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Nasdaq · USD

FISV

FISERV INC

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Tapewire entity
3167
SEC CIK
0000798354
Parsed reports
876

Last 12 months

Inside the activity.

9 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202520
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202660
Jul 202600
Aug 202610
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 29, 2024 Filed Jan 31, 2024 23:00 UTC
Chiarello GuyChief Operating Officer
Tax withholdingCommon Stock 13,774 $142.91 $1,968,442.34
Disclosure

SEC source: 0000798354-24-000017 · wk-form4_1706742045.xml · nonDerivative · entry 3

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,398

F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 23:00 UTC
Chiarello GuyChief Operating Officer
GrantCommon Stock 26,996 $0.00 $0.00
Disclosure

SEC source: 0000798354-24-000017 · wk-form4_1706742045.xml · nonDerivative · entry 2

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,172

F2 · shares: Reflects the issuance of shares on January 29, 2024, upon the vesting of performance share units granted on January 29, 2021.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 23:00 UTC
Chiarello GuyChief Operating Officer
Tax withholdingCommon Stock 5,680 $142.91 $811,728.80
Disclosure

SEC source: 0000798354-24-000017 · wk-form4_1706742045.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,176

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:58 UTC Tax withholdingCommon Stock 4,108 $142.91 $587,074.28
Disclosure

SEC source: 0000798354-24-000016 · wk-form4_1706741918.xml · nonDerivative · entry 3

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,165

F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:58 UTC GrantCommon Stock 8,273 $0.00 $0.00
Disclosure

SEC source: 0000798354-24-000016 · wk-form4_1706741918.xml · nonDerivative · entry 2

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,273

F2 · shares: Reflects the issuance of shares on January 29, 2024, upon the vesting of performance share units granted on January 29, 2021.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:58 UTC Tax withholdingCommon Stock 1,665 $142.91 $237,945.15
Disclosure

SEC source: 0000798354-24-000016 · wk-form4_1706741918.xml · nonDerivative · entry 1

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,000

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:57 UTC
Hau Robert W.Chief Financial Officer
Tax withholdingCommon Stock 8,524 $142.91 $1,218,164.84
Disclosure

SEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 3

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,984

F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:57 UTC
Hau Robert W.Chief Financial Officer
GrantCommon Stock 18,155 $0.00 $0.00
Disclosure

SEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 2

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,508

F2 · shares: Reflects the issuance of shares on January 29, 2024, upon the vesting of performance share units granted on January 29, 2021.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 22:57 UTC
Hau Robert W.Chief Financial Officer
Tax withholdingCommon Stock 3,138 $142.91 $448,451.58
Disclosure

SEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 1

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,353

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

Read SEC document
December 31, 2023 Filed Jan 2, 2024 21:58 UTC GrantDeferred Compensation Notional Units · Derivative 283 $132.84 $37,593.72
Disclosure

SEC source: 0000798354-24-000004 · wk-form4_1704232677.xml · derivative · entry 1

DiSimone Harry · CIK 0001732108 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,410

Underlying: Common Stock · 283 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
December 31, 2023 Filed Jan 2, 2024 22:05 UTC
MILLER HEIDIDirector
GrantDeferred Compensation Notional Units · Derivative 264 $132.84 $35,069.76
Disclosure

SEC source: 0000798354-24-000008 · wk-form4_1704233121.xml · derivative · entry 1

MILLER HEIDI · CIK 0001199930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,035

Underlying: Common Stock · 264 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
December 31, 2023 Filed Jan 2, 2024 22:03 UTC
Simons DoyleDirector
GrantDeferred Compensation Notional Units · Derivative 264 $132.84 $35,069.76
Disclosure

SEC source: 0000798354-24-000006 · wk-form4_1704232974.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,300

Underlying: Common Stock · 264 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
December 31, 2023 Filed Jan 2, 2024 21:55 UTC GrantDeferred Compensation Notional Units · Derivative 245 $132.84 $32,545.80
Disclosure

SEC source: 0000798354-24-000002 · wk-form4_1704232487.xml · derivative · entry 1

DE CASTRO HENRIQUE · CIK 0001562331 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,757

Underlying: Common Stock · 245 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 29, 2023, the closing price of Fiserv's common stock was $132.84 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
December 27, 2023 Filed Dec 28, 2023 23:50 UTC
Kereere SuzanEVP, Head of GBS
SaleCommon Stock 1,633 $132.88 $216,993.04
Disclosure

SEC source: 0001209191-23-059954 · doc4.xml · nonDerivative · entry 1

Kereere Suzan · CIK 0001896086 · EVP, Head of GBS

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,792

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 18, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $132.71 to $133.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 26, 2023 Filed Dec 27, 2023 21:19 UTC
Hau Robert W.Chief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 188,088 $0.00 Strike: $49.21 $0.00
Disclosure

SEC source: 0001209191-23-059780 · doc4.xml · derivative · entry 3

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 188,088 shares

Expires 2026-03-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes.

F3 · derivative.exercise_date: This option vested in two equal installments on each of March 14, 2019, and March 14, 2020.

Read SEC document
December 26, 2023 Filed Dec 27, 2023 21:19 UTC
Hau Robert W.Chief Financial Officer
SaleCommon Stock 188,088 $132.77 $24,972,443.76
Disclosure

SEC source: 0001209191-23-059780 · doc4.xml · nonDerivative · entry 2

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,491

F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $132.39 to $133.39. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 26, 2023 Filed Dec 27, 2023 21:19 UTC
Hau Robert W.Chief Financial Officer
Exercise / conversionCommon Stock 188,088 $49.21 $9,255,810.48
Disclosure

SEC source: 0001209191-23-059780 · doc4.xml · nonDerivative · entry 1

Hau Robert W. · CIK 0001473856 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 321,579

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:51 UTC
Bisignano FrankDirector · Chairman, President and CEO
GiftCommon Stock 14,308 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058657 · doc4.xml · nonDerivative · entry 1

Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,906,303

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:50 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 25,429 $0.00 Strike: $41.75 $0.00
Disclosure

SEC source: 0001209191-23-058655 · doc4.xml · derivative · entry 3

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,429 shares

Expires 2024-05-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: This option vested in four equal installments on each anniversary of the grant date, May 1, 2014.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:50 UTC SaleCommon Stock 25,429 $135.00 $3,432,915.00
Disclosure

SEC source: 0001209191-23-058655 · doc4.xml · nonDerivative · entry 2

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,665

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:50 UTC Exercise / conversionCommon Stock 25,429 $41.75 $1,061,660.75
Disclosure

SEC source: 0001209191-23-058655 · doc4.xml · nonDerivative · entry 1

Foskett Christopher M · CIK 0001473587 · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,094

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:15 UTC
Chiarello GuyChief Operating Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 118 $0.00 Strike: $52.81 $0.00
Disclosure

SEC source: 0001209191-23-058470 · doc4.xml · derivative · entry 5

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,646

Underlying: Common Stock · 118 shares

Expires 2025-10-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This option vested (i) half in equal portions on each of December 31, 2017 and 2018, and (ii) half on July 29, 2019, upon the Issuer's acquisition of First Data Corporation.

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:15 UTC
Chiarello GuyChief Operating Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 79,882 $0.00 Strike: $52.81 $0.00
Disclosure

SEC source: 0001209191-23-058470 · doc4.xml · derivative · entry 4

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 79,882 shares

Expires 2025-10-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: This option vested on September 9, 2019, upon the satisfaction of certain performance conditions.

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:15 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 80,000 $134.07 $10,725,600.00
Disclosure

SEC source: 0001209191-23-058470 · doc4.xml · nonDerivative · entry 2

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,856

F1 · price: This transaction was executed in multiple trades at prices ranging from $134.00 to $134.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:15 UTC
Chiarello GuyChief Operating Officer
Exercise / conversionCommon Stock 80,000 $52.81 $4,224,800.00
Disclosure

SEC source: 0001209191-23-058470 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,856

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2023 Filed Dec 12, 2023 21:21 UTC
Bisignano FrankDirector · Chairman, President and CEO
GiftCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058280 · doc4.xml · nonDerivative · entry 1

Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,920,611

Read SEC document
December 01, 2023 Filed Dec 4, 2023 21:12 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $129.91 $876,892.50
Disclosure

SEC source: 0001209191-23-057201 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 146,856

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $129.69 to $129.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
November 28, 2023 Filed Nov 29, 2023 21:50 UTC
Best KennethChief Accounting Officer
GiftCommon Stock 796 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-056916 · doc4.xml · nonDerivative · entry 2

Best Kenneth · CIK 0001407947 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,895

Read SEC document
November 28, 2023 Filed Nov 29, 2023 21:50 UTC
Best KennethChief Accounting Officer
SaleCommon Stock 9,138 $127.50 $1,165,095.00
Disclosure

SEC source: 0001209191-23-056916 · doc4.xml · nonDerivative · entry 1

Best Kenneth · CIK 0001407947 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,691

Read SEC document
November 24, 2023 Filed Nov 27, 2023 22:46 UTC
Bisignano FrankDirector · Chairman, President and CEO
GiftCommon Stock 1,360 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-056697 · doc4.xml · nonDerivative · entry 1

Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,923,314

F1 · balance_after: Includes 12,827 shares distributed from the Frank J. Bisignano 2022 Grantor Retained Annuity Trust to the reporting person on November 22, 2023.

Read SEC document
November 01, 2023 Filed Nov 2, 2023 20:23 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $113.90 $768,825.00
Disclosure

SEC source: 0001209191-23-054137 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 153,606

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $113.59 to $114.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 02, 2023 Filed Oct 3, 2023 20:11 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $112.17 $757,147.50
Disclosure

SEC source: 0001209191-23-051426 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 160,356

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $111.79 to $112.53. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 30, 2023 Filed Oct 2, 2023 20:18 UTC
Simons DoyleDirector
GrantDeferred Compensation Notional Units · Derivative 310 $112.96 $35,017.60
Disclosure

SEC source: 0001209191-23-051057 · doc4.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,036

Underlying: Common Stock · 310 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
September 30, 2023 Filed Oct 2, 2023 20:17 UTC
MILLER HEIDIDirector
GrantDeferred Compensation Notional Units · Derivative 310 $112.96 $35,017.60
Disclosure

SEC source: 0001209191-23-051056 · doc4.xml · derivative · entry 1

MILLER HEIDI · CIK 0001199930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,771

Underlying: Common Stock · 310 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
September 30, 2023 Filed Oct 2, 2023 20:16 UTC GrantDeferred Compensation Notional Units · Derivative 332 $112.96 $37,502.72
Disclosure

SEC source: 0001209191-23-051053 · doc4.xml · derivative · entry 1

DiSimone Harry · CIK 0001732108 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,127

Underlying: Common Stock · 332 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
September 30, 2023 Filed Oct 2, 2023 20:09 UTC GrantDeferred Compensation Notional Units · Derivative 288 $112.96 $32,532.48
Disclosure

SEC source: 0001209191-23-051039 · doc4.xml · derivative · entry 1

DE CASTRO HENRIQUE · CIK 0001562331 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,512

Underlying: Common Stock · 288 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2023, the closing price of Fiserv's common stock was $112.96 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 20:30 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $121.92 $822,960.00
Disclosure

SEC source: 0001209191-23-048165 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 167,106

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $121.56 to $122.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 29, 2023 Filed Aug 31, 2023 20:10 UTC
Bisignano FrankDirector · Chairman, President and CEO
GiftCommon Stock 2,781 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-047844 · doc4.xml · nonDerivative · entry 1

Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911,847

Read SEC document
August 15, 2023 Filed Aug 16, 2023 20:38 UTC
Bisignano FrankDirector · Chairman, President and CEO
Tax withholdingCommon Stock 41,901 $123.17 $5,160,946.17
Disclosure

SEC source: 0001209191-23-046033 · doc4.xml · nonDerivative · entry 1

Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,914,628

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

Read SEC document
August 07, 2023 Filed Aug 9, 2023 20:53 UTC
ValueAct Holdings, L.P.Director · See Remarks
ValueAct Capital Master Fund, L.P.Director · See Remarks
VA Partners I, LLCDirector · See Remarks
ValueAct Capital Management, L.P.Director · See Remarks
ValueAct Capital Management, LLCDirector · See Remarks
ValueAct Holdings II, L.P.Director · See Remarks
ValueAct Holdings GP, LLCDirector · See Remarks
Disposition to issuerCommon Stock 4,098,935 $121.98 $499,988,091.30
Disclosure

SEC source: 0001418812-23-000036 · primary_doc.xml · nonDerivative · entry 1

ValueAct Holdings, L.P. · CIK 0001418814 · Director · See Remarks

ValueAct Capital Master Fund, L.P. · CIK 0001464912 · Director · See Remarks

VA Partners I, LLC · CIK 0001418812 · Director · See Remarks

ValueAct Capital Management, L.P. · CIK 0001351069 · Director · See Remarks

ValueAct Capital Management, LLC · CIK 0001351073 · Director · See Remarks

ValueAct Holdings II, L.P. · CIK 0001763309 · Director · See Remarks

ValueAct Holdings GP, LLC · CIK 0001418813 · Director · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 7,548,841

F1 · ownership.nature: Each reporting person listed herein disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.

F2 · ownership.nature: The securities reported herein are directly beneficially owned by ValueAct Capital Master Fund, L.P. and may be deemed to be indirectly beneficially owned by (i) VA Partners I, LLC as General Partner of ValueAct Capital Master Fund, L.P. , (ii) ValueAct Capital Management, L.P. as the manager of ValueAct Capital Master Fund, L.P. , (iii) ValueAct Capital Management, LLC as General Partner of ValueAct Capital Management, L.P., (iv) ValueAct Holdings, L.P. as the majority owner of the membership interests of VA Partners I, LLC, (v) ValueAct Holdings II, L.P. as the sole owner of the membership interests of ValueAct Capital Management, LLC and as the majority owner of the limited partnership interests of ValueAct Capital Management, L.P., and (vi) ValueAct Holdings GP, LLC as General Partner of ValueAct Holdings, L.P. and ValueAct Holdings II, L.P.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 21:29 UTC GrantCommon Stock 1,306 $126.97 $165,822.82
Disclosure

SEC source: 0001209191-23-044271 · doc4.xml · nonDerivative · entry 1

Yarkoni Charlotte · CIK 0001987329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,306

F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 21:25 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $125.75 $848,812.50
Disclosure

SEC source: 0001209191-23-044264 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 173,856

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $125.30 to $125.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 26, 2023 Filed Jul 27, 2023 20:37 UTC
Rosman Adam L.Chief Admin. and Legal Officer
Tax withholdingCommon Stock 3,651 $127.30 $464,772.30
Disclosure

SEC source: 0001209191-23-043537 · doc4.xml · nonDerivative · entry 1

Rosman Adam L. · CIK 0001549373 · Chief Admin. and Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,637

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

Read SEC document
July 05, 2023 Filed Jul 6, 2023 20:30 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 6,750 $124.58 $840,915.00
Disclosure

SEC source: 0001209191-23-041547 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 180,606

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on March 23, 2023, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $124.26 to $124.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 22:26 UTC
Simons DoyleDirector
GrantDeferred Compensation Notional Units · Derivative 278 $126.15 $35,069.70
Disclosure

SEC source: 0001209191-23-041302 · doc4.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,726

Underlying: Common Stock · 278 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 22:23 UTC
MILLER HEIDIDirector
GrantDeferred Compensation Notional Units · Derivative 278 $126.15 $35,069.70
Disclosure

SEC source: 0001209191-23-041301 · doc4.xml · derivative · entry 1

MILLER HEIDI · CIK 0001199930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,461

Underlying: Common Stock · 278 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

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June 30, 2023 Filed Jul 5, 2023 22:18 UTC GrantDeferred Compensation Notional Units · Derivative 298 $126.15 $37,592.70
Disclosure

SEC source: 0001209191-23-041289 · doc4.xml · derivative · entry 1

DiSimone Harry · CIK 0001732108 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,795

Underlying: Common Stock · 298 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

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June 30, 2023 Filed Jul 5, 2023 22:14 UTC GrantDeferred Compensation Notional Units · Derivative 258 $126.15 $32,546.70
Disclosure

SEC source: 0001209191-23-041284 · doc4.xml · derivative · entry 1

DE CASTRO HENRIQUE · CIK 0001562331 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,224

Underlying: Common Stock · 258 shares

Expires not disclosed

F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2023, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2023, the closing price of Fiserv's common stock was $126.15 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.

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June 28, 2023 Filed Jun 30, 2023 20:13 UTC
Kereere SuzanEVP, Head of GBS
Tax withholdingCommon Stock 3,148 $122.95 $387,046.60
Disclosure

SEC source: 0001209191-23-040302 · doc4.xml · nonDerivative · entry 1

Kereere Suzan · CIK 0001896086 · EVP, Head of GBS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,425

F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.

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June 01, 2023 Filed Jun 2, 2023 20:35 UTC
Chiarello GuyChief Operating Officer
SaleCommon Stock 8,000 $112.10 $896,800.00
Disclosure

SEC source: 0001209191-23-033805 · doc4.xml · nonDerivative · entry 1

Chiarello Guy · CIK 0001654667 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 187,356

F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on December 15, 2022, by the reporting person for estate and financial planning purposes.

F2 · price: This transaction was executed in multiple trades at prices ranging from $112.10 to $112.15. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.