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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.
Meeting of March 3, 2026: 10 items on i3 Verticals, Inc.’s Form 8-K, filed March 3, 2026: 8 elected · 2 approved.
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
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 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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: (a) Gregory Daily | 25,967,528 | -- | -- | 215,367 | 2,199,920 | 99.1% | Elected | — |
| Elect Director: (b) Clay Whitson | 26,011,532 | -- | -- | 171,363 | 2,199,920 | 99.3% | Elected | — |
| Elect Director: (c) Elizabeth Seigenthaler Courtney | 24,396,992 | -- | -- | 1,785,903 | 2,199,920 | 93% | Elected | — |
| Elect Director: (d) John Harrison | 25,443,942 | -- | -- | 738,953 | 2,199,920 | 97% | Elected | — |
| Elect Director: (e) Decosta Jenkins | 26,019,856 | -- | -- | 163,039 | 2,199,920 | 99.3% | Elected | — |
| Elect Director: (f) Timothy McKenna | 25,827,859 | -- | -- | 355,036 | 2,199,920 | 99% | Elected | — |
| Elect Director: (g) David Morgan | 25,431,093 | -- | -- | 751,802 | 2,199,920 | 97% | Elected | — |
| Elect Director: (h) David Wilds | 25,985,663 | -- | -- | 197,232 | 2,199,920 | 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 | 28,236,836 | 145,375 | 604 | -- | -- | 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 | 25,737,410 | 442,168 | 3,317 | -- | 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.
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.
Combines 4 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 | 0 | 78,711 | Withhold |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 | 0 | 500,000 | Withhold |
| 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 | 0 | 140,708 | Withhold |
| 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 | 0 | 78,711 | Withhold |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 60,000 | 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 | 0 | 48,876 | Withhold |
| BUFFALO FUNDS | 48,200 | 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.
99.1% Majority: yes · of votes cast
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 | 0 | 78,711 | Withhold |
| Advisor Managed Portfolios | 65,280 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 64,947 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
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
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 7 wordings of this item as funds reported it.
98% Approved · of votes cast
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).
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
Fund voting reports, all 71 managers: 7,994,109 for, 3,595 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 2,571,910 | 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 |
| Thrivent | 728,505 | 0 | 0 | 0 | For |
| Ranger Investment Management, L.P. | 626,707 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 539,361 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 524,950 | 0 | 0 | 0 | For |
| BlackRock | 366,576 | 1,693 | 0 | 0 | For |
| Portolan Capital Management, LLC | 348,487 | 0 | 0 | 0 | For |
| Russell Investments | 271,886 | 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 | 227,838 | 1,089 | 0 | 0 | For |
| Loomis Sayles | 216,808 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 209,165 | 0 | 0 | 0 | For |
| Royce | 196,487 | 0 | 0 | 0 | For |
| AltraVue Capital, LLC | 183,206 | 0 | 0 | 0 | For |
| Charles Schwab | 181,949 | 0 | 0 | 0 | For |
| Vanguard | 130,956 | 0 | 0 | 0 | For |
| Northern Trust | 111,781 | 2,733 | 0 | 0 | For |
| ArrowMark Colorado Holdings LLC | 95,518 | 0 | 0 | 0 | For |
| OPPENHEIMER ASSET MANAGEMENT INC. | 91,914 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 85,991 | 0 | 0 | 0 | For |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 79,125 | 0 | 0 | 0 | For |
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.
99.4% Approved · of votes cast
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.
| 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 |
| TETON WESTWOOD FUNDS | 60,000 | 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 |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
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.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 6.99% |
| 2 | T. Rowe Price | 6.19% |
| 3 | Thrivent | 3.06% |
| 4 | Nationwide | 2.17% |
| 5 | HEARTLAND GROUP INC | 2.11% |
| 6 | Prudential/PGIM | 1.83% |
| 7 | NICHOLAS Ltd EDITION, INC. | 1.38% |
| 8 | Royce | 1.30% |
| 9 | BlackRock | 0.99% |
| 10 | Charles Schwab | 0.77% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 10.86% |
| 2 | GENEVA CAPITAL MANAGEMENT LLC | 5.81% |
| 3 | Long Path Partners LP | 4.62% |
| 4 | JENNISON ASSOCIATES LLC | 3.38% |
| 5 | Thrivent | 3.08% |
| 6 | Ranger Investment Management, L.P. | 2.65% |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.28% |
| 8 | HEARTLAND ADVISORS INC | 2.22% |
| 9 | BlackRock | 1.56% |
| 10 | Portolan Capital Management, LLC | 1.47% |
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.
| 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.
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.