Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Co-President | February 20, 2026 | February 23, 2026 |
| General Motors CoGM · Entity 2958 | Executive Vice President & CFO | May 07, 2020 | May 08, 2020 |
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 20, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,463 |
Reported balance
After 2026-02-20 transaction · row 1
1 source rowRow 1 · 2026-02-20 · Tax withholding · Disposed 29,594 · Balance 228,463 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.
General Motors Co
Report date May 07, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-04-01 | Direct | 2,563 |
Reported balance
After 2020-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-07 · Grant · Acquired 2,563 · Balance 2,563 F1: The Restricted Stock Units ("RSUs") reported in this item were awarded on May 7, 2020, pursuant to the Company's 2017 Long-Term Incentive Plan. The RSUs will vest on April 1, 2021. F2: Each RSU will be settled for one share of the Company's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") reported in this item were awarded on May 7, 2020, pursuant to the Company's 2017 Long-Term Incentive Plan. The RSUs will vest on April 1, 2021.
F2: Each RSU will be settled for one share of the Company'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 |
|---|---|---|---|---|---|---|
| February 20, 2026 Filed Feb 23, 2026 21:17 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 29,594 | $61.47 | $1,819,143.18 |
DisclosureSEC source: 0001751582-26-000004 · wk-form4_1771881454.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,463 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 12:35 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 101,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001751582-26-000002 · wk-form4_1771590914.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,057 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 22:58 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 156,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001751582-25-000008 · wk-form4_1764716303.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,485 F1 · shares: These restricted stock units vest as follows: 57,899 on 2/20/2026, 40,686 on 2/20/2027, 46,945 on 2/20/2028, and 10,955 on 2/20/2029. Read SEC document |
| May 07, 2020 Filed May 8, 2020 21:30 UTC | General Motors Co GM · Entity 2958 | GrantRestricted Stock Units · Derivative | 2,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-20-000081 · wf-form4_158897338735345.xml · derivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 Underlying: Common Stock · 2,563 shares Expires 2021-04-01 F1 · security: The Restricted Stock Units ("RSUs") reported in this item were awarded on May 7, 2020, pursuant to the Company's 2017 Long-Term Incentive Plan. The RSUs will vest on April 1, 2021. F2 · derivative.exercise_price: Each RSU will be settled for one share of the Company's Common Stock. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:12 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,776 | $0.00 Strike: $31.32 | $0.00 |
DisclosureSEC source: 0001628280-20-001824 · wf-form4_158215390602258.xml · derivative · entry 3 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,883 Underlying: Common Stock · 22,776 shares Expires 2025-07-28 F2 · security: On February 15, 2020, the remaining 20% of the July 28, 2015, Driving Stockholder Value Stock Option Grant vested upon meeting or exceeding the median Total Shareholder Return of the peer group for the period July 28, 2015, through December 31, 2019. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 23:12 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 10,257 | $34.76 | $356,533.32 |
DisclosureSEC source: 0001628280-20-001824 · wf-form4_158215390602258.xml · nonDerivative · entry 2 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,538 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 23:12 UTC | General Motors Co GM · Entity 2958 | GrantCommon Stock | 26,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-001824 · wf-form4_158215390602258.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,795 F1 · security: On February 14, 2017, the Reporting Person received a grant of Performance Stock Units ("PSUs") under the Company's 2014 Long-Term Incentive Plan. Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The PSUs vested on February 14, 2020, and were awarded in shares of common stock. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:43 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 242,436 | $0.00 Strike: $35.49 | $0.00 |
DisclosureSEC source: 0001467858-20-000045 · wf-form4_158171657216944.xml · derivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,436 Underlying: Common Stock · 242,436 shares Expires 2030-02-12 F1 · security: These Stock Options are being awarded to the Reporting Person under the Company's 2017 Long-Term Incentive Plan. F2 · derivative.exercise_date: The Stock Options will vest on the first, second, and third anniversaries of the grant date as follows: one-third on February 12, 2021; one-third on February 12, 2022; and one-third on February 12, 2023. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:05 UTC | General Motors Co GM · Entity 2958 | SaleCommon Stock | 34,756 | $37.40 | $1,299,874.40 |
DisclosureSEC source: 0001467858-19-000073 · wf-form4_155432553111052.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 F1 · security: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 21:23 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,776 | $0.00 Strike: $31.32 | $0.00 |
DisclosureSEC source: 0001467858-19-000059 · wf-form4_155061140305043.xml · derivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,107 Underlying: Common Stock · 22,776 shares Expires 2025-07-28 F1 · security: On February 15, 2019, 20% of the July 28, 2015, Driving Stockholder Value Stock Option Grant (the "DSV Grant") vested upon meeting or exceeding the median Total Shareholder Return of the peer group for the period July 28, 2015, through December 31, 2018. F2 · balance_after: Represents the vested and unexercised portion of the DSV Grant, 40% of which vested on February 15, 2017, and 20% of which vested on each of February 15, 2018, and February 15, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:24 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 141,667 | $0.00 Strike: $39.00 | $0.00 |
DisclosureSEC source: 0001467858-19-000053 · wf-form4_155026587678845.xml · derivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,667 Underlying: Common Stock · 141,667 shares Expires 2029-02-13 F1 · security: These Stock Options are being awarded to the Reporting Person under the Company's 2017 Long-Term Incentive Plan. F2 · derivative.exercise_date: The Stock Options will vest on the first, second, and third anniversaries of the grant date as follows: one-third on February 13, 2020; one-third on February 13, 2021; and one-third on February 13, 2022. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:32 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionRestricted Stock Units · Derivative | 2,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-19-000042 · wf-form4_155000715946444.xml · derivative · entry 5 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,210 shares Expires not disclosed 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 · security: The RSUs were awarded on February 10, 2016, under the 2014 LTIP. One-third of the RSUs vested on February 10, 2017, February 10, 2018, and February 10, 2019, respectively. Each RSU represents a right to receive one share of the Company's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. F4 · derivative.expiration_date: The RSUs do not have a conversion or exercise price, or a date on which they are exercisable or expire. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:32 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 931 | $38.70 | $36,029.70 |
DisclosureSEC source: 0001467858-19-000042 · wf-form4_155000715946444.xml · nonDerivative · entry 4 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,497 Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:32 UTC | General Motors Co GM · Entity 2958 | Exercise / conversionCommon Stock | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-19-000042 · wf-form4_155000715946444.xml · nonDerivative · entry 3 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,428 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 · security: The Common Stock reported in this item was issued and delivered upon the vesting of a grant of Restricted Stock Units ("RSUs") awarded to the Reporting Person on February 10, 2016, under the Company's 2014 LTIP. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:32 UTC | General Motors Co GM · Entity 2958 | Tax withholdingCommon Stock | 14,424 | $38.70 | $558,208.80 |
DisclosureSEC source: 0001467858-19-000042 · wf-form4_155000715946444.xml · nonDerivative · entry 2 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,218 Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:32 UTC | General Motors Co GM · Entity 2958 | GrantCommon Stock | 33,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001467858-19-000042 · wf-form4_155000715946444.xml · nonDerivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,642 F1 · security: On February 10, 2016, the Reporting Person received a grant of Performance Stock Units ("PSUs") under the Company's 2014 Long-Term Incentive Plan (the "2014 LTIP"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The PSUs vested on February 10, 2019, and were awarded in shares of Common Stock. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:18 UTC | General Motors Co GM · Entity 2958 | GrantEmployee Stock Option (Right to Buy) · Derivative | 99,594 | $0.00 Strike: $34.20 | $0.00 |
DisclosureSEC source: 0001467858-18-000095 · wf-form4_153860150966092.xml · derivative · entry 1 Suryadevara Dhivya · CIK 0001751582 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,594 Underlying: Common Stock · 99,594 shares Expires 2028-02-11 F1 · derivative.exercise_date: The Stock Options will vest annually in three equal installments beginning February 13, 2019. 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.