FOUR Shift4 Payments, Inc.

CIK 0001794669 15 ready 8-Ks latest May 07, 2026 23:59 UTC RSS · JSON

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

Jul 03, 2025 23:59 UTC m_and_a materiality 0.90 positive item 1.01item 2.01item 2.03item 7.01item 9.01

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 →

May 07, 2026 23:59 UTC earnings materiality 0.80 positive item 2.02item 9.01

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%).
Feb 26, 2026 23:59 UTC earnings materiality 0.80 positive item 2.02item 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.
Feb 10, 2026 23:59 UTC other_material materiality 0.80 positive item 1.01item 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.
Jan 05, 2026 23:59 UTC debt materiality 0.60 positive item 1.01item 2.03item 9.01

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.
Dec 18, 2025 23:59 UTC leadership materiality 0.65 neutral item 1.01item 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.
Dec 08, 2025 23:59 UTC debt materiality 0.65 neutral item 1.01item 2.03item 9.01

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.
Nov 06, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 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).
Aug 18, 2025 23:59 UTC m_and_a materiality 0.80 positive item 2.01item 7.01item 9.01

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.
Aug 05, 2025 23:59 UTC leadership materiality 0.75 neutral item 9.01item 2.02item 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.
Jul 03, 2025 23:59 UTC m_and_a materiality 0.90 positive item 1.01item 2.01item 2.03item 7.01item 9.01

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.
Jun 17, 2025 23:59 UTC other_material materiality 0.60 positive item 1.02item 5.07item 5.02

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.
Jun 04, 2025 23:59 UTC leadership materiality 0.75 positive item 5.02item 7.01item 9.01

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.

Filed: Jun 17, 2025 23:59 UTC

Appointment of Taylor Lauber as Chief Executive Officer

Appointed

Taylor Lauber

Chief Executive Officer

FOUR · Shift4 Payments, Inc.

Effective: 2025-06-05
Filed: Jun 04, 2025 23:59 UTC

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: Jun 04, 2025 23:59 UTC

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: Jun 04, 2025 23:59 UTC

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

9 positive 0 negative 6 neutral

source · FOUR on sec.gov