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Fiserv (FI) EVP Andrew Gelb reports PSU vesting and tax share withholding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Fiserv Inc. executive Andrew Gelb reported equity compensation activity involving company common stock. On February 17, 2026, he acquired 8,669 shares through the vesting of performance share units originally granted on February 22, 2023, at no purchase price. On the same date, 3,486 shares were disposed of to cover tax liabilities through share withholding at a price of $63.45 per share. After these transactions, Gelb directly held 29,472 shares of Fiserv common stock.

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Gelb Andrew

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

(Street)
MILWAUKEE WI 53203

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
FISERV INC [ FISV ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Head of Fin. Sols.
3. Date of Earliest Transaction (Month/Day/Year)
02/17/2026
4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/17/2026 A 8,669(1) A $0 32,958 D
Common Stock 02/17/2026 F 3,486(2) D $63.45 29,472 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Reflects the issuance of shares on February 17, 2026, upon the vesting of performance share units granted on February 22, 2023.
2. Reflects payment of tax liability by withholding securities incident to vesting of performance share units.
Remarks:
/s/ Eric C. Nelson (attorney-in-fact) 02/18/2026
** 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 4 (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 insider transactions did Fiserv (FI) executive Andrew Gelb report?

Andrew Gelb reported a grant-related acquisition and tax-withholding disposition of Fiserv common stock. Performance share units vested into 8,669 shares, and 3,486 shares were withheld to satisfy tax obligations, leaving him with 29,472 directly held shares afterward.

How many Fiserv (FI) shares did Andrew Gelb acquire in this Form 4?

Andrew Gelb acquired 8,669 Fiserv common shares via the vesting of performance share units granted on February 22, 2023. These shares were issued on February 17, 2026, as part of his equity compensation, with no cash purchase price involved in the acquisition.

Why were some of Andrew Gelb’s Fiserv (FI) shares disposed of in this filing?

The filing shows 3,486 Fiserv shares were disposed of to pay tax liabilities arising from the vesting of performance share units. This tax-withholding disposition used shares valued at $63.45 each, rather than a traditional open-market sale by the executive.

What is Andrew Gelb’s Fiserv (FI) share ownership after these transactions?

Following the vesting and related tax withholding, Andrew Gelb directly holds 29,472 shares of Fiserv common stock. This total reflects both the 8,669-share issuance from vested performance share units and the 3,486 shares withheld to cover associated tax obligations.

What do the performance share unit vesting details mean for Fiserv (FI) investors?

The vesting converted performance share units granted on February 22, 2023, into 8,669 Fiserv shares on February 17, 2026. This reflects routine executive equity compensation, with part of the award withheld in shares to satisfy tax liabilities rather than generating open-market selling activity.
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