Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 49 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

49 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
May 12, 2023 TREE P 3,000 $17.67 $53,010 33,216 Direct +9.93% Acquired 39.4% (price as of 2026-10-02)
May 11, 2023 TREE P 10,000 $18.28 $182,800 30,216 Direct +49.47% Acquired 34.8% (price as of 2026-10-02)
Aug. 23, 2022 TREE P 1,962 $33.65 $66,021 20,000 Direct +10.88% Acquired -26.8% (price as of 2026-10-02)
Aug. 22, 2022 TREE P 8,038 $34.93 $280,767 18,038 Direct +80.38% Acquired -29.5% (price as of 2026-10-02)
May 9, 2022 TREE P 10,000 $65.67 $656,700 10,000 Direct · Acquired -62.5% (price as of 2026-10-02)
Sept. 19, 2014 FISV P 10,000 $65.50 $655,000 61,233 Direct +19.52% Acquired 35.5% (price as of 2026-10-02)
March 10, 2011 FISV P 5,000 $59.50 $297,500 15,000 Direct +50.00% Acquired 198.2% (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.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
June 17, 2026 TREE Restricted Stock Units Common Stock (5,000) · · 5,000 Acquired
June 11, 2026 TREE Restricted Stock Units Common Stock (5,000) · · 5,000 Disposed
June 11, 2025 TREE Restricted Stock Units Common Stock (5,000) · · 5,000 Disposed
June 11, 2025 TREE Restricted Stock Units Common Stock (5,000) · · 5,000 Acquired
June 12, 2024 TREE Restricted Stock Units Common Stock (4,000) · · 4,000 Disposed
June 12, 2024 TREE Restricted Stock Units Common Stock (5,000) · · 5,000 Acquired
June 21, 2023 TREE Restricted Stock Units Common Stock (2,205) · · 2,205 Disposed
June 21, 2023 TREE Restricted Stock Units Common Stock (4,000) · · 4,000 Acquired
April 27, 2023 TREE Restricted Stock Units Common Stock (216) · · 216 Disposed
Dec. 19, 2022 FIS Restricted Stock Units Common Stock (1,084) · · 1,084 Acquired
June 22, 2022 TREE Stock Options Common Stock (2,081) $52.17 June 22, 2032 2,081 Acquired
June 22, 2022 TREE Restricted Stock Units Common Stock (2,205) $0.00 · 2,205 Acquired
April 27, 2022 TREE Restricted Stock Units Common Stock (216) $0.00 · 216 Acquired
April 27, 2022 TREE Stock Options Common Stock (204) $83.45 April 27, 2032 204 Acquired
Feb. 21, 2018 FISV Employee Stock Option (right to buy) Common Stock (20,090) $139.79 Feb. 21, 2028 20,090 Acquired
Feb. 22, 2017 FISV Employee Stock Option (right to buy) Common Stock (37,635) $113.82 Feb. 22, 2027 37,635 Acquired
Feb. 19, 2016 FISV Employee Stock Option (right to buy) Common Stock (54,262) $96.65 Feb. 19, 2026 54,262 Acquired
Feb. 18, 2015 FISV Stock Option (right to buy) Common Stock (70,810) $79.05 Feb. 18, 2025 70,810 Acquired
Feb. 19, 2014 FISV Stock Option (right to buy) Common Stock (74,581) $56.97 Feb. 19, 2024 74,581 Acquired
Feb. 20, 2013 FISV Stock Option (right to buy) Common Stock (41,788) $80.69 Feb. 20, 2023 41,788 Acquired
Feb. 22, 2012 FISV Stock Option (right to buy) Common Stock (45,253) $65.27 Feb. 22, 2022 45,253 Acquired
Jan. 3, 2011 FISV Stock Option (right to buy) Common Stock (48,645) $59.50 Jan. 3, 2021 48,645 Acquired
Oct. 19, 2007 HRB Call Option to Purchase Common Stock, without par value (29,904) $10.03 Sept. 1, 2008 29,904 Disposed
June 30, 2007 HRB Call Option to Purchase Common Stock, without par value (425,000) $23.37 June 30, 2017 425,000 Acquired
June 30, 2006 HRB Call Option to Purchase Common Stock, without par value (376,885) $23.86 June 30, 2016 376,885 Acquired
June 30, 2005 HRB Call Option to Purchase Common Stock, without par value (130,000) $58.35 June 30, 2015 130,000 Acquired
June 30, 2005 HRB Call Option to Purchase Common Stock, without par value (130,000) $58.35 June 30, 2015 130,000 Acquired
June 30, 2004 HRB Call Option to Purchase Common Stock, without par value (110,000) $47.68 June 30, 2014 110,000 Acquired

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

Initial ownership (Form 3) 2 holdings

07

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

DateTickerSecuritySharesOwnership
Dec. 20, 2022 FIS Common Stock 10,000 Direct
Jan. 5, 2011 FISV Common Stock 10,000 Direct

Compensation (DEF 14A)

08

Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2017 $600,000 · · · $740,372 · $11,940 $3,352,393
2016 $600,000 · · · $695,936 · $12,517 $3,508,548
2015 $600,000 · · · $824,823 · $11,267 $3,408,894

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.