Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | EVP, Chief Operating Officer | February 19, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BLACKBAUD INC
Report date February 19, 2026 · Filed September 04, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,775 |
Reported balance
After 2026-02-19 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 10,590 · Balance 156,775 F1: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted on February 19, 2025 would vest in three equal annual installments beginning on February 19, 2026, based on the Issuer achieving performance goals for the period ended December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted on February 19, 2025 would vest in three equal annual installments beginning on February 19, 2026, based on the Issuer achieving performance goals for the period ended December 31, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FISERV INC
Report date February 18, 2018 · Filed February 21, 2018
Section 16 reporting ended · disclosed 2018-02-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,211 |
Ending reported balance
After 2018-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-18 · Tax withholding · Disposed 493 · Balance 36,512 F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Row 2 · 2018-02-19 · Tax withholding · Disposed 301 · Balance 36,211 F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 22, 2017 Filed Nov 27, 2017 21:35 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 9,950 | $40.35 | $401,482.50 |
DisclosureSEC source: 0001209191-17-062574 · doc4.xml · nonDerivative · entry 3 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,116 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 |
| November 22, 2017 Filed Nov 27, 2017 21:35 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 7,443 | $127.86 | $951,661.98 |
DisclosureSEC source: 0001209191-17-062574 · doc4.xml · nonDerivative · entry 2 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,166 Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:35 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 11,604 | $32.64 | $378,754.56 |
DisclosureSEC source: 0001209191-17-062574 · doc4.xml · nonDerivative · entry 1 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,609 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 · balance_after: Includes 216 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 28, 2017 Filed Mar 31, 2017 10:26 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 592 | $115.79 | $68,547.68 |
DisclosureSEC source: 0001209191-17-023776 · doc4.xml · nonDerivative · entry 1 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,789 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:41 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 8,065 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014466 · doc4.xml · derivative · entry 2 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,065 Underlying: Common Stock · 8,065 shares Expires 2027-02-22 F2 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:41 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 879 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014466 · doc4.xml · nonDerivative · entry 1 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,381 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:37 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 4,242 | $111.98 | $475,019.16 |
DisclosureSEC source: 0001209191-17-013451 · doc4.xml · nonDerivative · entry 3 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,502 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:37 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 328 | $111.98 | $36,729.44 |
DisclosureSEC source: 0001209191-17-013451 · doc4.xml · nonDerivative · entry 2 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,744 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 22:37 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 539 | $111.98 | $60,357.22 |
DisclosureSEC source: 0001209191-17-013451 · doc4.xml · nonDerivative · entry 1 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,072 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,584 | $0.00 Strike: $30.86 | $0.00 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · derivative · entry 6 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,584 shares Expires 2021-02-23 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 in three equal installments on each anniversary of the grant date, February 23, 2011. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,408 | $0.00 Strike: $23.85 | $0.00 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · derivative · entry 5 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,408 shares Expires 2020-02-24 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 in three equal installments on each anniversary of the grant date, February 24, 2010. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 6,584 | $105.10 | $691,978.40 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · nonDerivative · entry 4 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,611 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.09 to $105.11. 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 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 6,584 | $30.86 | $203,182.24 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · nonDerivative · entry 3 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,195 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 |
| November 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 2,408 | $105.09 | $253,056.72 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · nonDerivative · entry 2 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,611 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:17 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 2,408 | $23.85 | $57,430.80 |
DisclosureSEC source: 0001209191-16-153011 · doc4.xml · nonDerivative · entry 1 Gregoire Kevin P. · CIK 0001601818 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,019 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 · balance_after: Includes 243 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.