Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apollo Asset Management, Inc.AAM · Entity 123302 | Chief Operating Officer | September 30, 2022 | October 04, 2022 |
| FISERV INCFISV · Entity 3167 | Chief Strategy Officer | July 31, 2022 | August 02, 2022 |
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.
Apollo Asset Management, Inc.
Report date September 30, 2022 · Filed October 04, 2022
This filing explicitly reported no securities owned.
FISERV INC
Report date July 31, 2022 · Filed August 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,882 |
Ending reported balance
After 2022-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-07-31 · Grant · Acquired 57,589 · Balance 82,949 F1: Reflects the issuance of shares on July 31, 2022, upon the vesting of performance share units granted on August 1, 2019. Row 2 · 2022-07-31 · Tax withholding · Disposed 27,067 · Balance 55,882 F2: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the issuance of shares on July 31, 2022, upon the vesting of performance share units granted on August 1, 2019.
F2: Reflects payment of tax liability by withholding securities incident to vesting of performance share units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Reis, Inc.
Report date October 13, 2018 · Filed October 16, 2018
Section 16 reporting ended · disclosed 2018-10-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-10-15 · Disposition to issuer · Disposed 24,293 · Balance 0 F1: On October 15, 2018, Moody's Corporation ("Moody's") acquired the issuer pursuant to the Agreement and Plan of Merger, dated August 29, 2018, by and among Moody's Analytics Maryland Corp. ("Purchaser"), Moody's and the issuer (the "Merger Agreement"). In accordance with the Merger Agreement, Purchaser, a wholly-owned subsidiary of Moody's, was merged with and into the issuer (the "Merger"), with the issuer surviving the Merger as a wholly owned subsidiary of Moody's. Under the Merger Agreement, at the effective time of the Merger, each outstanding share of the issuer's common stock (including the shares of common stock relating to restricted stock units, but excluding shares of common stock held by Moody's, the issuer and their respective subsidiaries) was cancelled and converted into the right to receive $23.00 in cash. F2: This amount reflects shares of common stock relating to restricted stock units that were cancelled as described above. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 15, 2018, Moody's Corporation ("Moody's") acquired the issuer pursuant to the Agreement and Plan of Merger, dated August 29, 2018, by and among Moody's Analytics Maryland Corp. ("Purchaser"), Moody's and the issuer (the "Merger Agreement"). In accordance with the Merger Agreement, Purchaser, a wholly-owned subsidiary of Moody's, was merged with and into the issuer (the "Merger"), with the issuer surviving the Merger as a wholly owned subsidiary of Moody's. Under the Merger Agreement, at the effective time of the Merger, each outstanding share of the issuer's common stock (including the shares of common stock relating to restricted stock units, but excluding shares of common stock held by Moody's, the issuer and their respective subsidiaries) was cancelled and converted into the right to receive $23.00 in cash.
F2: This amount reflects shares of common stock relating to restricted stock units that were cancelled as described above.
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 |
|---|---|---|---|---|---|---|
| July 31, 2022 Filed Aug 2, 2022 21:24 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 27,067 | $105.68 | $2,860,440.56 |
DisclosureSEC source: 0001209191-22-043948 · doc4.xml · nonDerivative · entry 2 VIELEHR BYRON C · CIK 0001331429 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,882 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| July 31, 2022 Filed Aug 2, 2022 21:24 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 57,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043948 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,949 F1 · shares: Reflects the issuance of shares on July 31, 2022, upon the vesting of performance share units granted on August 1, 2019. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:27 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 11,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013185 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,360 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 23:00 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,663 | $104.89 | $174,432.07 |
DisclosureSEC source: 0001209191-22-006001 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,480 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 5 shares inadvertently omitted from prior reports due to rounding. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:11 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,739 | $103.18 | $1,108,050.02 |
DisclosureSEC source: 0001209191-21-069950 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,138 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 21:20 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $100.76 | $1,007,600.00 |
DisclosureSEC source: 0001209191-21-064763 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,877 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 20:16 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $108.55 | $1,085,500.00 |
DisclosureSEC source: 0001209191-21-060713 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,877 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 20:10 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $107.15 | $1,071,500.00 |
DisclosureSEC source: 0001209191-21-056621 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,877 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 20:13 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $111.04 | $1,110,400.00 |
DisclosureSEC source: 0001209191-21-051843 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,877 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 21:08 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $109.63 | $1,096,300.00 |
DisclosureSEC source: 0001209191-21-046962 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,877 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 20:13 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 5,000 | $107.84 | $539,210.00 |
DisclosureSEC source: 0001209191-21-041964 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,877 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.84 to $107.865. 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 |
| February 24, 2021 Filed Feb 26, 2021 21:20 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 24,752 | $119.07 | $2,947,220.64 |
DisclosureSEC source: 0001209191-21-014744 · doc4.xml · nonDerivative · entry 3 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,877 F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:20 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 41,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014744 · doc4.xml · nonDerivative · entry 2 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,629 F2 · shares: Reflects shares of common stock issued to the reporting person pursuant to performance share units granted on March 29, 2018 for which the performance conditions to vesting were determined to be satisfied as of February 24, 2021. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:20 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 10,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014744 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,670 F1 · shares: Reflects shares of common stock issued to the reporting person pursuant to performance share units granted on February 21, 2018 for which the performance conditions to vesting were determined to be satisfied as of February 24, 2021. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 22:50 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 968 | $113.36 | $109,732.48 |
DisclosureSEC source: 0001209191-21-013339 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,967 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:59 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 15,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006826 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Digital and Data Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,935 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:03 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 54,162 | $0.00 Strike: $112.87 | $0.00 |
DisclosureSEC source: 0001209191-20-013989 · doc4.xml · derivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,162 Underlying: Common Stock · 54,162 shares Expires 2030-02-26 F1 · derivative.exercise_date: One-fourth of these options vest on each anniversary of the grant date. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:20 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 4,598 | $113.25 | $520,723.50 |
DisclosureSEC source: 0001209191-20-013471 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,792 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 22:25 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 937 | $119.49 | $111,962.13 |
DisclosureSEC source: 0001209191-20-012099 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,390 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,353 | $123.55 | $167,163.15 |
DisclosureSEC source: 0001209191-20-011553 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,327 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:45 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 247 | $115.63 | $28,560.61 |
DisclosureSEC source: 0001209191-20-001308 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,680 F1 · shares: Reflects payment of taxes for performance share units as to which the performance metrics and other conditions to vesting have been satisfied as of December 31, 2019. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 21:59 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 10,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043722 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · EVP, Senior Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,927 F1 · shares: These performance share units, for which the performance metrics have been satisfied, are subject to continued employment by the reporting person through December 31, 2019 and will vest on the date of the regularly scheduled meeting of the Fiserv, Inc. Compensation Committee in February of 2020. F2 · balance_after: Includes 283 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:38 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,377 | $85.03 | $117,086.31 |
DisclosureSEC source: 0001209191-19-013120 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,100 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:48 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 70,349 | $0.00 Strike: $84.73 | $0.00 |
DisclosureSEC source: 0001209191-19-012741 · doc4.xml · derivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,349 Underlying: Common Stock · 70,349 shares Expires 2029-02-20 F1 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:52 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,945 | $85.62 | $166,530.90 |
DisclosureSEC source: 0001209191-19-012220 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,477 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 350 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. F3 · balance_after: Adjusted to reflect the two-for-one split of Fiserv, Inc. common stock distributed on March 19, 2018 to holders of record on March 5, 2018. Read SEC document |
| October 15, 2018 Filed Oct 16, 2018 19:26 UTC | Reis, Inc. REIS · Entity 162966 | Disposition to issuerCommon Stock | 24,293 | $23.00 | $558,739.00 |
DisclosureSEC source: 0000899243-18-026836 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: On October 15, 2018, Moody's Corporation ("Moody's") acquired the issuer pursuant to the Agreement and Plan of Merger, dated August 29, 2018, by and among Moody's Analytics Maryland Corp. ("Purchaser"), Moody's and the issuer (the "Merger Agreement"). In accordance with the Merger Agreement, Purchaser, a wholly-owned subsidiary of Moody's, was merged with and into the issuer (the "Merger"), with the issuer surviving the Merger as a wholly owned subsidiary of Moody's. Under the Merger Agreement, at the effective time of the Merger, each outstanding share of the issuer's common stock (including the shares of common stock relating to restricted stock units, but excluding shares of common stock held by Moody's, the issuer and their respective subsidiaries) was cancelled and converted into the right to receive $23.00 in cash. F2 · shares: This amount reflects shares of common stock relating to restricted stock units that were cancelled as described above. Read SEC document |
| October 01, 2018 Filed Oct 1, 2018 16:34 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052783 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,293 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 24,293 RSUs held by the reporting person. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 16:16 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040309 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,793 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 23,793 RSUs held by the reporting person. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 16:35 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-022989 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,266 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 23,266 RSUs held by the reporting person. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:17 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 33,483 | $0.00 Strike: $139.79 | $0.00 |
DisclosureSEC source: 0001209191-18-013086 · doc4.xml · derivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,483 Underlying: Common Stock · 33,483 shares Expires 2028-02-21 F1 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 23:00 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 683 | $142.72 | $97,477.76 |
DisclosureSEC source: 0001209191-18-012078 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,036 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 10:22 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000471 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,730 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 22,730 RSUs held by the reporting person. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 22:18 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 10,000 | $131.03 | $1,310,300.00 |
DisclosureSEC source: 0001209191-17-066179 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,719 F1 · price: This transaction was executed in multiple trades at prices ranging from $130.99 to $131.18. 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 01, 2017 Filed Dec 5, 2017 21:25 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 9,029 | $130.41 | $1,177,471.89 |
DisclosureSEC source: 0001209191-17-063919 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,719 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 216 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 16:35 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-054649 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,174 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 22,174 RSUs held by the reporting person. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 17:49 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043436 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,536 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 21,536 RSUs held by the reporting person. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 16:10 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024125 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,995 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 20,995 RSUs held by the reporting person. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:39 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 13,441 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014461 · doc4.xml · derivative · entry 2 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,441 Underlying: Common Stock · 13,441 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 22:39 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 4,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014461 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,532 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:43 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001283 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,353 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 20,353 RSUs held by the reporting person. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:19 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 9,028 | $103.32 | $932,772.96 |
DisclosureSEC source: 0001209191-16-153347 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,139 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 243 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 16:23 UTC | Reis, Inc. REIS · Entity 162966 | GrantRestricted Stock Units | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144224 · doc4.xml · nonDerivative · entry 1 VIELEHR BYRON C · CIK 0001331429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,837 F1 · security: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of REIS common stock. The RSUs are immediately vested upon grant. Shares of common stock will be delivered to the reporting person six months after termination of service as a director. F2 · balance_after: Represents 19,837 RSUs held by the reporting person. 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.