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Compiled from SEC Form N-PX filings and i3 Verticals, Inc.’s Form 8-K, filed 2026-03-03 (Item 5.07 on EDGAR). Page generated 04 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 2026-03-03 (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 | 25,967,528 | -- | -- | 215,367 | 2,199,920 | Majority: yes |
| Elect Director: (b) Clay Whitson | 26,011,532 | -- | -- | 171,363 | 2,199,920 | Majority: yes |
| Elect Director: (c) Elizabeth Seigenthaler Courtney | 24,396,992 | -- | -- | 1,785,903 | 2,199,920 | Majority: yes |
| Elect Director: (d) John Harrison | 25,443,942 | -- | -- | 738,953 | 2,199,920 | Majority: yes |
| Elect Director: (e) Decosta Jenkins | 26,019,856 | -- | -- | 163,039 | 2,199,920 | Majority: yes |
| Elect Director: (f) Timothy McKenna | 25,827,859 | -- | -- | 355,036 | 2,199,920 | Majority: yes |
| Elect Director: (g) David Morgan | 25,431,093 | -- | -- | 751,802 | 2,199,920 | Majority: yes |
| Elect Director: (h) David Wilds | 25,985,663 | -- | -- | 197,232 | 2,199,920 | 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, 2026 . | 28,236,836 | 145,375 | 604 | -- | -- | 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. | 25,737,410 | 442,168 | 3,317 | -- | 2,199,920 | Passed |
Source: i3 Verticals, Inc., Form 8-K, filed with the SEC on 2026-03-03 — read the filing on EDGAR.
Each item below shows how the 223 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 7 wordings of this item as funds reported it.
98% Passed · 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.”): 25,737,410 for, 442,168 against — passed, per its Form 8-K filed 2026-03-03 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 221 asset managers below cast 99.4% of the shares they voted on this item FOR (20,559,582 for, 116,670 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 4,036,924 | 0 | 0 | 0 | For |
| Vanguard | 1,784,724 | 0 | 0 | 0 | For |
| Thrivent | 1,452,396 | 0 | 0 | 0 | For |
| GENEVA CAPITAL MANAGEMENT LLC | 1,375,514 | 0 | 0 | 0 | For |
| Long Path Partners LP | 1,093,418 | 0 | 0 | 0 | For |
| JENNISON ASSOCIATES LLC | 794,067 | 6,287 | 0 | 0 | For |
| Ranger Investment Management, L.P. | 626,707 | 0 | 0 | 0 | For |
| BlackRock | 600,055 | 1,693 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 539,361 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 524,950 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| Royce | 504,732 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 433,795 | 0 | 0 | 0 | For |
| Russell Investments | 412,594 | 0 | 0 | 0 | For |
| Charles Schwab | 363,822 | 0 | 0 | 0 | For |
| Portolan Capital Management, LLC | 348,487 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Loomis Sayles | 274,939 | 0 | 0 | 0 | For |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 249,628 | 0 | 0 | 0 | For |
| EAGLE ASSET MANAGEMENT INC | 237,316 | 0 | 0 | 0 | For |
| State Street | 209,489 | 1,089 | 0 | 0 | For |
| WASATCH ADVISORS LP | 209,165 | 0 | 0 | 0 | For |
| AltraVue Capital, LLC | 183,206 | 0 | 0 | 0 | For |
| Northern Trust | 160,915 | 2,733 | 0 | 0 | For |
Showing the 25 largest of 221 asset managers. See all 221 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: (b) Clay Whitson”): 26,011,532 for, 171,363 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,967,120 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 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: (g) David Morgan”): 25,431,093 for, 751,802 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,755,223 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 78,711 | 0 | Abstain |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 58,131 | 0 | Abstain |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 1 | 0 | 40,165 | 0 | Abstain |
Showing the 25 largest of 73 asset managers. See all 73 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: (h) David Wilds”): 25,985,663 for, 197,232 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,967,120 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 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: (e) Decosta Jenkins”): 26,019,856 for, 163,039 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,967,120 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
i3 Verticals, Inc.’s own tally for this item (“Elect Director: (c) Elizabeth Seigenthaler Courtney”): 24,396,992 for, 1,785,903 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,041,111 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 0 | 0 | 500,000 | 0 | Abstain |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 140,708 | 0 | Abstain |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 78,711 | 0 | Abstain |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 58,131 | 0 | Abstain |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 0 | 0 | 48,876 | 0 | Abstain |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 1 | 0 | 40,165 | 0 | Abstain |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
i3 Verticals, Inc.’s own tally for this item (“Elect Director: (a) Gregory Daily”): 25,967,528 for, 215,367 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,955,115 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 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: (d) John Harrison”): 25,443,942 for, 738,953 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,755,223 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 78,711 | 0 | Abstain |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 58,131 | 0 | Abstain |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 1 | 0 | 40,165 | 0 | Abstain |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
i3 Verticals, Inc.’s own tally for this item (“Elect Director: (f) Timothy McKenna”): 25,827,859 for, 355,036 withheld, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,967,120 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
99.4% 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, 2026 .”): 28,236,836 for, 145,375 against, per its Form 8-K filed 2026-03-03 (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 73 asset managers below cast 100% of the shares they voted on this item FOR (7,967,704 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,653,768 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,465,014 | 0 | 0 | 0 | For |
| Thrivent | 723,891 | 0 | 0 | 0 | For |
| Nationwide | 513,173 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 500,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 432,615 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 326,775 | 0 | 0 | 0 | For |
| Royce | 308,245 | 0 | 0 | 0 | For |
| BlackRock | 233,479 | 0 | 0 | 0 | For |
| Charles Schwab | 181,873 | 0 | 0 | 0 | For |
| Russell Investments | 140,708 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 137,269 | 0 | 0 | 0 | For |
| Fidelity | 135,133 | 0 | 0 | 0 | For |
| Harbor Funds II | 116,380 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 113,847 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 99,175 | 0 | 0 | 0 | For |
| Empower | 78,711 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| Loomis Sayles | 58,131 | 0 | 0 | 0 | For |
| Northwestern Mutual | 55,445 | 0 | 0 | 0 | For |
| Northern Trust | 49,134 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 48,876 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 48,200 | 0 | 0 | 0 | For |
| Brighthouse | 40,166 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
98% Passed · 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.”): 25,737,410 for, 442,168 against — passed, per its Form 8-K filed 2026-03-03 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 2 asset managers below cast 100% of the shares they voted on this item FOR (549,448 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 549,401 | 0 | 0 | 0 | For |
| Empower | 47 | 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 2025-2026 meeting, shown as a share of the 23,675,075 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 17.05% |
| 2 | Vanguard | 7.54% |
| 3 | Thrivent | 6.13% |
| 4 | GENEVA CAPITAL MANAGEMENT LLC | 5.81% |
| 5 | Long Path Partners LP | 4.62% |
| 6 | JENNISON ASSOCIATES LLC | 3.38% |
| 7 | Ranger Investment Management, L.P. | 2.65% |
| 8 | BlackRock | 2.54% |
| 9 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.28% |
| 10 | HEARTLAND ADVISORS INC | 2.22% |
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 | 30.72% | DEF14A |
| Vanguard Group | 7.74% | 13F |
| BlackRock | 7.50% | 13F |
| GENEVA CAPITAL MANAGEMENT LLC | 7.11% | 13G |
| Crosslink Capital, Inc. | 4.72% | 13G |
| Punch & Associates Investment Management, Inc. | 4.64% | 13G |
| North Reef Capital Management LP | 4.54% | 13G |
| T. Rowe Price Investment Management, Inc. | 2.98% | 13G |
| State Street | 2.93% | 13F |
| Clay Whitson | 2.91% | DEF14A |
Percentages above are of 23,675,075 shares outstanding, as reported by i3 Verticals, Inc. on its Form 10-Q dated 2025-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2025-12-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At i3 Verticals, Inc.'s shareholder meeting held 2026-03-03, in the 2025-2026 proxy season, 223 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,233 separate fund positions. Their filings are grouped here into 11 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… — the proposal passed with 98% support 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). Source: i3 Verticals, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-03-03.
i3 Verticals, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).