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.
Wasatch Advisors LP, an investment adviser organized in Delaware, reports a significant passive stake in Shift4 Payments Inc. Class A common stock. As of 12/31/2025, it beneficially owns 6,778,925 Class A shares, representing 10.0% of the class. Wasatch has sole voting power over 4,644,134 shares and sole dispositive power over the full 6,778,925 shares, with no shared voting or dispositive authority.
The firm certifies that the securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Shift4 Payments, consistent with a passive institutional ownership stance.
Shift4 Payments, Inc. has amended its first lien credit agreement to reprice its senior secured term loan facility. On January 5, 2026, subsidiary Shift4 Payments, LLC and its guarantor subsidiaries entered into Amendment No. 3, creating new refinancing term loans that replace all prior term loans under the existing agreement.
The new term loans carry lower interest margins. For SOFR-based loans, the margin was reduced from between 2.50%–2.75% per year to 2.00%. For alternate base rate loans, the margin was reduced from between 1.50%–1.75% to 1.00%. As of January 5, 2026, Shift4, LLC had $997,500,000 of these refinancing term loans outstanding and $0 drawn under the revolving loan facility.
Shift4 Payments announced that founder Jared Isaacman has been sworn in as the 15th Administrator of NASA following his U.S. Senate confirmation vote on December 17, 2025. Upon confirmation, he resigned as Executive Chairman, as a Class I director, and as a member of the Board’s Nominating and Corporate Governance Committee. The Board appointed Taylor Lauber as Chairman, effective as of the confirmation.
In line with an agreement with the U.S. Office of Government Ethics, Isaacman agreed to vote approximately 25% of all outstanding voting power of the Company’s Class A, Class B and Class C common stock held by him and his affiliates pursuant to a new letter agreement. Within 60 days of starting his NASA role, he has represented that he intends to convert his Shift4 Payments, LLC equity units and his Class B and Class C shares into Class A shares and terminate the existing tax receivable agreement to collapse the current Up‑C structure, with terms to be negotiated consistent with similar transactions. As a result, Shift4 will no longer qualify as a “controlled company” under New York Stock Exchange corporate governance standards.
Shift4 Payments, Inc. director Nancy Disman reported selling 5,000 shares of Class A Common Stock on 12/11/2025. The sale is coded as a disposition of shares at a weighted average price of $69.50 per share, with individual trades executed between $69.00 and $70.00. The transaction was made pursuant to a Rule 10b5-1 trading plan. Following this sale, Disman beneficially owns 130,420 shares of Shift4 Payments stock directly.
Shift4 Payments Chief Executive Officer and director David Taylor Lauber reported open-market sales of the company’s Class A common stock. On December 11, 2025, he sold 10,681 shares at a weighted average price of $68.9084 per share and a further 1,319 shares at a weighted average price of $69.7653 per share. After these transactions, he directly beneficially owns 273,588 shares of Class A common stock.
The footnotes state that on December 2, 2025, Lauber terminated Rule 10b5-1 trading plans adopted in November 2024 and August 2025 that had been scheduled to trade during the company’s notes offering, and that the reported sales were executed in the open market so as not to coincide with that offering. He then entered a new Rule 10b5-1 trading plan on December 12, 2025 for trading between March 16, 2026 and March 16, 2027.
Shift4 Payments (ticker FOUR) filed a Form 144 notice for a planned insider stock sale. The filing covers a proposed sale of 5,000 shares of Class A common stock through Merrill Lynch on the NYSE, with an aggregate market value of $347,500 based on the price used in the form, compared with 67,564,638 shares of this class outstanding. The shares to be sold were acquired on 08/05/2025 through the vesting of a restricted stock unit award granted under the company’s equity compensation plan.
The form also notes that the same insider sold 5,000 shares of Class A common stock on 09/15/2025 for gross proceeds of $436,403.85 during the prior three months, as required disclosure for recent sales activity. By signing the notice, the seller represents that they are not aware of any material adverse, undisclosed information about Shift4 Payments’ current or future operations.
Shift4 Payments insider plans to sell Class A common stock under Rule 144. A holder has filed to sell 12,000 shares of Shift4 Payments, Inc. Class A Common Stock through Merrill Lynch on the NYSE, with an aggregate market value of $828,030.84 based on the figures in the notice. The filing notes that there were 67,564,638 shares of this class outstanding at the time referenced. The shares to be sold were acquired through the vesting of restricted stock unit awards on February 28, 2025 for 3,878 shares and March 2, 2025 for 8,122 shares, granted as part of the issuer’s equity compensation plan.
Shift4 Payments, Inc. subsidiaries issued €435 million aggregate principal amount of 5.500% senior notes due 2033 as senior unsecured obligations guaranteed by certain subsidiaries. The transaction generated approximately $507.0 million in net proceeds, which may be used for general corporate purposes, including debt repayment, strategic acquisitions, growth initiatives, and potential repurchases of Class A common stock under the company’s stock repurchase program. The new notes form a single class with the Issuers’ existing €680 million 5.500% senior notes due 2033 and carry semi-annual interest payments each May 15 and November 15, starting May 15, 2026. The notes include optional redemption features, change of control and asset sale repurchase provisions, and customary covenants limiting additional debt, restricted payments, liens, certain asset sales, and affiliate transactions.
Shift4 Payments, Inc. reported that its subsidiaries priced a tack-on debt offering of
Shift4 Payments (FOUR) Form 4: Officer James J. Whalen reported a sale of Class A Common Stock. On 11/12/2025, he sold 1,438 shares at $71.5 per share (transaction code S). Following the sale, he beneficially owns 54,736 shares, held directly.
Whalen is the company’s Chief Accounting Officer & Principal Accounting Officer. This filing reflects a personal stock transaction and updates his reported holdings.
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