Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Group President | February 22, 2017 | February 24, 2017 |
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.
FISERV INC
Report date February 22, 2017 · Filed February 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,261 |
Reported balance
After 2017-02-22 transaction · row 1
1 source rowRow 1 · 2017-02-22 · Grant · Acquired 1,758 · Balance 32,261 F1: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.82 · Expires 2027-02-22 | Direct | 5,377 |
Reported balance
After 2017-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-22 · Grant · Acquired 5,377 · Balance 5,377 F2: One-third of these options vest on each anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date.
F2: One-third of these options vest on each anniversary of the grant date.
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 22, 2017 Filed Feb 24, 2017 23:06 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 5,377 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014493 · doc4.xml · derivative · entry 2 TAIT STEVEN · CIK 0001227313 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,377 Underlying: Common Stock · 5,377 shares Expires 2027-02-22 F2 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:06 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014493 · doc4.xml · nonDerivative · entry 1 TAIT STEVEN · CIK 0001227313 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,261 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:35 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,759 | $111.98 | $308,952.82 |
DisclosureSEC source: 0001209191-17-013448 · doc4.xml · nonDerivative · entry 3 TAIT STEVEN · CIK 0001227313 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,503 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:35 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 398 | $111.98 | $44,568.04 |
DisclosureSEC source: 0001209191-17-013448 · doc4.xml · nonDerivative · entry 2 TAIT STEVEN · CIK 0001227313 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,262 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 22:35 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 312 | $111.98 | $34,937.76 |
DisclosureSEC source: 0001209191-17-013448 · doc4.xml · nonDerivative · entry 1 TAIT STEVEN · CIK 0001227313 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,660 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. 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.