Shift4 Payments, Inc.·4

May 13, 8:45 AM ET

Isaacman Jared 4

4 · Shift4 Payments, Inc. · Filed May 13, 2026

Research Summary

AI-generated summary of this filing

Updated

Shift4 (FOUR) 10% Owner Jared Isaacman Buys Stock

What Happened

  • Jared Isaacman, disclosed as a 10% owner of Shift4 Payments (FOUR), acquired a total of 389,500 shares in two open-market purchases. On 2026-05-11 he bought 195,500 shares at a weighted average price of $41.41 (total ~$8,094,834). On 2026-05-12 he bought 193,000 shares at a weighted average price of $40.66 (total ~$7,848,268). These were purchases (insider buys), which many retail investors view as a potentially bullish signal.

Key Details

  • Transaction dates and reported prices:
    • 2026-05-11: 195,500 shares @ weighted avg $41.41 (price range per footnote: $40.6231–$41.6762).
    • 2026-05-12: 193,000 shares @ weighted avg $40.66 (price range per footnote: $39.6539–$41.5200).
  • Total reported value: ≈ $15,943,102 for both purchases combined.
  • Ownership after transaction: Total shares held after these buys are not specified in the excerpt provided; consult the full Form 4 for post-transaction beneficial ownership.
  • Notable footnotes:
    • F1/F2: The reported prices are weighted averages from multiple trades within the listed price ranges; the filer can provide per-trade breakdown on request.
    • F3: Some securities are held of record by "Rook"; Isaacman is sole stockholder of Rook and therefore may be deemed to beneficially own those shares.
    • F4: Some shares are held in a UTMA (Jared Isaacman C/F Mila and Liv A. Isaacman); the reporting person disclaims beneficial ownership of those UTMA-held shares.
  • Filing timeliness: The Form 4 was filed 2026-05-13 covering trades on 2026-05-11 and 2026-05-12; the filing appears timely under standard Form 4 reporting deadlines.

Context

  • These were straight purchases (code P) on the open market or in private transactions; no options were exercised and no awards, gifts, or tax-withholdings are indicated in this filing excerpt.
  • As a 10% owner, Isaacman's purchases represent activity by a large stakeholder rather than routine employee compensation. Purchases by major owners can be of interest to investors but do not prove future performance.

Insider Transaction Report

Form 4
Period: 2026-05-11
Transactions
  • Purchase

    Class A Common Stock

    [F1]
    2026-05-11$41.41/sh+195,500$8,094,8341,594,455 total
  • Purchase

    Class A Common Stock

    [F2]
    2026-05-12$40.66/sh+193,000$7,848,2681,787,455 total
Holdings
  • Class A Common Stock

    [F3]
    (indirect: See footnote)
    20,750,915
  • 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 $40.6231 to $ 41.6762, 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 $39.6539 to $41.5200, 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 Mila and Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
Signature
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman|2026-05-13

Documents

1 file
  • 4
    ownership.xmlPrimary

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