I3 Verticals Ownership
| IIIV Stock | USD 24.80 0.06 0.24% |
Shares in Circulation | First Issued 2017-06-30 | Previous Quarter 23.4 M | Current Value 786.1 M | Avarage Shares Outstanding 45.4 M | Quarterly Volatility 140.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IIIV |
IIIV Stock Ownership Analysis
About 95.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.54. Some equities with similar Price to Book (P/B) outperform the market in the long run. i3 Verticals recorded a loss per share of 0.38. The entity had not issued any dividends in recent years. i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. The company was founded in 2012 and is headquartered in Nashville, Tennessee. I3 Verticals operates under SoftwareInfrastructure classification in the United States and is traded on NASDAQ Exchange. It employs 1438 people. To learn more about i3 Verticals call Gregory Daily at 615 465 4487 or check out https://www.i3verticals.com.Besides selling stocks to institutional investors, I3 Verticals also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different I3 Verticals' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align I3 Verticals' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
I3 Verticals Quarterly Liabilities And Stockholders Equity |
|
I3 Verticals Insider Trades History
Only 1.11% of i3 Verticals are currently held by insiders. Unlike I3 Verticals' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against I3 Verticals' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of I3 Verticals' insider trades
IIIV Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as I3 Verticals is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading i3 Verticals backward and forwards among themselves. I3 Verticals' institutional investor refers to the entity that pools money to purchase I3 Verticals' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 534.7 K | Timessquare Capital Management, Llc | 2024-09-30 | 533.7 K | Ameriprise Financial Inc | 2024-06-30 | 516.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 515.9 K | State Street Corp | 2024-06-30 | 493.3 K | Royce & Associates, Lp | 2024-09-30 | 488.8 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 487.7 K | Bank Of Montreal | 2024-06-30 | 400.8 K | Bmo Capital Markets Corp. | 2024-06-30 | 400.8 K | Geneva Capital Management | 2024-09-30 | 1.8 M | Blackrock Inc | 2024-06-30 | 1.8 M |
i3 Verticals Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific I3 Verticals insiders, such as employees or executives, is commonly permitted as long as it does not rely on I3 Verticals' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases I3 Verticals insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
I3 Verticals Outstanding Bonds
I3 Verticals issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. i3 Verticals uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IIIV bonds can be classified according to their maturity, which is the date when i3 Verticals has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
I3 Verticals Corporate Filings
F4 | 29th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 25th of November 2024 An amendment to a previously filed Form 8-K | ViewVerify |
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Thematic Opportunities
Explore Investment Opportunities
Additional Tools for IIIV Stock Analysis
When running I3 Verticals' price analysis, check to measure I3 Verticals' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy I3 Verticals is operating at the current time. Most of I3 Verticals' value examination focuses on studying past and present price action to predict the probability of I3 Verticals' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move I3 Verticals' price. Additionally, you may evaluate how the addition of I3 Verticals to your portfolios can decrease your overall portfolio volatility.