{"filings":[{"id":1093596,"accession_number":"0001193125-26-273418","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2026-06-17T12:10:24+00:00","items":["5.07","9.01"],"status":"ready","headline":"Shift4 shareholders elect directors, approve charter amendment and new ESPP (1.5M shares)","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["69.3M shares (87.35% outstanding) present at June 12 annual meeting.","Directors elected: Bakhshandehpour, Halkyard, Disman (52.0M-59.5M for each).","Ratified PwC as FY2026 auditor; approved advisory say-on-pay (79.2% of votes cast for).","Approved charter amendment (eliminate Class B/C, officer exculpation) and 2026 ESPP with 1.5M share reserve."],"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":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.45,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.6,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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; 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$550M tack-on of 6.750% Notes due 2032 at 100.50% of par.","Proceeds to partly fund acquisition of Global Blue Group Holding AG and redeem/repay existing 4.625% Notes due 2026.","Closing expected May 16, 2025, subject to customary conditions.","Offered via Rule 144A/Reg S private placement; guaranteed on senior unsecured basis by certain subsidiaries."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159681,"accession_number":"0001193125-25-112827","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["1.01","3.03","5.03","8.01","9.01"],"status":"ready","headline":"Shift4 issues $1B mandatory convertible preferred to fund Global Blue acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 10M shares of 6.00% Series A Mandatory Convertible Preferred Stock ($1B liquidation preference) on May 5, 2025; over-allotment fully exercised for 1.25M additional shares.","Cumulative dividends at 6.00% p.a., payable quarterly in cash or Class A common stock at company's option, starting Aug 1, 2025.","Mandatory conversion into Class A common stock on May 1, 2028 at conversion rate between 0.9780 and 1.2224 shares per preferred share.","Net proceeds, together with up to $1.735B of additional debt, to fund acquisition of Global Blue Group Holding AG and for general corporate purposes.","Company may redeem all shares if Global Blue merger is terminated; lock-up on similar securities for 90 days."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159680,"accession_number":"0001193125-25-105932","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Shift4 Payments Launches Mandatory Convertible Preferred Offering to Fund Global Blue Merger and Restructure","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shift4 launches public offering of 7.5M shares of Series A Mandatory Convertible Preferred Stock, with underwriter option for 1.125M additional shares.","Proceeds from offering, along with up to $1,735M in new debt and cash, will fund Shift4's acquisition of Global Blue Group Holding AG.","Shift4 enters restructuring agreement with founder Jared Isaacman to collapse Up-C structure, eliminating estimated $542M in future TRA payments.","Isaacman's Rook entity receives $80M cash and $118M in mandatory convertible preferred stock in private placement as part of restructuring.","Offering is not contingent on closing of the Global Blue merger; restructuring is contingent on offering and Isaacman's Senate confirmation as NASA administrator."],"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,"calibrated_materiality_score":0.9,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159679,"accession_number":"0001193125-25-105683","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Shift4 files pro forma for Global Blue merger; discloses $542M TRA relief in Isaacman restructuring","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pro forma combined balance sheet shows $2.96B goodwill and $2.13B intangibles after Global Blue acquisition.","Restructuring with Jared Isaacman relieves Shift4 of $542M future TRA payments in exchange for $198M value.","Shift4 plans $750M mandatory convertible preferred offering and up to $1.735B permanent debt financing.","Isaacman to receive $80M cash and $118M in mandatory convertible preferred shares as part of deal.","Pro forma shows combined net loss attributable to common stockholders of $8.4M for Q1 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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159678,"accession_number":"0001794669-25-000017","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q1 records: volume $45B, GRLNF $369M, adj EBITDA $169M; 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Gross profit $240.7M (+37% YoY).","Raised FY2025 guidance by $10M on both GRLNF and adj EBITDA; Global Blue closing expected early Q3.","New wins: Setai, Aspen Hospitality, Formula One Miami GP, PGA Tour, Pittsburgh Pirates, Colorado Rockies, Boston Red Sox.","Blended spreads stable at 61bps; free cash flow conversion 42%; volume backlog >$35B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":848300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178066,"accession_number":"0001193125-25-056179","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"CEO Jared Isaacman submits NASA ethics agreement; 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tender offer with ~90% holder support","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shift4 offers $7.50/GB common share, $10.00/Series A, $11.81/Series B; total consideration via tender offer.","Supporting shareholders owning ~90% of Global Blue shares agreed to tender and vote in favor of the deal.","Shift4 secured $1.795B bridge loan commitment from Goldman Sachs to finance the acquisition.","Transaction not subject to financing condition; closing requires minimum 90% tender and regulatory approvals.","Global Blue may pay $40M termination fee if it accepts a superior proposal under specified conditions."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194734,"accession_number":"0001193125-24-270801","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Shift4 CEO Jared Isaacman nominated to lead NASA; 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new facility undrawn at closing.","Interest at SOFR + 2.00% or alternate base rate + 1.00%; commitment fee 0.25% on undrawn.","CFO Nancy Disman cites increased flexibility to support global growth.","Springing covenant triggers if revolving exposure exceeds 40% of commitments."],"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":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211036,"accession_number":"0001193125-24-201402","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Shift4 completes $1.1B 6.75% senior notes due 2032; 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Whalen designated principal accounting officer; he has served as CAO since August 2023.","At annual meeting, 88.16% of shares present; shareholders re-elected Karen Roter Davis and Jared Isaacman.","Ratification of PwC as independent auditor for FY2024 passed with 302.6M votes for, 1.7M against.","Advisory vote on named executive officer compensation approved with 290.9M votes for, 6.8M against."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229525,"accession_number":"0001794669-24-000014","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Shift4 Q1 revenue $707M, adj. EBITDA $122M; announces $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["E2E payment volume $33.4B, +50% YoY; gross revenue $707.4M (+29%); gross revenue less network fees $263.7M (+32%).","Net income $28.5M; adjusted net income $50.5M ($0.54 diluted); EBITDA $98.7M; Adjusted EBITDA $121.7M (+36%).","Board authorized $500M stock repurchase program through Dec 31, 2025, replacing prior program.","Strategic review concluded with multiple formal offers but no deal; CEO says company will continue executing growth plan.","SkyTab POS system installs on track for 30,000 in 2024; restaurant SaaS growth 55%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":707400000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248067,"accession_number":"0001794669-24-000004","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q4 2023: E2E volume +55% YoY to $32.1B; Adj. 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consideration: $200M cash, $325M stock, up to $50M earnout, $25M RSUs.","Finaro is a cross-border ecommerce payments provider and fully licensed bank with large European presence.","Acquisition expands Shift4's TAM in geographic coverage and industry verticals, enabling international expansion.","Shift4 to offer card-present solutions (SkyTab, VenueNext) in Europe; gains 500+ integrations and 200K+ merchants.","Finaro will rebrand as Shift4 to operate under a single global brand reflecting unified platform."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265530,"accession_number":"0001794669-23-000022","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-10-20T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Shift4 receives final regulatory approval for Finaro acquisition; expects close within 3 business days","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Final regulatory approval received for European acquisition of Credorax (Finaro).","Transaction expected to consummate within the next three business days.","FY2023 guidance reaffirmed within previously issued ranges from August 3, 2023."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265529,"accession_number":"0001193125-23-249117","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-10-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Shift4 to acquire SpotOn's sports & entertainment assets (Appetize) for $100M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of assets from SpotOn's sports and entertainment division (Appetize) for approximately $100 million all-cash.","Shift4 will assume customer relationships, certain technology assets, and a portion of SpotOn employees.","Company expects immaterial financial contribution in 2023; contribution to increase in 2024 as models align.","Shift4 reaffirms FY2023 guidance provided on August 3, 2023 Q2 earnings call."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282745,"accession_number":"0001794669-23-000016","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q2 E2E volume +59% YoY, revenue +26%, Adj. EBITDA +68%; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["End-to-end payment volume $26.8B (+59% YoY); gross revenue $637M (+26%).","GAAP net income $36.8M; Adjusted EBITDA $110.0M (+68%); Adj. diluted EPS $0.74.","Raised full-year 2023 guidance, including expected contribution from Finaro acquisition closing in Q4.","SkyTab POS added ~6,500 new systems in Q2; expanding into non-profits and international.","Signed notable enterprise merchants: Virgin Hotels, Fontainebleau Las Vegas, Westgate Resorts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1184000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302044,"accession_number":"0001193125-23-165321","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shift4 Payments annual meeting elects three Class III directors, ratifies auditor, approves executive pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Sam Bakhshandehpour, Jonathan Halkyard, Donald Isaacman elected as Class III directors with strong FOR votes.","Ratification of PricewaterhouseCoopers as independent auditor for 2023 approved (306.2M FOR, 1.6M AGAINST).","Advisory vote on named executive officer compensation approved (290.5M FOR, 11.9M AGAINST).","Approximately 90% of outstanding shares represented at the meeting."],"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":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302043,"accession_number":"0001794669-23-000008","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Shift4 Q1 net income $20.4M vs loss; raises FY2023 guidance; $250M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 end-to-end payment volume $22.3B (+66% YoY); gross revenue $547M (+36%).","Net income $20.4M vs net loss of $13.2M a year ago; adjusted EBITDA $89.3M (+102%).","Board authorized $250M stock repurchase program expiring Dec 31, 2023.","FY2023 guidance raised: E2E vol $104-110B, Adj. EBITDA $420-440M, Adj. FCF $225M+.","Acquired Focus POS adding 10,000+ restaurant clients and up to $15B annual volume."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":547000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321743,"accession_number":"0001794669-23-000002","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Q4 2022: E2E volume $20.7B (+55% YoY), Adj EBITDA $94.4M (+115%); FY23 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 net income $38.5M vs $3.0M in Q4 2021; adjusted net income $40.5M ($0.47 diluted).","Full year 2022: E2E volume $71.6B (+53%), Adj EBITDA $290M (+73%), net income $86.7M vs loss $74.0M in 2021.","FY2023 guidance: E2E volume $100-109B (+40-52%), Adj EBITDA $410-435M (+42-50%).","Gross revenue less network fees Q4 $199.4M (+36% YoY); gross profit $138.3M (+78%).","New partnerships: PayPal Checkout integration; SkyTab POS deployed over 10,000 systems."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1993600000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339848,"accession_number":"0001794669-22-000051","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shift4 Payments announces Q3 2022 results; no specific figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company reported financial results for quarter ended September 30, 2022 on November 7, 2022.","Press release furnished as Exhibit 99.1, but full text not included in provided filing excerpt.","Investors need to consult the complete press release for revenue, EPS, and segment details.","No guidance changes or material events mentioned in the filing body."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1455900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3407177120.2231836,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339847,"accession_number":"0001794669-22-000048","cik":1794669,"company_name":"Shift4 Payments, Inc.","ticker":"FOUR","form_type":"8-K","filed_at":"2022-10-21T23:59:59+00:00","items":["4.02","7.01"],"status":"ready","headline":"Shift4 restates prior financials over cash flow classification error; 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