Appointed
Taylor Lauber
Chief Executive Officer
FOUR ·
Shift4 Payments, Inc.
Appointment of Taylor Lauber as Chief Executive Officer
FOUR
Shift4 Payments, Inc.
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Ready 8-Ks
15
Latest filing
May 07, 2026 23:59 UTC
Top materiality
0.90
Event mix
leadership ×4 · debt ×4 · earnings ×3
Sentiment
9 pos · 0 neg · 6 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
- 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.
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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%).
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James Whalen resigns as Chief Accounting Officer effective April 3, 2026; departure is amicable with no disagreement.
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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.
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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.
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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.
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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.
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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.
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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%.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
Executive changes
Appointed
Taylor Lauber
Chief Executive Officer
FOUR ·
Shift4 Payments, Inc.
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.
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.
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.
Materiality & sentiment trend
Max materiality 0.90 · Median 0.75 · Most common event leadership