Jared Isaacman - 07 Feb 2026 Form 4 Insider Report for Shift4 Payments, Inc. (FOUR)

Role
10%+ Owner
Signature
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman
Issuer symbol
FOUR
Transactions as of
07 Feb 2026
Net transactions value
$0
Form type
4
Filing time
10 Feb 2026, 08:00:04 UTC
Previous filing
10 Dec 2025
Next filing
02 Mar 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Isaacman Jared 10%+ Owner 3501 CORPORATE PARKWAY, CENTER VALLEY /s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman 10 Feb 2026 0001805608

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FOUR Class A Common Stock Award +951,487 951,487 07 Feb 2026 See footnote F1, F2, F3
transaction FOUR Class C Common Stock Disposed to Issuer -951,487 -100% 0 07 Feb 2026 See footnote F1, F2, F3
transaction FOUR Class A Common Stock Conversion of derivative security +19,801,028 +2081% 20,752,515 07 Feb 2026 See footnote F1, F2, F3, F4
transaction FOUR Class B Common Stock Disposed to Issuer -19,801,028 -100% 0 07 Feb 2026 See footnote F1, F2, F3, F4
transaction FOUR Class A Common Stock Award +85,911 85,911 07 Feb 2026 See footnote F1, F2, F5
transaction FOUR Class C Common Stock Disposed to Issuer -85,911 -100% 0 07 Feb 2026 See footnote F1, F2, F5
transaction FOUR Class A Common Stock Award +85,911 85,911 07 Feb 2026 See footnote F1, F2, F6
transaction FOUR Class C Common Stock Disposed to Issuer -85,911 -100% 0 07 Feb 2026 See footnote F1, F2, F6
holding FOUR Class A Common Stock 1,024,970 07 Feb 2026 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction FOUR LLC Interests Conversion of derivative security $0 -19,801,028 -100% $0.000000 0 07 Feb 2026 Class A Common Stock 0 See footnote F1, F2, F3, F7
transaction FOUR Series A Mandatory Convertible Preferred Stock Award +423,296 423,296 07 Feb 2026 Class A Common Stock 423,296 See footnote F3, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),
F2 (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.
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 Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of LLC Interests into Class A Common Stock. The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.
F5 Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
F6 Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
F7 The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.
F8 In connection with the transactions described herein, the Reporting Person was issued shares of the Issuer's Series A Mandatory Convertible Preferred Stock (the "Series A") in a private placement. The Series A is convertible at any time prior to the mandatory conversion settlement (as defined in the certificate of designation for the Series A) on a one-for-0.9780 basis at the holder's option. The Series A will mandatorily convert on May 1, 2028.