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 (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FISERV INC
Report date July 29, 2019 · Filed July 30, 2019
Section 16 reporting ended · disclosed 2019-07-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,311 |
Reported balance
After 2019-07-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-07-29 · Grant · Acquired 6,327 · Balance 15,311 F1: These performance share units, for which the performance metrics have been satisfied, are subject to continued employment by the reporting person through December 31, 2019 and will vest on the date of the regularly scheduled meeting of the Fiserv, Inc. Compensation Committee in February of 2020. F2: Includes 283 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 15,845 |
Reported balance
After 2019-07-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-07-29 · Grant · Acquired 534 · Balance 15,845 F3: Reflects shares of common stock, par value $0.01, of Fiserv, Inc. (the "Issuer") acquired on July 29, 2019, upon the completion of the merger (the "Merger") of 300 Holdings, Inc., a wholly owned subsidiary of the Issuer, with and into First Data Corporation ("First Data"), pursuant to the Agreement and Plan of Merger, dated as of January 16, 2019. At the effective time of the Merger (the "Effective Time"), each share of First Data Class A common stock and First Data Class B common stock (the "First Data common stock") issued and outstanding immediately prior to the Effective Time (other than certain shares) was converted into the right to receive 0.303 of a share of the Issuer's common stock, with cash payable in lieu of any fractional share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These performance share units, for which the performance metrics have been satisfied, are subject to continued employment by the reporting person through December 31, 2019 and will vest on the date of the regularly scheduled meeting of the Fiserv, Inc. Compensation Committee in February of 2020.
F2: Includes 283 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan.
F3: Reflects shares of common stock, par value $0.01, of Fiserv, Inc. (the "Issuer") acquired on July 29, 2019, upon the completion of the merger (the "Merger") of 300 Holdings, Inc., a wholly owned subsidiary of the Issuer, with and into First Data Corporation ("First Data"), pursuant to the Agreement and Plan of Merger, dated as of January 16, 2019. At the effective time of the Merger (the "Effective Time"), each share of First Data Class A common stock and First Data Class B common stock (the "First Data common stock") issued and outstanding immediately prior to the Effective Time (other than certain shares) was converted into the right to receive 0.303 of a share of the Issuer's common stock, with cash payable in lieu of any fractional share of the Issuer's common stock.
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 29, 2019 Filed Jul 30, 2019 22:00 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-043726 · doc4.xml · nonDerivative · entry 2 Schultz Kevin J · CIK 0001341409 · EVP & President International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,845 F3 · shares: Reflects shares of common stock, par value $0.01, of Fiserv, Inc. (the "Issuer") acquired on July 29, 2019, upon the completion of the merger (the "Merger") of 300 Holdings, Inc., a wholly owned subsidiary of the Issuer, with and into First Data Corporation ("First Data"), pursuant to the Agreement and Plan of Merger, dated as of January 16, 2019. At the effective time of the Merger (the "Effective Time"), each share of First Data Class A common stock and First Data Class B common stock (the "First Data common stock") issued and outstanding immediately prior to the Effective Time (other than certain shares) was converted into the right to receive 0.303 of a share of the Issuer's common stock, with cash payable in lieu of any fractional share of the Issuer's common stock. F3 · price: Reflects shares of common stock, par value $0.01, of Fiserv, Inc. (the "Issuer") acquired on July 29, 2019, upon the completion of the merger (the "Merger") of 300 Holdings, Inc., a wholly owned subsidiary of the Issuer, with and into First Data Corporation ("First Data"), pursuant to the Agreement and Plan of Merger, dated as of January 16, 2019. At the effective time of the Merger (the "Effective Time"), each share of First Data Class A common stock and First Data Class B common stock (the "First Data common stock") issued and outstanding immediately prior to the Effective Time (other than certain shares) was converted into the right to receive 0.303 of a share of the Issuer's common stock, with cash payable in lieu of any fractional share of the Issuer's common stock. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 22:00 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 6,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043726 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · EVP & President International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,311 F1 · shares: These performance share units, for which the performance metrics have been satisfied, are subject to continued employment by the reporting person through December 31, 2019 and will vest on the date of the regularly scheduled meeting of the Fiserv, Inc. Compensation Committee in February of 2020. F2 · balance_after: Includes 283 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:39 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 376 | $85.03 | $31,971.28 |
DisclosureSEC source: 0001209191-19-013122 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · EVP & President International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,701 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:55 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 28,140 | $0.00 Strike: $84.73 | $0.00 |
DisclosureSEC source: 0001209191-19-012748 · doc4.xml · derivative · entry 1 Schultz Kevin J · CIK 0001341409 · EVP & President International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,140 Underlying: Common Stock · 28,140 shares Expires 2029-02-20 F1 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:58 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 276 | $85.62 | $23,631.12 |
DisclosureSEC source: 0001209191-19-012228 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · EVP & President International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,077 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 23:04 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,861 | $78.59 | $224,845.99 |
DisclosureSEC source: 0001209191-18-058602 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,353 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 350 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. F3 · balance_after: Adjusted to reflect the two-for-one split of Fiserv, Inc. common stock distributed at the close of business on March 19, 2018 to holders of record on March 5, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:15 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 13,393 | $0.00 Strike: $139.79 | $0.00 |
DisclosureSEC source: 0001209191-18-013079 · doc4.xml · derivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,393 Underlying: Common Stock · 13,393 shares Expires 2028-02-21 F1 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 23:00 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 161 | $142.72 | $22,977.92 |
DisclosureSEC source: 0001209191-18-012077 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:59 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,500 | $0.00 Strike: $69.85 | $0.00 |
DisclosureSEC source: 0001209191-17-065466 · doc4.xml · derivative · entry 4 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,966 Underlying: Common Stock · 5,500 shares Expires 2024-11-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vests in two equal installments on the third and fourth anniversaries of the grant date, November 12, 2014. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:59 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 3,439 | $131.51 | $452,262.89 |
DisclosureSEC source: 0001209191-17-065466 · doc4.xml · nonDerivative · entry 3 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 F2 · price: This transaction was executed in multiple trades at prices ranging from $131.33 to $131.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:59 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 4,199 | $131.70 | $553,008.30 |
DisclosureSEC source: 0001209191-17-065466 · doc4.xml · nonDerivative · entry 2 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,532 Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:59 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 5,500 | $69.85 | $384,175.00 |
DisclosureSEC source: 0001209191-17-065466 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,731 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 216 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| November 12, 2017 Filed Nov 14, 2017 22:32 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,509 | $128.00 | $193,152.00 |
DisclosureSEC source: 0001209191-17-060676 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,015 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 5,377 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014464 · doc4.xml · derivative · entry 2 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,377 Underlying: Common Stock · 5,377 shares Expires 2027-02-22 F3 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014464 · doc4.xml · nonDerivative · entry 1 Schultz Kevin J · CIK 0001341409 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,524 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. F2 · balance_after: Includes 243 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.