{"filings":[{"id":95508,"accession_number":"0001794669-26-000018","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q1 2026: Revenue up 32% to $1.12B; Adj. EBITDA up 39% to $234M; FY guidance unchanged","event_type":"earnings","confidence":"high","bullets":["Gross revenue $1.121B (+32% YoY); gross revenue less network fees $549M (+49%, organic +11%).","Net income $12M; GAAP diluted EPS ($0.01); Non-GAAP EPS $0.97.","Adjusted EBITDA $234M (+39%); Adjusted EBITDA margin 43%; Adjusted FCF $88M (+26%).","Volume $56B (+24% YoY); payments-based revenue less network fees $345M; Shift4 Dine merchants +40%.","Full-year 2026 guidance reaffirmed; quarterly guidance introduced for remaining three quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1121000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108629,"accession_number":"0001193125-26-098532","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Shift4 CAO James Whalen resigning April 3; CFO Cruz principal accounting officer, Mintiloglitis interim CAO","event_type":"leadership","confidence":"high","bullets":["James Whalen resigns as Chief Accounting Officer effective April 3, 2026; departure is amicable with no disagreement.","CFO Christopher Cruz designated as principal accounting officer; Filippos Mintiloglitis named interim CAO.","Mintiloglitis previously led public company reporting at Global Blue, supporting integration efforts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108628,"accession_number":"0001794669-26-000006","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q4 2025: EPS $0.36, Adj EBITDA $304M (+48%), guides 26-31% revenue growth in 2026","event_type":"earnings","confidence":"high","bullets":["Q4 gross revenue $1,189M (+34%); gross revenue less network fees $610M (+51%); GAAP EPS $0.36, non-GAAP EPS $1.60.","Adjusted EBITDA $304M (+48%), margin 50%; volume $59B (+23% YoY).","Revenue pillars: payments-based $340M, tax-free shopping $125M, subscription and other $145M.","FY2026 guidance: 26-31% gross revenue less network fee growth; core Americas mid-teen payments growth.","Prioritizing share repurchases; Global Blue acquisition accretive long-term to margins."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4180000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108627,"accession_number":"0001193125-26-043740","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Shift4 completes Up-C collapse; eliminates ~$440M TRA liability and removes Isaacman's majority voting control","event_type":"other_material","confidence":"high","bullets":["Jared Isaacman exchanged all Class C shares for Class A shares and Rook redeemed 19.8M common units for Class A shares, cancelling Class B shares.","Company relieved of estimated $440M future TRA payments; Rook assigned all TRA rights to Shift4 and waived any tax benefit payments.","Consideration to Isaacman/Rook: $138.8M cash, 423,296 mandatory convertible preferred shares, and deemed satisfaction of 4Shares program commitment.","Isaacman agreed to a five-year non-compete and will negotiate a return to service after his NASA Administrator term ends.","Transaction eliminates Rook's majority voting power and removes certain Stockholders Agreement provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108626,"accession_number":"0001794669-26-000004","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Shift4 reprices $997.5M term loans; SOFR margin cut to 2.00% from 2.50–2.75%","event_type":"debt","confidence":"high","bullets":["Amendment No. 3 to Credit Agreement refinances all outstanding term loans with new $997.5M facility.","SOFR margin reduced from 2.50–2.75% to 2.00% per annum; base rate margin cut from 1.50–1.75% to 1.00%.","No revolving loans outstanding under Amended Credit Agreement as of January 5, 2026.","Goldman Sachs Bank USA remains administrative agent; other material terms unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125084,"accession_number":"0001193125-25-325098","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["1.01","5.02"],"status":"ready","headline":"Jared Isaacman resigns as Executive Chairman after NASA confirmation; Taylor Lauber named Chairman","event_type":"leadership","confidence":"high","bullets":["Isaacman resigned as Executive Chairman, Class I director, and Nominating Committee member upon being sworn in as NASA Administrator on Dec 18, 2025.","Taylor Lauber appointed Chairman of the Board effective Dec 17, 2025.","Isaacman agreed to vote ~25% of outstanding voting power via letter agreement with the OGE.","Within 60 days, Isaacman intends to convert equity units and Class B/C shares to Class A and collapse the Up-C structure; terms to be negotiated.","Company will no longer be a 'controlled company' under NYSE corporate governance standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125083,"accession_number":"0001794669-25-000043","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Shift4 Payments issues €435M of 5.5% Senior Notes due 2033, net proceeds ~$507M","event_type":"debt","confidence":"high","bullets":["Issued €435M in additional 5.500% Senior Notes due 2033, treated as single class with existing €680M notes.","Net proceeds of approximately $507M after discounts and offering expenses.","Proceeds to be used for general corporate purposes, including debt repayment, acquisitions, growth, and share repurchases.","Notes mature May 15, 2033; interest payable semi-annually at 5.500%.","Notes are senior unsecured obligations guaranteed by certain subsidiaries of Shift4 Payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125082,"accession_number":"0001794669-25-000040","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Shift4 Payments prices €435M tack-on of 5.5% senior notes due 2033","event_type":"debt","confidence":"high","bullets":["Pricing of €435M aggregate principal of 5.500% senior notes due 2033 at issue price 102.50%.","New notes tack-on to existing €680M notes issued May 2025; will be treated as single class.","Expected closing Dec 8, 2025; net proceeds for debt repayment, acquisitions, growth, share repurchases.","Offered in private placement under Rule 144A and Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125081,"accession_number":"0001794669-25-000033","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q3: gross profit +62% to $409.6M; non-GAAP EPS $1.47; $1B buyback authorized","event_type":"earnings","confidence":"high","bullets":["Volume $54.7B (+26% YoY); gross revenue less network fees $589.2M (+61% YoY); gross profit $409.6M (+62% YoY).","Adjusted EBITDA $292.1M (+56% YoY), margin 50%; net income $33.4M; GAAP diluted EPS $0.17, non-GAAP EPS $1.47.","Global Blue contributed $68M EBITDA (43% margin); ex-Global Blue GRLNF grew 19% YoY.","Board authorized new $1B stock repurchase program, largest in company history.","Medium-term guidance: over 30% CAGR; FY2025 blended spreads expected north of 60 bps."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2991400000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141777,"accession_number":"0001193125-25-225014","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Shift4 Payments ups settlement line to $125M, extends maturity to Sept 2026","event_type":"debt","confidence":"high","bullets":["Amendment increases available amount from $100M to $125M under facility with Citizens Bank.","Maturity date extended to September 28, 2026, from original 2025 date.","Borrower is wholly-owned subsidiary Shift4 Payments, LLC; guarantee and collateral terms unchanged.","Amendment effective September 29, 2025; customary conditions precedent satisfied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141776,"accession_number":"0001193125-25-182293","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Shift4 completes squeeze-out merger of Global Blue, acquiring remaining 2.63%","event_type":"m_and_a","confidence":"high","bullets":["Shift4 completed the squeeze-out merger of Global Blue on Aug 18, 2025; remaining 2.63% shares cancelled for $7.50/common share cash.","Shift4 previously acquired 97.37% in tender offer on July 3, 2025; Global Blue now a wholly-owned subsidiary.","Global Blue will delist from NYSE and deregister with SEC following the merger.","Merger approved by Global Blue shareholders at extraordinary general meeting on Aug 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141774,"accession_number":"0001794669-25-000025","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K/A","filed_at":"2025-08-05T23:59:59+00:00","items":["9.01","2.02","5.02"],"status":"ready","headline":"Shift4 CFO resigns, Cruz appointed; Q2 2025 results announced; Global Blue pro forma filed","event_type":"leadership","confidence":"medium","bullets":["CFO Nancy Disman resigns effective Sep 1, 2025; will serve as Senior Advisor until Jan 2, 2026, then retire.","Christopher Cruz named CFO effective Sep 1, 2025; receives $500k salary, $500k target bonus, $2M signing bonus, plus $10M and $8M RSU awards.","Cruz resigns from Board; Donald Isaacman also resigns as Class III director; Disman appointed Class III director.","General Counsel Jordan Frankel becomes Chief Legal Officer with new 3-year employment agreement, $350k salary, $225k target bonus.","Q2 2025 earnings announced on Aug 5, 2025; no specific figures provided in filing text; pro forma financials for Global Blue acquisition incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141775,"accession_number":"0001193125-25-155254","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["1.01","2.01","2.03","7.01","9.01"],"status":"ready","headline":"Shift4 completes $2.7B acquisition of Global Blue; 97.4% shares tendered at $7.50-$11.81 per share","event_type":"m_and_a","confidence":"high","bullets":["Acquired 97.37% of Global Blue shares via tender; aggregate consideration ~$2.7B in cash.","Funded with $1B term loan, $1B mandatory convertible preferred (6% Series A), and €680M + $550M senior notes.","Shift4 amended credit facility: revolver increased $100M to $550M, added $1B term loan due 2032.","Planned statutory squeeze-out merger to acquire remaining shares; intends to delist Global Blue from NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159677,"accession_number":"0001193125-25-142142","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K/A","filed_at":"2025-06-17T23:59:59+00:00","items":["1.02","5.07","5.02"],"status":"ready","headline":"Shift4 Payments redeems 4.625% Notes; names Lauber CEO with $600K salary","event_type":"other_material","confidence":"high","bullets":["Redeemed all outstanding 4.625% Senior Notes due 2026 on June 16, 2025; indenture satisfied and guarantees released.","Taylor Lauber appointed CEO effective June 5; employment agreement includes $600K base salary, $9.8M FY2026 equity target, and $2.86M initial RSU grant vesting over 3 years.","Shareholders at June 13 meeting elected Cruz, Dallaire, Grover as Class II directors, ratified PwC as auditor, and approved say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159685,"accession_number":"0001193125-25-135018","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Shift4 CEO Jared Isaacman resigns, becomes Executive Chairman; Taylor Lauber named CEO","event_type":"leadership","confidence":"high","bullets":["Jared Isaacman resigns as CEO effective June 5, 2025, appointed Executive Chairman; remains largest shareholder and Class I director.","President Taylor Lauber appointed CEO and Class I director, effective June 5, 2025, term expiring at 2027 annual meeting.","Restructuring Transaction Agreement terminated automatically after Senate did not confirm Isaacman's NASA appointment; no voting share reduction.","Isaacman to focus on capital allocation, M&A, and major projects; company reiterates FY guidance and mid-term outlook.","Transformational Global Blue deal nearing close; restaurant, hotel, stadium, and unified payment products gaining traction internationally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}