Shift4 Payments, Inc. (FOUR) Insider Trading
Over the last 3 months, FOUR insiders made 3 open-market buys and 0 sales, a net purchase of $17.9M (SEC Form 4). Over the last 6 months, 309 institutions increased and 281 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
3
Sells (3m)
0
Net (3m)
$17.9M
Insiders buying
Insider trades by month Buys Sells
Aug
Sep
Nov
Dec
Mar
May
Context3-month price -19.8%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 13, 2026 | Isaacman Jared10 percent owner | Buy | 195,500 | $41.41 |
| May 13, 2026 | Isaacman Jared10 percent owner | Buy | 193,000 | $40.66 |
| Mar 11, 2026 | Isaacman Jared10 percent owner | Buy | 43,827 | $45.75 |
| Mar 4, 2026 | Frankel Jordanofficer: See Remarks | Grant | 62,514 | $44.07 |
| Mar 4, 2026 | Frankel Jordanofficer: See Remarks | Tax | 4,175 | $44.07 |
| Mar 4, 2026 | Frankel Jordanofficer: See Remarks | Tax | 2,750 | $58.49 |
| Mar 4, 2026 | Isaacman Jared10 percent owner | Buy | 45,693 | $43.83 |
| Mar 4, 2026 | Frankel Jordanofficer: See Remarks | Tax | 3,199 | $44.07 |
| Mar 3, 2026 | Whalen James J.officer: See Remarks | Tax | 3,916 | $58.49 |
| Mar 3, 2026 | Disman Nancydirector | Grant | 76,015 | $44.07 |
| Mar 3, 2026 | Disman Nancydirector | Tax | 5,765 | $58.49 |
| Mar 3, 2026 | Disman Nancydirector | Tax | 5,760 | $44.07 |
| Mar 3, 2026 | Disman Nancydirector | Tax | 4,266 | $44.07 |
| Mar 3, 2026 | Cruz Christopher Nestorofficer: See Remarks | Grant | 17,137 | $44.07 |
| Mar 3, 2026 | Lauber David Taylordirector, officer: Chief Executive Officer | Tax | 12,302 | $44.07 |
| Mar 3, 2026 | Lauber David Taylordirector, officer: Chief Executive Officer | Tax | 9,926 | $44.07 |
| Mar 3, 2026 | Lauber David Taylordirector, officer: Chief Executive Officer | Grant | 222,373 | $44.07 |
| Mar 3, 2026 | Lauber David Taylordirector, officer: Chief Executive Officer | Tax | 13,959 | $58.49 |
| Mar 3, 2026 | Whalen James J.officer: See Remarks | Tax | 902 | $44.07 |
| Mar 3, 2026 | Whalen James J.officer: See Remarks | Grant | 17,018 | $44.07 |
| Mar 2, 2026 | Isaacman Jared10 percent owner | Buy | 136,993 | $48.38 |
| Mar 2, 2026 | Isaacman Jared10 percent owner | Buy | 159,244 | $44.15 |
| Feb 10, 2026 | Isaacman Jared10 percent owner | Grant | 951,487 | — |
| Feb 10, 2026 | Isaacman Jared10 percent owner | Grant | 85,911 | — |
| Feb 10, 2026 | Isaacman Jared10 percent owner | Grant | 423,296 | — |
| Dec 15, 2025 | Lauber David Taylordirector, officer: Chief Executive Officer | Sell | 1,319 | $69.77 |
| Dec 15, 2025 | Lauber David Taylordirector, officer: Chief Executive Officer | Sell | 10,681 | $68.91 |
| Dec 15, 2025 | Disman Nancydirector | Sell | 5,000 | $69.50 |
| Dec 10, 2025 | Isaacman Jareddirector, 10 percent owner, officer: Executive Chairman | Grant | 127,620 | — |
| Dec 10, 2025 | Isaacman Jareddirector, 10 percent owner, officer: Executive Chairman | Tax | 54,137 | $68.88 |
Source: FOUR SEC Form 4 filings, latest May 13, 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
309
New positions
131
Reduced
281
Sold out
218
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| WASATCH ADVISORS LP | Increased | 6.8M | Feb 12, 2026 |
| DURABLE CAPITAL PARTNERS LP | Increased | 6.6M | Feb 17, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Increased | 6.6M | May 15, 2026 |
| BLACKROCK, INC. | Increased | 6.5M | May 13, 2026 |
| BLACKROCK, INC. | Increased | 6.4M | Feb 12, 2026 |
| DURABLE CAPITAL PARTNERS LP | Reduced | 6.2M | May 15, 2026 |
| VANGUARD GROUP INC | Reduced | 6.1M | Jan 29, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Increased | 5.6M | Feb 17, 2026 |
| WASATCH ADVISORS LP | Reduced | 4.2M | Apr 21, 2026 |
| ENSIGN PEAK ADVISORS, INC | Increased | 3.1M | May 13, 2026 |
| NEUBERGER BERMAN GROUP LLC | Increased | 2.7M | Feb 13, 2026 |
| ENSIGN PEAK ADVISORS, INC | Increased | 2.6M | Feb 12, 2026 |
| NEUBERGER BERMAN GROUP LLC | Reduced | 2.5M | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 2.3M | May 15, 2026 |
| UBS GROUP AG | Increased | 2.2M | May 5, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.