Did Shift4 Payments report any disagreement with Jay Whalen related to his resignation?

Shift4 Payments explicitly stated that Jay Whalen’s departure was not the result of any disagreement with the company. This includes no issues related to its operations, policies, or practices, suggesting an orderly transition instead of a resignation triggered by internal disputes or concerns.

Shift4 Payments (NYSE: FOUR) reshapes accounting leadership after Jay Whalen exit

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Shift4 Payments, Inc. reported that James (“Jay”) Whalen will resign as Chief Accounting Officer effective April 3, 2026 to take a role at another company outside the fintech industry. The company stated that his departure is not due to any disagreement over operations, policies, or practices.

On the effective date, Chief Financial Officer Christopher N. Cruz will be designated as the principal accounting officer, and Filippos Mintiloglitis will serve as interim Chief Accounting Officer. CEO Taylor Lauber highlighted Whalen’s contributions and said Mintiloglitis’ public company reporting and international experience will support Shift4’s increasingly global organization and the integration of Global Blue.

8-K Event Classification

2 items: 5.02, 7.01

2 items

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Understanding 8-K Material Events →

03/09/2026 - 04:15 PM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

March 3, 2026

Date of Report (date of earliest event reported)

SHIFT4 PAYMENTS, INC.

(Exact name of registrant as specified in its charter)


Delaware	001-39313	84-3676340
(State or other jurisdiction of incorporation)	(Commission File Number)	(I.R.S. Employer Identification Number)

3501 Corporate Pkwy

Center Valley, PA 18034

(Address of principal executive offices) (Zip Code)

(888) 276-2108

(Registrant’s telephone number, including area code)

N/A

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol	Name of each exchange on which registered
Class A common stock, par value $0.0001	FOUR	The New York Stock Exchange
6.00% Series A Mandatory Convertible Preferred Stock, par value $0.0001 per share	FOUR.PRA	The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On March 3, 2026, James (“Jay”) Whalen announced his intention to accept the position of Chief Accounting Officer at a company outside of the fintech industry, and as a result he will be resigning from Shift4 Payments, Inc. (the “Company”), effective April 3, 2026 (the “Effective Date”). Mr. Whalen’s departure was not the result of any disagreement with the Company or any matter related to the Company’s operations, policies or practices. On the Effective Date, Christopher N. Cruz, the Company’s Chief Financial Officer will be designated as the Company’s principal accounting officer and Filippos Mintiloglitis will be designated the interim Chief Accounting Officer.

Item 7.01.

Regulation FD Disclosure

On the transition, Shift4’s CEO Taylor Lauber stated: “This is a fantastic opportunity for Jay, and I’m thrilled to see him thrive in this next chapter of his career. The depth of talent and process maturity we have within our accounting organization is largely as a result of the leadership contributions of Jay and others. For this reason I’m excited and confident in Filippos as we continue our integration of Global Blue. Having led the public company reporting function as a senior leader in the accounting organization of Global Blue, Filippos will bring his technical expertise and international experience to our increasingly global organization.”

Forward-Looking Statements

Except for historical information, all of the statements, expectations, and assumptions contained in this Current Report on Form 8-K are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, including statements regarding the integration of Global Blue. Actual results may differ materially from those explicit or implicit in the forward-looking statements. Important factors that could cause actual results to differ materially include, but are not limited to the other risks, uncertainties, and other important factors disclosed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as updated by the Company’s other filings with the SEC, copies of which are available free of charge on the Company’s website at investors.shift4.com. The Company assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: March 9, 2026


SHIFT4 PAYMENTS, INC.

By:		/s/ Jordan Frankel
Name:		Jordan Frankel
Title:		Chief Legal Officer

Source: View Original Filing on SEC EDGAR

FAQ

What leadership change did Shift4 Payments (FOUR) announce in this 8-K?

Shift4 Payments announced that Chief Accounting Officer James (“Jay”) Whalen will resign effective April 3, 2026. The company will designate CFO Christopher N. Cruz as principal accounting officer and appoint Filippos Mintiloglitis as interim Chief Accounting Officer on the same effective date.

Why is Shift4 Payments’ Chief Accounting Officer Jay Whalen resigning?

Jay Whalen is resigning from Shift4 Payments to accept a Chief Accounting Officer position at a company outside the fintech industry. Shift4 stated his departure is not due to any disagreement involving its operations, policies, or practices, indicating a voluntary career move rather than internal conflict.

Who will serve as principal accounting officer at Shift4 Payments (FOUR) after April 3, 2026?

After April 3, 2026, Shift4’s Chief Financial Officer, Christopher N. Cruz, will be designated as the company’s principal accounting officer. This change coincides with the resignation of Chief Accounting Officer Jay Whalen and is part of the company’s updated finance and accounting leadership structure.

Who is Shift4 Payments’ interim Chief Accounting Officer and what experience do they bring?

Shift4 Payments named Filippos Mintiloglitis as interim Chief Accounting Officer effective April 3, 2026. CEO Taylor Lauber noted that Mintiloglitis previously led public company reporting at Global Blue, bringing technical accounting expertise and international experience to support Shift4’s increasingly global operations and integration efforts.

How does this leadership change relate to Shift4 Payments’ Global Blue integration?

CEO Taylor Lauber linked the appointment of interim Chief Accounting Officer Filippos Mintiloglitis to the ongoing integration of Global Blue. He emphasized Mintiloglitis’ prior leadership in public company reporting at Global Blue and said his technical and international experience will support Shift4’s increasingly global organization.

Filing Exhibits & Attachments

4 documents