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.
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.
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.
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.
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.
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.
Shift4 Payments, Inc. files its Annual Report describing a global payments and commerce technology business built around an integrated payments platform, software solutions and broad sales channels. The company now also leads in tax-free shopping through its 2025 acquisition of Global Blue Group Holding AG.
Shift4 processes billions of transactions annually for merchants ranging from small businesses to large enterprises, with most revenue coming from recurring processing and software fees. As of December 31, 2025, it employed about 6,300 people across 59 countries and highlighted significant regulatory, competitive, integration and macroeconomic risks.
The filing also outlines a leadership transition in which Taylor Lauber became Chief Executive Officer in June 2025 and Chairman in December 2025, while former CFO Nancy Disman rejoined the board and Christopher Cruz was appointed Chief Financial Officer.
Shift4 Payments reported record Q4 2025 results and issued strong 2026 guidance. In Q4, payment volume reached $59 billion, up 23% year over year, while gross revenue rose to $1,189 million and gross profit to $429 million, a 58% increase.
Gross revenue less network fees grew 51% to $610 million, and Adjusted EBITDA climbed 48% to $304 million, producing a 50% Adjusted EBITDA margin. Net income was $53 million, or $0.36 diluted EPS, and non-GAAP EPS was $1.60 per share.
Net cash provided by operating activities was $224 million, with Adjusted Free Cash Flow of $171 million, up 28%. For 2026, the company guides to gross revenue less network fees of $2.50–$2.60 billion (up 26–31%), Adjusted EBITDA of $1.165–$1.215 billion (up 20–25%), and non-GAAP EPS of $5.50–$5.70, reflecting continued growth following the Global Blue acquisition.
Shift4 Payments, Inc. reported an updated ownership filing showing founder Jared Isaacman and his wholly owned entity Rook Holdings Inc. as major holders of the company’s Class A common stock. Isaacman is reported as beneficially owning 22,363,291 shares, representing 25.2% of the Class A shares outstanding.
Rook Holdings is reported as beneficially owning 21,166,499 shares, or 23.8% of the Class A shares. These figures reflect an exchange of previously reported Class C common stock and Shift4 LLC units into Class A shares and a related forfeiture of Class B shares, consolidating Isaacman’s economic interest into the publicly traded Class A class.
Durable Capital Partners reported a significant ownership stake in Shift4 Payments, Inc. through an amended Schedule 13G. The investment adviser is deemed to beneficially own 6,606,969 shares of Class A common stock, representing 9.8% of the class, based on 67,564,638 shares outstanding as of October 31, 2025.
The filing notes that the shares are held in an investment fund advised by Durable Capital and that Durable Capital has sole voting and dispositive power over these shares. The stake is described as being held in the ordinary course of business, without an intent to change or influence control of Shift4 Payments.
Shift4 Payments, Inc. received an updated ownership report showing that Darlington Partners Capital Management, its affiliates and two managers collectively report beneficial ownership of 5,571,725 shares of Class A common stock, or 8.2% of the class, based on 67,564,638 shares outstanding as of October 31, 2025.
The shares are held through private investment funds advised by Darlington, and its clients, including Darlington Partners, have the right to receive dividends and sale proceeds. The filers state the position is held in the ordinary course of business and certify it was not acquired to change or influence control of Shift4. No other individual client, apart from Darlington itself, holds more than five percent of the outstanding stock.