Other Information
−Removed: Without limiting the generality of the foregoing, during the three months ended December 31, 2024, no director or officer of the Company adopted or terminated any “Rule 10b5-1 trading arrangement,” or any “non-Rule 10b-5 trading arrangement,” as such terms are defined in Item 408(a) of Regulation S-K.
+Added: Without limiting the generality of the foregoing, during the three months ended March 31, 2025, no director or officer of the Company adopted or terminated any “Rule 10b5-1 trading arrangement,” or any “non-Rule 10b-5 trading arrangement,” as such terms are defined in Item 408(a) of Regulation S-K.
Exhibit Index
1 unchanged sentence
Securities Purchase Agreement, dated as of June 26, 2024, by and among i3 Verticals, LLC, i3 Holdings Sub, Inc., Payroc Buyer, LLC, Payroc WorldAccess, LLC, solely for purposes of certain terms set forth therein, and i3 Verticals, Inc., solely for purposes of certain terms set forth therein (incorporated by reference to Exhibit 2.1 to the Company’s Current Report on Form 8-K filed with the SEC on June 26, 2024) (File No.
+Added: Securities Purchase Agreement, dated as of May 5, 2025, by and among i3 Verticals, LLC, i3 Healthcare Solutions, LLC and Infinx, Inc.
+Added: (incorpo rated by reference to Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the SEC on May 6, 2025) (File No.
Amended and Restated Certificate of Incorporation of i3 Verticals, Inc.
2 unchanged sentences
Amendment No.
−Removed: 1 to Limited Liability Company Agreement of i3 Verticals, LLC, dated January 23, 2025
+Added: 1 to Limited Liability Company Agreement of i3 Verticals, LLC, dated January 23, 2025 (incorporated by reference to Exhibit 10.1 to the Company's Quarterly Report on Form 10- Q for fiscal quarter ended December 31, 2024 , filed with the SEC on February 7 , 2025 ) (File No.
+Added: Letter Agreement re.
+Added: Credit Agreement , dated February 11, 2025 , by and among i3 Verticals, LLC, the guarantors and lenders party to the Credit Agreement and JPMorgan Chase Bank, N.A., as administrative agent
+Added: Second Amendment to Credit Agreement, dated as of May 5, 2025, by and among i3 Verticals, LLC, the guarantors and lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (incorporated by reference to Exhibit 10 .1 to the Company's Current Report on Form 8-K filed with the SEC on May 6, 2025) (File No.
Certification of Chief Executive Officer pursuant to Rules 13a-14(a)/15d-14(a) under the Securities Exchange Act of 1934, as amended.
10 unchanged sentences
101.PRE* XBRL Taxonomy Extension Presentation Linkbase Document.
−Removed: 104 The cover page from the Company's Quarterly Report on Form 10-Q for the quarter ended December 31, 2024, formatted in Inline XBRL and contained in Exhibit 101.
+Added: 104 The cover page from the Company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, formatted in Inline XBRL and contained in Exhibit 101.
____________________
6 unchanged sentences
(Principal Financial Officer and Principal Accounting Officer)
−Removed: February 7, 2025
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.