---
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"
generated_at: "2026-05-26T17:16:35.873526+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Shift4 Q4 volume +49% to $47.9B; acquires Global Blue for undisclosed sum; CEO transition

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794669-25-000007
- JSON: https://secwatch.observer/filing/0001794669-25-000007.json
- Plain text: https://secwatch.observer/filing/0001794669-25-000007.txt

## Key facts
- Executive change
  Seth Dallaire was appointed as Director at Shift4 Payments, Inc..
  - Action: appointed
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1794669/000179466925000007/0001794669-25-000007-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.