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Compiled from SEC Form N-PX filings and I3 VERTICALS INC.’s Form 8-K, filed 2024-02-23 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore I3 VERTICALS INC. in the interactive database Compare manager voting policies
These tallies are I3 VERTICALS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-02-23 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: (a) Gregory Daily | 23,333,385 | -- | -- | 456,197 | 3,531,106 | Majority: yes |
| Elect Director: (b) Clay Whitson | 21,035,890 | -- | -- | 2,753,692 | 3,531,106 | Majority: yes |
| Elect Director: (c) Elizabeth Seigenthaler Courtney | 21,377,789 | -- | -- | 2,411,793 | 3,531,106 | Majority: yes |
| Elect Director: (d) John Harrison | 21,105,028 | -- | -- | 2,684,554 | 3,531,106 | Majority: yes |
| Elect Director: (e) R. Burton Harvey | 21,173,592 | -- | -- | 2,615,990 | 3,531,106 | Majority: yes |
| Elect Director: (f) Decosta Jenkins | 23,628,310 | -- | -- | 161,272 | 3,531,106 | Majority: yes |
| Elect Director: (g) Timothy McKenna | 23,687,880 | -- | -- | 101,702 | 3,531,106 | Majority: yes |
| Elect Director: (h) David Morgan | 22,979,012 | -- | -- | 810,570 | 3,531,106 | Majority: yes |
| Elect Director: (i) David Wilds | 23,603,804 | -- | -- | 185,778 | 3,531,106 | Majority: yes |
| Proposal 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, 2024. | 27,319,253 | 1,434 | 1 | -- | -- | Majority: yes |
| Proposal 3: The stockholders approved, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement for the Annual Meeting. | 23,082,545 | 704,623 | 2,414 | -- | 3,531,106 | Majority: yes |
Source: I3 VERTICALS INC., Form 8-K, filed with the SEC on 2024-02-23 — read the filing on EDGAR.
Each item below shows how the 183 asset managers that disclosed a I3 VERTICALS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of I3 VERTICALS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 10 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Proposal 3: The stockholders approved, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement for the Annual Meeting.”): 23,082,545 for, 704,623 against, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 179 asset managers below cast 97% of the shares they voted on this item FOR (14,635,469 for, 400,580 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,604,101 | 0 | 0 | 0 | For |
| Vanguard | 1,294,990 | 0 | 0 | 0 | For |
| Ranger Investment Management, L.P. | 890,916 | 0 | 0 | 0 | For |
| Voss Capital, LP | 738,660 | 0 | 0 | 0 | For |
| Hood River Capital Management LLC | 726,198 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 628,606 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 509,150 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 497,266 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| State Street | 414,057 | 900 | 0 | 0 | For |
| Dimensional | 409,576 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Voya | 64,198 | 241,022 | 0 | 0 | Against |
| Portolan Capital Management, LLC | 286,016 | 0 | 0 | 0 | For |
| Russell Investments | 245,823 | 0 | 0 | 0 | For |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 155,113 | 0 | 0 | 0 | For |
| SCOUT INVESTMENTS, INC. | 152,935 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 143,268 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 141,612 | 0 | 0 | 0 | For |
| Goldman Sachs | 137,434 | 0 | 0 | 0 | For |
| Gabelli | 131,252 | 0 | 0 | 0 | For |
Showing the 25 largest of 179 asset managers. See all 179 in the interactive database.
Combines 7 wordings of this item as funds reported it.
100% fund support · no official result
The 174 asset managers below cast 100% of the shares they voted on this item FOR (825,886 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| Ranger Investment Management, L.P. | 0 | 0 | 0 | 0 | One Year |
| Voss Capital, LP | 0 | 0 | 0 | 0 | One Year |
| Hood River Capital Management LLC | 726,198 | 0 | 0 | 0 | For |
| Nationwide | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | One Year |
| HEARTLAND ADVISORS INC | 0 | 0 | 0 | 0 | 1 Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| HEARTLAND GROUP INC | 0 | 0 | 0 | 0 | 1 Year |
| Manager Directed Portfolios | 0 | 0 | 0 | 0 | 1 Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| NICHOLAS Ltd EDITION, INC. | 0 | 0 | 0 | 0 | One Year |
| Voya | 0 | 0 | 0 | 0 | One Year |
| Portolan Capital Management, LLC | 0 | 0 | 0 | 0 | 1 Year |
| Russell Investments | 0 | 0 | 0 | 0 | 1 Year |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0 | 0 | 0 | 0 | 1 Year |
| SCOUT INVESTMENTS, INC. | 0 | 0 | 0 | 0 | One Year |
| CARILLON SERIES TRUST | 0 | 0 | 0 | 0 | 1 Year |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | 1 Year |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
| Gabelli | 0 | 0 | 0 | 0 | 1 Year |
Showing the 25 largest of 174 asset managers. See all 174 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Proposal 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, 2024.”): 27,319,253 for, 1,434 against, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 64 asset managers below cast 100% of the shares they voted on this item FOR (7,193,984 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 81,791 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Gabelli | 56,000 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Combines 4 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (e) R. Burton Harvey”): 21,173,592 for, 2,615,990 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (5,903,635 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 888,136 | 0 | Abstain |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 606,553 | 0 | 9,789 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 124,241 | 0 | Abstain |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 14,190 | 0 | 39,689 | 0 | Abstain |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 42,103 | 0 | Abstain |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (b) Clay Whitson”): 21,035,890 for, 2,753,692 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (5,849,643 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 25,960 | 0 | 635,261 | 0 | Abstain |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 0 | 0 | 450,000 | 0 | Abstain |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 40,781 | 0 | Abstain |
| Global X | 0 | 0 | 36,928 | 0 | Abstain |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (h) David Morgan”): 22,979,012 for, 810,570 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (6,904,095 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 124,241 | 0 | Abstain |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (i) David Wilds”): 23,603,804 for, 185,778 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (7,047,866 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (f) Decosta Jenkins”): 23,628,310 for, 161,272 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (7,047,866 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 5 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (c) Elizabeth Seigenthaler Courtney”): 21,377,789 for, 2,411,793 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (5,798,057 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 532,878 | 0 | Abstain |
| HEARTLAND GROUP INC | 0 | 0 | 450,000 | 0 | Abstain |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 124,241 | 0 | Abstain |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 62,576 | 0 | Abstain |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 36,928 | 0 | Abstain |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (a) Gregory Daily”): 23,333,385 for, 456,197 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (7,056,123 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (d) John Harrison”): 21,105,028 for, 2,684,554 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (5,895,308 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 888,136 | 0 | Abstain |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 606,553 | 0 | 9,789 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 124,241 | 0 | Abstain |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 14,190 | 0 | 39,689 | 0 | Abstain |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 42,103 | 0 | Abstain |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
I3 VERTICALS INC.’s own tally for this item (“Elect Director: (g) Timothy McKenna”): 23,687,880 for, 101,702 withheld, per its Form 8-K filed 2024-02-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 62 asset managers below cast 100% of the shares they voted on this item FOR (7,056,193 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,232,420 | 0 | 0 | 0 | For |
| BlackRock | 888,136 | 0 | 0 | 0 | For |
| Nationwide | 661,221 | 0 | 0 | 0 | For |
| Fidelity | 616,342 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 532,878 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 450,000 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 425,228 | 0 | 0 | 0 | For |
| Dimensional | 352,478 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 328,960 | 0 | 0 | 0 | For |
| Russell Investments | 185,288 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 147,343 | 0 | 0 | 0 | For |
| TIAA | 124,241 | 0 | 0 | 0 | For |
| Voya | 120,511 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 82,480 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,355 | 0 | 0 | 0 | For |
| Transamerica | 70,527 | 0 | 0 | 0 | For |
| Charles Schwab | 62,576 | 0 | 0 | 0 | For |
| Equitable | 53,879 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 53,220 | 0 | 0 | 0 | For |
| Invesco | 50,345 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 49,547 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 42,600 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 42,103 | 0 | 0 | 0 | For |
| Federated Hermes | 40,781 | 0 | 0 | 0 | For |
| Global X | 36,928 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (11 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 11 | 0 | 0 | 0 | For |
| OARSMAN CAPITAL, INC. | 0 | 0 | 0 | 0 | -- |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (137,791 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TETON WESTWOOD FUNDS | 81,791 | 0 | 0 | 0 | For |
| Gabelli | 56,000 | 0 | 0 | 0 | For |
Ranked by the number of I3 VERTICALS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 23,267,290 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.89% |
| 2 | Vanguard | 5.57% |
| 3 | Ranger Investment Management, L.P. | 3.83% |
| 4 | Voss Capital, LP | 3.17% |
| 5 | Hood River Capital Management LLC | 3.12% |
| 6 | Nationwide | 2.84% |
| 7 | Fidelity | 2.70% |
| 8 | Columbia Threadneedle | 2.29% |
| 9 | HEARTLAND ADVISORS INC | 2.19% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.14% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Gregory Daily | 32.02% | DEF14A |
| Geneva Capital Management LLC | 8.20% | DEF14A |
| Vanguard Group | 7.87% | 13F |
| BlackRock | 7.74% | 13F |
| David Wilds | 2.56% | DEF14A |
| Clay Whitson | 2.44% | DEF14A |
| Geode Capital | 2.18% | 13F |
| State Street | 2.06% | 13F |
| Dimensional Fund Advisors | 2.02% | 13F |
| Rick Stanford | 1.65% | DEF14A |
Percentages above are of 23,267,290 shares outstanding, as reported by I3 VERTICALS INC. on its Form 10-Q dated 2023-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from I3 VERTICALS INC.’s 10-Q dated 2023-12-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At I3 VERTICALS INC.'s shareholder meeting held 2024-02-22, in the 2023-2024 proxy season, 183 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,361 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To consider and act upon a non- binding, advisory vote to approve the compensation of the… — FOR was 97% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: I3 VERTICALS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-02-23.
I3 VERTICALS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.