Shift4 Payments, Inc. (FOUR) Insider Trading

Over the last 3 months, FOUR insiders made 2 open-market buys and 0 sales, a net purchase of $15.9M (SEC Form 4). Over the last 6 months, 298 institutions increased and 284 reduced their position (13F).

Insider Activity

Sentiment
100/100
Buys (3m)
2
Sells (3m)
0
Net (3m)
$15.9M
Insiders buying
Insider trades by month Buys Sells
Aug
Sep
Nov
Dec
Mar
May
Context3-month price +10.6%Institutions mixed (13F)
DateInsiderTypeSharesPrice
Jun 17, 2026Davis Karen RoterdirectorGrant5,100$41.18
Jun 17, 2026Goldsmith-Grover SarahdirectorGrant5,100$41.18
Jun 17, 2026Halkyard Jonathan SdirectorGrant5,100$41.18
Jun 17, 2026Bakhshandehpour SamdirectorGrant5,100$41.18
Jun 17, 2026Disman NancydirectorGrant7,343$41.18
Jun 17, 2026Dallaire SethdirectorGrant5,100$41.18
Jun 9, 2026Lauber David Taylordirector, officer: Chief Executive OfficerTax5,193$39.29
May 13, 2026Isaacman Jared10 percent ownerBuy193,000$40.66
May 13, 2026Isaacman Jared10 percent ownerBuy195,500$41.41
Mar 11, 2026Isaacman Jared10 percent ownerBuy43,827$45.75
Mar 4, 2026Frankel Jordanofficer: See RemarksTax4,175$44.07
Mar 4, 2026Frankel Jordanofficer: See RemarksTax2,750$58.49
Mar 4, 2026Frankel Jordanofficer: See RemarksGrant62,514$44.07
Mar 4, 2026Frankel Jordanofficer: See RemarksTax3,199$44.07
Mar 4, 2026Isaacman Jared10 percent ownerBuy45,693$43.83
Mar 3, 2026Disman NancydirectorTax5,765$58.49
Mar 3, 2026Whalen James J.officer: See RemarksTax3,916$58.49
Mar 3, 2026Whalen James J.officer: See RemarksGrant17,018$44.07
Mar 3, 2026Whalen James J.officer: See RemarksTax902$44.07
Mar 3, 2026Lauber David Taylordirector, officer: Chief Executive OfficerTax13,959$58.49
Mar 3, 2026Lauber David Taylordirector, officer: Chief Executive OfficerGrant222,373$44.07
Mar 3, 2026Lauber David Taylordirector, officer: Chief Executive OfficerTax9,926$44.07
Mar 3, 2026Lauber David Taylordirector, officer: Chief Executive OfficerTax12,302$44.07
Mar 3, 2026Cruz Christopher Nestorofficer: See RemarksGrant17,137$44.07
Mar 3, 2026Disman NancydirectorTax4,266$44.07
Mar 3, 2026Disman NancydirectorTax5,760$44.07
Mar 3, 2026Disman NancydirectorGrant76,015$44.07
Mar 2, 2026Isaacman Jared10 percent ownerBuy136,993$48.38
Mar 2, 2026Isaacman Jared10 percent ownerBuy159,244$44.15
Feb 10, 2026Isaacman Jared10 percent ownerGrant951,487

Source: FOUR SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their FOUR positions over the last 6 months (SEC Form 13F).

Increased
298
New positions
135
Reduced
284
Sold out
219
Largest moves
InstitutionActionSharesFiled
WASATCH ADVISORS LPIncreased6.8MFeb 12, 2026
DURABLE CAPITAL PARTNERS LPIncreased6.6MFeb 17, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LPIncreased6.6MMay 15, 2026
BLACKROCK, INC.Increased6.5MMay 13, 2026
BLACKROCK, INC.Increased6.4MFeb 12, 2026
DURABLE CAPITAL PARTNERS LPReduced6.2MMay 15, 2026
VANGUARD GROUP INCReduced6.1MJan 29, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LPIncreased5.6MFeb 17, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position4.6MMay 15, 2026
WASATCH ADVISORS LPReduced4.2MApr 21, 2026
JANUS HENDERSON GROUP PLCIncreased3.6MMay 18, 2026
SPYGLASS CAPITAL MANAGEMENT LLCIncreased3.5MMay 18, 2026
ENSIGN PEAK ADVISORS, INCIncreased3.1MMay 13, 2026
NEUBERGER BERMAN GROUP LLCIncreased2.7MFeb 13, 2026
ENSIGN PEAK ADVISORS, INCIncreased2.6MFeb 12, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.