Shift4 Payments, Inc. — fact timeline

Shift4 Payments, Inc. reported financial results for the quarter ended March 31, 2026.

“Shift4 Payments, Inc. (the " Company ") announced its financial results for the quarter ended March 31, 2026.”

Shift4 Payments, Inc. entered into Amendment No. 3 to Second Amended and Restated First Lien Credit Agreement with Goldman Sachs Bank USA valued at $997,500,000.00 outstanding borrowings of Amendment No. 3 Refinancing Term Loans (effective 2026-01-05).

“Shift4 Payments, LLC, a Delaware limited liability company (“ Shift4, LLC ”), and a direct subsidiary of Shift4 Payments, Inc., a Delaware corporation (the “ Company ”), and certain other wholly-owned subsidiaries of Shift4, LLC (the “ Subsidiary Guarantors ”) entered into Amendment No. 3 to Second Amended and Restated First Lien Credit Agreement (the “ Amendment ”), which amended the Second Amended and Restated First Lien Credit Agreement, dated as of September 5, 2024”

Shift4 Payments, Inc. incurred senior notes of €435 million at 5.500% maturing May 15, 2033.

“completed the issuance and sale of €435 million aggregate principal amount of 5.500% Senior Notes due 2033”

Shift4 Payments, Inc. amended credit facility of up to $125.0 million with Citizens Bank, N.A. maturing September 28, 2026.

“the Amendment, among other things, amends the Settlement Line Agreement as of the Effective Date, including without limitation to (i) extend the scheduled maturity date of the Settlement Line to September 28, 2026, subject to further extensions under certain circumstances as described therein, (ii) increase the aggregate amount available under the Settlement Line by $25.0 million, to an aggregate available amount of up to $125.0 million”

Shift4 Payments, Inc. completed an acquisition involving Global Blue Group Holding AG for $7.50 per share in cash (closed 2025-08-18).

“of Global Blue Group Holding AG (“Global Blue”), a stock corporation incorporated under the laws of Switzerland (the “Global Blue Common Shares”), at a price per share equal to $7.50 (the “Common Shares Consideration”), (ii) registered series A convertible preferred shares, nominal value of CHF 0.01 per share, of Global Blue (the “Global Blue Series A”

Shift4 Payments, Inc. amended revolving credit of increase from $450,000,000 to $550,000,000 with Goldman Sachs Bank USA at term SOFR (0.0% floor) + 2.00% or alternate base rate + 1.00% maturing September 5, 2029.

“increase commitments under the existing $450,000,000 senior secured revolving credit facility under the Existing Credit Agreement (the "Existing Revolving Credit Facility") by $100,000,000 (the "Revolving Credit Facility Increase"), to an aggregate amount of $550,000,000”

Shift4 Payments, Inc. incurred term loan of $1,000,000,000 with Goldman Sachs Bank USA at term SOFR (0.0% floor) + 2.75% or alternate base rate + 1.75% maturing July 3, 2032.

“provide for a senior secured term loan facility in an aggregate principal amount of $1,000,000,000 (the "Term Loan Facility" and, together with the Revolving Credit Facility, the "Credit Facilities")”

Shift4 Payments, Inc. completed an acquisition involving Global Blue Group Holding AG (closed 2025-07-03).

“On July 3, 2025, Shift4 Payments, Inc., a Delaware corporation (“Shift4”), announced the expiration of the cash tender offer (the “Offer”) by GT Holding 1 GmbH, a Swiss limited liability company and indirect wholly owned subsidiary of Shift4 (“Merger Sub”), to acquire all of the outstanding (i) registered ordinary shares, nominal value of CHF 0.01 per share, of Global Blue Group Holding AG (“Global Blue”), a stock corporation incorporated under the laws of Switzerland (the “Global Blue Common Shares”), at a price per share equal to $7.50 (the “Common Shares Consideration”),”

Taylor Lauber was appointed as Chief Executive Officer at Shift4 Payments, Inc..

“Appointment of Taylor Lauber as Chief Executive Officer”

Taylor Lauber was appointed as Class I Director at 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.”

Taylor Lauber was appointed as Chief Executive Officer at 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.”

Jared Isaacman was appointed as Executive Chairman at 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.”

Shift4 Payments, Inc. incurred senior notes of $550 million at 6.750% maturing August 15, 2032.

“On May 16, 2025, Shift4 Payments, LLC (the “Issuer”) and Shift4 Payments Finance Sub, Inc. (the “Co-Issuer” and together with the Issuer, the “Issuers”), subsidiaries of Shift4 Payments, Inc. (the “Company”), completed the issuance and sale of €680 million aggregate principal amount of 5.500% Senior Notes due 2033 (the “Euro Notes”) and $550 million aggregate principal amount of 6.750% Senior Notes due 2032 (the “New 2032 Notes””

Shift4 Payments, Inc. incurred senior notes of €680 million at 5.500% maturing May 15, 2033.

“On May 16, 2025, Shift4 Payments, LLC (the “Issuer”) and Shift4 Payments Finance Sub, Inc. (the “Co-Issuer” and together with the Issuer, the “Issuers”), subsidiaries of Shift4 Payments, Inc. (the “Company”), completed the issuance and sale of €680 million aggregate principal amount of 5.500% Senior Notes due 2033 (the “Euro Notes”)”

Shift4 Payments, Inc.: Filed Certificate of Designations to establish Series A Mandatory Convertible Preferred Stock (effective 2025-05-05).

“In connection with the issuance of Series A Mandatory Convertible Preferred Stock, the Company filed a Certificate of Designations (the “Certificate of Designations”) with the Delaware Secretary of State on May 5, 2025, to establish the designations, powers, preferences and rights of the Series A Mandatory Convertible Preferred Stock and the qualifications, limitations and restrictions thereof.”

Seth Dallaire was appointed as Director at Shift4 Payments, Inc..

“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.”

James J. Whalen was appointed as Principal Accounting Officer at Shift4 Payments, Inc..

“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.”

Shift4 Payments, Inc. reported financial results for the quarter ended March 31, 2024.

“On May 9, 2024 , Shift4 Payments, Inc. (the "Company") announced its financial results for the quarter ended March 31, 2024.”

Shift4 Payments, Inc. reported financial results for the quarter and year ended December 31, 2023.

“On February 27, 2024 , Shift4 Payments, Inc. announced its financial results for the quarter and year ended December 31, 2023.”

Shift4 Payments, Inc. reported financial results for the quarter ended September 30, 2023.

“On November 8, 2023, Shift4 Payments, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2023.”

Shift4 Payments, Inc. completed an acquisition involving Credorax, Inc. (d/b/a Finaro) for $200.0 million in cash and $325.0 million in Class A common stock; additional $50.0 million in Class A common stock contingent on milestones; $25.0 million in e (closed 2023-10-26).

“”). The Company, Shift4 LLC, Shift4 Subs are hereinafter referred to as “ Buyer Group ”. The consideration for the Acquisition consisted of (i) payment by the Buyer Group of $200.0 million in cash and $325.0 million in Class A common stock with customary lock-up provisions for up to 12 months following completion of the Acquisition; (ii) additional consideration”

Shift4 Payments, Inc. reported financial results for the quarter ended June 30, 2023.

“On August 3, 2023, Shift4 Payments, Inc. (the "Company") announced its financial results for the quarter ended June 30, 2023.”

Shift4 Payments, Inc. shareholders approved Approval, on an advisory (non-binding) basis, of the compensation of the Company’s named executive officers at the 2023-06-09 meeting.

“Votes FOR Votes AGAINST Votes ABSTAINED Broker Non-Votes 290,539,406 11,949,747 44,947 5,707,388”

Shift4 Payments, Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023 at the 2023-06-09 meeting.

“Votes FOR Votes AGAINST Votes ABSTAINED Broker Non-Votes 306,176,205 1,563,447 501,836 0”

Shift4 Payments, Inc. shareholders approved Election of three Class III director nominees at the 2023-06-09 meeting.

“Sam Bakhshandehpour 301,363,437 1,170,663 5,707,388 Jonathan Halkyard 270,760,215 31,773,885 5,707,388 Donald Isaacman 294,336,906 8,197,194 5,707,388”

Shift4 Payments, Inc. reported financial results for the quarter ended March 31, 2023.

“On May 4, 2023, Shift4 Payments, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2023.”

Shift4 Payments, Inc. reported financial results for the quarter and year ended December 31, 2022.

“On February 28, 2023, Shift4 Payments, Inc. announced its financial results for the quarter and year ended December 31, 2022.”

Shift4 Payments, Inc. reported financial results for the quarter ended September 30, 2022.

“On November 7, 2022, Shift4 Payments, Inc. announced its financial results for the quarter ended September 30, 2022.”

Sam Bakhshandehpour was appointed as Director at Shift4 Payments, Inc..

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

Nancy Disman was appointed as Chief Financial Officer at Shift4 Payments, Inc..

“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.”

Nancy Disman resigned as Class II Director at Shift4 Payments, Inc..

“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.”

Bradley Herring resigned as Chief Financial Officer at Shift4 Payments, Inc..

“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.”

Taylor Lauber was appointed as President and Chief Strategy Officer at Shift4 Payments, Inc..

“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.”

Karen Roter Davis was appointed as Class I director at Shift4 Payments, Inc..

“the Board, upon the recommendation of its Nominating and Corporate Governance Committee, appointed Karen Roter Davis to the Board to fill the newly vacant seat, effective immediately.”

Andrew Frey resigned as Class I director at Shift4 Payments, Inc..

“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.”