When did the First Data transaction close and what did FDC stockholders receive in the merger?

On July 29, 2019, Fiserv completed the acquisition of First Data and each share of First Data common stock was converted into the right to receive 0.303 of a share of Fiserv common stock. No fractional shares of Fiserv common stock were issued in the merger, and First Data stockholders of record received cash in lieu of any fractional shares. The merger consideration was without interest and subject to any applicable withholding taxes.

Do I need to do anything with my shares of First Data common stock held through a financial institution or broker?

If you held your shares of First Data common stock in “street name,” your financial institution or broker will handle the exchange of your First Data common stock for shares of Fiserv common stock. If you have any questions about the exchange, please contact your financial institution or broker directly.

Do I need to do anything with my shares of First Data common stock in book-entry form to receive the merger consideration?

No. If you were listed on the books of First Data’s transfer agent as a stockholder of record and held your shares of First Data common stock in book-entry form, the Exchange Agent automatically exchanged your shares of First Data common stock for shares of Fiserv common stock and cash will be paid in lieu of fractional shares, if any, in accordance with the merger agreement. You will receive a statement from the Exchange Agent reporting the number of shares of Fiserv common stock you received in the merger and a check representing any cash portion of the merger consideration.

What are the material U.S. federal income tax consequences of the merger to U.S. First Data stockholders?

The merger qualifies as a reorganization within the meaning of Section 368(a) of the Internal Revenue Code of 1986, as amended, and as such, a U.S. holder of First Data common stock will not recognize any gain or loss for U.S. federal income tax purposes upon the exchange of First Data common stock for shares of Fiserv common stock in the merger (other than gain or loss with respect to any cash received in lieu of a fractional share of Fiserv common stock). The consequences of the merger to each First Data stockholder depend on such stockholder’s particular facts and circumstances. First Data stockholders should consult their own tax advisors to understand fully the consequences to them of the merger given their specific circumstances.

Why is the FDC ticker symbol no longer listed?

On July 29, 2019, Fiserv completed the acquisition of First Data. First Data is no longer a public company, and the First Data Class A common stock was delisted from the New York Stock Exchange (NYSE). Fiserv common stock (ticker symbol: FI) is listed on the New York Stock Exchange (NYSE).

How can I get a history of First Data’s closing stock prices?

Click here for First Data share prices since October 15, 2015, the first day that First Data traded on the NYSE after its Initial Public Offering. Data and information is provided for informational purposes only, and is not intended for trading purposes. Fiserv shall not be liable for any errors in the content, or for any actions taken in reliance thereon.

Where can I find historical First Data financial information?

Historical First Data financial press releases and quarterly results can be found under the “Financial Information” section by clicking here.

Who is the Transfer Agent for Fiserv, Inc.?

EQ Shareowner Services
P.O. Box 64856
St. Paul, MN 55164-0856

OR

EQ Shareowner Services
1110 Centre Pointe Curve, Suite 101
MAC N9173-010
Mendota Heights, MN 55120
www.shareowneronline.com
Tel: (800)468-9716

The transfer agent has the responsibility to maintain records of stock; cancel and issue certificates; resolve problems arising from lost, destroyed or stolen certificates; and handle name and address changes. The transfer agent does not sell or purchase stock.

When was Fiserv founded and when did it become a public company?

Fiserv was formed on July 31, 1984 through the combination of two major regional data processing firms located in Milwaukee, Wisconsin and Tampa, Florida. These firms – Fiserv Milwaukee and Fiserv Tampa – began their operations in 1964 and 1971, respectively, as the data processing operations of their parent financial institutions.

Fiserv, Inc. became a public company on September 25, 1986.

On what exchange is Fiserv, Inc. common stock traded and under what symbol?

Fiserv, Inc. common stock is listed on New York Stock Exchange effective June 7, 2023 under the symbol FI. It previously was listed on The Nasdaq Stock Market under the symbol FISV.

Can you purchase stock directly from the Company?

No. At this time, an investor must purchase stock through a broker or trading facility/service.

Does Fiserv, Inc. have a Dividend Reinvestment Plan (DRIP)?

No

When were the Company's stock splits?

Fiserv’s stock has split eight times: in March 2018, December 2013, August 2001, April 1999, May 1998, May 1993, June 1992, and July 1991.

When is the fiscal year-end?

December 31st is the fiscal year-end.