Disman Nancy

CFO Nancy Disman sells 10,000 FOUR shares ($903.3K) in 2 transactions at $90.33 avg; stock up 1.5% in 30d

Nancy Disman, Chief Financial Officer, executed 2 separate sales totaling 10,000 shares (10.0K shares) for $903,319.12 ($903.3K) at a blended average price of $90.33 on 2025-06-16, reducing her holdings from 177.6K to 167.6K shares (-5.6%). The current price is $92.03, above the transaction prices, and the stock has gained 1.5% over the past 30 days and 4.3% over 90 days, placing it -26.8% below its 52-week high. Reviewing Disman's same-ticker history at FOUR, her 5 prior sales showed mixed timing outcomes: 3 sales in March 2025 each underperformed within 30 days but captured modest 90-day gains; 2 sales in December 2024 showed near-flat early performance but both resulted in negative 90-day returns. At the cross-ticker level, her 12 prior sells averaged a +4.8% 30-day return and +5.6% 90-day return with a 33.33% well-timed rate. The company's fundamentals remain solid with $848.3M quarterly revenue, +29.9% annual growth, and a P/E of 33.83, though the current valuation reflects high market expectations. This sale does not constitute a material reduction in her significant remaining stake and occurs within her historical pattern of periodic open-market dispositions.

FOUR CFO Disman sold 10,000 shares on 2025-03-14 at blended $84.98; stock now $87.20, down -28.1% in 30 days.

Nancy Disman, CFO of Shift4 Payments, executed 3 separate sales totaling 10,000 shares for $849,790.41 at prices ranging from $84.44 to $86.34. The sales occurred as the stock was in sharp recent decline: the 30-day change is -28.1% and the 90-day change is -15.7%, with the current price of $87.20 positioned 30.6% below the 52-week high of $125.66. Disman's prior trades at FOUR show mixed timing: 3 of 5 prior sells were well-timed at the 90-day mark, though her two most recent FOUR sales on 2024-12-16 resulted in negative 90-day returns of -15.6% and -16.6%, suggesting she sold before or during the recent decline. Post-transaction, she retains 177,622 shares (a 5.3% reduction from prior holdings), maintaining a substantial position in a company with $909.2M in quarterly revenue and 29.9% annual revenue growth, though the elevated P/E of 26.75 and recent stock weakness merit investor attention.

CFO Nancy Disman sold 20,000 shares of FOUR at blended avg $100.61 on 2024-12-16, retaining 162,959 shares

Nancy Disman, Chief Financial Officer of Shift4 Payments, executed 2 separate sales totaling 20,000 shares for $2,012,184.06 on 2024-12-16, reducing her holdings by 10.9% from 183.0K to 163.0K shares. The shares sold at a blended average price of $100.61, which is 2.8 points below the current price of $103.49 and 10.0% below the 52-week high of $114.95. Disman's cross-ticker track record shows a 28.57% well-timed rate on prior sells with an average 90-day return of +10.3%, suggesting moderate historical accuracy, though at this specific ticker (FOUR) only 2 of her 5 prior sales were well-timed at the 90-day mark. The stock has appreciated +6.7% over the past 30 days and +23.8% over 90 days since this sale date, indicating her execution was not preceded by a material decline, though the post-sale price action does not yet constitute a timing outcome for the current filing.

CFO Disman Nancy sells 20,000 FOUR shares at $81.30; retains 182,959 shares. Stock +20.7% in 90 days.

CFO Disman Nancy sold 20,000 shares (9.9% of her pre-transaction holdings) at $81.30 on 2024-09-13, maintaining a substantial position of 182,959 shares. The stock has appreciated +20.7% over the past 90 days and trades at $83.35, just 3.0% below its 52-week high, despite strong fundamentals including $827.0M in quarterly revenue and 28.6% annual revenue growth. At her prior five trades at FOUR, only 2 of 5 sells were well-timed at the 90-day mark (40%), suggesting mixed timing ability on this specific ticker. The sale occurs against a backdrop of recent strong momentum; whether this represents selective rebalancing within an otherwise substantial retained position remains unclear from the filing alone, but the stock's current proximity to its 52-week high provides context for evaluating the near-term price impact of this transaction.