Shift4 Payments, Inc.·4

Mar 2, 6:10 AM ET

Isaacman Jared 4

4 · Shift4 Payments, Inc. · Filed Mar 2, 2026

Research Summary

AI-generated summary of this filing

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Shift4 Payments (FOUR) 10% Owner Jared Isaacman Buys Stock

What Happened
Jared Isaacman, a 10% owner of Shift4 Payments (FOUR), made two open‑market purchases totaling 296,237 shares on Feb 26–27, 2026. He acquired 136,993 shares on Feb 26 at a weighted average price of $48.38 (total ~$6,627,845) and 159,244 shares on Feb 27 at a weighted average price of $44.15 (total ~$7,030,416). These were purchases (transaction code P), which are generally viewed as a more informative bullish signal than routine sales, though no motive is stated in the filing.

Key Details

  • Transaction dates and prices:
    • Feb 26, 2026: 136,993 shares at $48.38 (weighted average; underlying prices ranged $48.2907–$48.5263 per footnote F1) — ~$6.63M
    • Feb 27, 2026: 159,244 shares at $44.15 (weighted average; underlying prices ranged $43.92–$44.3801 per footnote F2) — ~$7.03M
  • Total purchased: 296,237 shares for $13,658,261 ($13.66M)
  • Shares owned after transaction: not disclosed in the information provided in your prompt (noted filing didn’t include post‑transaction holdings here)
  • Notable footnotes:
    • F1 & F2: reported prices are weighted averages from multiple trades; exact per‑trade breakdown available on request to the issuer/SEC staff.
    • F3: some securities are held of record by Rook; Isaacman is sole shareholder of Rook and may be deemed to beneficially own those shares.
    • F4: certain shares are held by a custodial account (Jared Isaacman C/F Liv A. Isaacman UTMA); Isaacman disclaims beneficial ownership of those.
  • Filing date: form filed Mar 2, 2026, reporting Feb 26–27 transactions (no late‑filing notation included in the provided details).

Context
As a reported 10% owner, Isaacman’s purchases can reflect personal or institutional-level decisions; Form 4 disclosures of purchases are factual and don’t state intent. The filing shows straightforward open‑market buys (no option exercises, grants, or gifts). The weighted‑average price footnotes mean the quoted prices summarize multiple fills rather than a single trade price.

Insider Transaction Report

Form 4
Period: 2026-02-26
Transactions
  • Purchase

    Class A Common Stock

    [F1]
    2026-02-26$48.38/sh+136,993$6,627,8451,161,963 total
  • Purchase

    Class A Common Stock

    [F2]
    2026-02-27$44.15/sh+159,244$7,030,4161,321,207 total
Holdings
  • Class A Common Stock

    [F3]
    (indirect: See footnote)
    21,704,002
  • Class A Common Stock

    [F4]
    (indirect: See footnote)
    171,822
Footnotes (4)
  • [F1]The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $48.2907 to $48.5263, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
  • [F2]The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.92 to $44.3801, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
  • [F3]Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.
  • [F4]Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
Signature
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman|2026-03-02

Documents

1 file
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    ownership.xmlPrimary

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