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Shift4 Payments stock timeline
A year of the price with every insider trade, planned sale, earnings report and material 8-K marked
252 sessions−34.2% to $43.96
Shift4 Payments (FOUR) stock fell 34% over the last 252 sessions, to $43.96. On the way it reported 5 quarters, its insiders filed 2 open-market trades, and the company filed 6 material 8-Ks. Each is marked on the price and listed with what the stock did next.
Each mark, and what followed
| Date | Kind | What | Next session | 5 sessions | 21 sessions |
|---|---|---|---|---|---|
| Nov 5, 2026 | Earnings | Earnings: beat the EPS estimate by 9.1% | −4.6% (−0.1% vs SPY) | — | — |
| Aug 6, 2026 | Earnings | Earnings: beat the EPS estimate by 6.8% | −20.8% (−20.6% vs SPY) | −19.5% (−19.9% vs SPY) | −18.9% (−19.3% vs SPY) |
| Jul 13, 2026 | 8-K | Material definitive agreement | −3.2% (−2.4% vs SPY) | −1.0% (+0.6% vs SPY) | −16.3% (−18.7% vs SPY) |
| May 12, 2026 | Insider buy | Isaacman Jared bought $7.8M | −1.7% (−1.5% vs SPY) | +2.4% (+2.5% vs SPY) | −15.2% (−13.3% vs SPY) |
| May 11, 2026 | Insider buy | Isaacman Jared bought $8.1M | −2.6% (−2.9% vs SPY) | −1.3% (−1.5% vs SPY) | −11.1% (−11.1% vs SPY) |
| May 7, 2026 | Earnings | Earnings: beat the EPS estimate by 1.0% | +8.8% (+9.2% vs SPY) | −4.8% (−6.0% vs SPY) | −11.9% (−12.4% vs SPY) |
| Mar 9, 2026 | 8-K | Directors and officers: departures, appointments, pay | −0.8% (−0.6% vs SPY) | −5.8% (−4.4% vs SPY) | −11.4% (−11.4% vs SPY) |
| Feb 26, 2026 | Earnings | Earnings: missed the EPS estimate by 0.0% | −17.0% (−16.4% vs SPY) | −18.9% (−17.8% vs SPY) | −17.0% (−10.0% vs SPY) |
| Feb 10, 2026 | 8-K | Material definitive agreement | +2.0% (+2.3% vs SPY) | −4.1% (−2.5% vs SPY) | −21.6% (−19.0% vs SPY) |
| Jan 5, 2026 | 8-K | Material definitive agreement | +3.0% (+2.4% vs SPY) | +2.6% (+1.5% vs SPY) | −9.4% (−9.2% vs SPY) |
| Dec 18, 2025 | 8-K | Material definitive agreement | −0.6% (−1.5% vs SPY) | +1.2% (−1.1% vs SPY) | −0.7% (−2.3% vs SPY) |
| Dec 8, 2025 | 8-K | Material definitive agreement | +0.2% (+0.3% vs SPY) | −1.0% (−0.6% vs SPY) | −1.1% (−2.2% vs SPY) |
| Nov 6, 2025 | Earnings | Earnings: missed the EPS estimate by -0.6% | −0.5% (+0.6% vs SPY) | +8.6% (+7.7% vs SPY) | +2.5% (+1.3% vs SPY) |
Insiders’ record here
In the year on the chart, Shift4 Payments' insiders reported 2 open-market buys ($15.9M) and 0 sales ($0). Of the 2 old enough to score, 1 were followed by the stock doing what the trade implied over the next 63 sessions (beating SPY after a buy, lagging it after a sale); the median excess return after a buy was +3.0% and after a sale —.
Across the whole universe (19,782 scored trades), insider buys beat the market 46% of the time and sales were followed by a lagging stock 61% of the time; buys of $1M or more 39%. Every pattern →
What this kind of 8-K usually did
| Item | 8-Ks | Next session, median | Up next session | 21 sessions, median | Typical size |
|---|---|---|---|---|---|
| 1.01 Material definitive agreement | 23,525 | 0.0% | 51% | +1.0% | ±1.4% |
| 2.03 New debt or off-balance-sheet obligation | 13,268 | 0.0% | 50% | +1.2% | ±1.3% |
| 5.02 Directors and officers: departures, appointments, pay | 39,174 | −0.1% | 48% | +0.7% | ±1.4% |
Across every company in the move-odds universe, measured from the close before the filing. Every 8-K item ranked →
Report card: every quarter against the estimate → Shift4 Payments: every quarter → Live insider trades →
Prices are daily closes; filings and trades are as filed with the SEC (Form 4 within two business days of the trade, 8-K within four of the event). Moves after a mark are the stock's close-to-close change and the same for SPY; they describe the record, not what the next one will do. Not investment advice.