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Shift4 Payments, Inc.

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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

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Insider transactions

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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
September 08, 2025 Filed Sep 9, 2025 22:51 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
GiftClass C Common Stock 56,818 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-113851 · ownership.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,081,744

F3 · kind: The transaction reported shows the Reporting Person's charitable gift of 56,818 shares of the Issuer's Class A common stock to the U.S. Space & Rocket Center Education Foundation (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
September 08, 2025 Filed Sep 9, 2025 22:51 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
GiftClass C Common Stock 28,523 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-113851 · 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: 1,138,562

F1 · kind: The transaction reported shows the Reporting Person's charitable gift of 28,523 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.

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September 03, 2025 Filed Sep 5, 2025 20:15 UTC
Lauber David TaylorDirector · Chief Executive Officer
SaleClass A Common Stock 2,500 $88.59 $221,475.00
Disclosure

SEC source: 0000950170-25-113253 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 285,588

F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan adopted in November of 2024 by the Reporting Person.

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August 15, 2025 Filed Aug 19, 2025 23:59 UTC
Whalen James J.See Remarks
GiftClass A Common Stock 150 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-110286 · ownership.xml · nonDerivative · entry 2

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,174

Read SEC document
August 15, 2025 Filed Aug 19, 2025 23:59 UTC
Whalen James J.See Remarks
SaleClass A Common Stock 794 $89.90 $71,376.63
Disclosure

SEC source: 0000950170-25-110286 · ownership.xml · nonDerivative · entry 1

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,324

Read SEC document
August 11, 2025 Filed Aug 11, 2025 20:47 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
PurchaseClass A Common Stock 104,705 $83.61 $8,754,039.52
Disclosure

SEC source: 0000950170-25-106622 · 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: 939,715

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $83.20 to $83.9902, 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 purchased at each separate purchase price within the range set forth in this footnote.

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August 08, 2025 Filed Aug 11, 2025 20:47 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
PurchaseClass A Common Stock 91,721 $81.90 $7,512,142.51
Disclosure

SEC source: 0000950170-25-106622 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 835,010

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $81.3723 to $82.3267, 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 purchased at each separate purchase price within the range set forth in this footnote.

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August 06, 2025 Filed Aug 9, 2025 01:13 UTC GrantClass A Common Stock 97,324 $82.20 $8,000,032.80
Disclosure

SEC source: 0000950170-25-106162 · ownership.xml · nonDerivative · entry 2

Cruz Christopher Nestor · CIK 0001814178 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,648

F2 · shares: Represents an award of restricted stock units, pursuant to a special award granted to the Reporting Person in connection with the terms of his new employment agreement entered into with the Issuer, effective August 5, 2025. The restricted stock units will vest in two equal annual installments of 1/2 each, on each of the fourth and fifth anniversaries of August 5, 2025, subject to the Reporting Person's continued service.

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August 06, 2025 Filed Aug 9, 2025 01:13 UTC GrantClass A Common Stock 121,655 $82.20 $10,000,041.00
Disclosure

SEC source: 0000950170-25-106162 · ownership.xml · nonDerivative · entry 1

Cruz Christopher Nestor · CIK 0001814178 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,324

F1 · shares: Represents an award of restricted stock units, pursuant to a special award granted to the Reporting Person in connection with the terms of his new employment agreement entered into with the Issuer, effective August 5, 2025. The restricted stock units will vest in three equal annual installments of 1/3 each, on each of the first three anniversaries of August 5, 2025, subject to the Reporting Person's continued service.

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August 05, 2025 Filed Aug 8, 2025 00:58 UTC
Disman NancyChief Financial Officer
Tax withholdingClass A Common Stock 27,202 $102.20 $2,780,044.40
Disclosure

SEC source: 0000950170-25-105379 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,420

F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of the last installment of restricted stock units granted to the Reporting Person on August 5, 2022 pursuant to her employment agreement.

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June 30, 2025 Filed Jul 2, 2025 20:15 UTC SaleClass A Common Stock 750 $100.00 $75,000.00
Disclosure

SEC source: 0000950170-25-092974 · ownership.xml · nonDerivative · entry 1

Davis Karen Roter · CIK 0001878982 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,209

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

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:15 UTC SaleClass A Common Stock 2,957 $100.00 $295,700.00
Disclosure

SEC source: 0000950170-25-092972 · ownership.xml · nonDerivative · entry 1

Goldsmith-Grover Sarah · CIK 0001811990 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,884

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

Read SEC document
June 17, 2025 Filed Jun 18, 2025 00:46 UTC
Lauber David TaylorDirector · Chief Executive Officer
GrantClass A Common Stock 31,107 $91.94 $2,859,977.58
Disclosure

SEC source: 0000950170-25-087639 · 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: 288,088

F1 · shares: Represents an award of restricted stock units pursuant to a special award granted to the Reporting Person in connection with the terms of his new employment agreement entered into with the Issuer on June 17, 2025. The restricted stock units will vest in three equal annual installments beginning on June 5, 2026.

Read SEC document
June 16, 2025 Filed Jun 18, 2025 00:54 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 1,742 $90.80 $158,181.61
Disclosure

SEC source: 0000950170-25-087642 · ownership.xml · nonDerivative · entry 2

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 167,622

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

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.625 to $91.27, 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
June 16, 2025 Filed Jun 18, 2025 00:54 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 8,258 $90.23 $745,137.51
Disclosure

SEC source: 0000950170-25-087642 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 169,364

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 $89.61 to $90.60, 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
June 13, 2025 Filed Jun 17, 2025 01:32 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087031 · ownership.xml · nonDerivative · entry 2

Davis Karen Roter · CIK 0001878982 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,959

F2 · 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 13, 2025 Filed Jun 17, 2025 01:31 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087030 · ownership.xml · nonDerivative · entry 2

Goldsmith-Grover Sarah · CIK 0001811990 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,841

F2 · 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 13, 2025 Filed Jun 18, 2025 00:36 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087629 · ownership.xml · nonDerivative · entry 1

Dallaire Seth · CIK 0002058309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,984

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 13, 2025 Filed Jun 18, 2025 00:41 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087634 · ownership.xml · nonDerivative · entry 1

Cruz Christopher Nestor · CIK 0001814178 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,669

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 13, 2025 Filed Jun 17, 2025 20:44 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087636 · ownership.xml · nonDerivative · entry 1

Isaacman Donald · CIK 0001805579 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,113

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 13, 2025 Filed Jun 18, 2025 00:41 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087633 · ownership.xml · nonDerivative · entry 1

Halkyard Jonathan S · CIK 0001371536 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,521

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 13, 2025 Filed Jun 18, 2025 00:47 UTC GrantClass A Common Stock 2,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087640 · ownership.xml · nonDerivative · entry 1

Bakhshandehpour Sam · CIK 0001598283 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,672

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 12, 2025 Filed Jun 17, 2025 01:32 UTC SaleClass A Common Stock 2,757 $94.53 $260,619.21
Disclosure

SEC source: 0000950170-25-087031 · ownership.xml · nonDerivative · entry 1

Davis Karen Roter · CIK 0001878982 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,592

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

Read SEC document
June 12, 2025 Filed Jun 17, 2025 01:34 UTC
Isaacman JaredDirector · Executive Chairman · 10% owner
GiftClass C Common Stock 8,466 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-087033 · 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: 1,167,085

F1 · kind: The Reporting Person made a gift totaling 2,679 shares of Issuer's Class A common stock to one individual and a charitable gift of 5,787 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The transaction reported shows 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
June 12, 2025 Filed Jun 17, 2025 01:31 UTC SaleClass A Common Stock 1,000 $94.53 $94,530.00
Disclosure

SEC source: 0000950170-25-087030 · ownership.xml · nonDerivative · entry 1

Goldsmith-Grover Sarah · CIK 0001811990 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,474

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

Read SEC document
June 09, 2025 Filed Jun 10, 2025 16:15 UTC
Frankel JordanSee Remarks
SaleClass A Common Stock 1,250 $95.06 $118,822.50
Disclosure

SEC source: 0000950170-25-084323 · ownership.xml · nonDerivative · entry 2

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 227,454

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

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.0300 and $95.0800 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
June 09, 2025 Filed Jun 10, 2025 16:15 UTC
Frankel JordanSee Remarks
SaleClass A Common Stock 3,750 $94.41 $354,042.00
Disclosure

SEC source: 0000950170-25-084323 · ownership.xml · nonDerivative · entry 1

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 228,704

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 $94.0000 and $95.0000 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
June 03, 2025 Filed Jun 5, 2025 20:15 UTC
Lauber David TaylorChief Executive Officer
SaleClass A Common Stock 2,500 $94.47 $236,175.00
Disclosure

SEC source: 0000950170-25-082341 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 256,981

F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan adopted in November of 2024 by the Reporting Person.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 23:23 UTC
Isaacman JaredDirector · Chairman & CEO · 10% owner
Disposition to issuerClass C Common Stock 12,410 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-049773 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,175,551

F1 · kind: In November 2021, the Issuer implemented a one-time discretionary equity award program for non-management employees. Rook Holdings Inc. ("Rook") and the Reporting Person, Jared Isaacman, Rook's sole shareholder, agreed to fund 50% of this program through a contribution of his shares of common stock, which are held of record by Rook. The one-time discretionary equity award program vests in three equal installments. The transaction reported shows Mr. Isaacman's contribution of 12,410 shares of the Class A common stock to the Issuer (and the simultaneous cancellation of the same number of shares of the Issuer's Class C common stock) in connection with the second vesting event, pursuant to a contribution agreement entered into on March 31, 2025.

F1 · ownership.nature: In November 2021, the Issuer implemented a one-time discretionary equity award program for non-management employees. Rook Holdings Inc. ("Rook") and the Reporting Person, Jared Isaacman, Rook's sole shareholder, agreed to fund 50% of this program through a contribution of his shares of common stock, which are held of record by Rook. The one-time discretionary equity award program vests in three equal installments. The transaction reported shows Mr. Isaacman's contribution of 12,410 shares of the Class A common stock to the Issuer (and the simultaneous cancellation of the same number of shares of the Issuer's Class C common stock) in connection with the second vesting event, pursuant to a contribution agreement entered into on March 31, 2025.

Read SEC document
March 14, 2025 Filed Mar 17, 2025 21:23 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 100 $86.34 $8,634.00
Disclosure

SEC source: 0000950170-25-040485 · ownership.xml · nonDerivative · entry 3

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 177,622

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

Read SEC document
March 14, 2025 Filed Mar 17, 2025 21:23 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 5,847 $85.33 $498,923.93
Disclosure

SEC source: 0000950170-25-040485 · ownership.xml · nonDerivative · entry 2

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 177,722

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

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.04 to $85.99, 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 14, 2025 Filed Mar 17, 2025 21:23 UTC
Disman NancyChief Financial Officer
SaleClass A Common Stock 4,053 $84.44 $342,232.48
Disclosure

SEC source: 0000950170-25-040485 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 183,569

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 $84.02 to $85.02, 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 10, 2025 Filed Mar 11, 2025 16:28 UTC
Frankel JordanSee Remarks
SaleClass A Common Stock 12,500 $88.36 $1,104,523.75
Disclosure

SEC source: 0000950170-25-037188 · ownership.xml · nonDerivative · entry 2

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 232,454

F2 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.8400 and $88.7500 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 09, 2025 Filed Mar 11, 2025 01:49 UTC Tax withholdingClass A Common Stock 5,375 $89.74 $482,352.50
Disclosure

SEC source: 0000950170-25-036776 · ownership.xml · nonDerivative · entry 2

Lauber David Taylor · CIK 0001805630 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 259,481

F2 · 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 March 9, 2022.

Read SEC document
March 09, 2025 Filed Mar 11, 2025 16:28 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 4,222 $89.74 $378,882.28
Disclosure

SEC source: 0000950170-25-037188 · ownership.xml · nonDerivative · entry 1

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 244,954

F1 · 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 March 9, 2022.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:49 UTC SaleClass A Common Stock 2,500 $91.70 $229,250.00
Disclosure

SEC source: 0000950170-25-036776 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 264,856

F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan adopted in November of 2024 by the Reporting Person.

Read SEC document
March 04, 2025 Filed Mar 5, 2025 17:39 UTC
Whalen James J.See Remarks
SaleClass A Common Stock 195 $94.00 $18,330.00
Disclosure

SEC source: 0000950170-25-033247 · ownership.xml · nonDerivative · entry 1

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,118

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

Read SEC document
March 02, 2025 Filed Mar 4, 2025 16:51 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 4,440 $98.75 $438,450.00
Disclosure

SEC source: 0000950170-25-032310 · ownership.xml · nonDerivative · entry 2

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,176

F2 · 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 March 2, 2023.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 21:41 UTC Tax withholdingClass A Common Stock 14,528 $98.75 $1,434,640.00
Disclosure

SEC source: 0000950170-25-032245 · ownership.xml · nonDerivative · entry 2

Lauber David Taylor · CIK 0001805630 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 267,356

F2 · 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 March 2, 2023.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 21:46 UTC
Disman NancyChief Financial Officer
Tax withholdingClass A Common Stock 5,760 $98.75 $568,800.00
Disclosure

SEC source: 0000950170-25-032288 · ownership.xml · nonDerivative · entry 2

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,622

F2 · 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 March 2, 2023.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 16:51 UTC
Frankel JordanSee Remarks
Tax withholdingClass A Common Stock 2,372 $97.50 $231,270.00
Disclosure

SEC source: 0000950170-25-032310 · ownership.xml · nonDerivative · entry 1

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,616

F1 · 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 February 29, 2024.

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February 28, 2025 Filed Mar 4, 2025 21:41 UTC Tax withholdingClass A Common Stock 10,531 $97.50 $1,026,772.50
Disclosure

SEC source: 0000950170-25-032245 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,884

F1 · 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 February 29, 2024.

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February 28, 2025 Filed Mar 4, 2025 21:46 UTC
Disman NancyChief Financial Officer
Tax withholdingClass A Common Stock 3,453 $97.50 $336,667.50
Disclosure

SEC source: 0000950170-25-032288 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,382

F1 · 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 February 29, 2024.

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February 21, 2025 Filed Feb 25, 2025 01:56 UTC
Whalen James J.See Remarks
GrantClass A Common Stock 20,224 $98.89 $1,999,951.36
Disclosure

SEC source: 0000950170-25-025987 · ownership.xml · nonDerivative · entry 1

Whalen James J. · CIK 0001770896 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,313

F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 21, 2026.

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February 20, 2025 Filed Feb 25, 2025 01:57 UTC
Isaacman JaredDirector · Chairman & CEO · 10% owner
GiftClass C Common Stock 160,043 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025989 · ownership.xml · nonDerivative · entry 3

Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,187,961

F3 · kind: The Reporting Person made gifts totaling 154,188 shares of Issuer's Class A common stock to two individuals and a charitable gift of 5,855 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The transaction reported shows the simultaneous cancellation of the same number of shares of the Issuer's Class C Common stock.

F4 · 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.

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February 20, 2025 Filed Feb 25, 2025 01:57 UTC
Isaacman JaredDirector · Chairman & CEO · 10% owner
Tax withholdingClass A Common Stock 54,489 $103.70 $5,650,509.30
Disclosure

SEC source: 0000950170-25-025989 · ownership.xml · nonDerivative · entry 2

Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 743,289

F2 · balance_after: 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 February 20, 2025.

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February 20, 2025 Filed Feb 25, 2025 01:57 UTC
Isaacman JaredDirector · Chairman & CEO · 10% owner
GrantClass A Common Stock 131,661 $98.89 $13,019,956.29
Disclosure

SEC source: 0000950170-25-025989 · ownership.xml · nonDerivative · entry 1

Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 797,778

F1 · kind: Represents an award of restricted stock units, which will vest immediately on February 20, 2025.

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February 20, 2025 Filed Feb 24, 2025 21:02 UTC
Frankel JordanSee Remarks
GrantClass A Common Stock 33,876 $98.89 $3,349,997.64
Disclosure

SEC source: 0000950170-25-025992 · ownership.xml · nonDerivative · entry 1

Frankel Jordan · CIK 0001805622 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 255,988

F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 20, 2026.

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February 20, 2025 Filed Feb 25, 2025 01:52 UTC GrantClass A Common Stock 83,527 $98.89 $8,259,985.03
Disclosure

SEC source: 0000950170-25-025981 · ownership.xml · nonDerivative · entry 1

Lauber David Taylor · CIK 0001805630 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,415

F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 20, 2026.

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February 20, 2025 Filed Feb 25, 2025 01:55 UTC
Disman NancyChief Financial Officer
GrantClass A Common Stock 33,876 $98.89 $3,349,997.64
Disclosure

SEC source: 0000950170-25-025985 · ownership.xml · nonDerivative · entry 1

Disman Nancy · CIK 0001621493 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,835

F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 20, 2026.

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