Shift4 Payments, Inc.

BMV:FOUR * Stock Report

Market Cap: Mex$114.7b

Shift4 Payments Management

Management criteria checks 3/4

Shift4 Payments' CEO is David Lauber, appointed in Feb 2022, has a tenure of 3.83 years. total yearly compensation is $6.64M, comprised of 5.3% salary and 94.7% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth MX$158.62M. The average tenure of the management team and the board of directors is 2.6 years and 3.8 years respectively.

Key information

David Lauber

Chief executive officer

US$6.6m

Total compensation

CEO salary percentage5.27%
CEO tenure3.8yrs
CEO ownership0.1%
Management average tenure2.6yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has David Lauber's remuneration changed compared to Shift4 Payments's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$168m

Jun 30 2025n/an/a

US$208m

Mar 31 2025n/an/a

US$223m

Dec 31 2024US$7mUS$350k

US$227m

Sep 30 2024n/an/a

US$126m

Jun 30 2024n/an/a

US$106m

Mar 31 2024n/an/a

US$92m

Dec 31 2023US$7mUS$350k

US$86m

Sep 30 2023n/an/a

US$102m

Jun 30 2023n/an/a

US$111m

Mar 31 2023n/an/a

US$97m

Dec 31 2022US$2mUS$350k

US$75m

Sep 30 2022n/an/a

US$36m

Jun 30 2022n/an/a

-US$15m

Mar 31 2022n/an/a

-US$24m

Dec 31 2021US$2mUS$249k

-US$49m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$48m

Mar 31 2021n/an/a

-US$52m

Dec 31 2020US$16mUS$231k

-US$19m

Compensation vs Market: David's total compensation ($USD6.64M) is above average for companies of similar size in the MX market ($USD1.85M).

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.


CEO

David Lauber (41 yo)

3.8yrs
Tenure
US$6,637,491
Compensation

Mr. David Taylor Lauber serves as Director at Smartpay Holdings Limited since November 04, 2025. He serves as Chief Executive Officer, Principal Executive Officer and Director of Shift4 Payments, Inc. sinc...


Leadership Team

NamePositionTenureCompensationOwnership
Jared Isaacman
Founder & Executive Chairman6.1yrsUS$9.47m3.19%
MX$ 3.7b
David Lauber
President3.8yrsUS$6.64m0.14%
MX$ 158.6m
Christopher Cruz
Chief Financial Officerless than a yearUS$282.50k0.012%
MX$ 13.8m
Jordan Frankel
Secretary6.1yrsUS$2.95m0.24%
MX$ 273.5m
Doug Demko
Chief Operating Officerno datano datano data
James Whalen
Chief Accounting Officer2.3yrsno data0.080%
MX$ 91.2m
Thomas McCrohan
Executive Vice President of Investor Relationsno datano datano data
Nate Hirshberg
Senior Vice President of Marketing1.8yrsno datano data
Kim Rodgers
Chief HR Officerno datano datano data
Brendan Lauber
Vice Chairman2.9yrsno datano data
Michael Isaacman
Chief Commercial Officerno datano datano data
Tim Ernst
Senior Vice President of POS ENGINEERING3.9yrsno datano data
2.6yrs
Average Tenure
42yo
Average Age

Experienced Management: FOUR *'s management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jared Isaacman
Founder & Executive Chairman6.1yrsUS$9.47m3.19%
MX$ 3.7b
David Lauber
Presidentless than a yearUS$6.64m0.14%
MX$ 158.6m
Sarah Goldsmith-Grover
Non-Employee Director5.5yrsUS$267.50k0.0066%
MX$ 7.5m
Jonathan Halkyard
Independent Director5.5yrsUS$283.75k0.021%
MX$ 23.6m
Sam Bakhshandehpour
Independent Director3.2yrsUS$267.50k0.011%
MX$ 12.2m
Nancy Disman
Directorless than a yearUS$3.49m0.10%
MX$ 120.1m
Seth Dallaire
Independent Directorless than a yearno data0.00090%
MX$ 1.0m
Karen Davis
Independent Director4.3yrsUS$270.00k0.0085%
MX$ 9.7m
3.8yrs
Average Tenure
53.5yo
Average Age

Experienced Board: FOUR *'s board of directors are considered experienced (3.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/03 09:22
End of Day Share Price 2025/12/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Shift4 Payments, Inc. is covered by 30 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John CoffeyBarclays
Ramsey El-AssalBarclays
Mark PalmerBenchmark Company