Steven Tait

Insider

First SEC filing: Feb. 26, 2010 · Latest: Feb. 26, 2010

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 87 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

87 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Feb. 22, 2017	FISV	A	1,758	—	—	32,261 Direct	+5.76%	Acquired	(price as of 2026-08-20)
Feb. 22, 2017	FISV	A	5,377	—	—	5,377 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 20, 2017	FISV	F	2,759	$111.98	$308,953	30,503 Direct	-8.29%	Disposed	-8.3% (price as of 2026-08-20)
Feb. 19, 2017	FISV	F	398	$111.98	$44,568	33,262 Direct	-1.18%	Disposed	-8.3% (price as of 2026-08-20)
Feb. 18, 2017	FISV	F	312	$111.98	$34,938	33,660 Direct	-0.92%	Disposed	-8.3% (price as of 2026-08-20)
June 16, 2016	FISV	M	13,888	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 16, 2016	FISV	M	11,650	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 16, 2016	FISV	S	25,538	$105.68	$2,698,856	33,972 Direct	-42.91%	Disposed	-2.8% (price as of 2026-08-20)
June 16, 2016	FISV	M	13,888	$23.85	$331,229	59,510 Direct	+30.44%	Acquired	330.7% (price as of 2026-08-20)
June 16, 2016	FISV	M	11,650	$22.83	$265,970	45,622 Direct	+34.29%	Acquired	349.9% (price as of 2026-08-20)
Feb. 22, 2016	FISV	F	965	$97.92	$94,493	33,972 Direct	-2.76%	Disposed	4.9% (price as of 2026-08-20)
Feb. 20, 2016	FISV	F	2,034	$96.65	$196,586	34,937 Direct	-5.50%	Disposed	6.3% (price as of 2026-08-20)
Feb. 19, 2016	FISV	A	5,586	—	—	5,586 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 19, 2016	FISV	F	432	$96.65	$41,753	36,971 Direct	-1.15%	Disposed	6.3% (price as of 2026-08-20)
Feb. 19, 2016	FISV	A	1,811	—	—	37,403 Direct	+5.09%	Acquired	(price as of 2026-08-20)
Feb. 23, 2015	FISV	F	333	$78.81	$26,244	35,592 Direct	-0.93%	Disposed	30.3% (price as of 2026-08-20)
Feb. 22, 2015	FISV	F	629	$79.05	$49,722	35,925 Direct	-1.72%	Disposed	29.9% (price as of 2026-08-20)
Feb. 20, 2015	FISV	F	715	$79.05	$56,521	36,554 Direct	-1.92%	Disposed	29.9% (price as of 2026-08-20)
Feb. 18, 2015	FISV	A	9,441	—	—	9,441 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 18, 2015	FISV	A	3,037	—	—	37,269 Direct	+8.87%	Acquired	(price as of 2026-08-20)
June 13, 2014	FISV	M	21,350	—	—	11,650 Direct	-64.70%	Disposed	(price as of 2026-08-20)
June 13, 2014	FISV	S	7,674	$59.90	$459,673	34,232 Direct	-18.31%	Disposed	71.5% (price as of 2026-08-20)
June 13, 2014	FISV	F	13,676	$59.96	$820,013	41,906 Direct	-24.61%	Disposed	71.3% (price as of 2026-08-20)
June 13, 2014	FISV	M	21,350	$22.83	$487,420	55,582 Direct	+62.37%	Acquired	349.9% (price as of 2026-08-20)
March 19, 2014	FISV	M	17,000	$22.83	$388,110	57,464 Direct	+42.01%	Acquired	349.9% (price as of 2026-08-20)
March 19, 2014	FISV	F	11,003	$58.21	$640,485	46,461 Direct	-19.15%	Disposed	76.5% (price as of 2026-08-20)
March 19, 2014	FISV	S	12,229	$58.49	$715,274	34,232 Direct	-26.32%	Disposed	75.6% (price as of 2026-08-20)
March 19, 2014	FISV	M	17,000	—	—	33,000 Direct	-34.00%	Disposed	(price as of 2026-08-20)
Feb. 24, 2014	FISV	F	479	$57.56	$27,571	40,464 Direct	-1.17%	Disposed	78.5% (price as of 2026-08-20)
Feb. 23, 2014	FISV	F	330	$57.37	$18,932	40,943 Direct	-0.80%	Disposed	79.0% (price as of 2026-08-20)
Feb. 22, 2014	FISV	F	682	$57.37	$39,126	41,273 Direct	-1.63%	Disposed	79.0% (price as of 2026-08-20)
Feb. 19, 2014	FISV	A	4,389	—	—	41,955 Direct	+11.68%	Acquired	(price as of 2026-08-20)
Feb. 19, 2014	FISV	A	13,318	—	—	13,318 Direct	—	Acquired	(price as of 2026-08-20)
Nov. 4, 2013	FISV	F	547	$105.10	$57,490	18,783 Direct	-2.83%	Disposed	95.5% (price as of 2026-08-20)
Feb. 25, 2013	FISV	F	244	$79.59	$19,420	19,529 Direct	-1.23%	Disposed	158.1% (price as of 2026-08-20)
Feb. 25, 2013	FISV	F	199	$79.59	$15,838	19,330 Direct	-1.02%	Disposed	158.1% (price as of 2026-08-20)
Feb. 20, 2013	FISV	A	11,940	—	—	11,940 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	FISV	A	3,718	—	—	19,773 Direct	+23.16%	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	FISV	A	4,958	—	—	16,055 Direct	+44.68%	Acquired	(price as of 2026-08-20)
Nov. 2, 2012	FISV	F	529	$75.24	$39,802	11,097 Direct	-4.55%	Disposed	173.0% (price as of 2026-08-20)
Feb. 24, 2012	FISV	F	268	$66.87	$17,921	11,626 Direct	-2.25%	Disposed	207.2% (price as of 2026-08-20)
Feb. 22, 2012	FISV	A	10,443	—	—	10,443 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 22, 2012	FISV	A	3,448	—	—	11,894 Direct	+40.82%	Acquired	(price as of 2026-08-20)
Feb. 23, 2011	FISV	A	14,814	—	—	14,814 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 23, 2011	FISV	A	1,824	—	—	8,446 Direct	+27.54%	Acquired	(price as of 2026-08-20)
Feb. 24, 2010	FISV	A	6,944	—	—	6,944 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 24, 2010	FISV	A	2,622	—	—	6,622 Direct	-28.36%	Disposed	(price as of 2026-08-20)
July 3, 2008	HRB	A	115,681	—	—	115,681 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2008	HRB	F	1,702	$21.40	$36,423	28,417 Direct	-5.65%	Disposed	148.1% (price as of 2026-08-20)
June 30, 2007	HRB	A	80,000	—	—	80,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2007	HRB	F	2,116	$23.37	$49,451	30,119 Direct	-6.56%	Disposed	127.2% (price as of 2026-08-20)
June 30, 2006	HRB	A	100,000	—	—	100,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2006	HRB	J	10,000	$23.86	$238,600	42,235 Direct	+31.02%	Acquired	122.5% (price as of 2026-08-20)
June 30, 2006	HRB	F	2,836	$23.94	$67,894	32,235 Direct	-8.09%	Disposed	121.8% (price as of 2026-08-20)
April 3, 2006	HRB	F	1,723	$21.88	$37,699	35,071 Direct	-4.68%	Disposed	142.6% (price as of 2026-08-20)
June 30, 2005	HRB	A	50,000	—	—	50,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2005	HRB	F	441	$58.63	$25,856	18,397 Direct	-2.34%	Disposed	81.1% (price as of 2026-08-20)
June 30, 2005	HRB	A	7,000	$58.35	$408,450	18,838 Direct	+59.13%	Acquired	82.0% (price as of 2026-08-20)
April 1, 2005	HRB	F	662	$50.70	$33,563	11,838 Direct	-5.30%	Disposed	109.4% (price as of 2026-08-20)
June 30, 2004	HRB	A	35,000	—	—	35,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2004	HRB	A	5,000	$47.68	$238,400	12,500 Direct	+66.67%	Acquired	122.7% (price as of 2026-08-20)
June 30, 2004	HRB	A	30,000	—	—	30,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2004	HRB	A	7,000	$47.68	$333,760	14,500 Direct	+93.33%	Acquired	122.7% (price as of 2026-08-20)
May 28, 2004	HRB	J	332	$48.85	$16,218	7,500 Direct	-4.24%	Disposed	117.4% (price as of 2026-08-20)
May 28, 2004	HRB	J	18	$45.83	$825	7,832 Direct	+0.23%	Acquired	131.7% (price as of 2026-08-20)
May 14, 2004	HRB	J	18	$45.83	$825	7,814 Direct	+0.23%	Acquired	131.7% (price as of 2026-08-20)
April 30, 2004	HRB	J	17	$49.07	$834	7,795 Direct	+0.22%	Acquired	116.4% (price as of 2026-08-20)
April 15, 2004	HRB	J	17	$49.07	$834	7,778 Direct	+0.22%	Acquired	116.4% (price as of 2026-08-20)
April 1, 2004	HRB	J	1	$49.07	$49	7,761 Direct	+0.01%	Acquired	116.4% (price as of 2026-08-20)
March 31, 2004	HRB	J	15	$53.84	$808	7,760 Direct	+0.19%	Acquired	97.2% (price as of 2026-08-20)
March 29, 2004	HRB	J	37	$53.84	$1,992	7,745 Direct	+0.48%	Acquired	97.2% (price as of 2026-08-20)
March 15, 2004	HRB	J	15	$53.84	$808	7,708 Direct	+0.19%	Acquired	97.2% (price as of 2026-08-20)
Feb. 27, 2004	HRB	J	14	$57.78	$809	7,692 Direct	+0.18%	Acquired	83.8% (price as of 2026-08-20)
Feb. 13, 2004	HRB	J	14	$57.78	$809	7,678 Direct	+0.18%	Acquired	83.8% (price as of 2026-08-20)
Jan. 30, 2004	HRB	J	21	$55.72	$1,170	7,663 Direct	+0.27%	Acquired	90.6% (price as of 2026-08-20)
Jan. 15, 2004	HRB	J	9	$55.72	$501	7,643 Direct	+0.12%	Acquired	90.6% (price as of 2026-08-20)
Jan. 2, 2004	HRB	J	0	$55.72	—	7,634 Direct	0.00%	Acquired	90.6% (price as of 2026-08-20)
Dec. 31, 2003	HRB	J	9	$53.85	$485	7,633 Direct	+0.12%	Acquired	97.2% (price as of 2026-08-20)
Dec. 15, 2003	HRB	J	9	$53.85	$485	7,624 Direct	+0.12%	Acquired	97.2% (price as of 2026-08-20)
Nov. 30, 2003	HRB	J	11	$47.46	$522	7,614 Direct	+0.14%	Acquired	123.7% (price as of 2026-08-20)
Nov. 15, 2003	HRB	J	11	$47.46	$522	7,604 Direct	+0.14%	Acquired	123.7% (price as of 2026-08-20)
Oct. 31, 2003	HRB	J	12	$43.08	$517	7,593 Direct	+0.16%	Acquired	146.5% (price as of 2026-08-20)
Oct. 15, 2003	HRB	J	12	$43.08	$517	7,582 Direct	+0.16%	Acquired	146.5% (price as of 2026-08-20)
Oct. 1, 2003	HRB	J	0	$43.08	—	7,570 Direct	0.00%	Acquired	146.5% (price as of 2026-08-20)
Sept. 30, 2003	HRB	J	11	$43.70	$481	7,570 Direct	+0.15%	Acquired	143.0% (price as of 2026-08-20)
Sept. 15, 2003	HRB	J	11	$43.70	$481	7,558 Direct	+0.15%	Acquired	143.0% (price as of 2026-08-20)
Aug. 31, 2003	HRB	J	12	$41.62	$499	7,547 Direct	+0.16%	Acquired	155.1% (price as of 2026-08-20)
Aug. 15, 2003	HRB	J	12	$41.62	$499	7,535 Direct	+0.16%	Acquired	155.1% (price as of 2026-08-20)
July 31, 2003	HRB	J	11	$43.53	$479	7,523 Direct	+0.15%	Acquired	143.9% (price as of 2026-08-20)
July 15, 2003	HRB	J	11	$43.53	$479	7,511 Direct	+0.15%	Acquired	143.9% (price as of 2026-08-20)

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.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Feb. 22, 2017	FISV	Employee Stock Option (right to buy)	Common Stock (5,377)	$113.82	Feb. 22, 2027	5,377	Acquired
June 16, 2016	FISV	Employee Stock Option (right to buy)	Common Stock (13,888)	$23.85	Feb. 24, 2020	13,888	Disposed
June 16, 2016	FISV	Employee Stock Option (right to buy)	Common Stock (11,650)	$22.83	Nov. 2, 2019	11,650	Disposed
Feb. 19, 2016	FISV	Employee Stock Option (right to buy)	Common Stock (5,586)	$96.65	Feb. 19, 2026	5,586	Acquired
Feb. 18, 2015	FISV	Stock Option (right to buy)	Common Stock (9,441)	$79.05	Feb. 18, 2025	9,441	Acquired
June 13, 2014	FISV	Stock Option (right to buy)	Common Stock (21,350)	$22.83	Nov. 2, 2019	21,350	Disposed
March 19, 2014	FISV	Stock Option (right to buy)	Common Stock (17,000)	$22.83	Nov. 2, 2019	17,000	Disposed
Feb. 19, 2014	FISV	Stock Option (right to buy)	Common Stock (13,318)	$56.97	Feb. 19, 2024	13,318	Acquired
Feb. 20, 2013	FISV	Stock Option (right to buy)	Common Stock (11,940)	$80.69	Feb. 20, 2023	11,940	Acquired
Feb. 22, 2012	FISV	Stock Option (right to buy)	Common Stock (10,443)	$65.27	Feb. 22, 2022	10,443	Acquired
Feb. 23, 2011	FISV	Stock Option (right to buy)	Common Stock (14,814)	$61.71	Feb. 23, 2021	14,814	Acquired
Feb. 24, 2010	FISV	Stock Option (right to buy)	Common Stock (6,944)	$47.69	Feb. 24, 2020	6,944	Acquired
July 3, 2008	HRB	Call Option to Purchase	Common Stock (115,681)	$21.81	July 3, 2018	115,681	Acquired
June 30, 2007	HRB	Call Option to Purchase	Common Stock, without par value (80,000)	$23.37	June 30, 2017	80,000	Acquired
June 30, 2006	HRB	Call Option to Purchase	Common Stock, without par value (100,000)	$23.86	June 30, 2016	100,000	Acquired
June 30, 2005	HRB	Call Option to Purchase	Common Stock, without par value (50,000)	$58.35	June 30, 2015	50,000	Acquired
June 30, 2004	HRB	Call Option to Purchase	Common Stock, without par value (35,000)	$47.68	June 30, 2014	35,000	Acquired
June 30, 2004	HRB	Call Option to Purchase	Common Stock, without par value (30,000)	$47.68	June 30, 2014	30,000	Acquired

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

Initial ownership (Form 3) 2 holdings

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

Date	Ticker	Security	Shares	Ownership
Feb. 26, 2010	FISV	Common Stock	4,000	Direct
Feb. 26, 2010	FISV	Stock Option (right to buy)→ Common Stock (25,000)	25,000	Direct