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i3 Verticals, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and i3 Verticals, Inc.’s Form 8-K, filed March 3, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 10Ballot items
  • 224Asset managers
  • 2,255Fund votes
  • March 3, 2026Meeting date

Results at a glance

Meeting of March 3, 2026: 10 items on i3 Verticals, Inc.’s Form 8-K, filed March 3, 2026: 8 elected · 2 approved.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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

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

Official 2025-2026 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 March 3, 2026 (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 March 3, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: (a) Gregory Daily 25,967,528---- 215,3672,199,920 99.1%Elected—
Elect Director: (b) Clay Whitson 26,011,532---- 171,3632,199,920 99.3%Elected—
Elect Director: (c) Elizabeth Seigenthaler Courtney 24,396,992---- 1,785,9032,199,920 93%Elected—
Elect Director: (d) John Harrison 25,443,942---- 738,9532,199,920 97%Elected—
Elect Director: (e) Decosta Jenkins 26,019,856---- 163,0392,199,920 99.3%Elected—
Elect Director: (f) Timothy McKenna 25,827,859---- 355,0362,199,920 99%Elected—
Elect Director: (g) David Morgan 25,431,093---- 751,8022,199,920 97%Elected—
Elect Director: (h) David Wilds 25,985,663---- 197,2322,199,920 99.2%Elected—
2. 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 28,236,836145,375604 ---- 99.4%Approved—
3. 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 25,737,410442,1683,317 --2,199,920 98%Approved—

Source: i3 Verticals, Inc., Form 8-K, filed with the SEC on March 3, 2026 — read the filing on EDGAR.

How asset managers voted at the i3 Verticals, Inc. 2025-2026 meeting

Each item below shows how the 224 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.

1. Elect Director: (b) Clay Whitson

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%
FOR: 26,011,532WITHHELD: 171,363
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: Clay Whitson

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 99.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,997,120 for, 584 withheld.

FOR
FOR: 7,997,120WITHHOLD: 584
Largest asset managers voting on “Election of eight Directors: Clay Whitson” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

2. Elect Director: (g) David Morgan

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 25,431,093WITHHELD: 751,802
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: David Morgan

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,785,223 for, 154,350 withheld, 58,131 abstained.

FOR
FOR: 7,785,223ABSTAIN: 58,131WITHHOLD: 154,350
Largest asset managers voting on “Election of eight Directors: David Morgan” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower00 078,711Withhold
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles00 58,1310Abstain
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

3. Elect Director: (h) David Wilds

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 25,985,663WITHHELD: 197,232
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: David Wilds

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 99.2% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,997,120 for, 584 withheld.

FOR
FOR: 7,997,120WITHHOLD: 584
Largest asset managers voting on “Election of eight Directors: David Wilds” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

4. Elect Director: (e) Decosta Jenkins

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%
FOR: 26,019,856WITHHELD: 163,039
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: Decosta Jenkins

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 99.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,997,120 for, 584 withheld.

FOR
FOR: 7,997,120WITHHOLD: 584
Largest asset managers voting on “Election of eight Directors: Decosta Jenkins” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

5. Elect Director: (c) Elizabeth Seigenthaler Courtney

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 24,396,992WITHHELD: 1,785,903
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: Elizabeth S. Courtney

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,071,111 for, 868,462 withheld, 58,131 abstained.

FOR
FOR: 7,071,111ABSTAIN: 58,131WITHHOLD: 868,462
Largest asset managers voting on “Election of eight Directors: Elizabeth S. Courtney” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC00 0500,000Withhold
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments00 0140,708Withhold
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower00 078,711Withhold
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles00 58,1310Abstain
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC00 048,876Withhold
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

6. Elect Director: (a) Gregory Daily

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

99.1% Majority: yes · of votes cast

FOR 99.1%
FOR: 25,967,528WITHHELD: 215,367
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: Gregory Daily

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 99.1% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,985,115 for, 584 withheld.

FOR
FOR: 7,985,115WITHHOLD: 584
Largest asset managers voting on “Election of eight Directors: Gregory Daily” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

7. Elect Director: (d) John Harrison

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 25,443,942WITHHELD: 738,953
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: John Harrison

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,785,223 for, 154,350 withheld, 58,131 abstained.

FOR
FOR: 7,785,223ABSTAIN: 58,131WITHHOLD: 154,350
Largest asset managers voting on “Election of eight Directors: John Harrison” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower00 078,711Withhold
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles00 58,1310Abstain
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

8. Elect Director: (f) Timothy McKenna

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 25,827,859WITHHELD: 355,036
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: Election of eight Directors: Timothy McKenna

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 March 3, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected each of the following persons as directors of the Company for a term of one year and until his or her successor is elected and qualified.”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,997,120 for, 584 withheld.

FOR
FOR: 7,997,120WITHHOLD: 584
Largest asset managers voting on “Election of eight Directors: Timothy McKenna” at i3 Verticals, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

9. 3. On a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the…

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 7 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 25,737,410AGAINST: 442,168
Details: description as filed, official tally, votes by 223 asset managers

Description as filed by funds: 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.

i3 Verticals, Inc.’s own tally for this item (“3. 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 March 3, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of i3 Verticals, Inc.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Say on pay” (2 managers, 549,448 for).

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 71 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., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Fund voting reports, all 71 managers: 7,994,109 for, 3,595 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 169 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., 2025-2026
Asset managerForAgainst AbstainWithheldVote
T. Rowe Price2,571,9100 00For
GENEVA CAPITAL MANAGEMENT LLC1,375,5140 00For
Long Path Partners LP1,093,4180 00For
JENNISON ASSOCIATES LLC794,0676,287 00For
Thrivent728,5050 00For
Ranger Investment Management, L.P.626,7070 00For
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.539,3610 00For
HEARTLAND ADVISORS INC524,9500 00For
BlackRock366,5761,693 00For
Portolan Capital Management, LLC348,4870 00For
Russell Investments271,8860 00For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC249,6280 00For
EAGLE ASSET MANAGEMENT INC237,3160 00For
State Street227,8381,089 00For
Loomis Sayles216,8080 00For
WASATCH ADVISORS LP209,1650 00For
Royce196,4870 00For
AltraVue Capital, LLC183,2060 00For
Charles Schwab181,9490 00For
Vanguard130,9560 00For
Northern Trust111,7812,733 00For
ArrowMark Colorado Holdings LLC95,5180 00For
OPPENHEIMER ASSET MANAGEMENT INC.91,9140 00For
NEW YORK STATE COMMON RETIREMENT FUND85,9910 00For
CONFLUENCE INVESTMENT MANAGEMENT LLC79,1250 00For

Institutional-manager reports, all 169 managers: 12,634,053 for, 113,079 against, 1,544 abstained, 155 not voted. Showing the 25 largest; see all in the interactive database.

10. 2. The appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm (independent…

Official resultAUDIT-RELATEDReported outcome: Approved

99.4% Approved · of votes cast

FOR 99.4%
FOR: 28,236,836AGAINST: 145,375
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026.

i3 Verticals, Inc.’s own tally for this item (“2. 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 — passed, per its Form 8-K filed March 3, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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 .”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 7,997,704 for.

FOR
FOR: 7,997,704
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., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,653,7680 00For
T. Rowe Price1,465,0140 00For
Thrivent723,8910 00For
Nationwide513,1730 00For
HEARTLAND GROUP INC500,0000 00For
Prudential/PGIM432,6150 00For
NICHOLAS Ltd EDITION, INC.326,7750 00For
Royce308,2450 00For
BlackRock233,4790 00For
Charles Schwab181,8730 00For
Russell Investments140,7080 00For
WASATCH FUNDS TRUST137,2690 00For
Fidelity135,1330 00For
Harbor Funds II116,3800 00For
CARILLON SERIES TRUST113,8470 00For
WILLIAM BLAIR FUNDS99,1750 00For
Empower78,7110 00For
Advisor Managed Portfolios65,2800 00For
WESMARK FUNDS64,9470 00For
TETON WESTWOOD FUNDS60,0000 00For
Loomis Sayles58,1310 00For
Northwestern Mutual55,4450 00For
Northern Trust49,1340 00For
MERIDIAN FUND INC48,8760 00For
BUFFALO FUNDS48,2000 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

Largest i3 Verticals, Inc. shareholders voting in 2025-2026

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 23,675,075 shares outstanding at the time of that meeting.

Fund voting reports: top i3 Verticals, Inc. shareholders by shares voted on “To consider and act upon a non- binding, advisory vote to approve the compensation of the…”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 6.99%
2T. Rowe Price 6.19%
3Thrivent 3.06%
4Nationwide 2.17%
5HEARTLAND GROUP INC 2.11%
6Prudential/PGIM 1.83%
7NICHOLAS Ltd EDITION, INC. 1.38%
8Royce 1.30%
9BlackRock 0.99%
10Charles Schwab 0.77%
Institutional-manager reports: top i3 Verticals, Inc. shareholders by shares voted on “To consider and act upon a non- binding, advisory vote to approve the compensation of the…”, 2025-2026
#Asset manager % of shares outstanding
1T. Rowe Price 10.86%
2GENEVA CAPITAL MANAGEMENT LLC 5.81%
3Long Path Partners LP 4.62%
4JENNISON ASSOCIATES LLC 3.38%
5Thrivent 3.08%
6Ranger Investment Management, L.P. 2.65%
7PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.28%
8HEARTLAND ADVISORS INC 2.22%
9BlackRock 1.56%
10Portolan Capital Management, LLC 1.47%

Reported i3 Verticals, Inc. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

i3 Verticals, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
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 December 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 December 31, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At i3 Verticals, Inc.'s shareholder meeting held March 3, 2026, in the 2025-2026 proxy season, 224 asset managers reported how they voted on 10 ballot items in their SEC Form N-PX filings, covering 2,255 separate fund positions. 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… — i3 Verticals, Inc.'s filing reports the proposal as approved, 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 March 3, 2026.

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

Download data (CSV): ballot items · votes by manager · column guide.