{"schema_version":"secwatch.filing_event.v1","accession":"0001794669-25-000007","form_type":"8-K","ticker":"FOUR","cik":"0001794669","company_name":"Shift4 Payments, Inc.","filed_at":"2025-02-18T23:59:59+00:00","discovered_at":"2026-05-14T18:03:04.895021+00:00","generated_at":"2026-05-26T17:16:35.873526+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Shift4 Q4 volume +49% to $47.9B; acquires Global Blue for undisclosed sum; CEO transition","bullets":["Q4 E2E payment volume $47.9B (+49% YoY); gross revenue less network fees $405M (+50% YoY); net income $205.9M.","All-cash acquisition of Global Blue (tax refund/payments network); Tencent and Ant committed to partner and purchase positions.","CEO Jared Isaacman to transition to Taylor Lauber; Isaacman remains CEO through confirmation.","2025 guidance targets $1B annual adjusted free cash flow run rate within three years.","Seth Dallaire appointed to board as Class II director effective Feb 20; director compensation policy amended."],"urls":{"canonical":"https://secwatch.observer/filing/0001794669-25-000007","json":"https://secwatch.observer/filing/0001794669-25-000007.json","markdown":"https://secwatch.observer/filing/0001794669-25-000007.md","text":"https://secwatch.observer/filing/0001794669-25-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1794669/000179466925000007/0001794669-25-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1794669/000179466925000007/four-20250216.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T17:16:35.873526+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7c1189c4aa","claim":"Seth Dallaire was appointed as Director at Shift4 Payments, Inc..","evidence_excerpt":"On February 16, 2025 , upon the recommendation of its Nominating Committee, the Board appointed Seth Dallaire to serve as a member of the Board, effective February 20, 2025.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1794669/000179466925000007/0001794669-25-000007-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}