Insider at

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Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 42 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

42 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
Nov. 10, 2021 FISV S 1,934 $100.17 $193,729 7,753 Direct -19.96% Disposed -55.7% (price as of 2026-10-02)
Dec. 18, 2020 FISV S 1,090 $114.12 $124,391 7,988 Direct -12.01% Disposed -61.1% (price as of 2026-10-02)
Dec. 18, 2020 FISV S 983 $114.35 $112,406 7,988 Direct -10.96% Disposed -61.2% (price as of 2026-10-02)
June 15, 2020 FISV S 4,000 $99.64 $398,560 8,971 Direct -30.84% Disposed -55.5% (price as of 2026-10-02)
March 9, 2020 OOMA S 30,000 $13.39 $401,700 26,939 Direct -52.69% Disposed 55.3% (price as of 2026-10-02)
Dec. 22, 2017 OOMA S 20,000 $12.11 $242,200 36,420 Direct -35.45% Disposed 71.8% (price as of 2026-10-02)
June 2, 2017 UIS S 10,639 $12.35 $131,392 44,393 Direct -19.33% Disposed -81.5% (price as of 2026-10-02)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Nov. 7, 2024 719739 Restricted Stock Unit Common Stock (310) · May 2, 2032 310 Disposed
May 2, 2022 719739 Restricted Stock Unit Common Stock (310) · May 2, 2032 310 Acquired
April 21, 2022 719739 Restricted Stock Unit Common Stock (284) · May 3, 2031 284 Disposed
May 3, 2021 719739 Restricted Stock Unit Common Stock (284) · May 3, 2031 284 Acquired
April 22, 2021 719739 Restricted Stock Unit Common Stock (663) · May 11, 2030 663 Disposed
Dec. 18, 2020 FISV Stock Option (right to buy) Common Stock (1,090) $35.25 Nov. 18, 2024 1,090 Disposed
May 11, 2020 719739 Restricted Stock Unit Common Stock (663) · May 11, 2030 663 Acquired
May 24, 2017 FISV Stock Option (right to buy) Common Stock (2,144) $122.76 May 24, 2027 2,144 Acquired
May 18, 2016 FISV Stock Option (right to buy) Common Stock (2,589) $102.46 May 18, 2026 2,589 Acquired
May 20, 2015 FISV Stock Option (right to buy) Common Stock (3,297) $81.11 May 20, 2025 3,297 Acquired
Nov. 18, 2014 FISV Stock Option (right to buy) Common Stock (1,545) $70.50 Nov. 18, 2024 1,545 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

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Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Jan. 3, 2022 JHG Common Stock 4,362 Direct
July 16, 2015 OOMA Common Stock 20,000 Direct
July 16, 2015 OOMA Stock Option (right to buy)→ Common Stock · Direct