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FOUR · Shift4 Payments, Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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FOUR

Shift4 Payments, Inc.
SOFTWARE & IT · SERVICES-BUSINESS SERVICES, NEC · CIK 0001794669
SEC FILINGS☆ WATCH
INSIDER NET · 180D
$17.9M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
0
13F, latest reported quarter
REVENUE GROWTH
+25.5%
XBRL, annual
NET MARGIN
2.8%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net +$17.9M over 180 days
+$17.9M of it by a 10%+ holder
more than 99% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
fewer than five institutions report holding it
REVENUE
+25.5% year over year
more than 76% of Software & IT
MARGIN
2.8% net margin
more than 60% of Software & IT
BUYBACKS
$321.0M repurchased, FY to 2026-06-30
more than 75% of Software & IT
SHORT
19.2% of shares outstanding short · 15.5 days to cover · settled 2026-07-31
more than 98% of Software & IT
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -50.4%
-50.4%12M
-60%-40%-20%+0%2025-092025-102025-122026-032026-052026-072026-09 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 $736.0K2025-09-15 · Disman Nancy sold $436.4K2025-12-11 · Disman Nancy sold $347.5K2025-09-03 · Lauber David Taylor sold $221.5K2025-11-12 · Whalen James J. sold $102.8K2025-12-11 · Lauber David Taylor sold $92.0K
INSIDER BUYINSIDER SELL
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders are net buyers of their own stock.
The record shows a net $17.9M bought by insiders over 180 days. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Shift4 Payments, Inc. insiders bought a net $17.9M of stock across 84 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Isaacman Jared
BUY
2026-05-12
193,000.0
$7.8M
Isaacman Jared
BUY
2026-05-11
195,500.0
$8.1M
Isaacman Jared
BUY
2026-03-10
43,827.0
$2.0M
Isaacman Jared
BUY
2026-03-02
45,693.0
$2.0M
Isaacman Jared
BUY
2026-02-27
159,244.0
$7.0M
84 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 79 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Aurora Investment Counsel
31,430.0 sh
$1.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Executive pay vs shareholder return · Jared Isaacman
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
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-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →