Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Director | September 30, 2026 | October 02, 2026 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 9,420 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 775 · Balance 9,420 F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2026, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2026, the closing price of Fiserv's common stock was $45.18 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2026, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2026, the closing price of Fiserv's common stock was $45.18 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| March 31, 2018 Filed Apr 2, 2018 13:57 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 71 | $71.31 | $5,063.01 |
DisclosureSEC source: 0001209191-18-022267 · doc4.xml · derivative · entry 1 DiSimone Harry · CIK 0001732108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71 Underlying: Common Stock · 71 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2018 in respect of $5,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 29, 2018, the closing price of Fiserv's common stock was $71.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2018 in respect of $5,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 29, 2018, the closing price of Fiserv's common stock was $71.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2018 in respect of $5,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 29, 2018, the closing price of Fiserv's common stock was $71.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2018 in respect of $5,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 29, 2018, the closing price of Fiserv's common stock was $71.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:32 UTC | FISERV INC FISV · Entity 3167 | GrantStock Option (right to buy) · Derivative | 480 | $0.00 Strike: $139.79 | $0.00 |
DisclosureSEC source: 0001209191-18-012987 · doc4.xml · derivative · entry 3 DiSimone Harry · CIK 0001732108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 Underlying: Common Stock · 480 shares Expires 2028-02-21 F2 · derivative.exercise_date: These options vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:32 UTC | FISERV INC FISV · Entity 3167 | PurchaseCommon Stock | 353 | $141.59 | $49,981.27 |
DisclosureSEC source: 0001209191-18-012987 · doc4.xml · nonDerivative · entry 2 DiSimone Harry · CIK 0001732108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:32 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012987 · doc4.xml · nonDerivative · entry 1 DiSimone Harry · CIK 0001732108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after 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.