FOUR Shift4 Payments, Inc.

CIK 0001794669 50 ready 8-Ks latest June 17, 2026, 8:10 AM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing June 17, 2026, 8:10 AM ET

Top materiality 0.90

Event mix earnings ×14 · debt ×11 · m_and_a ×10

Sentiment 25 pos · 0 neg · 25 neu

Executive change recent →

Recent 8-K filings for FOUR

Highest-materiality recent filing

Shift4 completes $2.7B acquisition of Global Blue; 97.4% shares tendered at $7.50-$11.81 per share

July 3, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01 item 2.01 item 2.03 item 7.01 item 9.01 ◈ Debt Financings ×2◈ M&A Transactions

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.

Read filing →

June 17, 2026, 8:10 AM ET other material materiality 0.15 neutral item 5.07 item 9.01

Shift4 shareholders elect directors, approve charter amendment and new ESPP (1.5M shares)

69.3M shares (87.35% outstanding) present at June 12 annual meeting.
May 7, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Q1 2026: Revenue up 32% to $1.12B; Adj. EBITDA up 39% to $234M; FY guidance unchanged

Gross revenue $1.121B (+32% YoY); gross revenue less network fees $549M (+49%, organic +11%).
March 9, 2026, 7:59 PM ET leadership materiality 0.45 neutral item 5.02 item 7.01

Shift4 CAO James Whalen resigning April 3; CFO Cruz principal accounting officer, Mintiloglitis interim CAO

James Whalen resigns as Chief Accounting Officer effective April 3, 2026; departure is amicable with no disagreement.
February 26, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Shift4 Q4 2025: EPS $0.36, Adj EBITDA $304M (+48%), guides 26-31% revenue growth in 2026

Q4 gross revenue $1,189M (+34%); gross revenue less network fees $610M (+51%); GAAP EPS $0.36, non-GAAP EPS $1.60.
February 10, 2026, 6:59 PM ET other material materiality 0.80 positive item 1.01 item 9.01

Shift4 completes Up-C collapse; eliminates ~$440M TRA liability and removes Isaacman's majority voting control

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.
January 5, 2026, 6:59 PM ET debt materiality 0.60 positive item 1.01 item 2.03 item 9.01 ◈ Material Agreements

Shift4 reprices $997.5M term loans; SOFR margin cut to 2.00% from 2.50–2.75%

Amendment No. 3 to Credit Agreement refinances all outstanding term loans with new $997.5M facility.
December 18, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 1.01 item 5.02

Jared Isaacman resigns as Executive Chairman after NASA confirmation; Taylor Lauber named Chairman

Isaacman resigned as Executive Chairman, Class I director, and Nominating Committee member upon being sworn in as NASA Administrator on Dec 18, 2025.
December 8, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 9.01 ◈ Debt Financings

Shift4 Payments issues €435M of 5.5% Senior Notes due 2033, net proceeds ~$507M

Issued €435M in additional 5.500% Senior Notes due 2033, treated as single class with existing €680M notes.
December 4, 2025, 6:59 PM ET debt materiality 0.55 neutral item 7.01 item 9.01

Shift4 Payments prices €435M tack-on of 5.5% senior notes due 2033

Pricing of €435M aggregate principal of 5.500% senior notes due 2033 at issue price 102.50%.
November 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Shift4 Q3: gross profit +62% to $409.6M; non-GAAP EPS $1.47; $1B buyback authorized

Volume $54.7B (+26% YoY); gross revenue less network fees $589.2M (+61% YoY); gross profit $409.6M (+62% YoY).
September 30, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01 item 2.03 item 9.01 ◈ Debt Financings

Shift4 Payments ups settlement line to $125M, extends maturity to Sept 2026

Amendment increases available amount from $100M to $125M under facility with Citizens Bank.
August 18, 2025, 7:59 PM ET M&A materiality 0.80 positive item 2.01 item 7.01 item 9.01 ◈ M&A Transactions

Shift4 completes squeeze-out merger of Global Blue, acquiring remaining 2.63%

Shift4 completed the squeeze-out merger of Global Blue on Aug 18, 2025; remaining 2.63% shares cancelled for $7.50/common share cash.
August 5, 2025, 7:59 PM ET leadership materiality 0.75 neutral item 9.01 item 2.02 item 5.02

Shift4 CFO resigns, Cruz appointed; Q2 2025 results announced; Global Blue pro forma filed

CFO Nancy Disman resigns effective Sep 1, 2025; will serve as Senior Advisor until Jan 2, 2026, then retire.
July 3, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01 item 2.01 item 2.03 item 7.01 item 9.01 ◈ Debt Financings ×2◈ M&A Transactions

Shift4 completes $2.7B acquisition of Global Blue; 97.4% shares tendered at $7.50-$11.81 per share

Acquired 97.37% of Global Blue shares via tender; aggregate consideration ~$2.7B in cash.
June 17, 2025, 7:59 PM ET other material materiality 0.60 positive item 1.02 item 5.07 item 5.02 ◈ executive_change

Shift4 Payments redeems 4.625% Notes; names Lauber CEO with $600K salary

Redeemed all outstanding 4.625% Senior Notes due 2026 on June 16, 2025; indenture satisfied and guarantees released.
June 4, 2025, 7:59 PM ET leadership materiality 0.75 positive item 5.02 item 7.01 item 9.01 ◈ executive_change ×3

Shift4 CEO Jared Isaacman resigns, becomes Executive Chairman; Taylor Lauber named CEO

Jared Isaacman resigns as CEO effective June 5, 2025, appointed Executive Chairman; remains largest shareholder and Class I director.
May 16, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 8.01 item 9.01 ◈ Debt Financings ×2

Shift4 closes €680M & $550M senior notes offerings; net proceeds ~$1.28B

€680M 5.500% Senior Notes due 2033 and $550M 6.750% Senior Notes due 2032 issued.
May 15, 2025, 7:59 PM ET M&A materiality 0.70 neutral item 7.01 item 9.01

Shift4 provides pro forma financials for Global Blue acquisition; details $2.8B financing plan

Total consideration: $2.8B in pro forma assets; Shift4 issued $1B Mandatory Convertible Preferred Stock on May 5, 2025.
May 8, 2025, 7:59 PM ET debt materiality 0.70 neutral item 7.01 item 9.01

Shift4 Payments subsidiaries price €680M 5.5% notes due 2033 and $550M 6.75% tack-on notes due 2032

€680M of 5.500% Senior Notes due 2033 priced at par; $550M tack-on of 6.750% Notes due 2032 at 100.50% of par.
May 5, 2025, 7:59 PM ET other material materiality 0.75 neutral item 1.01 item 3.03 item 5.03 item 8.01 item 9.01 ◈ Governance Changes

Shift4 issues $1B mandatory convertible preferred to fund Global Blue acquisition

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.
April 30, 2025, 7:59 PM ET M&A materiality 0.85 positive item 8.01 item 9.01

Shift4 files pro forma for Global Blue merger; discloses $542M TRA relief in Isaacman restructuring

Pro forma combined balance sheet shows $2.96B goodwill and $2.13B intangibles after Global Blue acquisition.
April 30, 2025, 7:59 PM ET M&A materiality 0.90 positive item 7.01 item 9.01

Shift4 Payments Launches Mandatory Convertible Preferred Offering to Fund Global Blue Merger and Restructure

Shift4 launches public offering of 7.5M shares of Series A Mandatory Convertible Preferred Stock, with underwriter option for 1.125M additional shares.
April 29, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Shift4 Q1 records: volume $45B, GRLNF $369M, adj EBITDA $169M; raises FY guide

Q1 payment volume $45.0B (+35% YoY); gross revenue less network fees $369M (+40% YoY); adj EBITDA $169M (+38% YoY).
March 18, 2025, 7:59 PM ET leadership materiality 0.78 neutral item 7.01 item 8.01 item 9.01

CEO Jared Isaacman submits NASA ethics agreement; would resign and surrender majority voting control if confirmed

Founder/CEO/Chairman Isaacman submitted an ethics agreement to NASA on March 12, 2025, for his nomination as NASA administrator.
February 18, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 1.01 item 7.01 item 8.01 item 9.01

Shift4 to acquire Global Blue for $7.50/common share; tender offer with ~90% holder support

Shift4 offers $7.50/GB common share, $10.00/Series A, $11.81/Series B; total consideration via tender offer.
February 18, 2025, 6:59 PM ET M&A materiality 0.85 positive item 2.02 item 5.02 item 9.01 ◈ executive_change

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

Q4 E2E payment volume $47.9B (+49% YoY); gross revenue less network fees $405M (+50% YoY); net income $205.9M.
December 4, 2024, 6:59 PM ET leadership materiality 0.75 neutral item 5.02 item 8.01 item 9.01

Shift4 CEO Jared Isaacman nominated to lead NASA; will remain CEO pending Senate confirmation

CEO Jared Isaacman nominated by President-elect Trump to serve as NASA Administrator; will remain CEO until Senate confirmation.
November 12, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Shift4 Q3 revenue +50% to $365M; raises Q4 guidance; Givex acquisition closed

E2E payment volume $43.5B (+56% YoY); GRLNF $365.1M (+50% YoY).
October 4, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 2.03

Shift4 Payments enters $100M settlement line of credit with Citizens Bank

Facility of up to $100M for day-to-day funding of interchange fees and related merchant obligations.
September 10, 2024, 7:59 PM ET debt materiality 0.45 positive item 1.01 item 2.03 item 8.01 item 9.01

Shift4 closes $450M senior secured revolving credit facility due 2029

Facility provides $450M, with $112.5M available for letters of credit, maturing Sept 5, 2029.
August 15, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01 item 2.03 item 8.01 item 9.01

Shift4 completes $1.1B 6.75% senior notes due 2032; to refinance existing debt

$1.1B of 6.750% senior notes due 2032 issued; net proceeds approx. $1.0879B after discounts and fees.
August 13, 2024, 7:59 PM ET debt materiality 0.75 neutral item 7.01 item 9.01

Shift4 Payments prices $1.1B of 6.750% Senior Notes due 2032

Aggregate principal $1.1B, interest 6.750% per annum, due 2032, priced at par.
August 12, 2024, 7:59 PM ET debt materiality 0.40 neutral item 7.01 item 9.01

Shift4 Payments launches $1.1B senior notes offering to refinance debt and for general corporate purposes

Proposed $1.1B aggregate principal amount of senior notes by subsidiaries Shift4 Payments, LLC and Shift4 Payments Finance Sub, Inc.
August 8, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Shift4 Q2 beats: revenue less network fees +41% YoY; raises full-year guidance

End-to-end payment volume $40.1B (+50% YoY); gross revenue less network fees $320.6M (+41% YoY).
June 11, 2024, 7:59 PM ET other material materiality 0.20 neutral item 5.02 item 5.07 ◈ executive_change

Shift4 Payments designates James Whalen as principal accounting officer; annual meeting results

James J. Whalen designated principal accounting officer; he has served as CAO since August 2023.
May 9, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

Shift4 Q1 revenue $707M, adj. EBITDA $122M; announces $500M buyback

E2E payment volume $33.4B, +50% YoY; gross revenue $707.4M (+29%); gross revenue less network fees $263.7M (+32%).
February 27, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Q4 2023: E2E volume +55% YoY to $32.1B; Adj. EBITDA $136.1M (+44%)

End-to-end payment volume $32.1B, up 55% YoY; gross profit $184.6M (+33%).
November 8, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Payments Q3 2023: E2E volume +36% YoY, Adj. EBITDA +46% to $124.5M; raises FY23 guidance

E2E payment volume $27.9B (+36% YoY); gross revenue $675.4M (+23%); net income $46.5M.
October 26, 2023, 7:59 PM ET M&A materiality 0.85 positive item 2.01 item 3.02 item 7.01 item 9.01 ◈ M&A Transactions

Shift4 completes $600M acquisition of Finaro to accelerate European expansion

Closed Oct 26, 2023; consideration: $200M cash, $325M stock, up to $50M earnout, $25M RSUs.
October 20, 2023, 7:59 PM ET M&A materiality 0.65 positive item 7.01

Shift4 receives final regulatory approval for Finaro acquisition; expects close within 3 business days

Final regulatory approval received for European acquisition of Credorax (Finaro).
October 2, 2023, 7:59 PM ET M&A materiality 0.50 neutral item 8.01

Shift4 to acquire SpotOn's sports & entertainment assets (Appetize) for $100M cash

Acquisition of assets from SpotOn's sports and entertainment division (Appetize) for approximately $100 million all-cash.
August 3, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Q2 E2E volume +59% YoY, revenue +26%, Adj. EBITDA +68%; raises FY guidance

End-to-end payment volume $26.8B (+59% YoY); gross revenue $637M (+26%).
June 12, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

Shift4 Payments annual meeting elects three Class III directors, ratifies auditor, approves executive pay

Sam Bakhshandehpour, Jonathan Halkyard, Donald Isaacman elected as Class III directors with strong FOR votes.
May 4, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

Shift4 Q1 net income $20.4M vs loss; raises FY2023 guidance; $250M buyback

Q1 end-to-end payment volume $22.3B (+66% YoY); gross revenue $547M (+36%).
February 28, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Q4 2022: E2E volume $20.7B (+55% YoY), Adj EBITDA $94.4M (+115%); FY23 guidance raised

Q4 2022 net income $38.5M vs $3.0M in Q4 2021; adjusted net income $40.5M ($0.47 diluted).
November 7, 2022, 6:59 PM ET earnings materiality 0.30 neutral item 2.02 item 9.01 ◈ Earnings Releases

Shift4 Payments announces Q3 2022 results; no specific figures in filing

Company reported financial results for quarter ended September 30, 2022 on November 7, 2022.
October 21, 2022, 7:59 PM ET other material materiality 0.70 neutral item 4.02 item 7.01

Shift4 restates prior financials over cash flow classification error; raises FY2022 outlook

Non-reliance on FY2021 10-K and Q1/Q2 2022 10-Qs due to misclassification of customer acquisition costs in cash flow statement.
October 5, 2022, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

Shift4 appoints Sam Bakhshandehpour to Board of Directors

Appointed as Class III director effective October 4, 2022, term expiring at 2023 annual meeting.
August 8, 2022, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01

Shift4 Payments board sets annual say-on-pay votes; reclassifies director Cruz

Board will hold advisory say-on-pay vote every year, following stockholder preference expressed at annual meeting.
August 4, 2022, 7:59 PM ET earnings materiality 0.72 positive item 2.02 item 9.01

Shift4 Q2 2022: E2E volume $16.9B (+43% YoY), raises FY2022 guidance

End-to-end payment volume $16.9B (+43% YoY); gross revenue less network fees $182.6M (+34% YoY).

Executive changes

Appointed

Taylor Lauber

Chief Executive Officer

FOUR · Shift4 Payments, Inc.

Filed: June 17, 2025, 7:59 PM ET

Appointment of Taylor Lauber as Chief Executive Officer

Appointed

Taylor Lauber

Chief Executive Officer

FOUR · Shift4 Payments, Inc.

Effective: 2025-06-05
Filed: June 4, 2025, 7:59 PM ET

the Company’s President, Taylor Lauber, has been appointed as the new Chief Executive Officer and the Company’s principal executive officer, effective as of the Effective Time.

Appointed

Taylor Lauber

Class I Director

FOUR · Shift4 Payments, Inc.

Effective: 2025-06-05
Filed: June 4, 2025, 7:59 PM ET

Mr. Lauber has also been appointed by the Company’s Board to serve as a Class I member of the Board, with a term to expire at the 2027 annual meeting of stockholders and until his respective successor is duly elected and qualified or until his earlier death, resignation or removal.

Role change

Jared Isaacman

Executive Chairman

FOUR · Shift4 Payments, Inc.

Effective: 2025-06-05
Successor: Taylor Lauber
Filed: June 4, 2025, 7:59 PM ET

Jared Isaacman has resigned from his role as the Company’s Chief Executive Officer, effective June 5, 2025 (the “Effective Time”). As of the Effective Time, Mr. Isaacman has been appointed as the Executive Chairman of the Company.

Appointed

Seth Dallaire

Director

FOUR · Shift4 Payments, Inc.

Effective: 2025-02-20
Filed: February 18, 2025, 6:59 PM ET

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.

Appointed

James J. Whalen

Principal Accounting Officer

FOUR · Shift4 Payments, Inc.

Effective: 2024-06-07
Filed: June 11, 2024, 7:59 PM ET

On June 10, 2024, the Board of Directors (the “ Board ”) of Shift4 Payments, Inc. (the “ Company ”) designated James J. Whalen, the Company’s Chief Accounting Officer (the “ CAO ”), as the Company’s principal accounting officer, effective as of June 7, 2024.

Appointed

Sam Bakhshandehpour

Director

FOUR · Shift4 Payments, Inc.

Effective: 2022-10-04
Filed: October 5, 2022, 7:59 PM ET

appointed Sam Bakhshandehpour to serve as a member of the Board, effective immediately.

Departed

Bradley Herring

Chief Financial Officer

FOUR · Shift4 Payments, Inc.

Effective: 2022-08-05
Successor: Nancy Disman
Filed: August 3, 2022, 7:59 PM ET

On August 3, 2022, Bradley Herring and Shift4 Payments, Inc. (the “ Company ”) agreed that Mr. Herring will no longer serve as the Company’s Chief Financial Officer, effective August 5, 2022.

Appointed

Nancy Disman

Chief Financial Officer

FOUR · Shift4 Payments, Inc.

Effective: 2022-08-05
Filed: August 3, 2022, 7:59 PM ET

On August 3, 2022, the Board appointed Ms. Disman as the Company’s Chief Financial Officer and principal financial officer, in each case effective August 5, 2022.

Departed

Nancy Disman

Class II Director

FOUR · Shift4 Payments, Inc.

Effective: 2022-08-05
Filed: August 3, 2022, 7:59 PM ET

On August 3, 2022, Nancy Disman tendered her resignation as a Class II director of the board of directors of the Company (the “ Board ”) and will step down from the Board and its Audit, Compensation and Nominating and Corporate Governance Committees, in each case effective August 5, 2022.

Role change

Taylor Lauber

President and Chief Strategy Officer

FOUR · Shift4 Payments, Inc.

Effective: 2022-02-04
Filed: February 4, 2022, 6:59 PM ET

On February 4, 2022, the Board of Directors (the “Board”) of Shift4 Payments, Inc. (the “Company”) appointed Taylor Lauber, the Company’s Chief Strategy Officer, as its President.

Departed

Andrew Frey

Class I director

FOUR · Shift4 Payments, Inc.

Effective: 2021-08-16
Successor: Karen Roter Davis
Filed: August 17, 2021, 7:59 PM ET

Andrew Frey tendered his resignation as a Class I director of the Board of Directors (the “Board”) of Shift4 Payments, Inc. (the “Company”), and stepped down from the Board and its Compensation Committee, effective immediately.

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

25 positive 0 negative 25 neutral

source · FOUR on sec.gov