# EDGAR Filing Document

**Accession Number:** 0001072783
**File Stem:** 0001728688-25-000105
**Filing Date:** 2025-8
**Character Count:** 8700
**Document Hash:** 164bfe62c2fdefce566dcff7cb20a490
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728688-25-000105.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001728688-25-000105

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250806

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** DAILY GREGORY S
- **CENTRAL INDEX KEY:** 0001072783

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38532
- **FILM NUMBER:** 251194986

**MAIL ADDRESS:**
- **STREET 1:** 40 BURTON HILLS BOULEVARD, SUITE 415
- **CITY:** NASHVILLE
- **STATE:** TN
- **ZIP:** 37215
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** i3 Verticals, Inc.
- **CENTRAL INDEX KEY:** 0001728688
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-BUSINESS SERVICES, NEC [7389]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 824052852
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**BUSINESS ADDRESS:**
- **STREET 1:** 40 BURTON HILLS BLVD.
- **STREET 2:** SUITE 415
- **CITY:** NASHVILLE
- **STATE:** TN
- **ZIP:** 37215
- **BUSINESS PHONE:** 800-203-7981

**MAIL ADDRESS:**
- **STREET 1:** 40 BURTON HILLS BLVD.
- **STREET 2:** SUITE 415
- **CITY:** NASHVILLE
- **STATE:** TN
- **ZIP:** 37215

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>DAILY GREGORY S<br><sub>(Last) (First) (Middle)</sub><br>40 BURTON HILLS BOULEVARD<br>SUITE 415<br><sub>(Street)</sub><br>NASHVILLE, TN 37215<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-06 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [X] 10% Owner<br>[X] Officer (give title below) [ ] Other (specify below)<br>_Chief Executive Officer_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>i3 Verticals, Inc. [ IIIV ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Class B common stock, par value $0.0001 per share | 2025-08-06 |  | G<sup>(1)</sup> |  | 335511 | D | $0 | 4170657<sup>(2)</sup> | D |  |
| Class B common stock, par value $0.0001 per share | 2025-08-06 |  | G<sup>(1)</sup> |  | 335511 | A | $0 | 335511<sup>(2)</sup> | I | By CFD 2025 Exempt Irrevocable Trust<sup>(3)</sup> |
| Class B common stock, par value $0.0001 per share |  |  |  |  |  |  |  | 2449437<sup>(2)</sup> | I | By Daily Family Investment, LLC<sup>(4)</sup> |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Common Units | <sup>(5)</sup> | 2025-08-06 |  | G<sup>(6)</sup> |  |  | 335511 | <sup>(5)(7)</sup> | <sup>(5)(7)</sup> | Class A common stock, par value $0.0001 per share | 335511 | $0 | 4170657 | D |  |
| Common Units | <sup>(5)</sup> | 2025-08-06 |  | G<sup>(6)</sup> |  | 335511 |  | <sup>(5)(7)</sup> | <sup>(5)(7)</sup> | Class A common stock, par value $0.0001 per share | 335511 | $0 | 335511 | I | By CFD 2025 Exempt Irrevocable Trust<sup>(8)</sup> |
| Common Units | <sup>(5)</sup> |  |  |  |  |  |  | <sup>(5)(7)</sup> | <sup>(5)(7)</sup> | Class A common stock, par value $0.0001 per share | 2449437 |  | 2449437 | I | By Daily Family Investment, LLC<sup>(9)</sup> |

---

### Footnotes:

(1) The Reporting Person transferred these shares of Class B common stock, par value $0.0001 per share (the "Class B Common Stock") of i3 Verticals, Inc. (the "Issuer") to the CFD 2025 Exempt Irrevocable Trust (the "CFD Trust"), for no consideration.

(2) Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer, the shares of the Issuer's Class B Common Stock are cancellable for no consideration on a one-to-one basis upon any redemption of the common units in i3 Verticals, LLC (the "Common Units") for shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock") of the Issuer.

(3) Represents shares of Class B Common Stock of the Issuer held by the CFD Trust, of which the Reporting Person's spouse is trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

(4) Represents shares of Class B Common Stock held by Daily Family Investment, LLC ("DFI"), of which the Reporting Person serves as tax matters partner. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

(5) The Common Units may be redeemed by the Reporting Person at any time for an equal number of shares of Class A Common Stock or, at the election of i3 Verticals, LLC, cash equal to the volume-weighted average market price of such shares. Upon the Reporting Person's redemption of a Common Unit for Class A Common Stock, any corresponding share of Class B Common Stock will be cancelled.

(6) The reporting person transferred these Common Units to the CFD Trust for no consideration.

(7) All Common Units are fully vested and have no expiration date.

(8) Represents Common Units held by CFD Trust. The Reporting Person disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein.

(9) Represents Common Units held by DFI. The Reporting Person disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein.

**Signature:** /s/ Paul Maple, Attorney-in-Fact for Gregory S. Daily  
**Date:** 2025-08-07

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**