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i3 Verticals, Inc. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and i3 Verticals, Inc.’s Form 8-K, filed 2025-02-25 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 12Reported items
  • 187Asset managers
  • 1,880Fund votes
  • 2025-02-25Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore i3 Verticals, Inc. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by i3 Verticals, Inc.

These tallies are i3 Verticals, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-02-25 (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.

i3 Verticals, Inc. — official shareholder meeting results, meeting held 2025-02-25
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: (a) Gregory Daily 26,598,675---- 174,1772,438,752 Majority: yes
Elect Director: (b) Clay Whitson 26,678,834---- 94,0182,438,752 Majority: yes
Elect Director: (c) Elizabeth Seigenthaler Courtney 24,004,928---- 2,767,9242,438,752 Majority: yes
Elect Director: (d) John Harrison 23,562,929---- 3,209,9232,438,752 Majority: yes
Elect Director: (e) R. Burton Harvey 23,958,651---- 2,814,2012,438,752 Majority: yes
Elect Director: (f) Decosta Jenkins 26,613,505---- 159,3472,438,752 Majority: yes
Elect Director: (g) Timothy McKenna 26,430,428---- 342,4242,438,752 Majority: yes
Elect Director: (h) David Morgan 25,723,221---- 1,049,6312,438,752 Majority: yes
Elect Director: (i) David Wilds 26,457,761---- 315,0912,438,752 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, 2025 . 29,148,50854,9528,144 ---- 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. 25,877,035721,082174,735 --2,438,752 Majority: yes

Source: i3 Verticals, Inc., Form 8-K, filed with the SEC on 2025-02-25 — read the filing on EDGAR.

How asset managers voted at the i3 Verticals, Inc. 2024-2025 meeting

Each item below shows how the 187 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.

1. To consider and act upon a non- binding, advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 9 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 25,877,035AGAINST: 721,082

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.”): 25,877,035 for, 721,082 against, per its Form 8-K filed 2025-02-25 (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 185 asset managers below cast 97% of the shares they voted on this item FOR (19,077,014 for, 494,600 against).

FOR 97%
FOR: 19,077,014 (97.5%)AGAINST: 494,600 (2.5%)
Largest asset managers voting on “To consider and act upon a non- binding, advisory vote to approve the compensation of the Company's named exec” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
GENEVA CAPITAL MANAGEMENT LLC1,626,20511,816 00For
BlackRock1,616,264757 00For
Vanguard1,340,7930 00For
Long Path Partners LP979,7770 00For
Ranger Investment Management, L.P.974,1860 00For
Fidelity888,8230 00For
Hood River Capital Management LLC866,1160 00For
HEARTLAND ADVISORS INC774,8500 00For
HEARTLAND GROUP INC700,0000 00For
Portolan Capital Management, LLC670,9620 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Royce541,3500 00For
GEODE CAPITAL MANAGEMENT, LLC538,0570 00For
Dimensional468,2640 00For
State Street455,2298,899 00For
Russell Investments451,3110 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
CONFLUENCE INVESTMENT MANAGEMENT LLC268,8390 00For
EAGLE ASSET MANAGEMENT INC248,1480 00For
CARILLON SERIES TRUST216,9390 00For
Goldman Sachs202,1380 00For
Northern Trust199,1271,748 00For
NEW YORK STATE COMMON RETIREMENT FUND175,8330 00For

Showing the 25 largest of 185 asset managers. See all 185 in the interactive database.

2. TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2025.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 29,148,508AGAINST: 54,952

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, 2025 .”): 29,148,508 for, 54,952 against, per its Form 8-K filed 2025-02-25 (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 60 asset managers below cast 100% of the shares they voted on this item FOR (7,949,430 for, 0 against).

FOR 100%
FOR: 7,949,430 (100.0%)
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING F” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
TETON WESTWOOD FUNDS66,7910 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
Gabelli37,0000 00For
First Trust36,6510 00For

Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.

3. Election of nine Directors: Burton Harvey

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%
FOR: 23,958,651WITHHELD: 2,814,201

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (e) R. Burton Harvey”): 23,958,651 for, 2,814,201 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (6,580,110 for, 0 against).

FOR 84%ABSTAIN 16%
FOR: 6,580,110 (83.9%)ABSTAIN: 1,265,529 (16.1%)
Largest asset managers voting on “Election of nine Directors: Burton Harvey” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity881,0290 7,0990For
BlackRock00 886,0020Abstain
HEARTLAND GROUP INC700,0000 00For
Nationwide601,3750 19,8760For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs00 147,6740Abstain
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable16,5900 41,3260Abstain
TIAA00 57,3620Abstain
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC00 33,9970Abstain
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

4. Election of nine Directors: Clay Whitson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 26,678,834WITHHELD: 94,018

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (b) Clay Whitson”): 26,678,834 for, 94,018 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,845,639 for, 0 against).

FOR 100%
FOR: 7,845,639 (100.0%)
Largest asset managers voting on “Election of nine Directors: Clay Whitson” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

5. Election of nine Directors: David Morgan

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 25,723,221WITHHELD: 1,049,631

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (h) David Morgan”): 25,723,221 for, 1,049,631 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,575,260 for, 0 against).

FOR 97%
FOR: 7,575,260 (96.6%)ABSTAIN: 270,379 (3.4%)
Largest asset managers voting on “Election of nine Directors: David Morgan” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide601,3750 19,8760For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs00 147,6740Abstain
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA00 57,3620Abstain
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

6. Election of nine Directors: David Wilds

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 26,457,761WITHHELD: 315,091

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (i) David Wilds”): 26,457,761 for, 315,091 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,836,616 for, 0 against).

FOR 99.8%
FOR: 7,836,616 (99.9%)ABSTAIN: 9,023 (0.1%)
Largest asset managers voting on “Election of nine Directors: David Wilds” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

7. Election of nine Directors: Decosta Jenkins

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%
FOR: 26,613,505WITHHELD: 159,347

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (f) Decosta Jenkins”): 26,613,505 for, 159,347 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,836,616 for, 0 against).

FOR 99.8%
FOR: 7,836,616 (99.9%)ABSTAIN: 9,023 (0.1%)
Largest asset managers voting on “Election of nine Directors: Decosta Jenkins” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

8. Election of nine Directors: Elizabeth S. Courtney

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%10%
FOR: 24,004,928WITHHELD: 2,767,924

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (c) Elizabeth Seigenthaler Courtney”): 24,004,928 for, 2,767,924 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (6,568,355 for, 0 against).

FOR 84%ABSTAIN 16%
FOR: 6,568,355 (83.7%)ABSTAIN: 1,277,284 (16.3%)
Largest asset managers voting on “Election of nine Directors: Elizabeth S. Courtney” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC00 700,0000Abstain
Nationwide601,3750 19,8760For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments00 178,1630Abstain
Goldman Sachs00 147,6740Abstain
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab00 66,3500Abstain
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable41,3260 16,5900For
TIAA00 57,3620Abstain
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

9. Election of nine Directors: Gregory Daily

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%
FOR: 26,598,675WITHHELD: 174,177

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (a) Gregory Daily”): 26,598,675 for, 174,177 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,845,547 for, 0 against).

FOR 99.9%
FOR: 7,845,547 (100.0%)ABSTAIN: 92 (0.0%)
Largest asset managers voting on “Election of nine Directors: Gregory Daily” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

10. Election of nine Directors: John Harrison

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

88% Majority: yes · of votes cast

FOR 88%12%
FOR: 23,562,929WITHHELD: 3,209,923

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (d) John Harrison”): 23,562,929 for, 3,209,923 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (6,226,912 for, 0 against).

FOR 79%ABSTAIN 21%
FOR: 6,226,912 (79.4%)ABSTAIN: 1,618,727 (20.6%)
Largest asset managers voting on “Election of nine Directors: John Harrison” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity881,0290 7,0990For
BlackRock00 886,0020Abstain
HEARTLAND GROUP INC700,0000 00For
Nationwide601,3750 19,8760For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle00 344,1750Abstain
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs00 147,6740Abstain
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable16,5900 41,3260Abstain
TIAA00 57,3620Abstain
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC00 33,9970Abstain
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

11. Election of nine Directors: Timothy McKenna

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 26,430,428WITHHELD: 342,424

i3 Verticals, Inc.’s own tally for this item (“Elect Director: (g) Timothy McKenna”): 26,430,428 for, 342,424 withheld, per its Form 8-K filed 2025-02-25 (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 58 asset managers below cast 100% of the shares they voted on this item FOR (7,845,639 for, 0 against).

FOR 100%
FOR: 7,845,639 (100.0%)
Largest asset managers voting on “Election of nine Directors: Timothy McKenna” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,283,6520 00For
Fidelity888,1280 00For
BlackRock886,0020 00For
HEARTLAND GROUP INC700,0000 00For
Nationwide621,2510 00For
Manager Directed Portfolios595,0970 00For
Dimensional405,6680 00For
Columbia Threadneedle344,1750 00For
NICHOLAS Ltd EDITION, INC.340,4800 00For
Royce287,0900 00For
CARILLON SERIES TRUST216,9390 00For
Russell Investments178,1630 00For
Goldman Sachs147,6740 00For
Advisor Managed Portfolios82,4800 00For
CRM Mutual Fund Trust78,3460 00For
Charles Schwab66,3500 00For
WESMARK FUNDS64,9470 00For
Federated Hermes64,8490 00For
Equitable57,9160 00For
TIAA57,3620 00For
Transamerica52,2400 00For
BUFFALO FUNDS48,2000 00For
First Trust36,6510 00For
QUANTITATIVE MASTER SERIES LLC33,9970 00For
SPEND LIFE WISELY FUNDS INVESTMENT TRUST33,8220 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

12. DIRECTOR

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (103,791 for, 0 against).

FOR: 103,791 (100.0%)
Largest asset managers voting on “DIRECTOR” at i3 Verticals, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
TETON WESTWOOD FUNDS66,7910 00For
Gabelli37,0000 00For

Largest i3 Verticals, Inc. shareholders voting in 2024-2025

Ranked by the number of i3 Verticals, Inc. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 23,551,352 shares outstanding at the time of that meeting.

Top i3 Verticals, Inc. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1GENEVA CAPITAL MANAGEMENT LLC 6.96%
2BlackRock 6.87%
3Vanguard 5.69%
4Long Path Partners LP 4.16%
5Ranger Investment Management, L.P. 4.14%
6Fidelity 3.77%
7Hood River Capital Management LLC 3.68%
8HEARTLAND ADVISORS INC 3.29%
9HEARTLAND GROUP INC 2.97%
10Portolan Capital Management, LLC 2.85%

Reported i3 Verticals, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

i3 Verticals, Inc. beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
Gregory Daily 32.01% DEF14A
BlackRock 7.50% 13F
GENEVA CAPITAL MANAGEMENT LLC 7.14% 13G
Hood River Capital Management LLC 5.70% DEF14A
Vanguard Group 5.51% 13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5.00% 13G
Crosslink Capital, Inc. 3.98% 13G
T. Rowe Price Investment Management, Inc. 2.99% 13G
State Street 2.77% 13F
Geode Capital 2.74% 13F

Percentages above are of 23,551,352 shares outstanding, as reported by i3 Verticals, Inc. on its Form 10-Q dated 2024-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2024-12-31. 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 2025-02-25, in the 2024-2025 proxy season, 187 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,880 separate fund positions. Their filings are grouped here into 12 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 2025-02-25.

i3 Verticals, Inc. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.