Quick Takeaways
- FOUR - Shift4 Payments, Inc. has 17 insiders with reported activity on this page.
- Net insider value flow over the last year: +$29,586,458.
- Recent transaction rows are available for direct filing-level review.
Net insider flow leans to buying over the last 12 months. Net value: +$29,586,458.
$33,932,270
Shares: 582,183
Insiders: 1
$4,345,812
Shares: 51,696
Insiders: 6
+$29,586,458
Shares: +530,487
Insiders: -5
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 385,757 | 0 | $17,666,088 | $0 | +$17,666,088 |
| 3-6 | 0 | 18,438 | $0 | $1,278,348 | -$1,278,348 |
| 6-9 | 196,426 | 8,294 | $16,266,182 | $729,256 | +$15,536,926 |
| 9-12 | 0 | 24,964 | $0 | $2,338,208 | -$2,338,208 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jared Isaacman | 10%+ Owner | $1,072,275,206 | +$33,932,270 | +3.3% | Mixed | 17 Mar 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 |
10%
|
6,912,756
|
$636,664,828 | +$64,660,371 | 31 May 2025 | |
| Durable Capital Partners LP |
13D/G
13F
|
Company |
9.8%
|
6,606,969
|
$432,822,539 | +$64,231,572 | 31 Dec 2025 | |
| WASATCH ADVISORS LP |
13F
13D/G
|
Company |
10%
from 13D/G
|
6,778,925
|
$426,868,907 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.8%
|
6,070,018
|
$382,229,034 | — | 31 Dec 2025 | |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP |
13D/G
13F
|
Company |
8.2%
|
5,571,725
|
$365,003,705 | +$52,756,513 | 31 Dec 2025 | |
| PRUDENTIAL FINANCIAL INC |
13D/G
|
— |
3.4%
|
2,374,558
|
$213,377,782 | $0 | 31 Dec 2024 | |
| JENNISON ASSOCIATES LLC |
13D/G
13F
|
Company |
3.4%
|
2,335,261
|
$209,846,553 | $0 | 31 Dec 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
3%
|
2,697,454
|
$169,858,678 | — | 31 Dec 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
3%
|
2,643,829
|
$166,481,912 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
2.3%
|
2,079,709
|
$130,959,276 | — | 31 Dec 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.3%
|
2,025,529
|
$127,547,538 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.3%
|
2,020,076
|
$127,204,186 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2%
|
1,746,447
|
$109,973,479 | — | 31 Dec 2025 | |
| Spyglass Capital Management LLC |
13F
|
Company |
1.9%
|
1,697,920
|
$106,918,022 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1.9%
|
1,655,485
|
$104,245,892 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
1,367,881
|
$86,152,635 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.4%
|
1,218,606
|
$76,735,615 | — | 31 Dec 2025 | |
| ShawSpring Partners LLC |
13F
|
Company |
1.3%
|
1,148,861
|
$72,343,777 | — | 31 Dec 2025 | |
| FIL Ltd |
13F
|
Company |
1.3%
|
1,131,234
|
$71,233,805 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,101,671
|
$69,372,312 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
986,093
|
$62,951,389 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT CO LTD |
13F
|
Company |
1%
|
902,016
|
$56,799,947 | — | 31 Dec 2025 | |
| BROWN BROTHERS HARRIMAN & CO |
13F
|
Company |
1%
|
891,981
|
$56,168,044 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.98%
|
872,453
|
$54,938,366 | — | 31 Dec 2025 | |
| GOODNOW INVESTMENT GROUP, LLC |
13F
|
Company |
0.96%
|
851,200
|
$53,600,064 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.92%
|
820,000
|
$51,635,400 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.89%
|
793,116
|
$49,942,515 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.83%
|
740,956
|
$46,657,999 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.82%
|
726,533
|
$45,757,088 | — | 31 Dec 2025 | |
| BW Gestao de Investimentos Ltda. |
13F
|
Company |
0.78%
|
689,788
|
$43,435,950 | — | 31 Dec 2025 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
0.75%
|
663,788
|
$41,798,730 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.58%
|
517,578
|
$32,591,887 | — | 31 Dec 2025 | |
| Maestria Partners LLC |
13F
|
Company |
0.58%
|
516,186
|
$32,504,232 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.58%
|
510,496
|
$32,145,933 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.56%
|
495,063
|
$31,174,117 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.56%
|
495,055
|
$31,173,613 | — | 31 Dec 2025 | |
| Portolan Capital Management, LLC |
13F
|
Company |
0.53%
|
468,063
|
$29,473,927 | — | 31 Dec 2025 | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.51%
|
452,777
|
$28,511,367 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.48%
|
423,166
|
$26,646,768 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.44%
|
388,352
|
$24,455,000 | — | 31 Dec 2025 | |
| 14B Captial Management LP |
13F
|
Company |
0.43%
|
385,000
|
$24,243,450 | — | 31 Dec 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.43%
|
377,410
|
$23,765,508 | — | 31 Dec 2025 | |
| Long Focus Capital Management, LLC |
13F
|
Company |
0.4%
|
354,000
|
$22,291,380 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.37%
|
331,465
|
$20,872,298 | — | 31 Dec 2025 | |
| David Taylor Lauber |
3/4/5
|
Chief Executive Officer, Director |
0.52%
|
459,774
|
$20,262,240 | -$1,285,681 | 20 Feb 2026 | |
| SNYDER CAPITAL MANAGEMENT L P |
13F
|
Company |
0.33%
|
294,157
|
$18,523,066 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.33%
|
293,233
|
$18,464,887 | — | 31 Dec 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
0.32%
|
286,691
|
$18,052,932 | — | 31 Dec 2025 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.32%
|
280,306
|
$17,650,869 | — | 31 Dec 2025 |
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 | 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 | ||
| Christopher Nestor Cruz | FOUR | Class A Common Stock | Award | 28.5% | 2,367 | 10,669 | 13 Jun 2025 | Direct | ||
| Jonathan S. Halkyard | FOUR | Class A Common Stock | Award | 16.7% | 2,367 | 16,521 | 13 Jun 2025 | Direct |