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 |
|---|---|---|---|---|---|---|
| July 31, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 78,322 | $105.68 | $8,277,068.96 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 8 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625,117 F3 · 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 21:20 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 143,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 7 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,703,439 F2 · 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 |
| July 29, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 24,457 | $105.68 | $2,584,615.76 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 6 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559,468 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| July 28, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 4,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583,925 Read SEC document |
| July 01, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 3,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,588,734 Read SEC document |
| May 05, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 12 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 300 F4 · 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 05, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 11 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 14,940 Read SEC document |
| May 05, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 10 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,867 F4 · 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 05, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 9 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 730 F4 · 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 05, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,515 Read SEC document |
| April 04, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,965 Read SEC document |
| March 31, 2022 Filed Aug 2, 2022 21:20 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 19,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043941 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593,064 Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 21:22 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 6,302 | $98.05 | $617,911.10 |
DisclosureSEC source: 0001209191-22-014000 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612,924 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:22 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 86,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013169 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,619,226 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:43 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 25,960 | $97.07 | $2,519,937.20 |
DisclosureSEC source: 0001209191-22-010218 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,532,832 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 22:59 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 11,941 | $104.89 | $1,252,491.49 |
DisclosureSEC source: 0001209191-22-005998 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,558,792 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 07, 2021 Filed Feb 1, 2022 22:59 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005998 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570,733 Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 377,955 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · derivative · entry 11 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881,902 Underlying: Common Stock · 377,955 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. F1 · shares: This option exercise was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. F6 · derivative.exercise_date: This option vested in five equal installments on each anniversary of the grant date, May 7, 2013. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 271,134 | $95.55 | $25,906,853.70 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576,559 F2 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 377,955 | $36.54 | $13,810,475.70 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847,693 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This option exercise 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 23, 2021 Filed Nov 24, 2021 00:07 UTC | FISERV INC FISV · Entity 3167 | PurchaseCommon Stock | 310 | $95.94 | $29,741.40 |
DisclosureSEC source: 0001209191-21-066634 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 430 F2 · 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 |
| November 23, 2021 Filed Nov 24, 2021 00:07 UTC | FISERV INC FISV · Entity 3167 | PurchaseCommon Stock | 10,091 | $96.02 | $968,937.82 |
DisclosureSEC source: 0001209191-21-066634 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,476,261 F1 · price: This transaction was executed in multiple trades at prices ranging from $95.9147 to $96.1212. 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 17, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,469,738 Read SEC document |
| November 15, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,470,738 Read SEC document |
| September 17, 2021 Filed Dec 3, 2021 22:26 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067924 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474,588 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:16 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 377,955 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001209191-21-054428 · doc4.xml · derivative · entry 9 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,259,857 Underlying: Common Stock · 377,955 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. F8 · derivative.exercise_date: This option vested in five equal installments on each anniversary of the grant date, May 7, 2013. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:16 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 252,546 | $118.34 | $29,886,293.64 |
DisclosureSEC source: 0001209191-21-054428 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,466,170 F3 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:16 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 377,955 | $36.54 | $13,810,475.70 |
DisclosureSEC source: 0001209191-21-054428 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,718,716 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This option exercise was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. F2 · balance_after: Reflects 28,791 shares distributed from the Frank J. Bisignano 2020 Grantor Retained Annuity Trust on September 1, 2021. Read SEC document |
| August 20, 2021 Filed Sep 2, 2021 20:16 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 2,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054428 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,311,970 Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 20:12 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 149,020 | $111.62 | $16,633,612.40 |
DisclosureSEC source: 0001209191-21-051839 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,314,626 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 20:32 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 24,351 | $114.46 | $2,787,215.46 |
DisclosureSEC source: 0001209191-21-048795 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,463,646 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| July 07, 2021 Filed Jul 30, 2021 20:32 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048795 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,487,997 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 377,955 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001209191-21-037731 · doc4.xml · derivative · entry 10 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637,812 Underlying: Common Stock · 377,955 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. F1 · shares: This option exercise was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. F6 · derivative.exercise_date: This option vested in five equal installments on each anniversary of the grant date, May 7, 2013. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 246,413 | $114.43 | $28,197,039.59 |
DisclosureSEC source: 0001209191-21-037731 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,489,351 F2 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 377,955 | $36.54 | $13,810,475.70 |
DisclosureSEC source: 0001209191-21-037731 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,735,764 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This option exercise 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 |
| May 04, 2021 Filed Jun 3, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037731 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,357,809 Read SEC document |
| April 16, 2021 Filed Jun 3, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 7,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037731 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,359,547 Read SEC document |
| March 18, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 2,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 9 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,367,514 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 503,941 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · derivative · entry 13 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,015,767 Underlying: Common Stock · 503,941 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. F5 · derivative.exercise_date: This option vested in five equal installments on each anniversary of the grant date, May 7, 2013. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 322,127 | $124.12 | $39,982,403.24 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 8 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370,341 F2 · shares: Reflects payment of exercise price and tax liability by withholding securities incident to exercise of stock options. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 503,941 | $36.54 | $18,414,004.14 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 7 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,692,468 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 |
| March 12, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 6 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 120 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 |
| March 12, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 5 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,567 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 |
| March 12, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 4 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188,527 Read SEC document |
| March 08, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 3 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188,767 Read SEC document |
| March 03, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 2 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189,185 Read SEC document |
| March 02, 2021 Filed Mar 18, 2021 20:38 UTC | FISERV INC FISV · Entity 3167 | GiftCommon Stock | 10,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021774 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,190,945 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:16 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 6,062 | $115.37 | $699,372.94 |
DisclosureSEC source: 0001209191-21-015891 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,201,096 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:51 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 62,404 | $109.99 | $6,863,815.96 |
DisclosureSEC source: 0001209191-21-011312 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,207,158 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 21:45 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 78,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006806 · doc4.xml · nonDerivative · entry 1 Bisignano Frank · CIK 0001346629 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,269,562 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. 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.