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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 2 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 2 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 07, 2026 Filed Aug 7, 2026 20:05 UTC |
Cruz Christopher NestorSee Remarks
|
GrantClass A Common Stock | 24,854 | $0.00 | $0.00 |
DisclosureSEC 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 |
Cruz Christopher NestorSee Remarks
|
Tax withholdingClass A Common Stock | 14,073 | $55.61 | $782,599.53 |
DisclosureSEC 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 |
Dallaire SethDirector
|
GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC 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 |
Davis Karen RoterDirector
|
GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Halkyard Jonathan SDirector
|
GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC 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 |
Bakhshandehpour SamDirector
|
GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC 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 |
Goldsmith-Grover SarahDirector
|
GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 193,000 | $40.66 | $7,848,267.80 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 195,500 | $41.41 | $8,094,833.90 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
GiftClass A Common Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 43,827 | $45.75 | $2,004,879.26 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 45,693 | $43.83 | $2,002,948.09 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 159,244 | $44.15 | $7,030,415.58 |
DisclosureSEC 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 |
Cruz Christopher NestorSee Remarks
|
GrantClass A Common Stock | 17,137 | $44.07 | $755,227.59 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
PurchaseClass A Common Stock | 136,993 | $48.38 | $6,627,844.63 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
GrantSeries A Mandatory Convertible Preferred Stock · Derivative | 423,296 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
ConversionLLC Interests · Derivative | 19,801,028 | $0.00 | $0.00 |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
Disposition to issuerClass C Common Stock | 85,911 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
GrantClass A Common Stock | 85,911 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
Disposition to issuerClass C Common Stock | 85,911 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
GrantClass A Common Stock | 85,911 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
Disposition to issuerClass B Common Stock | 19,801,028 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
ConversionClass A Common Stock | 19,801,028 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
Disposition to issuerClass C Common Stock | 951,487 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Isaacman Jared10% owner
|
GrantClass A Common Stock | 951,487 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.