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Shift4 (FOUR) CEO reports major RSU grant and tax share withholdings

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

Rhea-AI Filing Summary

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.

Positive

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Negative

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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*
Lauber David Taylor

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Executive Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/20/2026
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 02/20/2026 F 13,959(1) D $58.49 259,629 D
Class A Common Stock 02/27/2026 A 222,373(2) A $44.07 482,002 D
Class A Common Stock 02/28/2026 F 9,926(3) D $44.07 472,076 D
Class A Common Stock 03/02/2026 F 12,302(4) D $44.07 459,774 D
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. These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 20, 2025.
2. Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.
3. These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.
4. These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on March 2, 2023.
/s/ Jordan Frankel, Attorney-in-Fact for David Taylor Lauber 03/03/2026
** 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 Shift4 (FOUR) CEO David Taylor Lauber report in this Form 4?

He reported receiving a large restricted stock unit grant and related tax-withholding share disposals. The filing details one award of 222,373 Class A shares and three separate share withholdings used to satisfy tax obligations on earlier restricted stock unit vestings.

How many Shift4 (FOUR) shares did the CEO acquire in the reported transactions?

He acquired 222,373 shares of Class A common stock via a restricted stock unit grant at $44.07 per share. This award increased his direct ownership to 482,002 shares immediately after the grant, according to the reported post-transaction share balance.

Were the CEO’s Shift4 (FOUR) share disposals open-market sales?

No, the disposals were tax-withholding transactions, not open-market sales. Shares were withheld to pay taxes due on vesting of restricted stock units granted in 2023, 2024, and 2025, as described in the accompanying footnotes.

What tax-withholding share amounts did the Shift4 (FOUR) CEO report?

He reported tax-withholding dispositions of 13,959 shares at $58.49, 9,926 shares at $44.07, and 12,302 shares at $44.07. Each represents shares withheld to cover tax liabilities arising from vesting restricted stock unit awards granted in prior years.

How many Shift4 (FOUR) shares does the CEO hold after the largest award?

After the 222,373-share restricted stock unit grant on February 27, 2026, his direct holdings were 482,002 Class A shares. Subsequent tax-withholding transactions modestly reduced that balance as shares were withheld to satisfy vesting-related tax obligations.

What are the vesting terms of the new restricted stock units at Shift4 (FOUR)?

The 222,373 restricted stock units vest in three equal annual installments starting February 27, 2027. This means the award will deliver shares over three years, aligning the CEO’s compensation with longer-term company performance and retention objectives.
Shift4 Payments Inc

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3.23B
79.56M
Software - Infrastructure
Services-business Services, Nec
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United States
CENTER VALLEY