10 Percent Owner Buys 388,000 Shift4 Shares for $15.9 Million

1 hour ago 2

Will Healy, The Motley Fool

Sat, May 30, 2026 astatine 9:07 AM CDT 4 min read

Jared Isaacman, 10% Owner, founder, and erstwhile CEO, reported the acquisition of 388,500 shares of Shift4 Payments (NYSE:FOUR) successful aggregate open-market transactions connected May 11 and May 12, 2026, according to a SEC Form 4 filing.

Transaction summary

Metric

Value

Shares traded	388,500
Transaction value	~$15.9 million
Post-transaction shares (direct)	1,787,455
Post-transaction shares (indirect)	20,922,737
Post-transaction worth (direct ownership)	~$72.9 million

Transaction worth based connected SEC Form 4 weighted mean acquisition terms ($41.04).

Key questions

How does the standard of this acquisition comparison to Isaacman's humanities trading activity?
At 388,500 shares, this is the largest azygous acquisition by Isaacman successful the disposable humanities record, exceeding the erstwhile precocious for idiosyncratic transaction volume, and reflects a worldly redeployment of superior into nonstop holdings.
What is the post-transaction ownership operation and done which entities are indirect shares held?
Following the transaction, Isaacman straight owns 1,787,455 shares and indirectly controls 20,922,737 shares, chiefly done Rook, for which helium is sole stockholder, arsenic good arsenic trusts established for household members.
Was the transaction timed astir a worldly alteration successful the company's stock terms oregon comparative valuation?
The acquisition was executed arsenic shares were priced astatine astir $41.04, adjacent the May 12, 2026 marketplace adjacent of $40.78, pursuing a one-year full instrumentality of (54.7)% arsenic of that date, suggesting the bargain occurred during a play of important terms compression.
What is the ongoing capableness for aboriginal insider transactions fixed the existent holdings?
With nonstop holdings present astatine 1,787,455 shares and full beneficial ownership of 22.71 cardinal shares, Isaacman maintains important capableness for aboriginal activity, particularly via indirect holdings, which comprise implicit 90% of his aggregate position.

Company overview

Metric

Value

Revenue (TTM)	$4.45 billion
Net income (TTM)	$139 million
Dividend output (common shares)	0%
1-year terms change	-54.70%

* 1-year terms alteration calculated utilizing a calendar twelvemonth window.

Company snapshot

Offers integrated outgo processing, omni-channel paper acceptance, proprietary gateway solutions, POS hardware/software, eCommerce platforms, and concern quality tools.
Generates gross chiefly from transaction fees, bundle subscriptions, and value-added services for merchants done a vertically integrated payments ecosystem.
Serves merchants crossed hospitality, retail, eCommerce, nutrient service, stadiums, and amusement venues successful the United States.

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