Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shift4 Payments, Inc.FOUR · Entity 4172 | Director | June 15, 2026 | June 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Shift4 Payments, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,309 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 5,100 · Balance 13,309 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2026 Filed Jun 17, 2026 20:29 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | 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 30, 2025 Filed Jul 2, 2025 20:15 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | SaleClass A Common Stock | 750 | $100.00 | $75,000.00 |
DisclosureSEC 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 13, 2025 Filed Jun 17, 2025 01:32 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,367 | $0.00 | $0.00 |
DisclosureSEC 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 12, 2025 Filed Jun 17, 2025 01:32 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | SaleClass A Common Stock | 2,757 | $94.53 | $260,619.21 |
DisclosureSEC 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 07, 2024 Filed Jun 11, 2024 20:10 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071877 · ownership.xml · nonDerivative · entry 1 Davis Karen Roter · CIK 0001878982 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,349 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:39 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015459 · doc4.xml · nonDerivative · entry 1 Davis Karen Roter · CIK 0001878982 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,592 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 10, 2022 Filed Jun 15, 2022 01:09 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-022446 · doc4.xml · nonDerivative · entry 1 Davis Karen Roter · CIK 0001878982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,595 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:46 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 1,047 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033495 · doc4.xml · nonDerivative · entry 1 Davis Karen Roter · CIK 0001878982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. 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.