FISERV INC — fact timeline

FISERV INC entered into Underwriting Agreement with Citigroup Global Markets Limited, J.P. Morgan Securities plc, TD Global Finance unlimited company and Wells Fargo Securities International Limited, as representatives of the several underwriters listed therein valued at €500,000,000 aggregate principal amount of the Company’s 3.750% Senior Notes due 2030 and €500,000,0 (effective 2026-06-16).

“On June 16, 2026, Fiserv, Inc. (the “Company”) entered into an Underwriting Agreement (the “Underwriting Agreement”) with Citigroup Global Markets Limited, J.P. Morgan Securities plc, TD Global Finance unlimited company and Wells Fargo Securities International Limited, as representatives of the several underwriters listed therein (the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and conditions set forth therein, €500,000,000 aggregate principal amount of the Company’s 3.750% Senior Notes due 2030 (the “2030 Notes”) and €500,000,000 aggregate principal amount of the Company’s 4.250% Senior Notes due 2034 (the “2034 Notes” and, together with the 2030 Notes, the “Notes”), in a public offering (the “Offering”).”

Takis Georgakopoulos was appointed as Chief Executive Officer at FISERV INC.

“On June 14, 2026, Takis Georgakopoulos was appointed as Chief Executive Officer of the Company and as a member of the Board.”

Michael P. Lyons resigned as Chief Executive Officer at FISERV INC.

“On June 12, 2026, Michael P. Lyons resigned as Chief Executive Officer of Fiserv, Inc. (the “Company”) and as a member of the Board of Directors of the Company (the “Board”), effective immediately.”

FISERV INC shareholders rejected Shareholder Proposal Requesting an Independent Board Chair Policy at the 2026-05-21 meeting.

“The Company’s shareholders rejected a shareholder proposal requesting an independent board chair policy by the following votes:”

FISERV INC shareholders approved Ratification of Independent Registered Public Accounting Firm at the 2026-05-21 meeting.

“The Company’s shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026, by the following votes:”

FISERV INC shareholders approved Advisory Vote to Approve Named Executive Officer Compensation at the 2026-05-21 meeting.

“The Company’s shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in its 2026 proxy statement by the following votes:”

FISERV INC shareholders approved Election of Directors at the 2026-05-21 meeting.

“The Company’s shareholders elected eleven directors to serve until the next annual meeting of shareholders and until each of their successors is elected and qualified by the following votes:”

FISERV INC reported first quarter of 2026 results: revenue $5.03 billion, EPS $1.07. Guidance reaffirmed.

“GAAP revenue for the company was $5.03 billion in the first quarter of 2026”

FISERV INC incurred revolving credit of $8.0 billion with JPMorgan Chase Bank, N.A. as administrative agent maturing August 12, 2030.

“On August 12, 2025, Fiserv, Inc. (the “Company”) entered into a new Credit Agreement (the “Credit Agreement”) among the Company, Fiserv Funding Unlimited Company, a private unlimited company with share capital incorporated under the laws of Ireland that is a wholly owned subsidiary of the Company (“Fiserv Funding,” and together with the Company, the “Borrowers”), each of the other subsidiary borrowers party thereto from time to time, the financial institutions party thereto from time to time and JPMorgan Chase Bank, N.A. as administrative agent (in such capacity, the “Administrative Agent”). The Credit Agreement will replace the Prior Credit Agreement (as defined in Item 1.02 below) and provides for a senior unsecured multicurrency revolving credit facility that matures on August 12, 2030. The initial maximum aggregate principal amount of availability under the revolving credit facility is $8.0 billion, of which $0 was drawn as of August 12, 2025.”

FISERV INC incurred senior notes of $1,000,000,000 aggregate principal amount of its 4.550% Senior Notes due 2031 and $1,000,000,000 aggregate principal amo with Purchasers in public offering at 4.550% per year for the 2031 Notes; 5.250% per year for the 2035 Notes maturing February 15, 2031 for the 2031 Notes; August 11, 2035 for the 2035 Notes.

“On August 11, 2025, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $1,000,000,000 aggregate principal amount of its 4.550% Senior Notes due 2031 (the “2031 Notes”) and $1,000,000,000 aggregate principal amount of its 5.250% Senior Notes due 2035 (the “2035 Notes” and, together with the 2031 Notes, the “Notes”).”

FISERV INC incurred senior notes of €650,000,000 aggregate principal amount of Fiserv Funding's 4.000% Senior Notes due 2036 with investors at 4.000% per year maturing June 15, 2036.

“On May 7, 2025, Fiserv Funding Unlimited Company (“Fiserv Funding”), an indirect, wholly owned subsidiary of Fiserv, Inc. (the “Company”), completed the public offering and issuance of €750,000,000 aggregate principal amount of Fiserv Funding’s 2.875% Senior Notes due 2028 (the “2028 Notes”), €775,000,000 aggregate principal amount of Fiserv Funding’s 3.500% Senior Notes due 2032 (the “2032 Notes”) and €650,000,000 aggregate principal amount of Fiserv Funding’s 4.000% Senior Notes due 2036 (the “2036 Notes” and, together with the 2028 Notes and the 2032 Notes, the “Notes”).”

FISERV INC incurred senior notes of €775,000,000 aggregate principal amount of Fiserv Funding's 3.500% Senior Notes due 2032 with investors at 3.500% per year maturing June 15, 2032.

“On May 7, 2025, Fiserv Funding Unlimited Company (“Fiserv Funding”), an indirect, wholly owned subsidiary of Fiserv, Inc. (the “Company”), completed the public offering and issuance of €750,000,000 aggregate principal amount of Fiserv Funding’s 2.875% Senior Notes due 2028 (the “2028 Notes”), €775,000,000 aggregate principal amount of Fiserv Funding’s 3.500% Senior Notes due 2032 (the “2032 Notes”) and €650,000,000 aggregate principal amount of Fiserv Funding’s 4.000% Senior Notes due 2036 (the “2036 Notes” and, together with the 2028 Notes and the 2032 Notes, the “Notes”).”

FISERV INC incurred senior notes of €750,000,000 aggregate principal amount of Fiserv Funding's 2.875% Senior Notes due 2028 with investors at 2.875% per year maturing June 15, 2028.

“On May 7, 2025, Fiserv Funding Unlimited Company (“Fiserv Funding”), an indirect, wholly owned subsidiary of Fiserv, Inc. (the “Company”), completed the public offering and issuance of €750,000,000 aggregate principal amount of Fiserv Funding’s 2.875% Senior Notes due 2028 (the “2028 Notes”), €775,000,000 aggregate principal amount of Fiserv Funding’s 3.500% Senior Notes due 2032 (the “2032 Notes”) and €650,000,000 aggregate principal amount of Fiserv Funding’s 4.000% Senior Notes due 2036 (the “2036 Notes” and, together with the 2028 Notes and the 2032 Notes, the “Notes”).”

Doyle R. Simons changed role as non-executive Chairman of the Board at FISERV INC.

“In addition, on such date, Doyle R. Simons, the lead independent director of the Company, became non-executive Chairman of the Board of the Company.”

Michael P. Lyons changed role as Chief Executive Officer at FISERV INC.

“On such date, Michael P. Lyons, the President and CEO-Elect of the Company, became Chief Executive Officer and a director of the Company and ceased to be President of the Company.”

Frank J. Bisignano resigned as Chairman and Chief Executive Officer at FISERV INC.

“On May 6, 2025 (the “Confirmation Date”), the U.S. Senate confirmed Frank J. Bisignano as the Commissioner of the Social Security Administration and Mr. Bisignano resigned as Chairman and Chief Executive Officer and a director of Fiserv, Inc. (the “Company”).”

Guy Chiarello changed role as Vice Chairman at FISERV INC.

“Guy Chiarello, the Company’s current Chief Operating Officer, who will transition to the role of Vice Chairman supporting enterprise technology strategy and solutions effective as of April 2, 2025.”

Takis Georgakopoulos was appointed as Chief Operating Officer at FISERV INC.

“Takis Georgakopoulos, an Executive Vice President of the Company, had been appointed to serve as the Chief Operating Officer, effective April 2, 2025.”

Stephanie Cohen was appointed as Director at FISERV INC.

“On March 15, 2025, the board of directors of Fiserv, Inc. (the “Company”) appointed Stephanie Cohen to the board of directors of the Company.”

Frank J. Bisignano resigned as President at FISERV INC.

“Mr. Bisignano informed the Company that he will resign as the Company’s President, effective as of January 27, 2025”

Michael P. Lyons was appointed as President and CEO-Elect at FISERV INC.

“appointed Michael P. Lyons to serve as the Company’s President and CEO-Elect, effective as of January 27, 2025”

FISERV INC announced a impairment with charges of $400 million to $600 million affecting equity method investment in Wells Fargo Merchant Services (WFMS).

“joint venture, as determined in accordance with an agreed upon contractual valuation and separation process. The Company estimates the impairment charge to be in the range of $400 million to $600 million. This estimate is based on the Company’s estimate of the value of its portion of the joint venture and is subject to adjustment based on completion of the”

FISERV INC shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm at the 2024-05-15 meeting.

“The Company’s shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024, by the following votes: Votes For Votes Against Abstentions 506,479,657 28,982,479 600,058”

FISERV INC shareholders approved Advisory vote to approve named executive officer compensation at the 2024-05-15 meeting.

“The Company’s shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in its 2024 proxy statement by the following votes: Votes For Votes Against Abstentions Broker Non-Votes 453,932,776 44,621,652 817,077 36,690,689”

FISERV INC shareholders approved Election of ten directors to serve until the next annual meeting at the 2024-05-15 meeting.

“The Company’s shareholders elected ten directors to serve until the next annual meeting of shareholders and until each of their successors is elected and qualified”

FISERV INC reported the quarter ended March 31, 2024 results: revenue $4.88 billion, EPS $1.24. Guidance raised.

“GAAP revenue for the company increased 7% to $4.88 billion in the first quarter of 2024 compared to the prior year period, with 13% growth in the Merchant Solutions segment and 3% growth in the Financial Solutions segment. GAAP earnings per share was $1.24 in the first quarter of 2024, an increase of 39% compared to the prior year period.”

Ajei S. Gopal was appointed as Director at FISERV INC.

“On March 12, 2024, the board of directors of Fiserv, Inc. (the “Company”) appointed Ajei S. Gopal to the board of directors of the Company.”

FISERV INC incurred senior notes of $750,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.450% per year maturing March 15, 2034.

“On March 4, 2024, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $750,000,000 aggregate principal amount of its 5.150% Senior Notes due 2027 (the “2027 Notes”), $500,000,000 aggregate principal amount of its 5.350% Senior Notes due 2031 (the “2031 Notes”) and $750,000,000 aggregate principal amount of its 5.450% Senior Notes due 2034 (the “2034 Notes” and, together with the 2027 Notes and the 2031 Notes, the “Notes”).”

FISERV INC incurred senior notes of $500,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.350% per year maturing March 15, 2031.

“On March 4, 2024, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $750,000,000 aggregate principal amount of its 5.150% Senior Notes due 2027 (the “2027 Notes”), $500,000,000 aggregate principal amount of its 5.350% Senior Notes due 2031 (the “2031 Notes”) and $750,000,000 aggregate principal amount of its 5.450% Senior Notes due 2034 (the “2034 Notes” and, together with the 2027 Notes and the 2031 Notes, the “Notes”).”

FISERV INC incurred senior notes of $750,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.150% per year maturing March 15, 2027.

“On March 4, 2024, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $750,000,000 aggregate principal amount of its 5.150% Senior Notes due 2027 (the “2027 Notes”), $500,000,000 aggregate principal amount of its 5.350% Senior Notes due 2031 (the “2031 Notes”) and $750,000,000 aggregate principal amount of its 5.450% Senior Notes due 2034 (the “2034 Notes” and, together with the 2027 Notes and the 2031 Notes, the “Notes”).”

FISERV INC entered into Underwriting Agreement with J.P. Morgan Securities LLC, TD Securities (USA) LLC and U.S. Bancorp Investments, Inc. valued at $750,000,000 aggregate principal amount of the Company’s 5.150% Senior Notes due 2027, $500,000,000 (effective 2024-02-26).

“On February 26, 2024, Fiserv, Inc. (the “Company”) entered into an Underwriting Agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC, TD Securities (USA) LLC and U.S. Bancorp Investments, Inc., as representatives of the several underwriters listed therein (the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and conditions set forth therein, $750,000,000 aggregate principal amount of the Company’s 5.150% Senior Notes due 2027 (the “2027 Notes”), $500,000,000 aggregate principal amount of the Company’s 5.350% Senior Notes due 2031 (the “2031 Notes”) and $750,000,000 aggregate principal amount of the Company’s 5.450% Senior Notes due 2034 (the “2034 Notes” and, together with the 2027 Notes and the 2031 Notes, the “Notes”), in a public offering (the “Offering”).”

Lance Fritz was appointed as Director at FISERV INC.

“On February 16, 2024, the board of directors of Fiserv, Inc. (the “Company”) appointed Lance Fritz to the board of directors of the Company.”

FISERV INC reported the fourth quarter and full year 2023 results: revenue GAAP revenue for the company increased 6% to $4.92 billion in the fourth quarter of 2023, net income GAAP earnings per share was $1.45 in the fourth quarter and $4.98 for the full year 2023, EPS GAAP earnings per share was $1.45 in the fourth quarter and $4.98 for the full year 2023. Guidance reaffirmed.

“GAAP revenue for the company increased 6% to $4.92 billion in the fourth quarter of 2023 compared to the prior year period”

FISERV INC reported financial results for the quarter and year ended December 31, 2023.

“On February 6, 2024, Fiserv, Inc. issued a press release announcing its financial results for the quarter and year ended December 31, 2023.”

Suzan Kereere resigned as Executive Vice President, Head of Global Business Solutions at FISERV INC.

“On December 3, 2023, Suzan Kereere, Executive Vice President, Head of Global Business Solutions of the Company, informed the Company that she intends to resign effective December 31, 2023.”

FISERV INC reported the quarter ended September 30, 2023 results: revenue $4.87 billion, EPS $1.56. Guidance raised.

“GAAP revenue for the company increased 8% to $4.87 billion in the third quarter of 2023 compared to the prior year period”

FISERV INC incurred senior notes of $1,300,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.625% per year maturing 2033-08-21.

“Fiserv, Inc. (the “Company”) completed the public offering and issuance of $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2028 (the “2028 Notes”) and $1,300,000,000 aggregate principal amount of its 5.625% Senior Notes due 2033 (the “2033 Notes” and, together with the 2028 Notes, the “Notes”). The Notes were issued under an Indenture (the”

FISERV INC incurred senior notes of $700,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.375% per year maturing 2028-08-21.

“On August 21, 2023, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2028 (the “2028 Notes”)”

FISERV INC entered into Thirty-First Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $1,300,000,000 aggregate principal amount of its 5.625% Senior Notes due 2033 (effective 2023-08-21).

“The Notes were issued under an Indenture (the “Indenture”), dated as of November 20, 2007, between the Company and U.S. Bank Trust Company, National Association (f/k/a U.S. Bank National Association), as trustee (the “Trustee”), as supplemented by (i) a Thirtieth Supplemental Indenture, establishing the terms and providing for the issuance of the 2028 Notes (the “2028 Notes Supplemental Indenture”) and (ii) a Thirty-First Supplemental Indenture, establishing the terms and providing for the issuance of the 2033 Notes (the “2033 Notes Supplemental Indenture”), each dated as of August 21, 2023 and each by and between the Company and the Trustee.”

FISERV INC entered into Thirtieth Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2028 (effective 2023-08-21).

“on August 21, 2023, Fiserv, Inc. (the “Company”) completed the public offering and issuance of $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2028 (the “2028 Notes”)”

FISERV INC entered into Underwriting Agreement with BofA Securities, Inc., PNC Capital Markets LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC, as representatives of the several underwriters listed therein valued at $700,000,000 aggregate principal amount of the Company’s 5.375% Senior Notes due 2028 and $1,300,000 (effective 2023-08-14).

“On August 14, 2023, Fiserv, Inc. (the “Company”) entered into an Underwriting Agreement (the “Underwriting Agreement”) with BofA Securities, Inc., PNC Capital Markets LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC, as representatives of the several underwriters listed therein (the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and conditions set forth therein, $700,000,000 aggregate principal amount of the Company’s 5.375% Senior Notes due 2028 (the “2028 Notes”) and $1,300,000,000 aggregate principal amount of the Company’s 5.625% Senior Notes due 2033 (the “2033 Notes” and, together with the 2028 Notes, the “Notes”), in a public offering (the “Offering”).”

FISERV INC entered into Stock Purchase Agreement with ValueAct Capital Master Fund, L.P. valued at aggregate purchase price of $499,999,978.21 (effective 2023-08-07).

“On August 7, 2023, Fiserv, Inc. (the “Company”) entered into a Stock Purchase Agreement (the “Repurchase Agreement”) with ValueAct Capital Master Fund, L.P. to repurchase 4,098,935 shares of the Company’s common stock for $121.9829 per share in a privately negotiated transaction for an aggregate purchase price of $499,999,978.21 (the “Repurchase”).”

Charlotte Yarkoni was appointed as Director at FISERV INC.

“On August 1, 2023, the board of directors of Fiserv, Inc. (the “Company”) appointed Charlotte Yarkoni to the board of directors of the Company.”

FISERV INC reported second quarter of 2023 results: revenue GAAP revenue ... increased 7% to $4.76 billion, EPS GAAP earnings per share was $1.10. Guidance raised.

“Julie Chariell Investor Relations Fiserv, Inc. 212-515-0278 julie.chariell@fiserv.com For Immediate Release Fiserv Reports Second Quarter 2023 Results GAAP revenue growth of 7% in the quarter and 8% year to date; GAAP EPS increased 20% in the quarter and 3% year to date; Organic revenue growth of 10% in the quarter and 11% year to date; Adjusted EPS”

FISERV INC incurred senior notes of €800,000,000 aggregate principal amount at 4.500% per year maturing May 24, 2031.

“completed the public offering and issuance of €800,000,000 aggregate principal amount of its 4.500% Senior Notes due 2031”

FISERV INC entered into Agency Agreement with Elavon Financial Services DAC, UK Branch (effective 2023-05-24).

“Pursuant to an Agency Agreement, dated as of May 24, 2023 (the “Agency Agreement”), the Company has appointed Elavon Financial Services DAC, UK Branch to act as paying agent for the Notes.”

FISERV INC entered into Twenty-Ninth Supplemental Indenture with U.S. Bank Trust Company, National Association valued at €800,000,000 aggregate principal amount (effective 2023-05-24).

“The Notes were issued under an Indenture (the “Indenture”), dated as of November 20, 2007, between the Company and U.S. Bank Trust Company, National Association (f/k/a U.S. Bank National Association), as trustee (the “Trustee”), as supplemented by the Twenty-Ninth Supplemental Indenture, establishing the terms and providing for the issuance of the Notes (the “Supplemental Indenture”), dated as of May 24, 2023 by and between the Company and the Trustee.”

FISERV INC shareholders rejected Shareholder proposal requesting an independent board chair policy at the 2023-05-17 meeting.

“The Company’s shareholders rejected a shareholder proposal requesting an independent board chair policy by the following votes: Votes For Votes Against Abstentions Broker Non-Votes 165,516,416 366,766,335 732,602 37,534,645”

FISERV INC shareholders approved Ratification of Independent Registered Public Accounting Firm at the 2023-05-17 meeting.

“Ratification of Independent Registered Public Accounting Firm The Company’s shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023, by the following votes: Votes For Votes Against Abstentions 539,786,009 29,961,507 802,482”

FISERV INC shareholders approved Advisory Vote to Approve Frequency of Advisory Vote on Named Executive Officer Compensation at the 2023-05-17 meeting.

“Advisory Vote to Approve Frequency of Advisory Vote on Named Executive Officer Compensation The Company’s shareholders approved, on an advisory basis, holding an advisory vote on the compensation of the Company’s named executive officers every year by the following votes: 1 Year 2 Years 3 Years Abstentions Broker Non-Votes 526,456,466 604,416 5,490,796 463,675 37,534,645”