27.4% over the prior year's fourth quarter. Adjusted EBITDA 1 for the year ended September 30, 2022, was $79.5 million, an increase of 43.6% over the prior year. • Adjusted EBITDA 1 as a percentage of revenue was 25.0% for the year ended September 30, 2022, compared to 24.7% for the year ended September 30, 2021. • Fourth quarter","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-22-000055","anchor_url":"https://secwatch.observer/filing/0001728688-22-000055#claim-d223be6920641dd0f7942c0c8d6f7517fb5f52be","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868822000055/0001728688-22-000055-index.htm"},{"fact_type":"governance_change","fact_key":"f0e1402d7338154628a504e3b2aca2e7caa7de8c","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2022-11-16T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2022-11-16","item_codes_triggered":["5.03"],"summary_text":"Board adopted amended and restated bylaws to enhance procedural mechanics for stockholder nominations, reflect recent DGCL changes, and make other updates."},"claim":"i3 Verticals, Inc.: Board adopted amended and restated bylaws to enhance procedural mechanics for stockholder nominations, reflect recent DGCL changes, and make other updates (effective 2022-11-16).","evidence_excerpt":"Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year Effective as of November 16, 2022, th e Board adopted amended and restated bylaws of the Company (the bylaws, as so amended and restated, the “Amended and Restated Bylaws”) in connection with the new Securities and Exchange Commission rules regarding universal proxy cards, certain recent changes to the General Corporation Law of the State of Delaware (the “DGCL”), and a periodic review of the bylaws.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001728688-22-000055","anchor_url":"https://secwatch.observer/filing/0001728688-22-000055#claim-f0e1402d7338154628a504e3b2aca2e7caa7de8c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868822000055/0001728688-22-000055-index.htm"},{"fact_type":"executive_change","fact_key":"7d5c93e620","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2022-11-16T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2022-11-16","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Paul Christians was appointed as Chief Operating Officer at i3 Verticals, Inc..","evidence_excerpt":"On November 16, 2022, Paul Christians was appointed as the Company’s Chief Operating Officer.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001728688-22-000055","anchor_url":"https://secwatch.observer/filing/0001728688-22-000055#claim-7d5c93e620","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868822000055/0001728688-22-000055-index.htm"},{"fact_type":"executive_change","fact_key":"2df04dad85","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2022-01-06T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2022-02-21","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Scott Meriwether resigned as Chief Operating Officer at i3 Verticals, Inc..","evidence_excerpt":"On January 4, 2022, Scott Meriwether, the Chief Operating Officer of i3 Verticals, Inc. (the “Company”), notified the Company of his intention to resign from the Company, effe ctive February 21, 2022, to pursue another opportunity.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001728688-22-000003","anchor_url":"https://secwatch.observer/filing/0001728688-22-000003#claim-2df04dad85","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868822000003/0001728688-22-000003-index.htm"},{"fact_type":"executive_change","fact_key":"e55d383571","cik":1728688,"ticker":"IIIV","company_name":"i3 Verticals, Inc.","filed_at":"2021-11-19T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":null,"interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Decosta E. Jenkins was appointed as Director at i3 Verticals, Inc..","evidence_excerpt":"appointed Decosta E. Jenkins as a new director, effective the day following the filing of the Company’s Annual Report on Form 10-K for the fiscal year ended September 30, 2021 (the “Appointment Date”).","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001728688-21-000082","anchor_url":"https://secwatch.observer/filing/0001728688-21-000082#claim-e55d383571","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1728688/000172868821000082/0001728688-21-000082-index.htm"}]}