Taylor Lauber
Appointment of Taylor Lauber as Chief Executive Officer
Highest-materiality recent filing
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%).
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Shift4 launches public offering of 7.5M shares of Series A Mandatory Convertible Preferred Stock, with underwriter option for 1.125M additional shares.
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).
Founder/CEO/Chairman Isaacman submitted an ethics agreement to NASA on March 12, 2025, for his nomination as NASA administrator.
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.
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.
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.
Shift4 Q3 revenue +50% to $365M; raises Q4 guidance; Givex acquisition closed
E2E payment volume $43.5B (+56% YoY); GRLNF $365.1M (+50% YoY).
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.
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.
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).
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%).
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%).
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.
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.
Final regulatory approval received for European acquisition of Credorax (Finaro).
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%).
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%).
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).
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.
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).
Appointment of Taylor Lauber as Chief Executive Officer
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.
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.
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.
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.
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 to serve as a member of the Board, effective immediately.
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.
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.
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.
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.
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.
Max materiality 0.90 · Median 0.75 · Most common event earnings