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Shift4 Payments Inc SEC Filings

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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.

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.

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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.

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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.

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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.

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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.

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Shift4 Payments, Inc. reported that its subsidiaries priced a tack-on debt offering of €435 million in aggregate principal amount of 5.500% senior notes due 2033. These new notes will be issued under the existing 2033 notes indenture, alongside €680 million of existing 5.500% senior notes due 2033, and are intended to form a single class of securities with identical terms other than issue date and issue price. The new notes were priced at 102.50% of principal and will bear interest at 5.500% per year. They are being sold in a private offering to qualified institutional buyers under Rule 144A and to certain investors outside the United States under Regulation S.

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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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Shift4 Payments (FOUR) insider James Whalen filed a Form 144 to sell 1,438 shares of Class A common stock through Merrill Lynch, with an aggregate market value of $102,817, on or about 11/12/2025 on the NYSE.

The shares were acquired on 11/10/2025 via vesting of restricted stock units granted under the issuer’s equity compensation plan.

Whalen sold 794 shares on 08/15/2025 for gross proceeds of $71,376.63. Shares outstanding were 67,564,638; this is a baseline figure, not the amount being offered.

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Shift4 Payments (FOUR) filed its Q3 2025 10‑Q reporting higher scale and a major acquisition. Revenue rose to $1,176.9 million from $909.2 million, with income from operations of $114.6 million. Net income attributable to common stockholders was $13.0 million, reflecting preferred dividends after issuing mandatory convertible preferred stock.

The company closed the $2.7 billion acquisition of Global Blue on July 3, 2025, adding $169.9 million of revenue and $40.9 million of net income in the quarter. Cash and cash equivalents were $1,511.5 million, supported by year‑to‑date operating cash flow of $410.3 million. Total debt increased to $4,719.2 million following new $1,000.0 million Term Loan B and €680 million ($798.1 million) 2033 notes; 2026 notes were retired.

Other Q3 items included depreciation and amortization expense of $85.8 million and interest expense of $60.8 million. As of October 31, 2025, shares outstanding were 67,564,638 Class A, 19,801,028 Class B, and 1,253,566 Class C.

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Shift4 Payments (FOUR) furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The company reported these results via an Item 2.02 current report and attached the full press release as Exhibit 99.1. The information under Item 2.02 is designated as furnished, not filed under the Exchange Act, which limits its incorporation into other securities filings unless specifically referenced.

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FAQ

What is the current stock price of Shift4 Payments (FOUR)?

The current stock price of Shift4 Payments (FOUR) is $41.17 as of March 20, 2026.

What is the market cap of Shift4 Payments (FOUR)?

The market cap of Shift4 Payments (FOUR) is approximately 3.5B.

FOUR Rankings

FOUR Stock Data

3.46B
36.89M
Software - Infrastructure
Services-business Services, Nec
Link
United States
CENTER VALLEY

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