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[Form 4] Fiserv, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

ZoomInfo Technologies Inc. (ZI) � Form 144 filing discloses a planned insider sale under Rule 144.

  • Securities to be sold: 14,773 Class A common shares.
  • Estimated market value: US$148,911.84 (based on prevailing market price cited in the form).
  • Seller of record: James M. Roth, acting pursuant to a Rule 10b5-1 trading plan, with Morgan Stanley Smith Barney LLC as broker.
  • Planned sale date: on or about 02 July 2025 through NASDAQ.
  • Share-count context: ZI reports 328,911,200 shares outstanding; the proposed sale represents �0.0045 % of shares outstanding.
  • Recent activity: The same insider sold 18,408 shares on 05 June 2025 for gross proceeds of US$184,398.72.

The filing is a routine notice rather than a completed transaction. Given the small size relative to total float, the event is unlikely to be materially impactful for shareholders, but it does provide visibility into insider trading activity and possible sentiment.

ZoomInfo Technologies Inc. (ZI) � Comunicazione Form 144 segnala una vendita interna pianificata ai sensi della Regola 144.

  • Titoli da vendere: 14.773 azioni ordinarie di Classe A.
  • Valore di mercato stimato: 148.911,84 USD (basato sul prezzo di mercato corrente indicato nel modulo).
  • Venditore registrato: James M. Roth, che agisce secondo un piano di trading conforme alla Regola 10b5-1, con Morgan Stanley Smith Barney LLC come broker.
  • Data prevista per la vendita: intorno al 2 luglio 2025 tramite NASDAQ.
  • Contesto del numero di azioni: ZI riporta 328.911.200 azioni in circolazione; la vendita proposta rappresenta circa 0,0045 % delle azioni totali.
  • Attività recente: Lo stesso insider ha venduto 18.408 azioni il 5 giugno 2025 per un ricavo lordo di 184.398,72 USD.

La comunicazione è una notifica di routine e non una transazione già completata. Considerata la piccola entità rispetto al flottante totale, l'evento è probabilmente privo di impatto significativo per gli azionisti, ma offre trasparenza sulle operazioni interne e un possibile indicatore di sentiment.

ZoomInfo Technologies Inc. (ZI) � Presentación del Formulario 144 revela una venta interna planificada bajo la Regla 144.

  • Valores a vender: 14,773 acciones ordinarias Clase A.
  • Valor estimado de mercado: US$148,911.84 (basado en el precio de mercado vigente citado en el formulario).
  • Vendedor registrado: James M. Roth, actuando conforme a un plan de negociación bajo la Regla 10b5-1, con Morgan Stanley Smith Barney LLC como corredor.
  • Fecha prevista de venta: aproximadamente el 2 de julio de 2025 a través de NASDAQ.
  • Contexto del número de acciones: ZI reporta 328,911,200 acciones en circulación; la venta propuesta representa aproximadamente el 0.0045 % de las acciones en circulación.
  • Actividad reciente: El mismo insider vendió 18,408 acciones el 5 de junio de 2025 por ingresos brutos de US$184,398.72.

La presentación es un aviso rutinario y no una transacción concluida. Dado el tamaño reducido en relación con el flotante total, el evento es poco probable que tenga un impacto material para los accionistas, pero proporciona visibilidad sobre la actividad interna y posible sentimiento.

ZoomInfo Technologies Inc. (ZI) � Form 144 제출은 Rule 144� 따른 내부� 매도 계획� 공개합니�.

  • 매도 예정 증권: 14,773� Class A 보통�.
  • 추정 시가 총액: 미화 148,911.84달러 (양식� 명시� 현재 시장 가� 기준).
  • 기록� 판매�: James M. Roth, Rule 10b5-1 거래 계획� 따라 행동하며 Morgan Stanley Smith Barney LLC가 중개인입니다.
  • 예정 매도�: 2025� 7� 2� � NASDAQ� 통해.
  • 주식 � 관� 맥락: ZI� � 328,911,200주가 발행되었으며, 제안� 매도� � 발행 주식� � 0.0045 %� 해당합니�.
  • 최근 활동: 같은 내부자가 2025� 6� 5일에 18,408주를 매도하여 � 184,398.72달러� 총수익을 올렸습니�.

� 제출은 완료� 거래가 아닌 정기 통지입니�. � 유통 주식 수에 비해 규모가 작아 주주들에� 실질적인 영향은 없을 것으� 예상되지�, 내부� 거래 활동� 잠재� 심리� 파악하는 � 도움� 됩니�.

ZoomInfo Technologies Inc. (ZI) � Dépôt du Formulaire 144 révèle une vente prévue par un initié conformément à la Règle 144.

  • Titres à vendre : 14 773 actions ordinaires de Classe A.
  • Valeur marchande estimée : 148 911,84 USD (basée sur le cours de marché en vigueur indiqué dans le formulaire).
  • Vendeur enregistré : James M. Roth, agissant selon un plan de trading conforme à la Règle 10b5-1, avec Morgan Stanley Smith Barney LLC comme courtier.
  • Date prévue de la vente : aux alentours du 2 juillet 2025 via NASDAQ.
  • Contexte du nombre d’actions : ZI déclare 328 911 200 actions en circulation ; la vente proposée représente environ 0,0045 % des actions en circulation.
  • Activité récente : Le même initié a vendu 18 408 actions le 5 juin 2025 pour un produit brut de 184 398,72 USD.

Le dépôt est un avis de routine et non une transaction finalisée. Étant donné la taille réduite par rapport au flottant total, l’événement est peu susceptible d’avoir un impact significatif pour les actionnaires, mais il offre une visibilité sur les activités d’initiés et un possible indicateur de sentiment.

ZoomInfo Technologies Inc. (ZI) � Form 144 Einreichung gibt einen geplanten Insider-Verkauf gemäß Regel 144 bekannt.

  • Zu verkaufende Wertpapiere: 14.773 Class A Stammaktien.
  • Geschätzter Marktwert: 148.911,84 USD (basierend auf dem im Formular angegebenen aktuellen Marktpreis).
  • Verkäufer im Register: James M. Roth, handelnd gemäß einem Rule 10b5-1 Handelsplan, mit Morgan Stanley Smith Barney LLC als Broker.
  • Geplanter Verkaufstermin: etwa am 2. Juli 2025 über NASDAQ.
  • Aktienzahl im Kontext: ZI meldet 328.911.200 ausstehende Aktien; der geplante Verkauf entspricht etwa 0,0045 % der ausstehenden Aktien.
  • Jüngste Aktivität: Derselbe Insider verkaufte am 5. Juni 2025 18.408 Aktien mit Bruttoerlösen von 184.398,72 USD.

Die Einreichung ist eine routinemäßige Mitteilung und keine abgeschlossene Transaktion. Aufgrund der geringen Größe im Verhältnis zum Gesamtbestand ist das Ereignis wahrscheinlich ohne wesentliche Auswirkungen für die Aktionäre, bietet jedoch Einblick in Insider-Handelsaktivitäten und mögliche Stimmungen.

Positive
  • None.
Negative
  • None.

Insights

TL;DR � Minor insider sale; neutral impact due to immaterial size.

The 14,773-share sale equates to under 0.01 % of ZoomInfo’s shares outstanding and ~US$149 k in value � marginal relative to the company’s multi-billion-dollar market cap. The seller, James M. Roth, is using a pre-arranged Rule 10b5-1 plan, reducing concerns about opportunistic trading. Although insider selling can sometimes signal caution, the dollar amount and share percentage are too small to draw meaningful conclusions. I view the filing as routine and not price-moving.

TL;DR � Governance-compliant 10b5-1 trade; no red flags detected.

The notice indicates full adherence to Rule 144 and 10b5-1 guidelines, with broker disclosure and certification that no undisclosed MNPI exists. The prior sale in June plus this planned transaction remain well below aggregation thresholds that would require additional disclosures. From a governance lens, the company continues to exhibit transparency. No material insider exodus or concentrated selling pattern is evident.

ZoomInfo Technologies Inc. (ZI) � Comunicazione Form 144 segnala una vendita interna pianificata ai sensi della Regola 144.

  • Titoli da vendere: 14.773 azioni ordinarie di Classe A.
  • Valore di mercato stimato: 148.911,84 USD (basato sul prezzo di mercato corrente indicato nel modulo).
  • Venditore registrato: James M. Roth, che agisce secondo un piano di trading conforme alla Regola 10b5-1, con Morgan Stanley Smith Barney LLC come broker.
  • Data prevista per la vendita: intorno al 2 luglio 2025 tramite NASDAQ.
  • Contesto del numero di azioni: ZI riporta 328.911.200 azioni in circolazione; la vendita proposta rappresenta circa 0,0045 % delle azioni totali.
  • Attività recente: Lo stesso insider ha venduto 18.408 azioni il 5 giugno 2025 per un ricavo lordo di 184.398,72 USD.

La comunicazione è una notifica di routine e non una transazione già completata. Considerata la piccola entità rispetto al flottante totale, l'evento è probabilmente privo di impatto significativo per gli azionisti, ma offre trasparenza sulle operazioni interne e un possibile indicatore di sentiment.

ZoomInfo Technologies Inc. (ZI) � Presentación del Formulario 144 revela una venta interna planificada bajo la Regla 144.

  • Valores a vender: 14,773 acciones ordinarias Clase A.
  • Valor estimado de mercado: US$148,911.84 (basado en el precio de mercado vigente citado en el formulario).
  • Vendedor registrado: James M. Roth, actuando conforme a un plan de negociación bajo la Regla 10b5-1, con Morgan Stanley Smith Barney LLC como corredor.
  • Fecha prevista de venta: aproximadamente el 2 de julio de 2025 a través de NASDAQ.
  • Contexto del número de acciones: ZI reporta 328,911,200 acciones en circulación; la venta propuesta representa aproximadamente el 0.0045 % de las acciones en circulación.
  • Actividad reciente: El mismo insider vendió 18,408 acciones el 5 de junio de 2025 por ingresos brutos de US$184,398.72.

La presentación es un aviso rutinario y no una transacción concluida. Dado el tamaño reducido en relación con el flotante total, el evento es poco probable que tenga un impacto material para los accionistas, pero proporciona visibilidad sobre la actividad interna y posible sentimiento.

ZoomInfo Technologies Inc. (ZI) � Form 144 제출은 Rule 144� 따른 내부� 매도 계획� 공개합니�.

  • 매도 예정 증권: 14,773� Class A 보통�.
  • 추정 시가 총액: 미화 148,911.84달러 (양식� 명시� 현재 시장 가� 기준).
  • 기록� 판매�: James M. Roth, Rule 10b5-1 거래 계획� 따라 행동하며 Morgan Stanley Smith Barney LLC가 중개인입니다.
  • 예정 매도�: 2025� 7� 2� � NASDAQ� 통해.
  • 주식 � 관� 맥락: ZI� � 328,911,200주가 발행되었으며, 제안� 매도� � 발행 주식� � 0.0045 %� 해당합니�.
  • 최근 활동: 같은 내부자가 2025� 6� 5일에 18,408주를 매도하여 � 184,398.72달러� 총수익을 올렸습니�.

� 제출은 완료� 거래가 아닌 정기 통지입니�. � 유통 주식 수에 비해 규모가 작아 주주들에� 실질적인 영향은 없을 것으� 예상되지�, 내부� 거래 활동� 잠재� 심리� 파악하는 � 도움� 됩니�.

ZoomInfo Technologies Inc. (ZI) � Dépôt du Formulaire 144 révèle une vente prévue par un initié conformément à la Règle 144.

  • Titres à vendre : 14 773 actions ordinaires de Classe A.
  • Valeur marchande estimée : 148 911,84 USD (basée sur le cours de marché en vigueur indiqué dans le formulaire).
  • Vendeur enregistré : James M. Roth, agissant selon un plan de trading conforme à la Règle 10b5-1, avec Morgan Stanley Smith Barney LLC comme courtier.
  • Date prévue de la vente : aux alentours du 2 juillet 2025 via NASDAQ.
  • Contexte du nombre d’actions : ZI déclare 328 911 200 actions en circulation ; la vente proposée représente environ 0,0045 % des actions en circulation.
  • Activité récente : Le même initié a vendu 18 408 actions le 5 juin 2025 pour un produit brut de 184 398,72 USD.

Le dépôt est un avis de routine et non une transaction finalisée. Étant donné la taille réduite par rapport au flottant total, l’événement est peu susceptible d’avoir un impact significatif pour les actionnaires, mais il offre une visibilité sur les activités d’initiés et un possible indicateur de sentiment.

ZoomInfo Technologies Inc. (ZI) � Form 144 Einreichung gibt einen geplanten Insider-Verkauf gemäß Regel 144 bekannt.

  • Zu verkaufende Wertpapiere: 14.773 Class A Stammaktien.
  • Geschätzter Marktwert: 148.911,84 USD (basierend auf dem im Formular angegebenen aktuellen Marktpreis).
  • Verkäufer im Register: James M. Roth, handelnd gemäß einem Rule 10b5-1 Handelsplan, mit Morgan Stanley Smith Barney LLC als Broker.
  • Geplanter Verkaufstermin: etwa am 2. Juli 2025 über NASDAQ.
  • Aktienzahl im Kontext: ZI meldet 328.911.200 ausstehende Aktien; der geplante Verkauf entspricht etwa 0,0045 % der ausstehenden Aktien.
  • Jüngste Aktivität: Derselbe Insider verkaufte am 5. Juni 2025 18.408 Aktien mit Bruttoerlösen von 184.398,72 USD.

Die Einreichung ist eine routinemäßige Mitteilung und keine abgeschlossene Transaktion. Aufgrund der geringen Größe im Verhältnis zum Gesamtbestand ist das Ereignis wahrscheinlich ohne wesentliche Auswirkungen für die Aktionäre, bietet jedoch Einblick in Insider-Handelsaktivitäten und mögliche Stimmungen.

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*
Simons Doyle

(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 [ FI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2025
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
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
Deferred Compensation Notional Units (1) 06/30/2025 A 285 (1) (1) Common Stock 285 $172.41(1) 44,601 D
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, 2025, in respect of $49,038 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, 2025, the closing price of Fiserv's common stock was $172.41 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) 07/02/2025
** 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

How many ZoomInfo (ZI) shares are being sold under this Form 144?

The filing covers 14,773 shares of Class A common stock.

What is the estimated value of the planned ZI insider sale?

The aggregate market value disclosed is US$148,911.84.

Who is the insider selling ZoomInfo shares and under what plan?

The seller is James M. Roth, acting under a Rule 10b5-1 trading plan.

When is the proposed sale date for the ZoomInfo shares?

The approximate sale date listed is 02 July 2025.

How significant is the sale relative to ZoomInfo’s total shares outstanding?

The 14,773 shares represent roughly 0.0045 % of the 328.9 million shares outstanding.
Fiserv Inc

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94.45B
550.25M
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1.49%
Information Technology Services
Services-business Services, Nec
United States
MILWAUKEE