Welcome to our dedicated page for Shift4 Payments SEC filings (Ticker: FOUR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Shift4 Payments, Inc. (NYSE: FOUR) SEC filings page provides access to the company’s official regulatory disclosures, including current reports on Form 8-K, annual and quarterly reports, and other documents filed with the U.S. Securities and Exchange Commission. These filings explain how Shift4 manages its integrated payments and commerce technology business, finances its operations, and governs its corporate structure.
Shift4 frequently uses Form 8-K to report material events. Recent 8-K filings describe amendments to the Second Amended and Restated First Lien Credit Agreement, including increases to the senior secured revolving credit facility, establishment and repricing of term loan facilities, and changes to settlement lines of credit. Other 8-Ks detail the issuance and sale of 5.500% senior notes due 2033 by subsidiaries Shift4 Payments, LLC and Shift4 Payments Finance Sub, Inc., including maturity, interest rate, covenant packages, redemption features, and use of proceeds for general corporate purposes, debt repayment, acquisitions, growth initiatives, and potential share repurchases.
Filings also cover equity and governance matters. Shift4 has registered its Class A common stock and 6.00% Series A Mandatory Convertible Preferred Stock on the New York Stock Exchange, as disclosed under Section 12(b) of the Exchange Act. Additional 8-Ks outline the terms of the Series A Mandatory Convertible Preferred Stock, dividend declarations, and the company’s Up-C structure involving multiple classes of common stock and a tax receivable agreement. Governance-related filings describe board and executive transitions, employment agreements for key officers, and an agreement associated with a major shareholder’s service as Administrator of NASA, including voting limitations and steps to collapse the Up-C structure so the company will no longer qualify as a controlled company under NYSE standards.
Investors can also find transaction-related disclosures, such as the acquisition of Global Blue Group Holding AG via tender offer and subsequent squeeze-out merger, and details on contemplated acquisitions like Bambora North America. These filings describe consideration paid, ownership outcomes, and related listing and deregistration steps for acquired entities.
On Stock Titan, Shift4’s filings are presented with real-time updates from EDGAR and AI-powered summaries that highlight key terms, covenants, and structural changes in documents such as 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and, when applicable, Form 4 insider transaction filings. This helps users quickly understand complex credit agreements, note indentures, equity structures, and governance changes that affect FOUR stock without reading every page of the underlying documents.
Shift4 Payments, Inc. major stockholder Jared Isaacman reported a bona fide charitable gift of 1,600 shares of Class A common stock to Renaissance Charitable Foundation, Inc. The gifted shares were held indirectly through Rook, an entity of which he is the sole stockholder.
The filing also corrects prior ownership reports, reducing the total number of securities beneficially owned by Isaacman by 11,772 shares and reducing shares held of record by Rook by 951,487 shares. After these updates, he holds 1,398,955 shares directly and is deemed to beneficially own 20,750,915 shares indirectly through Rook, with an additional 171,822 shares held in UTMA accounts for his children that he disclaims beneficial ownership of.
Shift4 Payments, Inc. insider Jared Isaacman reported an open-market purchase of 43,827 shares of Class A common stock at a weighted average price of $45.7453 per share. The shares were bought on
Following this transaction, Isaacman directly holds 1,410,727 Class A shares. He also may be deemed to beneficially own additional shares held of record by Rook, where he is the sole stockholder, and separate shares held in an UTMA account for which he disclaims beneficial ownership.
Shift4 Payments, Inc. reported that James (“Jay”) Whalen will resign as Chief Accounting Officer effective April 3, 2026 to take a role at another company outside the fintech industry. The company stated that his departure is not due to any disagreement over operations, policies, or practices.
On the effective date, Chief Financial Officer Christopher N. Cruz will be designated as the principal accounting officer, and Filippos Mintiloglitis will serve as interim Chief Accounting Officer. CEO Taylor Lauber highlighted Whalen’s contributions and said Mintiloglitis’ public company reporting and international experience will support Shift4’s increasingly global organization and the integration of Global Blue.
Shift4 Payments insider Frankel Jordan reported multiple equity transactions involving Class A Common Stock. On February 27, 2026, Jordan received a grant of 62,514 restricted stock units at $44.07 per share, which will vest in three equal annual installments beginning on February 27, 2027.
To cover withholding taxes on vesting RSUs from prior awards, the company withheld 2,750 shares at $58.49 on February 20, 2026, 3,199 shares at $44.07 on February 28, 2026, and 4,175 shares at $44.07 on March 2, 2026. After these transactions, Jordan directly owned 279,844 shares.
Shift4 Payments, Inc. major shareholder Jared Isaacman reported an open-market purchase of Class A Common Stock. On March 2, 2026, he bought 45,693 shares at a weighted average price of $43.8349 per share, bringing his directly held stake to 1,366,900 shares.
The filing also reports indirect holdings. Securities held by Rook, where Isaacman is the sole stockholder, total 21,704,002 shares. An additional 171,822 shares are held in an account for Liv A. Isaacman, for which he disclaims beneficial ownership.
Shift4 Payments executive James J. Whalen reported a mix of equity award and tax-related share withholdings in Class A common stock. He received a grant of 17,018 restricted stock units at $44.07 per share on February 27, 2026, which will vest in three equal annual installments beginning on February 27, 2027. On February 20 and February 28, 2026, a total of 4,818 shares were disposed of at $58.49 and $44.07 per share, respectively, to cover withholding taxes upon vesting of prior RSU grants. After these transactions, he directly held 66,936 shares of Class A common stock.
Shift4 Payments, Inc. director and Chief Executive Officer David Taylor Lauber reported multiple equity compensation-related transactions in Class A common stock. On February 27, 2026, he acquired 222,373 shares through a grant of restricted stock units at $44.07 per share, bringing his direct holdings to 482,002 shares.
To cover tax withholding upon vesting of prior restricted stock unit grants, he disposed of 13,959 shares at $58.49 on February 20, 2026, 9,926 shares at $44.07 on February 28, 2026, and 12,302 shares at $44.07 on March 2, 2026, all through share withholding rather than open‑market sales.
Cruz Christopher Nestor reported acquisition or exercise transactions in this Form 4 filing.
Shift4 Payments, Inc. executive Christopher Nestor received an equity compensation grant on February 27, 2026. He was awarded 17,137 shares of Class A common stock in the form of restricted stock units at a reference price of $44.07 per share. These RSUs will vest in three equal annual installments beginning on February 27, 2027, and will increase his directly held stake to 246,785 shares once fully delivered, tying more of his compensation to the company’s future performance.
Shift4 Payments director Nancy Disman reported multiple equity transactions in Class A common stock. On February 27, 2026, she acquired 76,015 restricted stock units at $44.07 per share, scheduled to vest in three equal annual installments beginning on February 27, 2027. On February 20, 28 and March 2, 2026, a total of 15,791 shares were disposed of at $58.49 and $44.07 per share to cover withholding taxes on previously granted RSU vestings, leaving 190,644 shares held directly after the latest transaction.
Shift4 Payments, Inc. insider and ten percent owner Jared Isaacman reported open-market purchases of Class A Common Stock. On February 27, 2026, he bought 159,244 shares at a weighted average price of
After these transactions, Isaacman directly owned 1,321,207 shares of Class A Common Stock. Indirectly, 21,704,002 shares were held of record by Rook, where he is the sole stockholder and may be deemed to have beneficial ownership, and 171,822 shares were held in an account for Liv A. Isaacman, for which he disclaims beneficial ownership.