Welcome to our dedicated page for Fiserv SEC filings (Ticker: FI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Fiserv's SEC filings reveal the financial mechanics behind one of the largest payment processors and banking technology providers in the United States. With operations spanning merchant acquiring, core banking platforms, and digital payment infrastructure, the company's regulatory documents provide detailed insight into how each business segment performs and interacts.
The company's 10-K annual reports break down revenue across its major business lines, showing the relative contributions of merchant services, financial institution technology, and payment processing. These filings disclose transaction volumes, processing margins, and the financial impact of the company's ongoing acquisition strategy. For investors analyzing Fiserv, the segment reporting sections clarify which parts of the business drive growth versus those that provide stable recurring revenue.
Fiserv's 10-Q quarterly filings track how payment transaction volumes shift with economic conditions and consumer spending patterns. These documents reveal trends in merchant acquiring, changes in financial institution technology contracts, and the integration progress of recent acquisitions. The management discussion sections often explain how competitive dynamics and technology investments affect near-term performance.
Form 4 insider transactions show when Fiserv executives and directors buy or sell company shares. Given the company's position at the intersection of payments and banking technology, insider trading patterns can provide signals about management's confidence in execution and growth prospects.
Our AI-powered analysis highlights the key financial metrics, segment performance trends, and material disclosures within Fiserv's filings, saving you hours of document review while ensuring you understand what matters for this financial technology infrastructure company.
Fiserv Inc. director reports deferred stock-based compensation
A Fiserv Inc. director filed a Form 4 reporting a deferred compensation transaction dated December 31, 2025. Under the company’s Non-Employee Director Deferred Compensation Plan, $32,500 of director fees payable in cash was deferred and converted into 484 deferred compensation notional units. The number of units was calculated using Fiserv’s common stock closing price of $67.17 per share on December 31, 2025.
Each notional unit represents the right to receive one share of Fiserv common stock after the director’s service with the company ends. Following this crediting, the director beneficially owns 1,606 derivative securities in the form of deferred compensation notional units, held directly.
Fiserv, Inc. reported a routine insider compensation transaction for one of its directors. On December 31, 2025, the director elected to defer cash fees and was credited with 559 deferred compensation notional units under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan. These units correspond to $37,500 of deferred director fees, calculated using Fiserv’s common stock closing price of $67.17 per share on the deferral date. Each notional unit is designed to be settled in one share of Fiserv common stock after the director’s service with the company ends, effectively turning deferred cash compensation into future stock-based value.
Fiserv Inc director compensation was updated through a deferred equity arrangement. On December 31, 2025, the director was credited with 838 deferred compensation notional units under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan in respect of $56,250 of deferred director fees. The number of units was calculated using the company’s common stock closing price of $67.17 per share on December 31, 2025.
Each notional unit represents the right to receive one share of Fiserv common stock after the director’s service with the company ends. Following this credit, the director beneficially owned 45,876 derivative securities in the form of these notional units, held directly.
Fiserv Inc director reports deferred stock-based compensation under a company plan. On December 31, 2025, the director elected to defer $32,500 of cash director fees into the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan. In exchange, the director received 484 deferred compensation notional units, calculated by dividing the deferred amount by Fiserv’s common stock closing price of $67.17 per share on that date.
Each notional unit represents the right to receive one share of Fiserv common stock after the director’s service with the company ends. Following this transaction, the director beneficially owned 1,837 derivative securities in the form of these deferred compensation notional units, all held as a direct interest.
Fiserv Inc. reported an insider stock purchase by its Chief Administrative and Legal Officer. On 12/02/2025, the officer bought 7,900 shares of Fiserv common stock in an open-market transaction coded "P" at a price of $63.19 per share. Following this transaction, the officer beneficially owns 61,285 shares of Fiserv common stock held directly.
Fiserv Inc. disclosed that one of its Co-Presidents, a reporting officer of the company, has filed an initial ownership report stating that they do not beneficially own any Fiserv securities. The filing notes that the report is made by a single reporting person and confirms that no non-derivative or derivative securities are listed as owned. This is an administrative disclosure about insider holdings rather than a transaction or change in ownership.
Fiserv Inc. reported an insider equity grant by its Chief Accounting Officer on a Form 4. On 11/18/2025, the officer acquired 6,522 restricted stock units and an additional 5,706 restricted stock units, both recorded as common stock at a price of $0 per share. After these awards, the officer beneficially owns 51,124 shares of common stock.
According to the footnotes, one-third of one award of restricted stock units vests on each anniversary of the grant date, while the other award fully vests on the 18‑month anniversary of the grant date. These grants represent equity compensation rather than open‑market purchases.
Dodge & Cox filed Amendment No. 3 to Schedule 13G reporting a passive stake in Fiserv, Inc. common stock. The firm beneficially owned 38,634,009 shares, representing 7.1% of the class, as of the event date.
Dodge & Cox reported sole voting power over 36,698,484 shares and sole dispositive power over 38,634,009 shares. The date of event triggering the filing was 09/30/2025.
The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control. Clients of Dodge & Cox, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds associated with these shares.
Fiserv, Inc. and Fiserv Funding Unlimited Company filed a Form 25 to remove certain securities from listing and/or registration on the New York Stock Exchange under Section 12(b) of the Exchange Act. The filing covers Fiserv common stock (par value $0.01 per share) and multiple senior notes, including 1.125% due 2027, 1.625% due 2030, 3.000% due 2031, 4.500% due 2031, as well as notes issued by Fiserv Funding Unlimited Company—2.875% due 2028, 3.500% due 2032, and 4.000% due 2036—that are guaranteed by Fiserv, Inc.
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.