Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFI · Entity 3167 | Chief Financial Officer | February 21, 2025 | February 25, 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 February 21, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177,072 |
Ending reported balance
After 2025-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-21 · Tax withholding · Disposed 2,838 · Balance 184,179 F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Row 2 · 2025-02-22 · Tax withholding · Disposed 3,723 · Balance 180,456 F1: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Row 3 · 2025-02-23 · Tax withholding · Disposed 3,384 · Balance 177,072 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.
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 23, 2025 Filed Feb 25, 2025 23:26 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 3,384 | $232.34 | $786,238.56 |
DisclosureSEC source: 0000798354-25-000063 · wk-form4_1740525976.xml · nonDerivative · entry 3 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,072 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 23:26 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 3,723 | $232.34 | $865,001.82 |
DisclosureSEC source: 0000798354-25-000063 · wk-form4_1740525976.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,456 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 23:26 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 2,838 | $232.34 | $659,380.92 |
DisclosureSEC source: 0000798354-25-000063 · wk-form4_1740525976.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,179 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 | 16,627 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000042 · wk-form4_1739241708.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,017 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 | 16,013 | $229.53 | $3,675,463.89 |
DisclosureSEC source: 0000798354-25-000025 · wk-form4_1738968006.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,390 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 | 35,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000025 · wk-form4_1738968006.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,403 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 |
| February 23, 2024 Filed Feb 27, 2024 21:43 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 3,384 | $150.76 | $510,171.84 |
DisclosureSEC source: 0000798354-24-000064 · wk-form4_1709070102.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,996 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 22:46 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 3,723 | $150.11 | $558,859.53 |
DisclosureSEC source: 0000798354-24-000052 · wk-form4_1708728386.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,380 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 22:46 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 18,119 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000052 · wk-form4_1708728386.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,103 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:57 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 8,524 | $142.91 | $1,218,164.84 |
DisclosureSEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 3 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,984 F3 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:57 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 18,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,508 F2 · shares: Reflects the issuance of shares on January 29, 2024, upon the vesting of performance share units granted on January 29, 2021. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:57 UTC | FISERV INC FI · Entity 3167 | Tax withholdingCommon Stock | 3,138 | $142.91 | $448,451.58 |
DisclosureSEC source: 0000798354-24-000015 · wk-form4_1706741824.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,353 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 21:19 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 188,088 | $0.00 Strike: $49.21 | $0.00 |
DisclosureSEC source: 0001209191-23-059780 · doc4.xml · derivative · entry 3 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 188,088 shares Expires 2026-03-14 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 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes. F3 · derivative.exercise_date: This option vested in two equal installments on each of March 14, 2019, and March 14, 2020. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 21:19 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 188,088 | $132.77 | $24,972,443.76 |
DisclosureSEC source: 0001209191-23-059780 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,491 F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes. F2 · price: This transaction was executed in multiple trades at prices ranging from $132.39 to $133.39. 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 |
| December 26, 2023 Filed Dec 27, 2023 21:19 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 188,088 | $49.21 | $9,255,810.48 |
DisclosureSEC source: 0001209191-23-059780 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 321,579 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 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 22, 2023, by the reporting person for estate and financial planning purposes. Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:15 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 8,500 | $119.33 | $1,014,305.00 |
DisclosureSEC source: 0001209191-23-027930 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,491 F1 · price: This transaction was executed in multiple trades at prices ranging from $119.27 to $119.39. 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, 2023 Filed Feb 24, 2023 23:12 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 3,384 | $116.54 | $394,371.36 |
DisclosureSEC source: 0001209191-23-012869 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,991 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 23:12 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 23,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012869 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,375 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 20, 2023 Filed Feb 21, 2023 21:26 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,231 | $115.37 | $257,390.47 |
DisclosureSEC source: 0001209191-23-011169 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,612 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| January 29, 2023 Filed Jan 30, 2023 21:51 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,882 | $106.49 | $306,904.18 |
DisclosureSEC source: 0001209191-23-005504 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,843 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| July 31, 2022 Filed Aug 2, 2022 21:23 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 18,045 | $105.68 | $1,906,995.60 |
DisclosureSEC source: 0001209191-22-043947 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,725 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| July 31, 2022 Filed Aug 2, 2022 21:23 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 38,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043947 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,770 F1 · shares: Reflects the issuance of shares on July 31, 2022, upon the vesting of performance share units granted on August 1, 2019. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:25 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 21,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013177 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,377 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 21, 2022 Filed Feb 22, 2022 21:08 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,579 | $94.13 | $242,761.27 |
DisclosureSEC source: 0001209191-22-011621 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,778 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 20, 2022 Filed Feb 22, 2022 21:08 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,190 | $94.13 | $206,144.70 |
DisclosureSEC source: 0001209191-22-011621 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,357 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 22:57 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,862 | $104.89 | $300,195.18 |
DisclosureSEC source: 0001209191-22-005996 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,547 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:20 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 8,479 | $116.28 | $985,955.08 |
DisclosureSEC source: 0001209191-21-015917 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,409 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:13 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 5,031 | $119.07 | $599,041.17 |
DisclosureSEC source: 0001209191-21-014715 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,888 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 21:13 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 10,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014715 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,919 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 22:47 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,203 | $113.36 | $249,732.08 |
DisclosureSEC source: 0001209191-21-013328 · doc4.xml · nonDerivative · entry 3 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,216 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 22:47 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,578 | $111.36 | $287,086.08 |
DisclosureSEC source: 0001209191-21-013328 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,419 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 22:47 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,600 | $111.36 | $178,176.00 |
DisclosureSEC source: 0001209191-21-013328 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,997 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 21:52 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 26,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006816 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,597 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| March 14, 2020 Filed Mar 16, 2020 21:09 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 11,940 | $103.42 | $1,234,834.80 |
DisclosureSEC source: 0001209191-20-019324 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,182 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of 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 | 71,266 | $0.00 Strike: $112.87 | $0.00 |
DisclosureSEC source: 0001209191-20-013982 · doc4.xml · derivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,266 Underlying: Common Stock · 71,266 shares Expires 2030-02-26 F1 · derivative.exercise_date: One-fourth of these options vest on each anniversary of the grant date. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:17 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 6,438 | $113.25 | $729,103.50 |
DisclosureSEC source: 0001209191-20-013465 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,122 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 22:23 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,203 | $119.49 | $263,236.47 |
DisclosureSEC source: 0001209191-20-012096 · doc4.xml · nonDerivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,560 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 22:23 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,778 | $119.49 | $212,453.22 |
DisclosureSEC source: 0001209191-20-012096 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,763 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 22:43 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 346 | $115.63 | $40,007.98 |
DisclosureSEC source: 0001209191-20-001303 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,541 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 |
| July 29, 2019 Filed Jul 30, 2019 21:56 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 14,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043718 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,887 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 |
| March 14, 2019 Filed Mar 15, 2019 22:17 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 11,940 | $85.50 | $1,020,870.00 |
DisclosureSEC source: 0001209191-19-019810 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,841 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:41 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,528 | $85.03 | $129,925.84 |
DisclosureSEC source: 0001209191-19-013126 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,781 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 22:45 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 43,968 | $0.00 Strike: $84.73 | $0.00 |
DisclosureSEC source: 0001209191-19-012733 · doc4.xml · derivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,968 Underlying: Common Stock · 43,968 shares Expires 2029-02-20 F4 · 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 22:45 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 14,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012733 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,309 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries of the grant date. F2 · balance_after: Includes 236 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 21:49 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 25,670 | $0.00 Strike: $139.79 | $0.00 |
DisclosureSEC source: 0001209191-18-013004 · doc4.xml · derivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,670 Underlying: Common Stock · 25,670 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 21:49 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 8,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013004 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,660 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 22, 2017 Filed Feb 24, 2017 23:21 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 21,506 | $0.00 Strike: $113.82 | $0.00 |
DisclosureSEC source: 0001209191-17-014500 · doc4.xml · derivative · entry 2 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,506 Underlying: Common Stock · 21,506 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 23:21 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 7,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014500 · doc4.xml · nonDerivative · entry 1 Hau Robert W. · CIK 0001473856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,433 F1 · shares: One-third of these restricted stock units vest on the second, third and fourth anniversaries 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.