Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Chief Legal Officer | February 26, 2021 | March 02, 2021 |
| NMI Holdings, Inc.NMIH · Entity 4161 | Director | May 14, 2026 | May 18, 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 February 26, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,758 |
Reported balance
After 2021-02-26 transaction · row 1
1 source rowRow 1 · 2021-02-26 · Tax withholding · Disposed 625 · Balance 64,758 F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units.
NMI Holdings, Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (right to receive)SEC Table I · non-derivative | Direct | 48,757 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,512 · Balance 48,757 F1: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2: Represents 44,245 common shares and 4,512 unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date.
F2: Represents 44,245 common shares and 4,512 unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 23:40 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001582646-26-000003 · wk-form4_1779147619.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,757 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 44,245 common shares and 4,512 unvested restricted stock units. Read SEC document |
| May 08, 2025 Filed May 9, 2025 23:41 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-25-000077 · wk-form4_1746834108.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,245 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 35,640 common shares and 8,605 unvested restricted stock units. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:28 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-24-000125 · wk-form4_1715646504.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,806 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The shares underlying such restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 35,640 common shares and 4,166 unvested restricted stock units. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:32 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 5,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-23-000104 · wf-form4_168418273142292.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,640 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 29,793 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:48 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-22-000122 · wf-form4_165273764161528.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,793 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 22,853 class A common shares and 6,940 unvested restricted stock units. Read SEC document |
| May 12, 2022 Filed May 18, 2022 22:37 UTC Amendment | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-22-000138 · wf-form4a_165291342374341.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,793 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 22,853 class A common shares and 6,940 unvested restricted stock units. Read SEC document |
| May 13, 2021 Filed May 15, 2021 00:05 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 5,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-21-000120 · wf-form4_162103710704988.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,853 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 13,369 class A common shares and 9,484 unvested restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:21 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 625 | $115.37 | $72,106.25 |
DisclosureSEC source: 0001209191-21-015925 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,758 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:16 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,013 | $119.07 | $239,687.91 |
DisclosureSEC source: 0001209191-21-014729 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,383 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:16 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 4,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014729 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,396 F1 · shares: Reflects shares of common stock issued to the reporting person pursuant to performance share units granted on February 21, 2018 for which the performance conditions to vesting were determined to be satisfied as of February 24, 2021. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 22:48 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 516 | $113.36 | $58,493.76 |
DisclosureSEC source: 0001209191-21-013331 · doc4.xml · nonDerivative · entry 3 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,114 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 22:48 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 459 | $111.36 | $51,114.24 |
DisclosureSEC source: 0001209191-21-013331 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,630 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 20, 2021 Filed Feb 23, 2021 22:48 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 664 | $111.36 | $73,943.04 |
DisclosureSEC source: 0001209191-21-013331 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,089 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 21:55 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 10,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006821 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,753 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:43 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,496 | $0.00 Strike: $16.32 | $0.00 |
DisclosureSEC source: 0001209191-20-032039 · doc4.xml · derivative · entry 5 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,496 shares Expires 2022-02-22 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 vested in three equal installments on February 22, 2013, 2014 and 2015. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:43 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,560 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001209191-20-032039 · doc4.xml · derivative · entry 4 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,560 shares Expires 2021-02-23 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. F2 · derivative.exercise_date: This option vested in three equal installments on February 23, 2012, 2013 and 2014. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:43 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 37,056 | $104.08 | $3,856,788.48 |
DisclosureSEC source: 0001209191-20-032039 · doc4.xml · nonDerivative · entry 3 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,073 F1 · price: This transaction was executed in multiple trades at prices ranging from $104.04 to $104.16. 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 |
| May 21, 2020 Filed May 26, 2020 20:43 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 19,496 | $16.32 | $318,174.72 |
DisclosureSEC source: 0001209191-20-032039 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,129 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 21, 2020 Filed May 26, 2020 20:43 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 17,560 | $15.43 | $270,950.80 |
DisclosureSEC source: 0001209191-20-032039 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,633 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 14, 2020 Filed May 19, 2020 00:32 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 9,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-20-000055 · wf-form4_158984831199747.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,723 F1 · shares: Represents restricted stock units granted pursuant to the NMIH 2012 Stock Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 4,354 class A common shares and 13,369 unvested restricted stock units. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:02 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 17,104 | $0.00 Strike: $112.87 | $0.00 |
DisclosureSEC source: 0001209191-20-013983 · doc4.xml · derivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,104 Underlying: Common Stock · 17,104 shares Expires 2030-02-26 F2 · derivative.exercise_date: One-fourth of these options vest on each anniversary of the grant date. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:02 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 5,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013983 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,073 F1 · shares: One-fourth of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:18 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,841 | $113.25 | $208,493.25 |
DisclosureSEC source: 0001209191-20-013466 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,757 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 22:24 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 516 | $119.49 | $61,656.84 |
DisclosureSEC source: 0001209191-20-012097 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,598 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:24 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 458 | $119.49 | $54,726.42 |
DisclosureSEC source: 0001209191-20-012097 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,114 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 693 | $123.55 | $85,620.15 |
DisclosureSEC source: 0001209191-20-011549 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,572 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:46 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 99 | $115.63 | $11,447.37 |
DisclosureSEC source: 0001209191-20-001313 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,265 F1 · shares: Reflects payment of taxes for performance share units as to which the performance metrics and other conditions to vesting have been satisfied as of December 31, 2019. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:23 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,000 | $0.00 Strike: $12.68 | $0.00 |
DisclosureSEC source: 0001209191-19-056792 · doc4.xml · derivative · entry 3 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2020-03-15 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. F1 · derivative.exercise_date: This option vested in three equal installments on March 15, 2011, 2012 and 2013. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:23 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 18,000 | $111.39 | $2,005,020.00 |
DisclosureSEC source: 0001209191-19-056792 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,364 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:23 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 18,000 | $12.68 | $228,240.00 |
DisclosureSEC source: 0001209191-19-056792 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,364 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 |
| July 29, 2019 Filed Jul 30, 2019 21:57 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 4,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043720 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,364 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 22:40 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 516 | $85.03 | $43,875.48 |
DisclosureSEC source: 0001209191-19-013125 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,861 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 22:41 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 17,588 | $0.00 Strike: $84.73 | $0.00 |
DisclosureSEC source: 0001209191-19-012717 · doc4.xml · derivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,588 Underlying: Common Stock · 17,588 shares Expires 2029-02-20 F2 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:41 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 5,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012717 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,377 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 19, 2019 Filed Feb 21, 2019 22:43 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 663 | $85.62 | $56,766.06 |
DisclosureSEC source: 0001209191-19-012202 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,475 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 18, 2019 Filed Feb 19, 2019 22:42 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,054 | $85.78 | $90,412.12 |
DisclosureSEC source: 0001209191-19-011260 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,138 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 on March 19, 2018 to holders of record on March 5, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:56 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 6,697 | $0.00 Strike: $139.79 | $0.00 |
DisclosureSEC source: 0001209191-18-013026 · doc4.xml · derivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697 Underlying: Common Stock · 6,697 shares Expires 2028-02-21 F2 · derivative.exercise_date: One-third of these options vest on each anniversary of the grant date. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:56 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013026 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,921 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 19, 2018 Filed Feb 21, 2018 22:57 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 706 | $142.72 | $100,760.32 |
DisclosureSEC source: 0001209191-18-012072 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,774 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 22:57 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 529 | $142.72 | $75,498.88 |
DisclosureSEC source: 0001209191-18-012072 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,480 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 216 shares acquired under the Fiserv, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:14 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 4,309 | $117.02 | $504,239.18 |
DisclosureSEC source: 0001209191-17-016902 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,793 F1 · price: This transaction was executed in multiple trades at prices ranging from $117.02 to $117.04. 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 |
| February 22, 2017 Filed Feb 24, 2017 22:57 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 7,393 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014484 · doc4.xml · derivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,393 Underlying: Common Stock · 7,393 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 22:57 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014484 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,102 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 22:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,404 | $111.98 | $157,219.92 |
DisclosureSEC source: 0001209191-17-013445 · doc4.xml · nonDerivative · entry 3 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,685 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 22:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 410 | $111.98 | $45,911.80 |
DisclosureSEC source: 0001209191-17-013445 · doc4.xml · nonDerivative · entry 2 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,089 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 22:34 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 583 | $111.98 | $65,284.34 |
DisclosureSEC source: 0001209191-17-013445 · doc4.xml · nonDerivative · entry 1 McCreary Lynn S. · CIK 0001582646 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,499 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Includes 238 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.