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.
Shift4 Payments, Inc. filings document the financial reporting, governance, capital structure and material agreements of an integrated payments and commerce technology company. Its Form 8-K reports include quarterly results furnished with shareholder letters, credit-agreement amendments, senior note issuances, leadership transitions, and agreements affecting the company’s organizational and equity structure.
Proxy materials describe board elections, executive compensation and shareholder-voting matters. The filing record also identifies NYSE-listed Class A common stock under FOUR and 6.00% Series A Mandatory Convertible Preferred Stock under FOUR.PRA, with disclosures on preferred-stock dividends, debt obligations, guarantees, non-GAAP measures and key performance indicators.
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.
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.
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.
Shift4 Payments, Inc. reported the results of its annual stockholder meeting held on June 12, 2026. Stockholders representing 69,298,837 Class A shares, or about 87.35% of shares outstanding as of the April 13, 2026 record date, were present or represented by proxy.
All proposals passed. Three Class III directors — Sam Bakhshandehpour, Jonathan Halkyard, and Nancy Disman — were elected for terms expiring at the 2029 annual meeting. Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent auditor for the year ending December 31, 2026 and approved, on an advisory basis, compensation for named executive officers.
In addition, stockholders approved a Second Amended and Restated Certificate of Incorporation that, among other changes, eliminates authorization for Class B and Class C common stock and adds officer exculpation to the extent permitted by Delaware law. They also approved the Company’s 2026 Employee Stock Purchase Plan.
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.
Darlington Partners Capital Management and related filers report shared beneficial ownership of 6,576,509 shares of Class A Common Stock of Shift4 Payments, Inc., representing 8.3% of the class. The percentage is calculated using 79,328,897 shares outstanding as of April 13, 2026, per the issuer's proxy statement filed April 30, 2026. The filing states the holdings are reported on behalf of investment funds and that each reporting person disclaims membership in a group and beneficial ownership except to the extent of pecuniary interest.
Durable Capital Partners amended its Schedule 13G/A to report beneficial ownership of Class A common stock of Shift4 Payments, Inc. The filing states Durable Capital Master Fund LP directly holds 6,165,793 shares, equal to 7.6% of the class based on 81,239,315 shares outstanding as of February 19, 2026.
The Reporting Person asserts sole voting and sole dispositive power over the shares and identifies related entities and personnel in the filing.
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.
Shift4 Payments reported strong growth for the three months ended March 31, 2026, driven by acquisitions and higher transaction volume. Gross revenue reached $1,121 million, up from $848 million a year earlier, as payment volume increased to $56 billion from $45 billion.
Payments-based revenue rose to $917 million and the new tax-free shopping segment added $102 million. Net income was $12 million, but preferred dividends of $16 million led to a net loss of $1 million attributable to common shareholders, or $(0.01) per diluted share.
Adjusted EBITDA increased to $234 million from $168 million, while interest expense climbed to $65 million on higher debt. The company closed the Bambora acquisition for about $92 million and completed an Up‑C collapse and TRA simplification, reducing TRA liabilities and eliminating a prior controlling stockholder. Shift4 repurchased 5.5 million Class A shares for $295 million, ending the quarter with $473 million of cash and $4,522 million of total debt.
Shift4 Payments reported strong Q1 2026 results, showing rapid growth and rising profitability despite macro volatility. Payment volume reached $56 billion, up 24% year over year. Gross revenue was $1.121 billion, up 32%, while gross revenue less network fees rose 49% to $549 million.
Gross profit grew 54% to $370 million. Net income was $12 million, with GAAP diluted EPS of $(0.01) and non-GAAP EPS of $0.97. EBITDA was $183 million and Adjusted EBITDA $234 million, up 63% and 39%, for a 43% Adjusted EBITDA margin. Operating cash flow was $134 million and Adjusted Free Cash Flow $88 million, both up strongly. The company reaffirmed its full-year 2026 guidance and added quarterly outlook while continuing significant share repurchases.