Shift4 Payments, Inc.·4

Mar 17, 6:47 PM ET

Isaacman Jared 4

4 · Shift4 Payments, Inc. · Filed Mar 17, 2026

Research Summary

AI-generated summary of this filing

Updated

Shift4 (FOUR) 10% Owner Jared Isaacman Gifts 1,600 Shares

What Happened

  • Jared Isaacman (reported as a 10% owner) made a charitable gift of 1,600 shares of Shift4 Payments Class A common stock on March 17, 2026. The shares were disposed as a gift (transaction code G) at $0.00 per share, so no cash proceeds were reported.

Key Details

  • Transaction date: 2026-03-17; Price: $0.00; Shares: 1,600 gifted to Renaissance Charitable Foundation, Inc. (per footnote).
  • Shares owned after transaction: not explicitly listed in this filing. The filing also corrects previously reported totals: the reporting person’s beneficial holdings were reduced by 11,772 shares (F1), and Rook’s recorded holdings were reduced by 951,487 shares to correct earlier reports (F2).
  • Footnotes: F2 confirms the 1,600-share charitable gift; F3 notes securities held of record by Rook (Isaacman is sole stockholder and may be deemed to beneficially own those shares); F4 describes certain shares held in a UTMA account for which the reporting person disclaims beneficial ownership.
  • No indication in this filing of a 10b5-1 plan, sale for proceeds, tax withholding, or late filing penalties noted.

Context

  • This was a gift, not a market sale or purchase; gifts are typically for personal or philanthropic reasons and do not necessarily signal insider sentiment about the stock. As a 10% owner, Isaacman’s holdings include shares held directly and through entities (e.g., Rook), which the filing adjusts to correct prior reports.

Insider Transaction Report

Form 4
Period: 2026-03-17
Transactions
  • Gift

    Class A Common Stock

    [F2][F3]
    2026-03-171,60020,750,915 total(indirect: See footnote)
Holdings
  • Class A Common Stock

    [F1]
    1,398,955
  • Class A Common Stock

    [F4]
    (indirect: See footnote)
    171,822
Footnotes (4)
  • [F1]The total number of securities beneficially owned by the Reporting Person has been reduced by 11,772 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on December 10, 2025.
  • [F2]The transaction reported shows the Reporting Person's previously agreed charitable gift of 1,600 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. The total number of securities held of record by Rook has been reduced by 951,487 shares of Class A Common Stock to account for the correct number of shares on the Reporting Person's Form 4 filed on March 2, 2026.
  • [F3]Securities held of record by Rook. The Reporting Person is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities.
  • [F4]Held by Jared Isaacman C/F Mila and Liv A. Isaacman UTMA. The reporting person disclaims beneficial ownership of these shares.
Signature
/s/ Jordan Frankel, Attorney-in-Fact for Jared Isaacman|2026-03-17

Documents

1 file
  • 4
    ownership.xmlPrimary

    4