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, Inc. filings document the regulatory record of a payments and financial technology company with common stock and multiple series of senior notes registered under the Exchange Act. Form 8-K filings cover quarterly and annual operating results, leadership and compensation matters, exchange-listing transfers, and other material events. The company’s securities disclosures include common stock and senior notes listed on Nasdaq, as well as Form 25 documentation for the voluntary withdrawal of NYSE listings.
Proxy materials describe governance, board refreshment, executive compensation, leadership transitions, shareholder voting matters, and the One Fiserv action plan. The filings also identify capital-structure matters involving Fiserv and Fiserv Funding Unlimited Company debt securities, including notes guaranteed by Fiserv.
Fiserv Inc. executive Adam L. Rosman disposed of shares to cover taxes on vested stock units. On February 21, 2026, he surrendered 1,455 shares of common stock at $61.47 per share, followed by 2,202 shares on February 22, 2026, also at $61.47 per share.
According to the footnote, both transactions reflect payment of tax liabilities by withholding shares when restricted stock units vested, rather than open-market sales. After these tax-withholding dispositions, Rosman directly owned 126,574 Fiserv common shares.
Fiserv Inc.'s Chief Accounting Officer Kenneth Best reported two share dispositions related to tax withholding, not open-market sales. On February 21, 2026, 642 shares of common stock were withheld at $61.47 per share to cover tax liabilities from vesting restricted stock units. On February 22, 2026, an additional 802 shares were similarly withheld at $61.47 per share. After these transactions, Best directly owned 65,117 shares of Fiserv common stock.
Fiserv Inc. reported that Chief Accounting Officer Kenneth Best acquired 15,871 shares of common stock on February 18, 2026 through a grant or award at no cost. After this award, his directly held common stock ownership increased to 66,561 shares. One-third of these restricted stock units vest on each anniversary of the grant date.
Fiserv Inc.'s Chief Financial Officer Todd Paul M reported the acquisition of 45,231 shares of common stock on February 18, 2026 as a grant or award at no cost per share. Following this grant, his directly owned holdings increased to 69,684 shares. One-third of the related restricted stock units vest on each anniversary of the grant date, spreading the benefit over three years.
Fiserv Inc reported that Chief Administrative and Legal Officer Adam L. Rosman acquired 65,665 shares of common stock on a grant or award basis. These restricted stock units vest in three equal installments on each anniversary of the grant date. After this award, Rosman directly holds 130,231 shares of Fiserv common stock.
Gelb Andrew reported acquisition or exercise transactions in this Form 4 filing.
Fiserv Inc. executive Andrew Gelb, EVP and Head of Financial Solutions, reported an award of 62,094 shares of common stock on February 18, 2026, recorded at no cash cost per share. After this grant, his directly held stake increased to 91,566 shares of common stock.
According to the footnote, these are restricted stock units, with one-third vesting on each anniversary of the grant date. This means the award becomes fully vested over three years, aligning part of his compensation with the company’s longer-term performance.
Suryadevara Dhivya reported acquisition or exercise transactions in this Form 4 filing.
Fiserv Co-President Dhivya Suryadevara received an equity grant of 101,572 shares of common stock in the form of restricted stock units. The award was recorded at a price of $0.00 per share, reflecting a compensatory grant rather than an open‑market purchase.
After this grant, her directly held common stock position increased to 258,057 shares. According to the disclosure, one-third of these restricted stock units vest on each anniversary of the grant date, creating a three-year vesting schedule that ties compensation to continued service and long-term company performance.
Fiserv Inc. Co-President Panagiotis Georgakopoulos reported receiving an equity award of 182,512 shares of common stock at no cost. The award is in the form of restricted stock units, with one-third of the units vesting on each anniversary of the grant date. Following this grant/award acquisition, his directly owned common stock holdings increased to 253,774 shares.
Lyons Michael P. reported acquisition or exercise transactions in this Form 4 filing.
FISERV INC Chief Executive Officer Michael P. Lyons received an equity award in the form of restricted stock units. On the reported date, he was granted 309,158 shares of common stock at no cash cost, increasing his directly held stake to 351,317 shares.
According to the filing, these restricted stock units vest over time, with one-third of the units vesting on each anniversary of the grant date. This structure ties a significant portion of the CEO’s compensation to the company’s future share performance and continued service.
Fiserv, Inc. disclosed that its independent directors granted Chief Executive Officer Michael P. Lyons a supplemental long-term equity award on February 18, 2026. The package is designed to support retention and link his pay to the company’s strategic transformation and shareholder value creation.
The award totals about $30 million, split between $18 million of performance share units (PSUs) and $12 million of time-vesting restricted stock units (RSUs). The PSUs cliff vest after three years based on relative total shareholder return and goals tied to the One Fiserv action plan, with detailed metrics to be finalized around the 2026 investor day. The RSUs vest in three equal annual installments on the first three anniversaries of the grant date. This grant is in addition to Mr. Lyons’s regular annual equity incentive award of approximately $18.7 million granted the same day.