Shift4 Payments, Inc. (FOUR-PA) — SEC Filings
Shift4 Payments, Inc. (FOUR-PA) — 45 SEC filings. Latest: 8-K (Dec 18, 2025). Includes 25 8-K, 7 SC 13G/A, 6 10-Q.
View Shift4 Payments, Inc. on SEC EDGAR
Overview
Shift4 Payments, Inc. (FOUR-PA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 18, 2025: On December 17, 2025, Shift4 Payments, Inc. filed an 8-K reporting a material definitive agreement and changes in directors and officers. The filing indicates the election of new directors and potential changes to executive compensation arrangements.
Sentiment Summary
Across 45 filings, the sentiment breakdown is: 3 bullish, 40 neutral, 2 mixed. The dominant filing sentiment for Shift4 Payments, Inc. is neutral.
Filing Type Overview
Shift4 Payments, Inc. (FOUR-PA) has filed 25 8-K, 6 10-Q, 1 8-K/A, 2 10-K, 3 SC 13G, 7 SC 13G/A, 1 DEF 14A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (45)
Risk Profile
Risk Assessment: Of FOUR-PA's 36 recent filings, 1 were flagged as high-risk, 25 as medium-risk, and 10 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1,176.9M |
| Net Income | $28.1M |
| Debt-to-Equity | 3.93 |
| Cash Position | $1,511.5M |
| Total Assets | $8,989.8M |
| Total Debt | $4,719.2M |
Key Executives
- Michael J. Weamer
- David L. Johnson
- Jonathan P. Seidman
- Abigail P. Johnson
- December 31, 2023
Industry Context
Shift4 operates in the highly competitive and rapidly evolving payment processing industry. Key trends include the increasing adoption of digital payments, the demand for integrated commerce solutions, and the growing importance of cross-border transactions. The industry is characterized by significant technological innovation, consolidation through M&A, and a complex regulatory environment.
Top Tags
sec-filing (6) · material-agreement (5) · financials (5) · corporate-governance (4) · 8-k (4) · disclosure (4) · 10-Q (4) · institutional-ownership (4) · financial-obligation (3) · debt (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Gross Revenue (Q3 2025) | $1,176.9M | Increased from $909.2M in Q3 2024, a 29.4% increase, driven by Global Blue acquisition. |
| Net Income Attributable to Shift4 (Q3 2025) | $28.1M | Decreased from $53.8M in Q3 2024, a 47.8% decline, primarily due to higher interest expense. |
| Interest Expense (Q3 2025) | $60.8M | Increased from $18.3M in Q3 2024, a 232.2% surge, reflecting increased debt from acquisitions. |
| Total Assets (Sept 30, 2025) | $8,989.8M | Increased from $5,041.4M at Dec 31, 2024, a 78.3% increase, largely due to the Global Blue acquisition. |
| Long-term Debt (Sept 30, 2025) | $4,019.8M | Increased from $2,154.1M at Dec 31, 2024, an 86.6% increase, financing the Global Blue acquisition. |
| Goodwill (Sept 30, 2025) | $2,465.5M | Increased from $1,455.6M at Dec 31, 2024, a 69.4% increase, primarily from the Global Blue acquisition. |
| Other Intangible Assets (Sept 30, 2025) | $2,827.5M | Increased from $758.4M at Dec 31, 2024, a 272.8% increase, due to the Global Blue acquisition. |
| Global Blue Acquisition Cost | $2.7B | Completed on July 3, 2025, significantly expanding international operations. |
| SEC File Number | 001-39313 | Identifies Shift4 Payments' filings with the SEC. |
| EIN | 84-3676340 | Employer Identification Number for Shift4 Payments. |
| Revenue | $1.25B | Increased by 19% from $1.05 billion year-over-year for the six months ended June 30, 2025. |
| Net Income | $105.5M | Increased by 19.6% from $88.2 million year-over-year for the six months ended June 30, 2025. |
| Class A Common Stock | 105M | Shares outstanding as of July 29, 2025, up from 100 million at December 31, 2024. |
| Revenue Growth Rate | 19% | Percentage increase in revenue for the six months ended June 30, 2025, compared to the prior year. |
| Net Income Growth Rate | 19.6% | Percentage increase in net income for the six months ended June 30, 2025, compared to the prior year. |
Forward-Looking Statements
- {"claim":"Durable Capital Partners LP will maintain a significant stake in Shift4 Payments, Inc. throughout 2024.","entity":"Durable Capital Partners LP","targetDate":"December 31, 2024","confidence":"medium"}
- {"claim":"Other institutional investors may re-evaluate their positions in Shift4 Payments following FMR LLC's reduction.","entity":"Shift4 Payments, Inc.","targetDate":"Q2 2024","confidence":"medium"}
- {"claim":"Shift4 Payments' stock price may see increased stability due to institutional confidence.","entity":"Shift4 Payments, Inc.","targetDate":"Q2 2024","confidence":"medium"}
- {"claim":"Jennison Associates LLC will maintain or increase its stake in Shift4 Payments.","entity":"Jennison Associates LLC","targetDate":"Q3 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Shift4 Payments, Inc. (FOUR-PA)?
Shift4 Payments, Inc. has 45 recent SEC filings from Jan 2024 to Dec 2025, including 25 8-K, 7 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of FOUR-PA filings?
Across 45 filings, the sentiment breakdown is: 3 bullish, 40 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Shift4 Payments, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Shift4 Payments, Inc. (FOUR-PA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Shift4 Payments, Inc.?
Key financial highlights from Shift4 Payments, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for FOUR-PA?
The investment thesis for FOUR-PA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Shift4 Payments, Inc.?
Key executives identified across Shift4 Payments, Inc.'s filings include Michael J. Weamer, David L. Johnson, Jonathan P. Seidman, Abigail P. Johnson, December 31, 2023.
What are the main risk factors for Shift4 Payments, Inc. stock?
Of FOUR-PA's 36 assessed filings, 1 were flagged high-risk, 25 medium-risk, and 10 low-risk.
What are recent predictions and forward guidance from Shift4 Payments, Inc.?
Recent forward-looking statements from Shift4 Payments, Inc. include guidance on {"claim":"Durable Capital Partners LP will maintain a significant stake in Shift4 Payments, Inc. throughout 2024.","enti and 3 other predictions.