Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFI · Entity 3167 | EVP, Head of Fin. Insts. Grp. | March 03, 2025 | March 04, 2025 |
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 March 03, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,602 |
Reported balance
After 2025-03-03 transaction · row 1
1 source rowRow 1 · 2025-03-03 · Sale · Disposed 13,560 · Balance 27,602 F1: This transaction was executed in multiple trades at prices ranging from $238.00 to $238.16. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $238.00 to $238.16. 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.
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 03, 2025 Filed Mar 4, 2025 21:03 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 13,560 | $238.15 | $3,229,314.00 |
DisclosureSEC source: 0000798354-25-000072 · wk-form4_1741122181.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head of Fin. Insts. Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,602 F1 · price: This transaction was executed in multiple trades at prices ranging from $238.00 to $238.16. 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 |
| February 23, 2025 Filed Feb 25, 2025 23:27 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 1,673 | $232.34 | $388,704.82 |
DisclosureSEC source: 0000798354-25-000064 · wk-form4_1740526021.xml · nonDerivative · entry 3 Gibbons John · CIK 0002012743 · EVP, Head of Fin. Insts. Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,162 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:27 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 1,830 | $232.34 | $425,182.20 |
DisclosureSEC source: 0000798354-25-000064 · wk-form4_1740526021.xml · nonDerivative · entry 2 Gibbons John · CIK 0002012743 · EVP, Head of Fin. Insts. Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,835 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 23:27 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 2,342 | $232.34 | $544,140.28 |
DisclosureSEC source: 0000798354-25-000064 · wk-form4_1740526021.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head of Fin. Insts. Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,665 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 02:41 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 11,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000041 · wk-form4_1739241667.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head of Fin. Insts. Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,007 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:40 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 7,598 | $229.53 | $1,743,968.94 |
DisclosureSEC source: 0000798354-25-000026 · wk-form4_1738968043.xml · nonDerivative · entry 2 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,596 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:40 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 14,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000026 · wk-form4_1738968043.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,194 F1 · shares: Reflects the issuance of shares on February 5, 2025, upon the vesting of performance share units granted on February 23, 2022. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 23:44 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,890 | $0.00 Strike: $112.87 | $0.00 |
DisclosureSEC source: 0000798354-24-000166 · wk-form4_1724370288.xml · derivative · entry 3 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,890 shares Expires 2030-02-26 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 four equal installments on each of February 26, 2021, February 26, 2022, February 26, 2023, and the final installment vested on February 26, 2024. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 23:44 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 18,890 | $168.21 | $3,177,486.90 |
DisclosureSEC source: 0000798354-24-000166 · wk-form4_1724370288.xml · nonDerivative · entry 2 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,323 F1 · price: This transaction was executed in multiple trades at prices ranging from $167.90 to $168.37. 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 |
| August 21, 2024 Filed Aug 22, 2024 23:44 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 18,890 | $112.87 | $2,132,114.30 |
DisclosureSEC source: 0000798354-24-000166 · wk-form4_1724370288.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,213 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 |
| June 10, 2024 Filed Jun 11, 2024 21:02 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 2,800 | $148.76 | $416,528.00 |
DisclosureSEC source: 0000798354-24-000128 · wk-form4_1718139714.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,323 F1 · price: This transaction was executed in multiple trades at prices ranging from $148.62 to $148.93. 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 26, 2024 Filed Feb 27, 2024 21:44 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 835 | $150.96 | $126,051.60 |
DisclosureSEC source: 0000798354-24-000065 · wk-form4_1709070232.xml · nonDerivative · entry 2 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,123 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:44 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 1,670 | $150.76 | $251,769.20 |
DisclosureSEC source: 0000798354-24-000065 · wk-form4_1709070232.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,958 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 22:48 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 1,827 | $150.11 | $274,250.97 |
DisclosureSEC source: 0000798354-24-000053 · wk-form4_1708728473.xml · nonDerivative · entry 2 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,628 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:48 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000053 · wk-form4_1708728473.xml · nonDerivative · entry 1 Gibbons John · CIK 0002012743 · EVP, Head Financial Inst. Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,455 F1 · shares: One-third of these restricted stock units vest on each anniversary of 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.