Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST DATA CORP
Report date July 29, 2019 · Filed July 29, 2019
Section 16 reporting ended · disclosed 2019-07-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Disposition to issuer · Disposed 7,306,930 · Balance 0 F1: Includes (i) 5,134,213 restricted stock units and 316,365 shares of restricted stock previously subject to time-based vesting which were converted into units denominated in shares of Fiserv, Inc. (Fiserv) common stock and shares of Fiserv common stock, respectively, in each case based on the exchange ratio (defined in footnote (2)) and will continue to be governed by the same terms and conditions as were applicable to such awards at the effective time and (ii) 316,365 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub). F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2019-07-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-07-29 · Disposition to issuer · Disposed 105,076 · Balance 0 F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). F3: Held by the Frank J. Bisignano 2016 Grantor Retained Annuity Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2019-07-29 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-07-29 · Disposition to issuer · Disposed 274,456 · Balance 0 F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). F4: Held by the Frank J. Bisignano 2017 Grantor Retained Annuity Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2019-07-29 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-07-29 · Disposition to issuer · Disposed 15,190 · Balance 0 F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). F5: These shares were held in accounts for the benefit of the reporting person's children. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 0 |
Reported balance
After 2019-07-29 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-07-29 · Disposition to issuer · Disposed 1,900 · Balance 0 F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse | 0 |
Reported balance
After 2019-07-29 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-07-29 · Disposition to issuer · Disposed 25,800 · Balance 0 F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-07-29 · Disposition to issuer · Disposed 1,693,539 · Balance 0 F6: Shares of Class B Common Stock were convertible into shares of Class A Common Stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.07 · Expires 2023-05-07 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-07-29 · Disposition to issuer · Disposed 8,315,870 · Balance 0 F8: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F7: These stock options are fully vested and exercisable. F6: Shares of Class B Common Stock were convertible into shares of Class A Common Stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.65 · Expires 2024-02-10 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-07-29 · Disposition to issuer · Disposed 237,273 · Balance 0 F8: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F7: These stock options are fully vested and exercisable. F6: Shares of Class B Common Stock were convertible into shares of Class A Common Stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-28 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-07-29 · Disposition to issuer · Disposed 360,655 · Balance 0 F8: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F7: These stock options are fully vested and exercisable. F6: Shares of Class B Common Stock were convertible into shares of Class A Common Stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-15 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-07-29 · Disposition to issuer · Disposed 2,214,552 · Balance 0 F10: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior to the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Following conversion, the 738,184 options subject to time vesting will continue to be governed by the same vesting terms as were applicable at the effective time. With respect to the 738,184 options subject to performance vesting criteria, following conversion they will continue to be governed by the same terms and conditions as were applicable at the effective time, and will remain eligible to vest upon satisfaction of an adjusted performance condition in accordance with the Merger Agreement. F9: The options were originally scheduled to vest two thirds over time, with one fourth of such amount vesting on each of December 31, 2017, 2018, 2019 and 2020, and one third vesting upon the Issuer's achievement of a closing trading price of the Class A Common Stock equal to or greater than $32.00 per share over any ten consecutive trading-day period following the Issuer's initial public offering. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.52 · Expires 2026-02-24 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-07-29 · Disposition to issuer · Disposed 417,252 · Balance 0 F8: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F7: These stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (i) 5,134,213 restricted stock units and 316,365 shares of restricted stock previously subject to time-based vesting which were converted into units denominated in shares of Fiserv, Inc. (Fiserv) common stock and shares of Fiserv common stock, respectively, in each case based on the exchange ratio (defined in footnote (2)) and will continue to be governed by the same terms and conditions as were applicable to such awards at the effective time and (ii) 316,365 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub).
F2: Pursuant to the Merger Agreement, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio).
F3: Held by the Frank J. Bisignano 2016 Grantor Retained Annuity Trust.
F4: Held by the Frank J. Bisignano 2017 Grantor Retained Annuity Trust.
F5: These shares were held in accounts for the benefit of the reporting person's children.
F6: Shares of Class B Common Stock were convertible into shares of Class A Common Stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events.
F7: These stock options are fully vested and exercisable.
F8: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio.
F9: The options were originally scheduled to vest two thirds over time, with one fourth of such amount vesting on each of December 31, 2017, 2018, 2019 and 2020, and one third vesting upon the Issuer's achievement of a closing trading price of the Class A Common Stock equal to or greater than $32.00 per share over any ten consecutive trading-day period following the Issuer's initial public offering.
F10: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior to the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Following conversion, the 738,184 options subject to time vesting will continue to be governed by the same vesting terms as were applicable at the effective time. With respect to the 738,184 options subject to performance vesting criteria, following conversion they will continue to be governed by the same terms and conditions as were applicable at the effective time, and will remain eligible to vest upon satisfaction of an adjusted performance condition in accordance with the Merger Agreement.
FISERV INC
Report date May 06, 2025 · Filed May 07, 2025
Section 16 reporting ended · disclosed 2025-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,116,818 |
Ending reported balance
After 2025-05-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-05-06 · Grant · Acquired 210,914 · Balance 3,321,496 F1: Reflects the issuance of shares on May 6, 2025, upon the vesting of performance share units granted on February 23, 2023, and February 21, 2024. Row 2 · 2025-05-06 · Tax withholding · Disposed 204,576 · Balance 3,116,920 F2: Reflects payment of tax liability by withholding securities incident to vesting of performance share units and restricted stock units. Row 3 · 2025-05-06 · Gift · Disposed 102 · Balance 3,116,818 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 348 |
Reported balance
After 2025-05-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-05-06 · Gift · Disposed 102 · Balance 348 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,419 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,419 F3: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 992 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 992 F3: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,975 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,975 F3: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 89,266 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 89,266 F4: These shares are held by trusts, of which the reporting person serves as trustee, for the benefit of the reporting person's children. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the issuance of shares on May 6, 2025, upon the vesting of performance share units granted on February 23, 2023, and February 21, 2024.
F2: Reflects payment of tax liability by withholding securities incident to vesting of performance share units and restricted stock units.
F3: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor.
F4: These shares are held by trusts, of which the reporting person serves as trustee, for the benefit of the reporting person's children.
HUMANA INC
Report date April 22, 2021 · Filed April 22, 2021
Section 16 reporting ended · disclosed 2021-04-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Humana CommonSEC Table I · non-derivative | Direct | 2,727 |
Reported balance
Holding disclosure · report date 2021-04-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,727 F1: Includes 403 restricted stock units pursuant to the annual Director's Fee Program representing a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3) under the Company's 2019 Amended & Restated Plan of which 100% is vesting on 12/31/21. Award will be prorated based on number of months served on Board in vesting period. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 403 restricted stock units pursuant to the annual Director's Fee Program representing a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3) under the Company's 2019 Amended & Restated Plan of which 100% is vesting on 12/31/21. Award will be prorated based on number of months served on Board in vesting period.
JPMORGAN CHASE & CO
Report date April 28, 2013 · Filed April 29, 2013
Section 16 reporting ended · disclosed 2013-04-29. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 84,236 | $150.76 | $12,699,419.36 |
DisclosureSEC source: 0000798354-24-000068 · wk-form4_1709070403.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,131,812 F2 · shares: Reflects payment of option cost and tax obligation by withholding securities incident to exercise of stock options. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 126,427 | $41.33 | $5,225,227.91 |
DisclosureSEC source: 0000798354-24-000068 · wk-form4_1709070403.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,216,048 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 |
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 313,453 | $150.76 | $47,256,174.28 |
DisclosureSEC source: 0000798354-24-000068 · wk-form4_1709070403.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,089,621 F2 · shares: Reflects payment of option cost and tax obligation by withholding securities incident to exercise of stock options. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 447,339 | $52.81 | $23,623,972.59 |
DisclosureSEC source: 0000798354-24-000068 · wk-form4_1709070403.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,403,074 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 |
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 17,215 | $150.76 | $2,595,333.40 |
DisclosureSEC source: 0000798354-24-000068 · wk-form4_1709070403.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,955,735 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 22:52 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 15,273 | $150.11 | $2,292,630.03 |
DisclosureSEC source: 0000798354-24-000056 · wk-form4_1708728707.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,972,950 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:52 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 55,812 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000056 · wk-form4_1708728707.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,988,223 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:15 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000035 · wk-form4_1708463715.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,134 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:15 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000035 · wk-form4_1708463715.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,690 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:15 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000035 · wk-form4_1708463715.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,932,411 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:31 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000029 · wk-form4_1708032672.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 707 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:31 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000029 · wk-form4_1708032672.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,932,655 Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 21:16 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 15,332 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000026 · wk-form4_1707772535.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,932,780 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 23:03 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 52,975 | $142.91 | $7,570,657.25 |
DisclosureSEC source: 0000798354-24-000019 · wk-form4_1706742175.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,948,112 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 23:03 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 108,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000019 · wk-form4_1706742175.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,001,087 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 23:03 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 13,639 | $142.91 | $1,949,149.49 |
DisclosureSEC source: 0000798354-24-000019 · wk-form4_1706742175.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,892,664 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:51 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 14,308 | $0.00 | $0.00 |
DisclosureSEC 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 11, 2023 Filed Dec 12, 2023 21:21 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 2,703 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 24, 2023 Filed Nov 27, 2023 22:46 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 29, 2023 Filed Aug 31, 2023 20:10 UTC | FISERV INC FI · Entity 3167 | GiftCommon Stock | 2,781 | $0.00 | $0.00 |
DisclosureSEC 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 | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 41,901 | $123.17 | $5,160,946.17 |
DisclosureSEC 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 |
| May 18, 2023 Filed May 19, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031194 · doc4.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 582 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031194 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,012 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031194 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,568 F1 · ownership.nature: These shares are held in an account, of which the reporting person acts as custodian, for the benefit of a minor. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031194 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 14,235 Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031194 · 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: 2,956,529 Read SEC document |
| May 11, 2023 Filed May 12, 2023 20:21 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 2,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029043 · 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: 2,956,952 Read SEC document |
| May 08, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 223,669 | $0.00 Strike: $52.81 | $0.00 |
DisclosureSEC source: 0001209191-23-028534 · doc4.xml · derivative · entry 12 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 223,669 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. F6 · derivative.exercise_date: This option vested on September 9, 2019, upon the satisfaction of certain performance conditions. Read SEC document |
| May 08, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 109,278 | $0.00 Strike: $46.97 | $0.00 |
DisclosureSEC source: 0001209191-23-028534 · doc4.xml · derivative · entry 11 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 109,278 shares Expires 2025-01-28 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. F5 · derivative.exercise_date: This option vested in three equal installments on each anniversary of January 1, 2015. Read SEC document |
| May 08, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 243,544 | $119.50 | $29,103,508.00 |
DisclosureSEC source: 0001209191-23-028534 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,959,053 F1 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| May 08, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 223,669 | $52.81 | $11,811,959.89 |
DisclosureSEC source: 0001209191-23-028534 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202,597 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 |
| May 08, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 109,278 | $46.97 | $5,132,787.66 |
DisclosureSEC source: 0001209191-23-028534 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,978,928 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 |
| April 28, 2023 Filed May 10, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028534 · 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: 2,869,650 Read SEC document |
| February 26, 2023 Filed Feb 27, 2023 21:08 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 4,903 | $114.45 | $561,148.35 |
DisclosureSEC source: 0001209191-23-013161 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,873,289 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 23:02 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 11,950 | $116.54 | $1,392,653.00 |
DisclosureSEC source: 0001209191-23-012858 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,878,192 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 23:02 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 76,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012858 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890,142 F1 · shares: On February 22, 2023, the independent members of the board of directors granted Mr. Bisignano's incentive compensation for 2022 entirely in the form of equity awards, with 60% of the awards (112,921 units) in the form of performance share units (PSUs) that vest at the end of a three-year performance period based on the achievement of performance goals and 40% of the awards (76,676 units) in the form of restricted stock units (RSUs). The 60 / 40% ratio of PSUs to RSUs, respectively, reflects an increased level of PSUs compared to the 50 / 50% ratio in the prior year. The restricted stock units are reported on this Form 4 and vest one-third on each anniversary of the grant date. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:34 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 71,893 | $0.00 Strike: $41.75 | $0.00 |
DisclosureSEC source: 0001209191-23-010080 · doc4.xml · derivative · entry 9 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,893 shares Expires 2024-02-10 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. F5 · derivative.exercise_date: This option vested in three equal installments on each anniversary of January 1, 2014. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 48,708 | $117.74 | $5,734,879.92 |
DisclosureSEC source: 0001209191-23-010080 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813,466 F1 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:34 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 71,893 | $41.75 | $3,001,532.75 |
DisclosureSEC source: 0001209191-23-010080 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,862,174 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 |
| January 29, 2023 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 16,451 | $106.49 | $1,751,866.99 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 6 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,790,281 F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 16, 2022 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806,732 Read SEC document |
| December 02, 2022 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,807,243 F2 · balance_after: Includes the contribution of 30,000 shares to the Frank J. Bisignano 2022 Grantor Retained Annuity Trust on November 22, 2022. Read SEC document |
| November 01, 2022 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 3,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,837,722 Read SEC document |
| September 12, 2022 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 7,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,840,813 F1 · balance_after: Includes 38,953 shares acquired upon distribution from the Frank J. Bisignano 2020 Grantor Retained Annuity Trust on September 9, 2022. Read SEC document |
| August 23, 2022 Filed Jan 30, 2023 21:47 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005496 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,809,103 Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 20:37 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 112,716 | $110.16 | $12,416,794.56 |
DisclosureSEC source: 0001209191-22-045984 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,809,197 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:37 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 881,902 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001209191-22-045984 · doc4.xml · derivative · entry 11 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 881,902 shares Expires 2023-05-07 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. F6 · derivative.exercise_date: This option vested in five equal installments on each anniversary of the grant date, May 7, 2013. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:37 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 583,697 | $109.37 | $63,838,940.89 |
DisclosureSEC source: 0001209191-22-045984 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921,913 F1 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:37 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 881,902 | $36.54 | $32,224,699.08 |
DisclosureSEC source: 0001209191-22-045984 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,505,610 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 |
| August 08, 2022 Filed Aug 16, 2022 20:37 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045984 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,623,708 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.