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Fiserv (FI) CFO initial ownership: 7,453 shares/RSUs on Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Fiserv Inc. (FI) reported an initial statement of beneficial ownership by its Chief Financial Officer effective 10/31/2025. The filing lists 7,453 shares of common stock beneficially owned directly. The footnote states these include 7,453 unvested restricted stock units scheduled to vest in equal one‑third increments on 9/17/2026, 9/17/2027, and 9/17/2028. The form was filed by one reporting person.

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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
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OMB Number: 3235-0104
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1. Name and Address of Reporting Person*
Todd Paul M

(Last) (First) (Middle)
600 N. VEL R. PHILLIPS AVENUE

(Street)
MILWAUKEE WI 53203

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/31/2025
3. Issuer Name and Ticker or Trading Symbol
FISERV INC [ FI ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Financial Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 7,453(1) D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Includes 7,453 unvested restricted stock units which will vest in increments of one-third on each of 9/17/26, 9/17/27, and 9/17/28.
Remarks:
/s/ Eric C. Nelson (attorney-in-fact) 11/04/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Fiserv (FI) disclose in this Form 3?

An initial statement of beneficial ownership by the Chief Financial Officer as of 10/31/2025.

How many Fiserv (FI) shares does the CFO report owning?

The filing shows 7,453 shares of common stock beneficially owned directly.

Does the Form 3 include restricted stock units (RSUs)?

Yes. The footnote states it includes 7,453 unvested RSUs.

What is the vesting schedule for the reported RSUs?

They vest one‑third on 9/17/2026, one‑third on 9/17/2027, and one‑third on 9/17/2028.

What is the reporting person’s relationship to Fiserv (FI)?

The reporting person is an Officer, specifically the Chief Financial Officer.

Is this a joint filing?

No. It is indicated as Form filed by One Reporting Person.

How is ownership reported?

Ownership is reported as Direct (D) in the non‑derivative table.
Fiserv Inc

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United States
MILWAUKEE