Shift4 Payments, Inc.

Shift4 Payments, Inc.

FOUR·NYSE

$40.22

-2.0%
TechnologySoftware - Infrastructure

Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and visa, QR Pay, and mobile wallets, as well as alternative payment methods; merchant acquiring; proprietary omni-channel gateway; complementary software integrations; integrated and mobile point-of-sale (POS) solutions; security and risk management solutions; reporting and analytical tools; and web-store design, hosting, shopping cart management, and fulfillment integration, as well as tokenization, payment device and chargeback management, fraud prevention, and gift card solutions. The company also offers VenueNext that provides mobile ordering, countertop POS, and self-service kiosk services, as well as digital wallet to facilitate food and beverage, merchandise, and loyalty for stadium and entertainment venues; and Shift4Shop, which offers eCommerce solutions, including website builder, shopping cart, product catalog, order management, marketing, search engine optimization, secure hosting, and mobile webstores. In addition, it provides Lighthouse, a cloud-based business intelligence tool that includes customer engagement, social media management, online reputation management, scheduling, and product pricing, as well as reporting and analytics; SkyTab, a hybrid-cloud-based integrated POS solution; SkyTab Mobile, a mobile payment solution; and marketplace technology for integrations into third-party applications. Further, the company offers merchant management, training and education, marketing management, and incentives tracking solutions. Additionally, it provides merchant underwriting, onboarding and activation, training, risk management, and support services; and software integrations and compliance management, and partner support and services. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$3.66B
EPS1.1500
P/E Ratio34.97
Earnings Date08/04/2026
3.56%
Return on Invested Capital
-100%
3Y-13.0%
5Y-206.0%
10Y-289.0%
8.25%
Return on Equity
-71%
3Y-62.0%
5Y-306.0%
10Y-106.0%
1.37%
Return on Assets
-70%
3Y-54.0%
5Y-232.0%
10Y-118.0%
Shift4 Payments, Inc.

Shift4 Payments, Inc. Management Team

FOUR · NYSE
MJ

Mr. James Whalen

Chief Accounting Officer

Born 1981(Age 45)
male
MC

Mr. Christopher Nestor Cruz

Chief Financial Officer

Compensation

$82,500

Born 1984(Age 42)
male
MN

Ms. Nancy J. Disman CPA

Chief Financial Officer

Compensation

$1,139,311

Born 1971(Age 55)
female
KR

Kim Rodgers

Chief HR Officer

MK

Ms. Kim Rodgers

Chief HR Officer

female
MD

Mr. Doug Demko

Chief Operating Officer

male
MT

Mr. Thomas Craig McCrohan

Executive Vice President of Investor Relations

male
MJ

Mr. Jared Isaacman

Founder & Executive Chairman

Compensation

$423,198

Born 1983(Age 43)
male
MJ

Mr. Jared Isaacman

Founder, Chief Executive Officer & Chairman

Compensation

$423,198

Born 1983(Age 43)
male
MD

Mr. David Taylor Lauber

President & Chief Strategy Officer

Compensation

$607,491

Born 1984(Age 42)
male
MD

Mr. David Taylor Lauber

President, Chief Executive Officer, Principal Executive Officer & Director

Compensation

$607,491

Born 1984(Age 42)
male
MJ

Mr. Jordan R. Frankel

Secretary, General Counsel and Executive Vice President Legal, Risk & Compliance

Compensation

$601,921

Born 1983(Age 43)
male
four

Shift4 Payments, Inc. Insider Positioning

FOUR · NYSE

During the last 12 months, insiders have purchased $49.88M and sold $2.92M worth of FOUR shares, resulting in $46.96M of net buying activity.

3 Months

Bought

432.3K

17.95M

Sold

0

0.00

Net Activity

+17.9M

+$17.95M

3-6 Months

Bought

341.9K

15.66M

Sold

15.7K

1.08M

Net Activity

+14.6M

+$14.58M

6-9 Months

Bought

0

0.00

Sold

6.4K

539.22K

Net Activity

-539K

-$539K

9-12 Months

Bought

196.4K

16.27M

Sold

13.8K

1.30M

Net Activity

+15.0M

+$14.97M

Top Buyers

1
IJ

Isaacman Jared

10 Percent Owner

970.7K shares8 transactions

$49.88M

Top Sellers

1
LDT

Lauber David Taylor

Director, Officer: Chief Executive Officer

13.2K shares2 transactions

$957K

2
DN

Disman Nancy

Director

11.7K shares3 transactions

$942K

3
GS

Goldsmith-Grover Sarah

Director

4.0K shares2 transactions

$390K

4
DKR

Davis Karen Roter

Director

3.5K shares2 transactions

$336K

5
WJJ

Whalen James J.

Officer: See Remarks

2.2K shares2 transactions

$174K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $46.96M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

17.09:1

Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.

Recent Trend (3 Months)

$17.95M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Sustained buying momentum: Consistent net buying over multiple quarters suggests insiders maintain conviction in the company's prospects. This is particularly meaningful if buying continued through market volatility.

SEC Filings

FOUR - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 30, 2026
June 12, 2026
2026
DEF 14A

DEF 14A 2025

N/A

April 30, 2025
June 13, 2025
2025
DEF 14A

DEF 14A 2024

N/A

April 26, 2024
June 07, 2024
2024
DEF 14A

DEF 14A

N/A

April 28, 2023
April 28, 2023
 
DEF 14A

DEF 14A 2022

N/A

April 28, 2022
June 10, 2022
2022
DEF 14A

DEF 14A 2021

N/A

April 27, 2021
June 10, 2021
2021
Showing 1 to 6 of 6 filings