WaveMan
WaveMan · Company
FOUR · Shift4 Payments, Inc.
> Search tickers & screens ⌘K
LIVE
← All companies

FOUR Shift4 Payments (FOUR) Insider Trading, Ownership & Congress Trades

Services · Services-business services, nec · CIK 0001794669
Quote by TradingView
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

What the filings say about FOUR

Insiders, 180 days
+$15.9M net bought
1 buyer

Shift4 Payments insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Shift4 Payments, Inc. insiders bought a net $15.9M of stock across 84 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Isaacman Jared
BUY
2026-05-13 SECtraded 2026-05-12
193,000
$7.8M
-12.0%
Context
  • 22 earlier Form 4 trades (code P or S) here by this insider (22 buys), the last on May 11, 2026.
  • -0.5% median (+1.7% mean) 90-day return after 15 previous buys.
  • The trade is 10.8% of the 1,787,455 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Isaacman Jared bought about $7.8M of FOUR on May 12, 2026.
Isaacman Jared
BUY
2026-05-13 SECtraded 2026-05-11
195,500
$8.1M
-12.0%
Context
  • 21 earlier Form 4 trades (code P or S) here by this insider (21 buys), the last on Mar 10, 2026.
  • -2.1% median (+1.5% mean) 90-day return after 14 previous buys.
  • The trade is 12.3% of the 1,594,455 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Isaacman Jared bought about $8.1M of FOUR on May 11, 2026.
Isaacman Jared
BUY
2026-03-11 SECtraded 2026-03-10
43,827
$2.0M
-15.8%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Mar 2, 2026.
  • -0.5% median (+3.2% mean) 90-day return after 13 previous buys.
  • The trade is 3.1% of the 1,410,727 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Isaacman Jared bought about $2.0M of FOUR on Mar 10, 2026.
Isaacman Jared
BUY
2026-03-04 SECtraded 2026-03-02
45,693
$2.0M
-24.5%
Context
  • 19 earlier Form 4 trades (code P or S) here by this insider (19 buys), the last on Feb 27, 2026.
  • +1.0% median (+3.7% mean) 90-day return after 12 previous buys.
  • The trade is 3.3% of the 1,366,900 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Isaacman Jared bought about $2.0M of FOUR on Mar 2, 2026.
Isaacman Jared
BUY
2026-03-02 SECtraded 2026-02-27
159,244
$7.0M
-25.9%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on Feb 26, 2026.
  • +2.4% median (+4.1% mean) 90-day return after 11 previous buys.
  • The trade is 12.1% of the 1,321,207 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Isaacman Jared bought about $7.0M of FOUR on Feb 27, 2026.
84 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 79 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$15.9M over 180 days
+$15.9M of it by a 10%+ holder
more than 99% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
+25.5% year over year
more than 80% of Services
Margin
2.8% net margin
more than 51% of Services
Buybacks
$321.0M repurchased, FY to 2026-06-30
more than 77% of Services
Short interest
33.1% of the float short (float per yahoo 2026-10-26) · 7.2 days to cover · settled 2026-09-30
more than 96% of Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch FOUR

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-51.3%12M
-53%-35%-17%+1%2025-102025-122026-022026-042026-062026-082026-10 2026-05-11 · Isaacman Jared bought $8.1M2026-05-12 · Isaacman Jared bought $7.8M2026-02-27 · Isaacman Jared bought $7.0M2026-02-26 · Isaacman Jared bought $6.6M2026-03-10 · Isaacman Jared bought $2.0M2026-03-02 · Isaacman Jared bought $2.0M2025-12-11 · Lauber David Taylor sold $736.0K2025-12-11 · Disman Nancy sold $347.5K2025-11-12 · Whalen James J. sold $102.8K2025-12-11 · Lauber David Taylor sold $92.0K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns FOUR: institutional holders (13F)

13F holdings, latest reported quarter
Aurora Investment Counsel
31,430 sh
$1.5M

Congress trades in FOUR

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

FOUR planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Executive pay vs shareholder return · Jared Isaacman
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$8.9M
$8.9M
$4.4M
+122%
+91%
2022
$7.1M
$7.1M
$5.9M
+67%
+22%
2021
$6.2M
$6.2M
$1.5M
+73%
+72%
2020
$744.8K
$744.8K
$18.3M
+125%
+29%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $15.9M bought by insiders over 180 days. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
DASHABNBSEETSYFICOXMTRACNZGFLYWMAMAXPHR

FOUR financials

Revenue growth
+25.5%
XBRL, annual
Net margin
2.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.8B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+2.8%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$573.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
2.79x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.13x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+8.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
+6.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
$7.1B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
+19.6%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$4.2B$3.3B$2.6B$2.0B
Operating income$351.0M$247.0M$115.0M$94.7M
Net income$147.0M$294.5M$122.9M$86.7M
Operating cash flow$634.0M$500.0M$346.0M$275.4M
Cash$964.0M$1.2B$455.0M$702.5M
Long-term debt$4.5B$2.2B$1.8B$1.7B
Buybacks$453.0M$146.0M$105.0M$185.9M
SEC XBRL, fiscal years, as known on 2026-10-28

FOUR Stock Sonar score 5/7 axes

Find similar shapesCompare

FOUR ranks highest on growth (80th percentile) and insider conviction (78th), and lowest on risk and compliance (5th), among Services peers.

ProfitHealthGrowthInsidersRisk
Profitability
52
Inputs
  • Return on equity+8.3% · 51 pct, sector of 207
  • Return on assets+1.7% · 53 pct, sector of 269
  • Return on invested capitaltax provision or pre-tax income not filed for the four quarters
  • Return on capital employed+6.2% · 51 pct, sector of 203
Financial health
24
Inputs
  • Debt to equity2.79x · 9 pct, sector of 228
  • Cash flow to debt0.13x · 38 pct, sector of 199
Growth
80
Inputs
  • Revenue growth, YoY+25.5% · 80 pct, sector of 341
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
78
Inputs
  • Net Form 4 buying (codes P and S), 180d$15.9M · 99 pct, sector of 174
  • Insider buyers, 180d1 · 57 pct, sector of 179
Risk and compliance
5
Inputs
  • Short interest, % of float+33.1% · 1 pct, sector of 383
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+28.1% · 10 pct, sector of 227
2 not measured: Institutional and government, US patents
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

FOUR filings, in plain words

Are Shift4 Payments insiders buying or selling FOUR?

In the 180 days to 2026-10-28, Shift4 Payments insiders were net buyers, a net $15.9M across purchases and sales reported on Form 4, by 1 buyer.

Read the full summary

In the 180 days to 2026-10-28, Shift4 Payments insiders were net buyers of FOUR, a net $15.9M across purchases and sales reported on Form 4 by 1 buyer. Most of that figure, $15.9M, came from a holder of 10% or more rather than an officer or director. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies