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Shift4 Payments, Inc. Form 4 Filings

FOUR NYSE

Every Form 4 that Shift4 Payments, Inc. (FOUR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow FOUR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FOUR filings page.

Rhea-AI Summary

Shift4 Payments, Inc. Chief Financial Officer Christopher Nestor Cruz reported equity compensation changes. On 2026-08-07 he received an award of 24,854 restricted stock units that will vest in three equal annual installments beginning on February 27, 2027. On 2026-08-05, 14,073 shares of Class A Common Stock were withheld at $55.61 per share to pay withholding taxes upon the vesting of restricted stock units granted on August 6, 2025. The filing indicates these transactions were not made under a Rule 10b5-1 trading plan.

Rhea-AI Summary

Shift4 Payments, Inc. director Sam Bakhshandehpour received an equity grant of 5,100 shares of Class A Common Stock, valued at $41.18 per share, as a grant or award. Following this award, he directly holds 14,772 shares.

The award represents restricted stock units that vest in full on the one-year anniversary of the grant date, subject to his continued service with the company. This is a compensation-related acquisition rather than an open-market purchase.

Rhea-AI Summary

Goldsmith-Grover Sarah reported acquisition or exercise transactions in this Form 4 filing.

Shift4 Payments director Sarah Goldsmith-Grover received an equity grant of 5,100 shares of Class A Common Stock on June 15, 2026. The award was in the form of restricted stock units valued at $41.18 per share.

The RSUs vest in full on the one-year anniversary of the grant date, as long as she continues serving the company. After this grant, she directly owns a total of 11,984 shares. This is a routine compensation-related award rather than an open-market stock purchase.

Rhea-AI Summary

Dallaire Seth reported acquisition or exercise transactions in this Form 4 filing.

Shift4 Payments director Seth Dallaire received an equity award of 5,100 shares of Class A Common Stock as a grant, not an open-market purchase. The grant is in the form of restricted stock units that vest in full on the one-year anniversary of the grant date, subject to his continued service. Following this award, Dallaire directly holds 8,084 Class A shares.

Rhea-AI Summary

Davis Karen Roter reported acquisition or exercise transactions in this Form 4 filing.

Shift4 Payments, Inc. director Karen Roter Davis received an award of 5,100 shares of Class A common stock, treated as restricted stock units valued at $41.18 per share. These units vest in full one year after the grant date, as long as she continues in service. Following this compensation grant, she directly holds 13,309 shares.

Rhea-AI Summary

Halkyard Jonathan S reported acquisition or exercise transactions in this Form 4 filing.

Shift4 Payments director Jonathan S. Halkyard received an equity award rather than buying shares on the market. He was granted 5,100 shares of Class A Common Stock in the form of restricted stock units at a reported value of $41.18 per share. These units vest in full on the one-year anniversary of the June 15, 2026 grant date, as long as he continues to serve the company. After this grant, Halkyard directly holds 21,621 shares, highlighting that the transaction is part of his compensation, not an open-market trade.

Rhea-AI Summary

Disman Nancy reported acquisition or exercise transactions in this Form 4 filing.

Shift4 Payments, Inc. director Nancy Disman received an award of 7,343 shares of Class A Common Stock in the form of restricted stock units valued at $41.18 per share. These units vest in full on the one-year anniversary of the grant date, contingent on her continued service.

Following this grant, she directly holds 197,987 shares. This is a compensation-related equity award rather than an open-market purchase or sale.

Rhea-AI Summary

Shift4 Payments, Inc. reported an insider tax-withholding transaction by Chief Executive Officer David Taylor Lauber. On the reported date, 5,193 shares of Class A common stock were withheld at $39.29 per share to cover withholding taxes tied to vesting restricted stock units.

These shares were not sold in the open market but used to satisfy tax obligations on equity compensation. After this adjustment and a correction for 4,024 previously unreported withheld shares, Lauber holds 450,557 shares directly.

Rhea-AI Summary

Shift4 Payments, Inc. major shareholder Jared Isaacman reported open-market purchases of Class A Common Stock. He bought 195,500 shares on May 11 at a weighted average price of $41.4058 per share and 193,000 shares on May 12 at a weighted average price of $40.6646 per share, totaling 388,500 shares. Following these direct purchases, he holds 1,787,455 shares directly. Entities associated with him also hold 20,750,915 shares through Rook, for which he may be deemed a beneficial owner, and 171,822 shares in UTMA accounts for Mila and Liv A. Isaacman, for which he disclaims beneficial ownership.

Rhea-AI 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.

Rhea-AI Summary

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 March 10, 2026 in multiple trades between $45.7245 and $45.7661.

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI 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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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 $44.1487 per share. On February 26, 2026, he bought 136,993 shares at a weighted average price of $48.3809 per share, with each trade executed across multiple prices within stated ranges.

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.

Rhea-AI Summary

Shift4 Payments, Inc. insider Jared Isaacman filed a Form 4 detailing a major recapitalization of his holdings into a single share class. On February 7, 2026, a Transaction Agreement among Shift4 Payments, LLC, Isaacman and his wholly owned Rook Holdings Inc. reorganized equity interests.

Rook redeemed and exchanged all of its 19,801,028 LLC Interests for an equal number of Shift4 Class A common shares, and the corresponding Class B common shares were canceled. Separately, Isaacman exchanged all of his Class C common shares for an equal number of Class A shares. Following these steps, the only class of Shift4 stock owned by or through entities controlled by Isaacman is Class A common stock, with substantial amounts held of record by Rook.

In connection with these transactions, Isaacman was also issued 423,296 shares of Series A Mandatory Convertible Preferred Stock in a private placement. The Series A is convertible into Class A common stock on a one-for-0.9780 basis at the holder’s option and will mandatorily convert on May 1, 2028. Certain Class A shares are held in UTMA accounts for Liv A. Isaacman, for which Isaacman disclaims beneficial ownership.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.