FISERV INC·4

Jul 1, 7:47 PM ET

Yarkoni Charlotte 4

4 · FISERV INC · Filed Jul 1, 2026

Research Summary

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Fiserv Director Charlotte Yarkoni Receives 663-Share Award

What Happened

  • Charlotte Yarkoni, a Fiserv (FISV) director, was credited with 663 notional shares (derivative units) on June 30, 2026. The units were valued at $49.05 each, totaling about $32,520. The transaction is reported as an award/acquisition (code A) arising from deferred director compensation rather than an open-market purchase.

Key Details

  • Transaction date and price: 2026-06-30 at the closing price of $49.05 per share.
  • Shares/units credited: 663 notional units; reported aggregate value ≈ $32,520. The filing notes $32,500 of compensation was deferred and converted into units (663 when dividing $32,500 by $49.05).
  • Instrument type: Notional units under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (derivative). These units will be settled one-for-one in Fiserv common stock after the reporting person's service ends.
  • Shares owned after transaction: Not specified in the provided filing.
  • Filing timeliness: Form 4 filed 2026-07-01 for a 6/30/2026 credit — not indicated as late.

Context

  • These notional units are deferred compensation for non-employee directors and are commonly used for board pay; they are not an immediate cash purchase of stock and therefore are less of a direct bullish signal than an open-market buy.
  • The award is modest in dollar terms (~$32.5k) and reflects routine director compensation rather than a change in ownership strategy.

Insider Transaction Report

Form 4
Period: 2026-06-30
Transactions
  • Award

    Deferred Compensation Notional Units

    [F1]
    2026-06-30$49.05/sh+663$32,5203,083 total
    Common Stock (663 underlying)
Footnotes (1)
  • [F1]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.
Signature
/s/ Eric C. Nelson (attorney-in-fact)|2026-07-01

Documents

1 file
  • 4
    wk-form4_1782949651.xmlPrimary

    FORM 4