Key facts
- FOUR - Shift4 Payments, Inc. has 17 insiders with reported activity on this page.
- Net insider value flow over the last year: +$45,529,560.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$45,529,560.
$49,875,371
Shares: 970,683
Insiders: 1
$4,345,812
Shares: 51,696
Insiders: 6
+$45,529,560
Shares: +918,987
Insiders: -5
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 774,257 | 0 | $33,609,189 | $0 | +$33,609,189 |
| 3-6 | 0 | 17,000 | $0 | $1,175,531 | -$1,175,531 |
| 6-9 | 0 | 8,938 | $0 | $760,696 | -$760,696 |
| 9-12 | 196,426 | 25,758 | $16,266,182 | $2,409,584 | +$13,856,598 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jared Isaacman | 10%+ Owner | $80,199,918 | +$49,875,371 | +164% | Mixed | 11 May 2026 |
| David Taylor Lauber | Chief Executive Officer, Director | $20,262,240 | -$1,285,681 | -6% | Mixed | 20 Feb 2026 |
| Jordan Frankel | Chief Legal Officer | $15,271,087 | -$472,865 | -3% | Mixed | 20 Feb 2026 |
| Christopher Nestor Cruz | Chief Financial Officer | $10,875,814 | Mixed | 27 Feb 2026 | ||
| Nancy Disman | Director | $8,401,681 | -$1,687,223 | -17% | Mixed | 20 Feb 2026 |
| Bradley Herring | Cfo | $3,987,007 | Mixed | 08 Jun 2022 | ||
| Steven M. Sommers | Chief Application Architect | $3,918,720 | Mixed | 08 Jun 2021 | ||
| Kevin J. Cronic | Chief Systems Architect | $3,918,654 | Mixed | 08 Jun 2021 | ||
| James J. Whalen | Chief Accounting Officer & Principal Accounting Officer | $2,949,869 | -$174,194 | -5.6% | Mixed | 20 Feb 2026 |
| Donald Isaacman | Director | $2,325,212 | Mixed | 13 Jun 2025 | ||
| Jonathan S. Halkyard | Director | $1,529,679 | Mixed | 13 Jun 2025 | ||
| Sam Bakhshandehpour | Director | $895,530 | Mixed | 13 Jun 2025 | ||
| Karen Roter Davis | Director | $820,900 | -$335,619 | -29% | Filing P/S | 30 Jun 2025 |
| Sarah Goldsmith-Grover | Director | $688,400 | -$390,230 | -36% | Filing P/S | 30 Jun 2025 |
| Andrew Frey | Director | $384,242 | Mixed | 10 Jun 2021 | ||
| Seth Dallaire | Director | $276,288 | Mixed | 13 Jun 2025 | ||
| Searchlight Capital Partners II GP, LLC | 10%+ Owner | Mixed | 09 Aug 2021 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Jared Isaacman |
13D/G
3/4/5
|
10%+ Owner |
25%
|
22,363,291
|
$1,465,019,193 | +$24,652,723 | 31 Dec 2025 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
8.5%
|
6,973,498
|
$304,951,765 | +$2,656,254 | 31 Mar 2026 | |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP |
13D/G
13F
|
Company |
8.3%
|
6,576,509
|
$299,033,864 | +$45,687,528 | 31 Mar 2026 | |
| Durable Capital Partners LP |
13D/G
13F
|
Company |
7.6%
|
6,165,793
|
$280,358,608 | -$20,060,273 | 31 Mar 2026 | |
| WASATCH ADVISORS LP |
13D/G
13F
|
Company |
5.2%
|
4,206,244
|
$183,939,050 | -$112,503,340 | 31 Mar 2026 | |
| PRUDENTIAL FINANCIAL INC |
13D/G
|
— |
3.4%
|
2,374,558
|
$213,377,782 | $0 | 31 Dec 2024 | |
| JENNISON ASSOCIATES LLC |
13D/G
|
— |
3.4%
|
2,335,261
|
$209,846,553 | $0 | 31 Dec 2024 | |
| David Taylor Lauber |
3/4/5
|
Chief Executive Officer, Director |
0.58%
|
459,774
|
$20,262,240 | -$1,285,681 | 20 Feb 2026 | |
| Jordan Frankel |
3/4/5
|
Chief Legal Officer |
0.35%
|
279,844
|
$15,271,087 | -$472,865 | 20 Feb 2026 | |
| Christopher Nestor Cruz |
3/4/5
|
Chief Financial Officer |
0.31%
|
246,785
|
$10,875,814 | — | 27 Feb 2026 | |
| Nancy Disman |
3/4/5
|
Director |
0.24%
|
190,644
|
$8,401,681 | -$1,687,223 | 20 Feb 2026 | |
| James J. Whalen |
3/4/5
|
Chief Accounting Officer & Principal Accounting Officer |
0.08%
|
66,936
|
$2,949,869 | -$174,194 | 20 Feb 2026 | |
| Donald Isaacman |
3/4/5
|
Director |
0.03%
|
25,113
|
$2,325,212 | — | 13 Jun 2025 | |
| Jonathan S. Halkyard |
3/4/5
|
Director |
0.02%
|
16,521
|
$1,529,679 | — | 13 Jun 2025 | |
| Sam Bakhshandehpour |
3/4/5
|
Director |
0.01%
|
9,672
|
$895,530 | — | 13 Jun 2025 | |
| Karen Roter Davis |
3/4/5
|
Director |
0.01%
|
8,209
|
$820,900 | -$335,619 | 30 Jun 2025 | |
| Sarah Goldsmith-Grover |
3/4/5
|
Director |
0.01%
|
6,884
|
$688,400 | -$390,230 | 30 Jun 2025 | |
| Seth Dallaire |
3/4/5
|
Director |
0%
|
2,984
|
$276,288 | — | 13 Jun 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
3.9%
|
3,106,441
|
$135,844,665 | — | 31 Mar 2026 | |
| Neuberger Berman Group LLC |
13F
|
Company |
3.2%
|
2,519,905
|
$110,195,446 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.9%
|
2,286,184
|
$99,974,826 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
2.7%
|
2,150,968
|
$94,061,830 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
2,066,962
|
$90,388,248 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
2.6%
|
2,023,932
|
$88,506,546 | — | 31 Mar 2026 | |
| MARSHALL WACE, LLP |
13F
|
Company |
2.4%
|
1,916,672
|
$83,816,069 | — | 31 Mar 2026 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.3%
|
1,819,379
|
$79,561,434 | — | 31 Mar 2026 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.3%
|
1,804,347
|
$78,904,094 | — | 31 Mar 2026 | |
| Spyglass Capital Management LLC |
13F
|
Company |
2.2%
|
1,751,140
|
$76,577,352 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
1,420,964
|
$62,153,228 | — | 31 Mar 2026 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.5%
|
1,189,941
|
$52,036,116 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
1.4%
|
1,133,313
|
$49,559,775 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
1.1%
|
887,612
|
$38,815,275 | — | 31 Mar 2026 | |
| GOODNOW INVESTMENT GROUP, LLC |
13F
|
Company |
1.1%
|
854,230
|
$37,355,478 | — | 31 Mar 2026 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
1.1%
|
847,726
|
$37,071,058 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1%
|
800,373
|
$34,940,374 | — | 31 Mar 2026 | |
| FIL Ltd |
13F
|
Company |
0.91%
|
723,386
|
$31,633,670 | — | 31 Mar 2026 | |
| NOMURA ASSET MANAGEMENT CO LTD |
13F
|
Company |
0.87%
|
688,550
|
$30,110,292 | — | 31 Mar 2026 | |
| BROWN BROTHERS HARRIMAN & CO |
13F
|
Company |
0.87%
|
688,502
|
$30,108,192 | — | 31 Mar 2026 | |
| Long Focus Capital Management, LLC |
13F
|
Company |
0.85%
|
675,000
|
$29,517,750 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.81%
|
638,160
|
$27,906,786 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.68%
|
537,935
|
$23,523,898 | — | 31 Mar 2026 | |
| Maestria Partners LLC |
13F
|
Company |
0.65%
|
516,186
|
$22,572,814 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.64%
|
504,058
|
$22,042,456 | — | 31 Mar 2026 | |
| Gotham Asset Management, LLC |
13F
|
Company |
0.62%
|
488,551
|
$21,364,335 | — | 31 Mar 2026 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
0.57%
|
454,242
|
$19,864,003 | — | 31 Mar 2026 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
0.56%
|
445,691
|
$19,490,067 | — | 31 Mar 2026 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.56%
|
444,116
|
$19,421,193 | — | 31 Mar 2026 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.54%
|
424,515
|
$18,564,041 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.53%
|
422,157
|
$18,460,926 | — | 31 Mar 2026 | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.53%
|
421,102
|
$18,414,790 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 12.1% | $7,848,268 | $40.66 | 193,000 | 1,787,455 | 12 May 2026 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 14% | $8,094,834 | $41.41 | 195,500 | 1,594,455 | 11 May 2026 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Gift | -0.01% | -1,600 | 20,750,915 | 17 Mar 2026 | See footnote | ||
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 3.21% | $2,004,879 | $45.75 | 43,827 | 1,410,727 | 10 Mar 2026 | Direct |
| Jordan Frankel | FOUR | Class A Common Stock | Tax liability | -1.47% | -4,175 | 279,844 | 02 Mar 2026 | Direct | ||
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 3.46% | $2,002,948 | $43.83 | 45,693 | 1,366,900 | 02 Mar 2026 | Direct |
| David Taylor Lauber | FOUR | Class A Common Stock | Tax liability | -2.61% | -12,302 | 459,774 | 02 Mar 2026 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Tax liability | -2.93% | -5,760 | 190,644 | 02 Mar 2026 | Direct | ||
| Jordan Frankel | FOUR | Class A Common Stock | Tax liability | -1.11% | -3,199 | 284,019 | 28 Feb 2026 | Direct | ||
| James J. Whalen | FOUR | Class A Common Stock | Tax liability | -1.33% | -902 | 66,936 | 28 Feb 2026 | Direct | ||
| David Taylor Lauber | FOUR | Class A Common Stock | Tax liability | -2.06% | -9,926 | 472,076 | 28 Feb 2026 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Tax liability | -2.13% | -4,266 | 196,404 | 28 Feb 2026 | Direct | ||
| Jordan Frankel | FOUR | Class A Common Stock | Award | 27.8% | 62,514 | 287,218 | 27 Feb 2026 | Direct | ||
| James J. Whalen | FOUR | Class A Common Stock | Award | 33.5% | 17,018 | 67,838 | 27 Feb 2026 | Direct | ||
| David Taylor Lauber | FOUR | Class A Common Stock | Award | 85.6% | 222,373 | 482,002 | 27 Feb 2026 | Direct | ||
| Christopher Nestor Cruz | FOUR | Class A Common Stock | Award | 7.46% | 17,137 | 246,785 | 27 Feb 2026 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Award | 61% | 76,015 | 200,670 | 27 Feb 2026 | Direct | ||
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 13.7% | $7,030,416 | $44.15 | 159,244 | 1,321,207 | 27 Feb 2026 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 13.4% | $6,627,845 | $48.38 | 136,993 | 1,161,963 | 26 Feb 2026 | Direct |
| Jordan Frankel | FOUR | Class A Common Stock | Tax liability | -1.21% | -2,750 | 224,704 | 20 Feb 2026 | Direct | ||
| James J. Whalen | FOUR | Class A Common Stock | Tax liability | -7.15% | -3,916 | 50,820 | 20 Feb 2026 | Direct | ||
| David Taylor Lauber | FOUR | Class A Common Stock | Tax liability | -5.1% | -13,959 | 259,629 | 20 Feb 2026 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Tax liability | -4.42% | -5,765 | 124,655 | 20 Feb 2026 | Direct | ||
| Jared Isaacman | FOUR | Class B Common Stock | Disposed to Issuer | -100% | -19,801,028 | 0 | 07 Feb 2026 | See footnote | ||
| Jared Isaacman | FOUR | Class A Common Stock | Conversion of derivative security | 2081.1% | 19,801,028 | 20,752,515 | 07 Feb 2026 | See footnote | ||
| Jared Isaacman | FOUR | Class C Common Stock | Disposed to Issuer | -100% | -1,123,309 | 0 | 07 Feb 2026 | See footnote | ||
| Jared Isaacman | FOUR | Class A Common Stock | Award | 1,123,309 | 951,487 | 07 Feb 2026 | See footnote | |||
| Jared Isaacman | FOUR | Series A Mandatory Convertible Preferred Stock | Award | 423,296 | 423,296 | 07 Feb 2026 | See footnote | |||
| Jared Isaacman | FOUR | LLC Interests | Conversion of derivative security | -100% | -19,801,028 | 0 | 07 Feb 2026 | See footnote | ||
| Nancy Disman | FOUR | Class A Common Stock | Sale | -3.69% | $347,500 | $69.50 | -5,000 | 130,420 | 11 Dec 2025 | Direct |
| David Taylor Lauber | FOUR | Class A Common Stock | Sale | -4.2% | $828,031 | $69.00 | -12,000 | 273,588 | 11 Dec 2025 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Tax liability | -5.02% | -54,137 | 1,024,970 | 09 Dec 2025 | Direct | ||
| Jared Isaacman | FOUR | Class A Common Stock | Award | 13.4% | 127,620 | 1,079,107 | 08 Dec 2025 | Direct | ||
| Jared Isaacman | FOUR | Class C Common Stock | Gift | -12% | -130,257 | 951,487 | 08 Dec 2025 | See footnote | ||
| James J. Whalen | FOUR | Class A Common Stock | Sale | -2.56% | $102,817 | $71.50 | -1,438 | 54,736 | 12 Nov 2025 | Direct |
| Nancy Disman | FOUR | Class A Common Stock | Sale | -3.56% | $436,404 | $87.28 | -5,000 | 135,420 | 15 Sep 2025 | Direct |
| Jared Isaacman | FOUR | Class C Common Stock | Gift | -7.31% | -85,341 | 1,081,744 | 08 Sep 2025 | See footnote | ||
| David Taylor Lauber | FOUR | Class A Common Stock | Sale | -0.87% | $221,475 | $88.59 | -2,500 | 285,588 | 03 Sep 2025 | Direct |
| James J. Whalen | FOUR | Class A Common Stock | Gift | -0.27% | -150 | 56,174 | 15 Aug 2025 | Direct | ||
| James J. Whalen | FOUR | Class A Common Stock | Sale | -1.39% | $71,377 | $89.90 | -794 | 56,324 | 15 Aug 2025 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 12.5% | $8,754,040 | $83.61 | 104,705 | 939,715 | 11 Aug 2025 | Direct |
| Jared Isaacman | FOUR | Class A Common Stock | Purchase | 12.3% | $7,512,143 | $81.90 | 91,721 | 835,010 | 08 Aug 2025 | Direct |
| Christopher Nestor Cruz | FOUR | Class A Common Stock | Award | 2052.5% | 218,979 | 229,648 | 06 Aug 2025 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Tax liability | -16.2% | -27,202 | 140,420 | 05 Aug 2025 | Direct | ||
| Karen Roter Davis | FOUR | Class A Common Stock | Sale | -8.37% | $75,000 | $100.00 | -750 | 8,209 | 30 Jun 2025 | Direct |
| Sarah Goldsmith-Grover | FOUR | Class A Common Stock | Sale | -30% | $295,700 | $100.00 | -2,957 | 6,884 | 30 Jun 2025 | Direct |
| David Taylor Lauber | FOUR | Class A Common Stock | Award | 12.1% | 31,107 | 288,088 | 17 Jun 2025 | Direct | ||
| Nancy Disman | FOUR | Class A Common Stock | Sale | -5.63% | $903,319 | $90.33 | -10,000 | 167,622 | 16 Jun 2025 | Direct |
| Sam Bakhshandehpour | FOUR | Class A Common Stock | Award | 32.4% | 2,367 | 9,672 | 13 Jun 2025 | Direct | ||
| Donald Isaacman | FOUR | Class A Common Stock | Award | 10.4% | 2,367 | 25,113 | 13 Jun 2025 | Direct |