Shift4 (FOUR)
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-09-04
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · FOUR
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing.
Entry into a Material Definitive Agreement. Credit Agreement Amendment On July 8, 2026 (the “Effective Date”), Shift4 Payments, LLC, a Delaware limited liability company (“Shift4, LLC”), and a direct subsidiary of Shift4 Payments, Inc., a Delaware corporation (the “Company”), and certain other wholly-owned subsidiaries of Shift4, LLC (the “Subsidiary Guarantors”) entered into Amendment No. 4 to Second Amended and Restated First Lien Credit Agreement (the “Amendment”), which amended the Second…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing.
Chief Accounting Officer — James (“Jay”) Whalen: Mr. Whalen is resigning to accept a position at another company.
Regulation FD Disclosure On the transition, Shift4’s CEO Taylor Lauber stated: “This is a fantastic opportunity for Jay, and I’m thrilled to see him thrive in this next chapter of his career. The depth of talent and process maturity we have within our accounting organization is largely as a result of the leadership contributions of Jay and others. For this reason I’m excited and confident in Filippos as we continue our integration of Global Blue. Having led the public company reporting functi…
of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing.
Entry into a Material Definitive Agreement. As previously announced by Shift4 Payments, Inc. (the “ Company ”), Jared Isaacman was sworn in as the 15th Administrator of the National Aeronautics and Space Administration (“ NASA Administrator ”) on December 18, 2025 and upon his confirmation Mr. Isaacman resigned as the Executive Chairman of the Company’s Board of Directors (the “ Board ”). In connection with the foregoing, the Company previously disclosed Mr. Isaacman’s intention to: (i) excha…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Entry into a Material Definitive Agreement. Credit Agreement Amendment On January 5, 2026 (the “ Effective Date ”), Shift4 Payments, LLC, a Delaware limited liability company (“ Shift4, LLC ”), and a direct subsidiary of Shift4 Payments, Inc., a Delaware corporation (the “ Company ”), and certain other wholly-owned subsidiaries of Shift4, LLC (the “ Subsidiary Guarantors ”) entered into Amendment No. 3 to Second Amended and Restated First Lien Credit Agreement (the “ Amendment ”), which amend…
Entry into a Material Definitive Agreement. The information included in
Executive Chairman — Jared Isaacman: The Executive Chairman resigned to take a government position, triggering a significant corporate governance change (loss of controlled company status) and a named successor appointment.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Entry into a Material Definitive Agreement. On December 8, 2025, Shift4 Payments, LLC (the “Issuer”) and Shift4 Payments Finance Sub, Inc. (the “Co-Issuer” and together with the Issuer, the “Issuers”), subsidiaries of Shift4 Payments, Inc. (the “Company”), completed the issuance and sale of €435 million aggregate principal amount of 5.500% Senior Notes due 2033 (the “New Notes”). The Issuer received net proceeds, after deducting initial purchasers’ discounts and estimated offering expenses, o…
Regulation FD Disclosure. On December 3, 2025, Shift4 Payments, Inc. announced the pricing of a tack-on offering by its subsidiaries, Shift4 Payments, LLC (“Shift4”) and Shift4 Payments Finance Sub, Inc. (together with Shift4, the “Issuers”), of €435 million in aggregate principal amount of their 5.500% senior notes due 2033 (the “New Notes”). The New Notes will be issued as additional securities under an Indenture, dated May 16, 2025 (as supplemented from time to time, the “2033 Notes Indent…
of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Entry into a Material Definitive Agreement. On September 26, 2025, Shift4 Payments, LLC (“ Shift4 LLC ”), a wholly owned subsidiary of Shift4 Payments, Inc. (the “ Company ”), entered into Amendment No. 1 to Settlement Line Credit Agreement (the “ Amendment ”) with Citizens Bank, N.A. (“ Citizens ”). The Amendment amends that certain Settlement Line Credit Agreement, dated as of September 30, 2024 (as previously disclosed in the Company’s Current Report on Form 8-K filed on October 4, 2024) (…
Completion of Acquisition or Disposition of Assets. On July 3, 2025, Shift4 Payments, Inc., a Delaware corporation (“Shift4”), announced the expiration of the cash tender offer (the “Offer”) by Global Blue Group Holding GmbH (f/k/a GT Holding 1 GmbH), a Swiss limited liability company and indirect wholly owned subsidiary of Shift4 (“Merger Sub”), to acquire all of the outstanding (i) registered ordinary shares, nominal value of CHF 0.01 per share, of Global Blue Group Holding AG (“Global Blue…
of this Current Report on Form 8-K (including Exhibit 99.2 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing.
CFO — Nancy Disman: The CFO is retiring with a named successor appointed simultaneously, representing an orderly succession rather than a sudden loss of leadership.
Entry into a Material Definitive Agreement. On June 30, 2025 (the “Amendment Effective Date”), Shift4 Payments, LLC, entered into Amendment No. 2 to Second Amended and Restated First Lien Credit Agreement (the “Amendment”), by and among Shift4 Payments, LLC, as the borrower, certain subsidiary guarantors party thereto, the lenders and issuing banks party thereto and Goldman Sachs Bank USA, as administrative agent and collateral agent. The Amendment, among other things, amends the Second Amend…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information set forth in
Completion of Acquisition or Disposition of Assets. On July 3, 2025, Shift4 Payments, Inc., a Delaware corporation (“Shift4”), announced the expiration of the cash tender offer (the “Offer”) by GT Holding 1 GmbH, a Swiss limited liability company and indirect wholly owned subsidiary of Shift4 (“Merger Sub”), to acquire all of the outstanding (i) registered ordinary shares, nominal value of CHF 0.01 per share, of Global Blue Group Holding AG (“Global Blue”), a stock corporation incorporated un…
Termination of a Material Definitive Agreement. On June 16, 2025, Shift4 Payments, LLC (the “ Issuer ”) and Shift4 Payments Finance Sub, Inc. (the “ Co-Issuer ” and together with the Issuer, the “ Issuers ”), subsidiaries of the Company, deposited with U.S. Bank Trust Company, National Association (as successor-in-interest to U.S. Bank National Association), as trustee (the “ Trustee ”) of the Issuers’ outstanding 4.625% Senior Notes due 2026 (the “ Notes ”), cash in an amount sufficient to p…
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