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

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
10 Feb 2026, 08:00:04 UTC
Prior SEC filing
10 Dec 2025
Next SEC filing
02 Mar 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman

Key filing fact

Jared Isaacman filed Form 4 for Shift4 Payments, Inc. (FOUR) on 10 Feb 2026.

Key facts

  • This page summarizes Jared Isaacman's Form 4 filing for Shift4 Payments, Inc. (FOUR).
  • 10 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 10 Feb 2026, 08:00.

Change

  • Previous filing in this sequence was filed on 10 Dec 2025.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001805608 Primary reporting owner

Isaacman Jared

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FOUR transaction

Class A Common Stock

Award

Transaction value
Shares
+951,487
Change %
Price
Shares after
951,487
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F3
FOUR transaction

Class C Common Stock

Disposed to Issuer

Transaction value
Shares
-951,487
Change %
-100%
Price
Shares after
0
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F3
FOUR transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+19,801,028
Change %
+2081%
Price
Shares after
20,752,515
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F3, F4
FOUR transaction

Class B Common Stock

Disposed to Issuer

Transaction value
Shares
-19,801,028
Change %
-100%
Price
Shares after
0
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F3, F4
FOUR transaction

Class A Common Stock

Award

Transaction value
Shares
+85,911
Change %
Price
Shares after
85,911
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F5
FOUR transaction

Class C Common Stock

Disposed to Issuer

Transaction value
Shares
-85,911
Change %
-100%
Price
Shares after
0
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F5
FOUR transaction

Class A Common Stock

Award

Transaction value
Shares
+85,911
Change %
Price
Shares after
85,911
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F6
FOUR transaction

Class C Common Stock

Disposed to Issuer

Transaction value
Shares
-85,911
Change %
-100%
Price
Shares after
0
Date
07 Feb 2026
Ownership
See footnote
Footnotes
F1, F2, F6
FOUR holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,024,970
Date
07 Feb 2026
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FOUR transaction Derivative

LLC Interests

Conversion of derivative security

Transaction value
$0
Shares
-19,801,028
Change %
-100%
Price
$0.000000
Shares after
0
Date
07 Feb 2026
Ownership
See footnote
Underlying class
Class A Common Stock
Underlying amount
0
Exercise price
Footnotes
F1, F2, F3, F7
FOUR transaction Derivative

Series A Mandatory Convertible Preferred Stock

Award

Transaction value
Shares
+423,296
Change %
Price
Shares after
423,296
Date
07 Feb 2026
Ownership
See footnote
Underlying class
Class A Common Stock
Underlying amount
423,296
Exercise price
Footnotes
F3, F8
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote 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"),

Footnote 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.

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.

Footnote 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.

Footnote F5

Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Footnote F6

Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Footnote F7

The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.

Footnote 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.

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