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Fiserv (NYSE: FI) officer reports PSU vesting and tax share withholding

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

Rhea-AI Filing Summary

Fiserv Inc.'s Chief Administrative and Legal Officer, Adam L. Rosman, reported equity compensation activity involving company common stock. On February 17, 2026, he acquired 7,981 shares through the vesting of performance share units that were granted on February 22, 2023, at no cash price. On the same date, 3,211 shares were disposed of to cover tax liabilities through share withholding tied to that vesting, at a price of $63.45 per share. After these transactions, he directly owned 64,566 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*
Rosman Adam L.

(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)
Chief Admin. and Legal Officer
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 7,981(1) A $0 67,777 D
Common Stock 02/17/2026 F 3,211(2) D $63.45 64,566 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 did Fiserv (FI) executive Adam L. Rosman report in this Form 4?

Adam L. Rosman reported equity compensation activity involving Fiserv common stock. Performance share units vested into 7,981 shares, and 3,211 shares were withheld to satisfy tax obligations, leaving him with 64,566 directly owned shares.

How many Fiserv (FI) shares did Adam L. Rosman acquire in the latest filing?

He acquired 7,981 shares of Fiserv common stock. These shares were issued upon the vesting of performance share units originally granted on February 22, 2023, and did not involve an open-market cash purchase.

Why were some Fiserv (FI) shares disposed of in Adam L. Rosman’s Form 4?

The filing shows 3,211 shares were disposed of to pay tax liabilities. The shares were withheld by the company in connection with the vesting of performance share units, rather than sold in an open-market transaction.

What price per share is shown for the tax-withholding disposition of Fiserv (FI) stock?

The Form 4 lists a price of $63.45 per share for the 3,211 shares withheld. This amount reflects the value used for tax-withholding purposes tied to the vesting of performance share units.

How many Fiserv (FI) shares does Adam L. Rosman own after these transactions?

Following the reported transactions, Adam L. Rosman directly owns 64,566 shares of Fiserv common stock. This figure reflects the net result after the performance share units vested and shares were withheld to cover tax obligations.

What is the nature of the share acquisition reported by Adam L. Rosman at Fiserv (FI)?

The acquisition reflects a grant or award transaction from vesting performance share units. On February 17, 2026, these units converted into 7,981 Fiserv common shares, as part of his existing equity compensation package.
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