Shift4 Payments, Inc. (FOUR.PA) shareholders
FOUR.PANYSEServices-Business Services, NECFiscal year ends December 31Also trades as FOUR
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 8/3057% below fair value
$54.12−0.69 (-1.25%)
Close on Nov 3, 2026Market cap $4.27BP/E –Yield –
Ownership
Who owns Shift4 Payments's shares
Held by institutions
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Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
6 buys · 4 sales
Net bought $32.33M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jared Isaacman Joint filing with Rook Holdings Inc. (23.80%) | 22,363,291 | 25.20% | 13G (passive) amendment | Dec 31, 2025 |
| Darlington Partners GP, LLC Joint filing with Darlington Partners Capital Management, LP (8.30%), Darlington Partners, L.P. (8.30%) and 2 more | 6,576,509 | 8.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 5,917,383 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Darlington Partners Capital Management, LP Joint filing with Darlington Partners GP, LLC (8.20%), Darlington Partners, L.P. (8.20%) and 2 more | 5,571,725 | 8.20% | 13G (passive) amendment | Dec 31, 2025 |
| Durable Capital Partners LP | 4,423,633 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| David Taylor Lauber | Chief Executive Officer, Director | 660,700 | Jun 9, 2026 |
| Christopher Nestor Cruz | See Remarks | 257,566 | Aug 7, 2026 |
| Jordan Frankel | See Remarks | 279,844 | Mar 4, 2026 |
| James J. Whalen | See Remarks | 66,936 | Mar 3, 2026 |
| Sam Bakhshandehpour | Director | 14,772 | Jun 17, 2026 |
| Seth Dallaire | Director | 8,084 | Jun 17, 2026 |
| Jonathan S. Halkyard | Director | 21,621 | Jun 17, 2026 |
| Nancy Disman | Director | 197,987 | Jun 17, 2026 |
| Sarah Goldsmith-Grover | Director | 11,984 | Jun 17, 2026 |
| Karen Roter Davis | Director | 13,309 | Jun 17, 2026 |
| Donald Isaacman | Director | 25,113 | Jun 17, 2025 |
| Jared Isaacman | 10% owner | 1,959,277 | May 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher Nestor Cruz See Remarks | Aug 7, 2026 | Award | +24,854 | – | – | 257,566 |
| Christopher Nestor Cruz See Remarks | Aug 5, 2026 | Tax withholding | −14,073 | $55.61 | $782.60K | 232,712 |
| Karen Roter Davis Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 13,309 |
| Sam Bakhshandehpour Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 14,772 |
| Jonathan S. Halkyard Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 21,621 |
| Sarah Goldsmith-Grover Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 11,984 |
| Nancy Disman Director | Jun 15, 2026 | Award | +7,343 | $41.18 | $302.38K | 197,987 |
| Seth Dallaire Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 8,084 |
| David Taylor Lauber Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −5,193 | $39.29 | $204.03K | 450,557 |
| Jared Isaacman 10% owner | May 12, 2026 | Buy | +193,000 | $40.66 | $7.85M | 1,787,455 |
| Jared Isaacman 10% owner | May 11, 2026 | Buy | +195,500 | $41.41 | $8.10M | 1,594,455 |
| Jared Isaacman 10% owner | Mar 17, 2026 | Gift | −1,600 | – | – | 20,750,915 |
| Jared Isaacman 10% owner | Mar 10, 2026 | Buy | +43,827 | $45.75 | $2.01M | 1,410,727 |
| Jordan Frankel See Remarks | Mar 2, 2026 | Tax withholding | −4,175 | $44.07 | $183.99K | 279,844 |
| Jared Isaacman 10% owner | Mar 2, 2026 | Buy | +45,693 | $43.83 | $2.00M | 1,366,900 |
| David Taylor Lauber Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −12,302 | $44.07 | $542.15K | 459,774 |
| Nancy Disman Director | Mar 2, 2026 | Tax withholding | −5,760 | $44.07 | $253.84K | 190,644 |
| Jordan Frankel See Remarks | Feb 28, 2026 | Tax withholding | −3,199 | $44.07 | $140.98K | 284,019 |
| James J. Whalen See Remarks | Feb 28, 2026 | Tax withholding | −902 | $44.07 | $39.75K | 66,936 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 28, 2026 | Tax withholding | −9,926 | $44.07 | $437.44K | 472,076 |
| Nancy Disman Director | Feb 28, 2026 | Tax withholding | −4,266 | $44.07 | $188.00K | 196,404 |
| Jordan Frankel See Remarks | Feb 27, 2026 | Award | +62,514 | $44.07 | $2.75M | 287,218 |
| James J. Whalen See Remarks | Feb 27, 2026 | Award | +17,018 | $44.07 | $749.98K | 67,838 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 27, 2026 | Award | +222,373 | $44.07 | $9.80M | 482,002 |
| Christopher Nestor Cruz See Remarks | Feb 27, 2026 | Award | +17,137 | $44.07 | $755.23K | 246,785 |
| Nancy Disman Director | Feb 27, 2026 | Award | +76,015 | $44.07 | $3.35M | 200,670 |
| Jared Isaacman 10% owner | Feb 27, 2026 | Buy | +159,244 | $44.15 | $7.03M | 1,321,207 |
| Jared Isaacman 10% owner | Feb 26, 2026 | Buy | +136,993 | $48.38 | $6.63M | 1,161,963 |
| Jordan Frankel See Remarks | Feb 20, 2026 | Tax withholding | −2,750 | $58.49 | $160.85K | 224,704 |
| James J. Whalen See Remarks | Feb 20, 2026 | Tax withholding | −3,916 | $58.49 | $229.05K | 50,820 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 20, 2026 | Tax withholding | −13,959 | $58.49 | $816.46K | 259,629 |
| Nancy Disman Director | Feb 20, 2026 | Tax withholding | −5,765 | $58.49 | $337.19K | 124,655 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −85,911 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +951,487 | – | – | 951,487 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −951,487 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Conversion | +19,801,028 | – | – | 20,752,515 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −19,801,028 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +85,911 | – | – | 85,911 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −85,911 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +85,911 | – | – | 85,911 |
| David Taylor Lauber Chief Executive Officer, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −1,319 | $69.77 | $92.03K | 273,588 |
| David Taylor Lauber Chief Executive Officer, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −10,681 | $68.91 | $736.03K | 274,907 |
| Nancy Disman Director | Dec 11, 2025 | Sale(10b5-1 plan) | −5,000 | $69.50 | $347.50K | 130,420 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 9, 2025 | Tax withholding | −54,137 | $68.88 | $3.73M | 1,024,970 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 8, 2025 | Gift | −130,257 | – | – | 951,487 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 8, 2025 | Award | +127,620 | – | – | 1,079,107 |
| James J. Whalen See Remarks | Nov 12, 2025 | Sale(10b5-1 plan) | −1,438 | $71.50 | $102.82K | 54,736 |
| Nancy Disman Chief Financial Officer | Sep 15, 2025 | Sale(10b5-1 plan) | −5,000 | $87.28 | $436.40K | 135,420 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Sep 8, 2025 | Gift | −56,818 | – | – | 1,081,744 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Sep 8, 2025 | Gift | −28,523 | – | – | 1,138,562 |
| David Taylor Lauber Chief Executive Officer, Director | Sep 3, 2025 | Sale(10b5-1 plan) | −2,500 | $88.59 | $221.48K | 285,588 |
| James J. Whalen See Remarks | Aug 15, 2025 | Sale | −794 | $89.90 | $71.38K | 56,324 |
| James J. Whalen See Remarks | Aug 15, 2025 | Gift | −150 | – | – | 56,174 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Aug 11, 2025 | Buy | +104,705 | $83.61 | $8.75M | 939,715 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Aug 8, 2025 | Buy | +91,721 | $81.90 | $7.51M | 835,010 |
| Christopher Nestor Cruz See Remarks | Aug 6, 2025 | Award | +121,655 | $82.20 | $10.00M | 132,324 |
| Christopher Nestor Cruz See Remarks | Aug 6, 2025 | Award | +97,324 | $82.20 | $8.00M | 229,648 |
| Nancy Disman Chief Financial Officer | Aug 5, 2025 | Tax withholding | −27,202 | $102.20 | $2.78M | 140,420 |
| Karen Roter Davis Director | Jun 30, 2025 | Sale(10b5-1 plan) | −750 | $100.00 | $75.00K | 8,209 |
| Sarah Goldsmith-Grover Director | Jun 30, 2025 | Sale(10b5-1 plan) | −2,957 | $100.00 | $295.70K | 6,884 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Nancy Disman Director | Dec 11, 2025 | 5,000 | $347.50K | Dec 11, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer, Director | Dec 11, 2025 | 12,000 | $828.03K | Dec 11, 2025 | Vesting of restricted stock unit award |
| James J. Whalen Officer | Nov 12, 2025 | 1,438 | $102.82K | Nov 12, 2025 | Vesting of restricted stock unit awards |
| Nancy Disman Director | Sep 15, 2025 | 5,000 | $436.40K | Sep 15, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer, Director | Sep 3, 2025 | 2,500 | $221.48K | Sep 3, 2025 | Vesting of restricted stock unit award |
| James J. Whalen Officer | Aug 15, 2025 | 794 | $71.38K | Aug 15, 2025 | Vesting of restricted stock unit award |
| Karen Roter Davis Director | Jun 30, 2025 | 750 | $75.00K | Jun 30, 2025 | Vesting of restricted stock unit award |
| Sarah Goldsmith-Grover Director | Jun 30, 2025 | 2,957 | $295.70K | Jun 30, 2025 | Vesting of restricted stock unit award |
| Nancy Disman Officer | Jun 16, 2025 | 10,000 | $903.32K | Jun 16, 2025 | Vesting of restricted stock unit award |
| Karen Roter Davis Director | Jun 16, 2025 | 2,757 | $260.62K | Jun 12, 2025 | Vesting of restricted stock unit award |
| Sarah Goldsmith-Grover Director | Jun 12, 2025 | 1,000 | $94.53K | Jun 12, 2025 | Vesting of restricted stock unit award |
| Jordan Frankel Officer | Jun 9, 2025 | 5,000 | $472.86K | Jun 9, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer | Jun 3, 2025 | 2,500 | $236.18K | Jun 3, 2025 | Vesting of restricted stock unit award |
| Nancy Disman Officer | Mar 14, 2025 | 10,000 | $849.79K | Mar 14, 2025 | Vesting of restricted stock unit award |
| Jordan Frankel Officer | Mar 10, 2025 | 12,500 | $1.10M | Mar 10, 2025 | Vesting of restricted stock unit award |
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