Gregory S. Daily

IIIV

CHIEF EXECUTIVE OFFICER · I3 VERTICALS, INC. · CIK 0001072783

FILING MIX · LIFETIME75%/25%

BUYS

SELLS

TOTAL VALUE

$7.18M

COMPANIES

ACTIVE SINCE

Dec 2021

HOLDINGS NOW

131,500

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

8 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Gregory S. Daily, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	8	+100.00%	+8.84%	+1.55%	+7.29%	+6.50%	—
14d	8	+75.00%	+7.52%	+1.73%	+5.79%	+9.19%	—
30d	8	+75.00%	+10.12%	+3.36%	+6.76%	+5.08%	—
60d	8	+100.00%	+12.35%	+2.37%	+9.98%	+3.61%	—
90d	8	+87.50%	+17.07%	+1.34%	+15.73%	+13.39%	—
180d	8	+75.00%	+8.00%	-1.94%	+9.94%	+8.00%	—
1y	8(1 pending)	+71.43%	+12.22%	+7.67%	+4.55%	-10.23%	—
2y	8(3 pending)	+100.00%	+10.86%	+20.51%	-9.65%	+0.62%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

IIIV · 50,000 shares · as of May 14, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2021

2022

2023

2024

2025

2026

FLOW · 12 buys / 4 sellsCOVERAGE · 19 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	50,000	$19.23	$961.5K	50,000	May 14, 2026	May 14, 2026 ↗	View →
WBI WATERBRIDGE INFRASTRUCTURE LLC	PURCHASEGRANT Stock grant	6,500	—	—	81,500	Oct 1, 2025	Oct 3, 2025 ↗	View →
WBI WATERBRIDGE INFRASTRUCTURE LLC	PURCHASE	75,000	$20.00	$1.50M	75,000	Sep 18, 2025	Sep 22, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASEGRANT Gift	335,511	—	—	335,511	Aug 6, 2025	Aug 7, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	SALEGRANT Gift	335,511	—	—	4,170,657	Aug 6, 2025	Aug 7, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASEGRANT Gift	335,511	—	—	335,511	Aug 6, 2025	Aug 7, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	SALEGRANT Gift	335,511	—	—	4,170,657	Aug 6, 2025	Aug 7, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	SALE Chief Executive Officer	172,513	—	—	4,506,168	Jan 23, 2025	Jan 24, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	SALE Chief Executive Officer	93,774	—	—	2,449,437	Jan 23, 2025	Jan 24, 2025 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	40,000	$24.06	$962.4K	88,544	Nov 25, 2024	Nov 26, 2024 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	48,544	$23.51	$1.14M	48,544	Nov 22, 2024	Nov 26, 2024 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	22,377	$21.90	$490.1K	134,800	May 15, 2023	May 16, 2023 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	27,623	$21.28	$587.8K	112,423	May 12, 2023	May 16, 2023 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	28,717	$18.94	$543.9K	82,087	Dec 3, 2021	Dec 6, 2021 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	15,579	$19.06	$296.9K	53,370	Dec 2, 2021	Dec 6, 2021 ↗	View →
IIIV I3 VERTICALS, INC.	PURCHASE Chief Executive Officer	37,791	$18.52	$699.9K	37,791	Dec 2, 2021	Dec 6, 2021 ↗	View →

Other insiders · IIIV

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About this filer

CIK 0001072783

ROLE

Chief Executive Officer

PRIMARY

IIIV

COMPANIES

ACTIVE SINCE

Dec 2021

MARKETPEEL · /INSIDER/0001072783DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Gregory S. Daily

The morning brief, before the bell.