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Isaacman gifts Shift4 (NYSE: FOUR) shares and corrects holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Isaacman Jared

(Last) (First) (Middle)
3501 CORPORATE PARKWAY

(Street)
CENTER VALLEY PA 18034

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Shift4 Payments, Inc. [ FOUR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/17/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 1,398,955(1) D
Class A Common Stock 03/17/2026 G(2) 1,600 D $0 20,750,915(2) I See footnote(3)
Class A Common Stock 171,822 I See footnote(4)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The total number of securities beneficially owned by the Reporting Person has been reduced by 11,772 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on December 10, 2025.
2. The transaction reported shows the Reporting Person's previously agreed charitable gift of 1,600 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The total number of securities held of record by Rook has been reduced by 951,487 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on March 2, 2026.
3. Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.
4. Held by Jared Isaacman C/F Mila and Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman 03/17/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Jared Isaacman report in his latest Shift4 (FOUR) Form 4?

Jared Isaacman reported a bona fide charitable gift of 1,600 Shift4 Class A shares to Renaissance Charitable Foundation, Inc. He also updated his beneficial ownership totals to correct prior Form 4 filings, adjusting both his personal and Rook entity share counts.

How many Shift4 (FOUR) shares did Isaacman gift and to whom?

Isaacman gifted 1,600 shares of Shift4 Class A common stock as a charitable contribution to Renaissance Charitable Foundation, Inc. These shares came from Rook’s holdings, an entity he wholly owns and through which he may be deemed to beneficially own a large indirect position.

How did Jared Isaacman’s Shift4 (FOUR) holdings change due to corrections?

His reported beneficial ownership was reduced by 11,772 shares, and Rook’s recorded holdings were reduced by 951,487 shares. These adjustments correct earlier Form 4 reports and update the official share counts associated with Isaacman and Rook as of this filing date.

What are Jared Isaacman’s direct and indirect Shift4 (FOUR) holdings now?

After the reported updates, Isaacman holds 1,398,955 Shift4 Class A shares directly and 20,750,915 shares indirectly through Rook. An additional 171,822 shares are held in UTMA accounts for his children, for which he explicitly disclaims beneficial ownership in the filing.

Does Jared Isaacman disclaim ownership of any Shift4 (FOUR) shares?

Yes. The filing states that 171,822 Shift4 Class A shares are held in UTMA accounts for Mila and Liv A. Isaacman, and Jared Isaacman disclaims beneficial ownership of these shares, even though they are reported as indirectly held of record for transparency purposes.

What is Rook’s role in Jared Isaacman’s Shift4 (FOUR) share ownership?

Rook holds a large block of Shift4 Class A shares, and Isaacman is its sole stockholder, so he may be deemed to beneficially own those securities. The filing notes a reduction of 951,487 Rook-held shares to correct an earlier Form 4 ownership report.
Shift4 Payments Inc

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Software - Infrastructure
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United States
CENTER VALLEY