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Fiserv (FISV) director Yarkoni defers $32,500 in fees into stock-linked units

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

Rhea-AI Filing Summary

Yarkoni Charlotte reported acquisition or exercise transactions in this Form 4 filing.

Fiserv Inc. director Charlotte Yarkoni received a grant of deferred compensation notional units as part of her board compensation. On June 30, 2026, she was credited with 663 notional units under Fiserv’s Non-Employee Director Deferred Compensation Plan in respect of $32,500 of deferred fees.

The number of units was determined by dividing the deferred amount by the company’s $49.05 closing share price on June 30, 2026. Following this credit, she holds a total of 3,083 deferred compensation notional units, each scheduled to be settled one-for-one in Fiserv common stock after her service ends.

Positive

  • None.

Negative

  • None.

Insights

Routine director fee deferral into stock-linked units.

Director Charlotte Yarkoni elected to defer $32,500 of board fees into deferred compensation notional units tied to Fiserv common stock. The 663 units were priced using the $49.05 closing share price on June 30, 2026.

This is a standard non-employee director compensation mechanism, not an open-market purchase or sale. After this allocation, she holds 3,083 notional units, each convertible into one common share when her board service ends. The filing reflects routine equity-linked pay, with no direct cash trading signal.

Insider Yarkoni Charlotte
Role null
Type Security Shares Price Value
Grant/Award Deferred Compensation Notional Units 663 $49.05 $33K
Holdings After Transaction: Deferred Compensation Notional Units — 3,083 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Deferred compensation amount $32,500 Board fees deferred into notional units on June 30, 2026
Notional units granted 663 units Deferred compensation notional units credited June 30, 2026
Reference share price $49.05 per share Fiserv common stock closing price on June 30, 2026
Total notional units after transaction 3,083 units Deferred compensation notional units held following the grant
Underlying common stock 663 shares Common shares underlying newly credited notional units
Deferred Compensation Notional Units financial
"These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan"
Non-Employee Director Deferred Compensation Plan financial
"allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan")"
deferred compensation financial
"fees otherwise payable in cash may be deferred in exchange for the allocation of notional units"
Deferred compensation is pay that employees or executives have earned now but will receive at a later date, such as delayed bonuses, retirement benefits, or stock grants. It matters to investors because it creates future obligations and shapes incentives—like a promise to pay later that can affect a company’s reported profits, cash needs and potential stock dilution—so it helps signal how a business manages costs and retains key people.
notional units financial
"the allocation of notional units under the Plan"
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
Yarkoni Charlotte
(Last)(First)(Middle)
600 N. VEL R. PHILLIPS AVENUE
(Street)
MILWAUKEE WISCONSIN 53203
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
FISERV INC [ FISV ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Deferred Compensation Notional Units(1)06/30/2026A663 (1) (1)Common Stock663$49.05(1)3,083D
Explanation of Responses:
1. These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2026, in respect of $32,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2026, the closing price of Fiserv's common stock was $49.05 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
Remarks:
/s/ Eric C. Nelson (attorney-in-fact)07/01/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did Fiserv (FISV) director Charlotte Yarkoni report on this Form 4?

Charlotte Yarkoni reported receiving 663 deferred compensation notional units, credited under Fiserv’s Non-Employee Director Deferred Compensation Plan. These units represent deferred board fees that will later be settled in Fiserv common stock on a one-for-one basis after her service ends.

How were the 663 deferred compensation notional units for FISV calculated?

The 663 notional units were calculated by dividing $32,500 of deferred director compensation by Fiserv’s $49.05 closing common stock price on June 30, 2026. This formula directly links the number of units to the market value of Fiserv shares at the deferral date.

Is Charlotte Yarkoni buying or selling Fiserv (FISV) stock in this Form 4?

She is not buying or selling stock on the open market. Instead, she is receiving a grant of deferred compensation notional units in lieu of cash board fees, which will later be settled in Fiserv common stock after her board service concludes.

How many deferred compensation notional units does Charlotte Yarkoni hold after this FISV transaction?

After this transaction, Charlotte Yarkoni holds a total of 3,083 deferred compensation notional units. Each unit is designed to convert into one share of Fiserv common stock, providing stock-linked exposure as part of her overall director compensation package.

What is the Fiserv Non-Employee Director Deferred Compensation Plan?

The plan allows Fiserv non-employee directors to defer cash fees in exchange for notional units tied to Fiserv common stock. These units accumulate over time and are settled in actual shares on a one-for-one basis after a director’s service with the company ends.