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.
Shift4 Payments, Inc. disclosed an amendment to a Settlement Line Credit Agreement for its wholly owned operating subsidiary, Shift4 LLC (also referenced as Shift4 Payments, LLC). The Amendment modifies the existing settlement line that provides up to $100.0 million of aggregate availability to support settlement obligations. The Amendment became effective upon satisfying customary conditions, with an effective date of September 29, 2025. The transaction updates the prior agreement originally dated September 30, 2024, and is documented in an Amendment dated September 26, 2025. This change preserves the company’s access to short‑term settlement liquidity through its banking counterparty, Citizens Bank, N.A.
Nancy Disman, Chief Financial Officer of Shift4 Payments (FOUR), reported a planned sale of company stock under a Rule 10b5-1 trading plan. On 09/15/2025 she disposed of 5,000 shares of Class A common stock at a weighted average price of $87.2808 per share, with transaction prices in the range $86.79 to $87.78. After the sale she beneficially owned 135,420 shares. The Form 4 was signed by an attorney-in-fact and filed on 09/17/2025. The filing includes a statement that further detail on the number of shares sold at each specific price is available upon request.
Shift4 Payments, Inc. Form 144 notice reports a proposed sale of 5,000 Class A common shares through Merrill Lynch with an aggregate market value of $436,403.85, representing part of the company's publicly traded stock (there are 67,291,183 shares outstanding). The shares were acquired on 08/05/2025 upon vesting of restricted stock units granted under the issuer's equity compensation plan and the approximate sale date is listed as 09/15/2025. The filing also discloses a prior sale by Nancy Disman of 10,000 shares on 06/16/2025 for $903,319.17. The filer certifies they are unaware of undisclosed material adverse information.
Shift4 Payments insider Jared Isaacman reported charitable gifts and related cancellations of Class C shares on 09/08/2025. The filing shows Mr. Isaacman (Executive Chairman, 10% owner) donated 28,523 shares of Class A common stock to Renaissance Charitable Foundation, Inc., and 56,818 shares of Class A common stock to the U.S. Space & Rocket Center Education Foundation. Each gift was accompanied by the simultaneous cancellation of the same number of Class C common shares. The transactions were reported as dispositions with no cash price ($0). Post-transaction beneficial ownership amounts are reported as 1,138,562 and 1,081,744 shares (held of record by Rook Holdings, Inc., which Mr. Isaacman solely owns).
Shift4 Payments insider sale reported on Form 4: Chief Executive Officer and director David Taylor Lauber sold 2,500 shares of Class A common stock on 09/03/2025 at $88.59 per share, leaving him with 285,588 shares beneficially owned. The filing states the sale was made under a Rule 10b5-1 trading plan that the reporting person adopted in November 2024. The Form 4 is signed on behalf of Mr. Lauber by an attorney-in-fact on 09/05/2025. The document shows a single non-derivative disposition and provides no other transactions or additional explanatory detail.
Shift4 Payments, Inc. (FOUR) submitted a Form 144 notifying a proposed sale of 2,500 shares of Class A common stock through Merrill Lynch on the NYSE, with an aggregate market value of $221,475 and approximately 67,291,183 shares outstanding. The shares were acquired through the vesting of restricted stock unit awards: 1,152 shares vested on December 8, 2024 and 1,348 shares vested on March 2, 2025. The filer reports no securities sold in the past three months. The filing is a routine notice under Rule 144 for proposed insider sales and does not include additional financial performance data.
James J. Whalen, Chief Accounting Officer and Principal Accounting Officer of Shift4 Payments (FOUR), reported two transactions in Class A common stock on 08/15/2025: a sale of 794 shares at $89.895 and a gift of 150 shares (no consideration). After these transactions he beneficially owned 56,174 shares directly. The Form 4 was signed by an attorney-in-fact on his behalf.
Shift4 Payments completed its acquisition of Global Blue Group Holding AG via an offer and a subsequent squeeze-out merger. Under the Merger Agreement, Global Blue merged into Merger Sub, which continues as a wholly owned subsidiary of Shift4, and non-tendered Global Blue shares were cancelled and converted into the applicable offer consideration without interest. A joint press release dated August 18, 2025 was issued. The filing includes standard forward-looking statements disclaimers noting risks including competition, international expansion and foreign exchange exposure, and potential integration challenges, and refers investors to Shift4's prior SEC filings for further risk factors.
Shift4 Payments, Inc. (FOUR) filed a Form 144 notifying the proposed sale of 794 shares of Class A common stock through Merrill Lynch on the NYSE, with an aggregate market value of $71,376.63 and an approximate sale date of 08/15/2025. The filing discloses that 455 of the shares were acquired on 02/28/2025 and 339 shares on 08/12/2025, both from vesting of restricted stock unit awards granted under the issuer's equity compensation plan. The filer reports no securities sold in the past three months and includes the standard certification that they are unaware of undisclosed material adverse information about the issuer.
Durable Capital Partners LP reported beneficial ownership of 6,665,443 shares of Shift4 Payments, Inc. (Class A common stock), representing 9.9% of the outstanding Class A shares based on 67,471,184 shares outstanding as of April 22, 2025. The filing states Durable Capital Master Fund LP directly holds the shares and Durable Capital Partners LP, as investment adviser, has sole voting and dispositive power. The reporting person is organized in Delaware and lists principal offices in Bethesda, Maryland. The filing is an amendment to Schedule 13G and includes a certification that the shares are held in the ordinary course of business.