Tapewire

NYSE · USD

FOUR

Shift4 Payments, Inc.

Export transactions ↓
Tapewire entity
4172
SEC CIK
0001794669
Parsed reports
239

Last 12 months

Inside the activity.

6 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202503
Jan 202600
Feb 202620
Mar 202620
Apr 202600
May 202620
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 07, 2026 Filed Aug 7, 2026 20:05 UTC GrantClass A Common Stock 24,854 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-340231 · ownership.xml · nonDerivative · entry 2

Cruz Christopher Nestor · CIK 0001814178 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 257,566

F2 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 20:05 UTC Tax withholdingClass A Common Stock 14,073 $55.61 $782,599.53
Disclosure

SEC source: 0001193125-26-340231 · ownership.xml · nonDerivative · entry 1

Cruz Christopher Nestor · CIK 0001814178 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,712

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on August 6, 2025.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:30 UTC GrantClass A Common Stock 5,100 $41.18 $210,018.00
Disclosure

SEC source: 0001794669-26-000036 · wk-form4_1781728200.xml · nonDerivative · entry 1

Dallaire Seth · CIK 0002058309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,084

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:29 UTC GrantClass A Common Stock 5,100 $41.18 $210,018.00
Disclosure

SEC source: 0001794669-26-000035 · wk-form4_1781728156.xml · nonDerivative · entry 1

Davis Karen Roter · CIK 0001878982 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,309

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:28 UTC
Disman NancyDirector
GrantClass A Common Stock 7,343 $41.18 $302,384.74
Disclosure

SEC source: 0001794669-26-000033 · wk-form4_1781728116.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,987

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:28 UTC GrantClass A Common Stock 5,100 $41.18 $210,018.00
Disclosure

SEC source: 0001794669-26-000034 · wk-form4_1781728136.xml · nonDerivative · entry 1

Halkyard Jonathan S · CIK 0001371536 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,621

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:31 UTC GrantClass A Common Stock 5,100 $41.18 $210,018.00
Disclosure

SEC source: 0001794669-26-000038 · wk-form4_1781728258.xml · nonDerivative · entry 1

Bakhshandehpour Sam · CIK 0001598283 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,772

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:30 UTC GrantClass A Common Stock 5,100 $41.18 $210,018.00
Disclosure

SEC source: 0001794669-26-000037 · wk-form4_1781728230.xml · nonDerivative · entry 1

Goldsmith-Grover Sarah · CIK 0001811990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,984

F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.

Read SEC document
June 05, 2026 Filed Jun 10, 2026 00:42 UTC
Lauber David TaylorDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 5,193 $39.29 $204,032.97
Disclosure

SEC source: 0001794669-26-000025 · wk-form4_1781052150.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,557

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on June 17, 2025.

F2 · balance_after: Balance has been adjusted by 4,024 shares from the Reporting Person's most recently filed Form 4, representing previously withheld shares that had not been reported.

Read SEC document
May 12, 2026 Filed May 13, 2026 12:45 UTC PurchaseClass A Common Stock 193,000 $40.66 $7,848,267.80
Disclosure

SEC source: 0001193125-26-220715 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,787,455

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $39.6539 to $41.5200, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
May 11, 2026 Filed May 13, 2026 12:45 UTC PurchaseClass A Common Stock 195,500 $41.41 $8,094,833.90
Disclosure

SEC source: 0001193125-26-220715 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,594,455

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.6231 to $ 41.6762, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Mar 17, 2026 22:47 UTC GiftClass A Common Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-111389 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 20,750,915

F2 · kind: The transaction reported shows the Reporting Person's previously agreed charitable gift of 1,600 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The total number of securities held of record by Rook has been reduced by 951,487 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on March 2, 2026.

F2 · balance_after: The transaction reported shows the Reporting Person's previously agreed charitable gift of 1,600 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The total number of securities held of record by Rook has been reduced by 951,487 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on March 2, 2026.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 10:01 UTC PurchaseClass A Common Stock 43,827 $45.75 $2,004,879.26
Disclosure

SEC source: 0001193125-26-101011 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,410,727

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $45.7245 to $45.7661, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 02:16 UTC
Lauber David TaylorDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 12,302 $44.07 $542,149.14
Disclosure

SEC source: 0001193125-26-089567 · ownership.xml · nonDerivative · entry 4

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 459,774

F4 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on March 2, 2023.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 02:12 UTC
Disman NancyDirector
Tax withholdingClass A Common Stock 5,760 $44.07 $253,843.20
Disclosure

SEC source: 0001193125-26-089559 · ownership.xml · nonDerivative · entry 4

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,644

F4 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on March 2, 2023.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 11:07 UTC PurchaseClass A Common Stock 45,693 $43.83 $2,002,948.09
Disclosure

SEC source: 0001193125-26-089784 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,366,900

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.8257 to $43.8441, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 16:05 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 4,175 $44.07 $183,992.25
Disclosure

SEC source: 0001193125-26-091470 · ownership.xml · nonDerivative · entry 4

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 279,844

F4 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on March 2, 2023.

Read SEC document
February 28, 2026 Filed Mar 4, 2026 02:16 UTC
Lauber David TaylorDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 9,926 $44.07 $437,438.82
Disclosure

SEC source: 0001193125-26-089567 · ownership.xml · nonDerivative · entry 3

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 472,076

F3 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.

Read SEC document
February 28, 2026 Filed Mar 4, 2026 02:12 UTC
Disman NancyDirector
Tax withholdingClass A Common Stock 4,266 $44.07 $188,002.62
Disclosure

SEC source: 0001193125-26-089559 · ownership.xml · nonDerivative · entry 3

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,404

F3 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.

Read SEC document
February 28, 2026 Filed Mar 4, 2026 02:17 UTC
Whalen James J.See Remarks
Tax withholdingClass A Common Stock 902 $44.07 $39,751.14
Disclosure

SEC source: 0001193125-26-089569 · ownership.xml · nonDerivative · entry 3

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,936

F3 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.

Read SEC document
February 28, 2026 Filed Mar 4, 2026 16:05 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 3,199 $44.07 $140,979.93
Disclosure

SEC source: 0001193125-26-091470 · ownership.xml · nonDerivative · entry 3

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,019

F3 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 11:10 UTC PurchaseClass A Common Stock 159,244 $44.15 $7,030,415.58
Disclosure

SEC source: 0001193125-26-084035 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,321,207

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.92 to $44.3801, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 02:14 UTC GrantClass A Common Stock 17,137 $44.07 $755,227.59
Disclosure

SEC source: 0001193125-26-089563 · ownership.xml · nonDerivative · entry 1

Cruz Christopher Nestor · CIK 0001814178 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,785

F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 02:16 UTC
Lauber David TaylorDirector · Chief Executive Officer
GrantClass A Common Stock 222,373 $44.07 $9,799,978.11
Disclosure

SEC source: 0001193125-26-089567 · ownership.xml · nonDerivative · entry 2

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 482,002

F2 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 02:12 UTC
Disman NancyDirector
GrantClass A Common Stock 76,015 $44.07 $3,349,981.05
Disclosure

SEC source: 0001193125-26-089559 · ownership.xml · nonDerivative · entry 2

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,670

F2 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 02:17 UTC
Whalen James J.See Remarks
GrantClass A Common Stock 17,018 $44.07 $749,983.26
Disclosure

SEC source: 0001193125-26-089569 · ownership.xml · nonDerivative · entry 2

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,838

F2 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 16:05 UTC
Frankel JordanSee Remarks
GrantClass A Common Stock 62,514 $44.07 $2,754,991.98
Disclosure

SEC source: 0001193125-26-091470 · ownership.xml · nonDerivative · entry 2

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,218

F2 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 11:10 UTC PurchaseClass A Common Stock 136,993 $48.38 $6,627,844.63
Disclosure

SEC source: 0001193125-26-084035 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,161,963

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $48.2907 to $48.5263, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 20, 2026 Filed Mar 4, 2026 02:16 UTC
Lauber David TaylorDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 13,959 $58.49 $816,461.91
Disclosure

SEC source: 0001193125-26-089567 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,629

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 20, 2025.

Read SEC document
February 20, 2026 Filed Mar 4, 2026 02:12 UTC
Disman NancyDirector
Tax withholdingClass A Common Stock 5,765 $58.49 $337,194.85
Disclosure

SEC source: 0001193125-26-089559 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,655

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 20, 2025.

Read SEC document
February 20, 2026 Filed Mar 4, 2026 02:17 UTC
Whalen James J.See Remarks
Tax withholdingClass A Common Stock 3,916 $58.49 $229,046.84
Disclosure

SEC source: 0001193125-26-089569 · ownership.xml · nonDerivative · entry 1

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,820

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 21, 2025.

Read SEC document
February 20, 2026 Filed Mar 4, 2026 16:05 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 2,750 $58.49 $160,847.50
Disclosure

SEC source: 0001193125-26-091470 · ownership.xml · nonDerivative · entry 1

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 224,704

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 20, 2025.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC GrantSeries A Mandatory Convertible Preferred Stock · Derivative 423,296 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · derivative · entry 11

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 423,296

Underlying: Class A Common Stock · 423,296 shares

Expires not disclosed

F8 · derivative.exercise_price: In connection with the transactions described herein, the Reporting Person was issued shares of the Issuer's Series A Mandatory Convertible Preferred Stock (the "Series A") in a private placement. The Series A is convertible at any time prior to the mandatory conversion settlement (as defined in the certificate of designation for the Series A) on a one-for-0.9780 basis at the holder's option. The Series A will mandatorily convert on May 1, 2028.

F8 · price: In connection with the transactions described herein, the Reporting Person was issued shares of the Issuer's Series A Mandatory Convertible Preferred Stock (the "Series A") in a private placement. The Series A is convertible at any time prior to the mandatory conversion settlement (as defined in the certificate of designation for the Series A) on a one-for-0.9780 basis at the holder's option. The Series A will mandatorily convert on May 1, 2028.

F8 · derivative.exercise_date: In connection with the transactions described herein, the Reporting Person was issued shares of the Issuer's Series A Mandatory Convertible Preferred Stock (the "Series A") in a private placement. The Series A is convertible at any time prior to the mandatory conversion settlement (as defined in the certificate of designation for the Series A) on a one-for-0.9780 basis at the holder's option. The Series A will mandatorily convert on May 1, 2028.

F8 · derivative.expiration_date: In connection with the transactions described herein, the Reporting Person was issued shares of the Issuer's Series A Mandatory Convertible Preferred Stock (the "Series A") in a private placement. The Series A is convertible at any time prior to the mandatory conversion settlement (as defined in the certificate of designation for the Series A) on a one-for-0.9780 basis at the holder's option. The Series A will mandatorily convert on May 1, 2028.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC ConversionLLC Interests · Derivative 19,801,028 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · derivative · entry 10

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · derivative.exercise_price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F7 · derivative.exercise_date: The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.

F7 · derivative.expiration_date: The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC Disposition to issuerClass C Common Stock 85,911 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 8

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F6 · ownership.nature: Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC GrantClass A Common Stock 85,911 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 7

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 85,911

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F6 · ownership.nature: Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC Disposition to issuerClass C Common Stock 85,911 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 6

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F5 · ownership.nature: Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC GrantClass A Common Stock 85,911 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 5

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 85,911

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F5 · ownership.nature: Held by Jared Isaacman C/F Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC Disposition to issuerClass B Common Stock 19,801,028 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 4

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of LLC Interests into Class A Common Stock. The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC ConversionClass A Common Stock 19,801,028 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 3

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 20,752,515

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of LLC Interests into Class A Common Stock. The LLC Interests were generally redeemable at any time for shares of the Class A Common Stock on a one-for-one basis.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC Disposition to issuerClass C Common Stock 951,487 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
February 07, 2026 Filed Feb 10, 2026 13:00 UTC GrantClass A Common Stock 951,487 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-043738 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 951,487

F1 · kind: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · kind: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F1 · price: On December 18, 2026, the Reporting Person, Mr. Isaacman, was confirmed and appointed as administrator of the National Aeronautics and Space Administration. Subsequently, on February 7, 2026, the Issuer, Shift4 Payments, LLC ("Shift4 LLC") Mr. Isaacman and Rook Holdings Inc., a Delaware corporation ("Rook") wholly owned by Mr. Isaacman, entered into a Transaction Agreement (the "Transaction Agreement"). Pursuant to the Transaction Agreement, among other transactions, the following transactions occurred: (i) Rook effected a redemption and exchange of all of its equity common units ("LLC Interests") in Shift4 LLC on a one-for-one basis for shares of the Issuer's Class A common stock (the "Class A Common Stock") and cancelled the corresponding shares of the Issuer's Class B common stock (the "Class B Common Stock"),

F2 · price: (Continued from footnote 1) and (ii) Mr. Isaacman exchanged all of his shares of the Issuer's Class C common stock (the "Class C Common Stock") on a one-for-one basis for shares of Class A Common Stock. As a result, the sole class of stock of the Issuer owned by the Reporting Person is Class A Common Stock.

F3 · ownership.nature: Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:49 UTC
Lauber David TaylorDirector · Chief Executive Officer
SaleClass A Common Stock 1,319 $69.77 $92,020.43
Disclosure

SEC source: 0001193125-25-319667 · ownership.xml · nonDerivative · entry 2

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,588

F1 · kind: On December 2, 2025, the Reporting Person terminated his Rule 10b5-1 trading plans adopted in November of 2024 and August of 2025, which were scheduled to trade during the Issuer's launch of a notes offering. The sales reported in this Form 4 were executed in the open market so as not to coincide with the Issuer's notes offering. The Reporting Person entered into a new Rule 10b5-1 trading plan on December 12, 2025, for purposes of trading from March 16, 2026 to March 16, 2027.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.45 to $69.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:49 UTC
Lauber David TaylorDirector · Chief Executive Officer
SaleClass A Common Stock 10,681 $68.91 $736,010.62
Disclosure

SEC source: 0001193125-25-319667 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274,907

F1 · kind: On December 2, 2025, the Reporting Person terminated his Rule 10b5-1 trading plans adopted in November of 2024 and August of 2025, which were scheduled to trade during the Issuer's launch of a notes offering. The sales reported in this Form 4 were executed in the open market so as not to coincide with the Issuer's notes offering. The Reporting Person entered into a new Rule 10b5-1 trading plan on December 12, 2025, for purposes of trading from March 16, 2026 to March 16, 2027.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.41 to $69.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:49 UTC
Disman NancyDirector
SaleClass A Common Stock 5,000 $69.50 $347,500.00
Disclosure

SEC source: 0001193125-25-319668 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,420

F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.00 to $70.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 02:36 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
Tax withholdingClass A Common Stock 54,137 $68.88 $3,728,956.56
Disclosure

SEC source: 0001193125-25-314727 · ownership.xml · nonDerivative · entry 3

Isaacman Jared · CIK 0001805608 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,024,970

F4 · shares: These shares were withheld for payment of the withholding taxes upon the immediate vesting of the restricted stock units granted to the Reporting Person on December 8, 2025.

Read SEC document
December 08, 2025 Filed Dec 11, 2025 02:36 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
GrantClass A Common Stock 127,620 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-314727 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,079,107

F3 · kind: Represents an award of restricted stock units, which vested in full on December 8, 2025.

Read SEC document
December 08, 2025 Filed Dec 11, 2025 02:36 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
GiftClass C Common Stock 130,257 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-314727 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 951,487

F1 · kind: The transaction reported shows the Reporting Person's charitable gift of 130,257 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. (and the simultaneous cancellation of the same number of shares of the Issuer's Class C Common stock).

F2 · ownership.nature: Securities held of record by Rook Holdings, Inc. ("Rook"). The Reporting Person, Mr. Isaacman, is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 21:05 UTC
Whalen James J.See Remarks
SaleClass A Common Stock 1,438 $71.50 $102,817.00
Disclosure

SEC source: 0001193125-25-282896 · ownership.xml · nonDerivative · entry 1

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,736

Read SEC document
September 15, 2025 Filed Sep 17, 2025 20:05 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 5,000 $87.28 $436,404.00
Disclosure

SEC source: 0001193125-25-206152 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,420

F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.79 to $87.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.