82452JAD1

Shift4 Payments, Inc.

Could not find a ticker for this position, may be a filing error

A payment processing and technology company that helps businesses accept card payments in stores, online, and on mobile, with products like SkyTab POS and Lighthouse analytics. Founder Jared Isaacman started it at 16 in his parents' basement in 1999 as United Bank Card, and it took the Shift4 name after acquiring the original Shift4 Corporation in 2017. Its 2025 purchase of Global Blue made it a leader in tax-free shopping, handling VAT refunds for travelers across dozens of countries.

CONVERTIBLEUnderlying: FOURCUSIP: 82452JAD1TechnologyUS1 derivative reporter

Convertible senior unsecured notes, mature August 1, 2027

Ownership Activity Financials Filings

Insiders

Ranked by how much each holding moved in the last year

Insider

Isaacman Jared10% owner · 20 transactions

25.40M—

Granted 1.25M · Bought 774.3K

Lauber David TaylorChief Executive Officer, Director · 8 transactions

450.6K+56.4%

Granted 222.4K · Sold 14.5K

Frankel JordanSee Remarks · 4 transactions

279.8K+22.4%

Granted 62.5K

Cruz Christopher NestorSee Remarks · 1 transaction

246.8K+86.5%

Granted 17.1K

Disman NancyDirector · 7 transactions

198.0K+41%

Granted 83.4K · Sold 10.0K

Whalen James J.See Remarks · 4 transactions

66.9K+18.8%

Granted 17.0K · Sold 1.4K

Halkyard Jonathan SDirector · 1 transaction

21.6K+30.9%

Granted 5.1K

Bakhshandehpour SamDirector · 1 transaction

14.8K+52.7%

Granted 5.1K

Davis Karen RoterDirector · 1 transaction

13.3K+62.1%

Granted 5.1K

Goldsmith-Grover SarahDirector · 1 transaction

12.0K+74.1%

Granted 5.1K

Dallaire SethDirector · 1 transaction

8.1K+170.9%

Granted 5.1K

Insider	Stake change	Holds now	Granted / vested	Bought	Sold
Isaacman Jared10% owner · 20 transactions	—	25.40M	1.25M	774.3K	—
Lauber David TaylorChief Executive Officer, Director · 8 transactions	+56.4%	450.6K	222.4K	—	14.5K
Frankel JordanSee Remarks · 4 transactions	+22.4%	279.8K	62.5K	—	—
Cruz Christopher NestorSee Remarks · 1 transaction	+86.5%	246.8K	17.1K	—	—
Disman NancyDirector · 7 transactions	+41%	198.0K	83.4K	—	10.0K
Whalen James J.See Remarks · 4 transactions	+18.8%	66.9K	17.0K	—	1.4K
Halkyard Jonathan SDirector · 1 transaction	+30.9%	21.6K	5.1K	—	—
Bakhshandehpour SamDirector · 1 transaction	+52.7%	14.8K	5.1K	—	—
Davis Karen RoterDirector · 1 transaction	+62.1%	13.3K	5.1K	—	—
Goldsmith-Grover SarahDirector · 1 transaction	+74.1%	12.0K	5.1K	—	—
Dallaire SethDirector · 1 transaction	+170.9%	8.1K	5.1K	—	—

Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.