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DELUXE CORP

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1310
SEC CIK
0000027996
Parsed reports
666

Last 12 months

Inside the activity.

1 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202510
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 27, 2022 Filed Jan 31, 2022 16:30 UTC
Parrilli Amanda BSVP, Chief of Strategy
Exercise / conversionCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000020 · wf-form4_164364659014354.xml · nonDerivative · entry 1

Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,629

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects shares issued in connection with the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:28 UTC
McCarthy Barry CDirector · President & CEO
GrantRestricted Stock Unit · Derivative 24,542 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000018 · wf-form4_164364650092852.xml · derivative · entry 3

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,542

Underlying: Common Stock · 24,542 shares

Expires 2024-01-27

F2 · derivative.exercise_date: Restricted Stock Units awarded under the Company's Long-Term Incentive Plan resulting from an advance election by the holder to receive a portion of the holder's 2021 annual incentive compensation in restricted stock units in lieu of cash. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date.

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:28 UTC
McCarthy Barry CDirector · President & CEO
Tax withholdingCommon Stock 11,890 $28.78 $342,194.20
Disclosure

SEC source: 0000027996-22-000018 · wf-form4_164364650092852.xml · nonDerivative · entry 2

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,171

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:28 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionCommon Stock 24,166 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000018 · wf-form4_164364650092852.xml · nonDerivative · entry 1

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,061

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects shares issued in connection with the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:25 UTC
Mathews Michael SSVP, Chief Information Officer
Tax withholdingCommon Stock 892 $28.78 $25,671.76
Disclosure

SEC source: 0000027996-22-000016 · wf-form4_164364632800631.xml · nonDerivative · entry 2

Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,499

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:25 UTC
Mathews Michael SSVP, Chief Information Officer
Exercise / conversionCommon Stock 1,813 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000016 · wf-form4_164364632800631.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,391

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects shares issued in connection with the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:22 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Tax withholdingCommon Stock 2,973 $28.78 $85,562.94
Disclosure

SEC source: 0000027996-22-000014 · wf-form4_164364610880685.xml · nonDerivative · entry 2

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,924

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:22 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Exercise / conversionCommon Stock 6,042 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000014 · wf-form4_164364610880685.xml · nonDerivative · entry 1

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,897

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects shares issued in connection with the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:19 UTC
Engelhardt Tracey GSVP, Division President
Tax withholdingCommon Stock 583 $28.78 $16,778.74
Disclosure

SEC source: 0000027996-22-000012 · wf-form4_164364598191137.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,711.59

Read SEC document
January 27, 2022 Filed Jan 31, 2022 16:19 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionCommon Stock 2,014 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000012 · wf-form4_164364598191137.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,294.59

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects shares issued in connection with the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:05 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 15,936 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000010 · wf-form4_164306188872928.xml · derivative · entry 3

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,936 shares

Expires 2022-01-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:05 UTC
McCarthy Barry CDirector · President & CEO
Tax withholdingCommon Stock 8,018 $30.19 $242,063.42
Disclosure

SEC source: 0000027996-22-000010 · wf-form4_164306188872928.xml · nonDerivative · entry 2

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,895

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:05 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionCommon Stock 15,936 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000010 · wf-form4_164306188872928.xml · nonDerivative · entry 1

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,913

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:04 UTC
Mathews Michael SSVP, Chief Information Officer
Exercise / conversionRestricted Stock Unit · Derivative 5,280 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · derivative · entry 3

Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,280 shares

Expires 2022-01-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:04 UTC
Mathews Michael SSVP, Chief Information Officer
Tax withholdingCommon Stock 2,821 $30.19 $85,165.99
Disclosure

SEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · nonDerivative · entry 2

Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,578

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:04 UTC
Mathews Michael SSVP, Chief Information Officer
Exercise / conversionCommon Stock 5,280 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,399

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:03 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionRestricted Stock Unit · Derivative 5,143 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · derivative · entry 3

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,143 shares

Expires 2022-01-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:03 UTC
Engelhardt Tracey GSVP, Division President
Tax withholdingCommon Stock 1,706 $30.19 $51,504.14
Disclosure

SEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,280.59

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:03 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionCommon Stock 5,143 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,986.59

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:02 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Exercise / conversionRestricted Stock Unit · Derivative 4,978 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000007 · wf-form4_164306173169007.xml · derivative · entry 3

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,978 shares

Expires 2022-01-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:02 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Tax withholdingCommon Stock 2,665 $30.19 $80,456.35
Disclosure

SEC source: 0000027996-22-000007 · wf-form4_164306173169007.xml · nonDerivative · entry 2

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,855

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 22:02 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Exercise / conversionCommon Stock 4,978 $0.00 $0.00
Disclosure

SEC source: 0000027996-22-000007 · wf-form4_164306173169007.xml · nonDerivative · entry 1

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,520

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 20:37 UTC OtherCommon Stock 954 $32.24 $30,756.96
Disclosure

SEC source: 0000027996-21-000202 · wf-form4_163968705289374.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,078

F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan.

Read SEC document
November 26, 2021 Filed Nov 29, 2021 17:09 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 32,706 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000198 · wf-form4_163820577985725.xml · derivative · entry 3

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,706 shares

Expires 2021-11-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

F3 · derivative.exercise_date: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan and vest pursuant to the following schedule: 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant. Subject to certain exceptions, vesting is contingent upon the holder remaining in the employ of the Company through such dates.

Read SEC document
November 26, 2021 Filed Nov 29, 2021 17:09 UTC
McCarthy Barry CDirector · President & CEO
Tax withholdingCommon Stock 16,092 $35.43 $570,139.56
Disclosure

SEC source: 0000027996-21-000198 · wf-form4_163820577985725.xml · nonDerivative · entry 2

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,977

F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
November 26, 2021 Filed Nov 29, 2021 17:09 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionCommon Stock 32,706 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000198 · wf-form4_163820577985725.xml · nonDerivative · entry 1

McCarthy Barry C · CIK 0001654739 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,069

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
November 25, 2021 Filed Nov 29, 2021 17:49 UTC
Reed Michael AaronSVP, Division President
Exercise / conversionRestricted Stock Unit · Derivative 1,638 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000200 · wf-form4_163820816071047.xml · derivative · entry 3

Reed Michael Aaron · CIK 0001793393 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,638

Underlying: Common Stock · 1,638 shares

Expires 2022-11-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
November 25, 2021 Filed Nov 29, 2021 17:49 UTC
Reed Michael AaronSVP, Division President
Tax withholdingCommon Stock 739 $37.03 $27,365.17
Disclosure

SEC source: 0000027996-21-000200 · wf-form4_163820816071047.xml · nonDerivative · entry 2

Reed Michael Aaron · CIK 0001793393 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,895

F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
November 25, 2021 Filed Nov 29, 2021 17:49 UTC
Reed Michael AaronSVP, Division President
Exercise / conversionCommon Stock 1,638 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000200 · wf-form4_163820816071047.xml · nonDerivative · entry 1

Reed Michael Aaron · CIK 0001793393 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,634

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
September 30, 2021 Filed Oct 1, 2021 17:17 UTC
Capers Garry LSVP, Division President
Exercise / conversionRestricted Stock Unit · Derivative 1,478 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000190 · wf-form4_163310865240557.xml · derivative · entry 3

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,478

Underlying: Common Stock · 1,478 shares

Expires 2022-09-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
September 30, 2021 Filed Oct 1, 2021 17:17 UTC
Capers Garry LSVP, Division President
Tax withholdingCommon Stock 667 $35.89 $23,938.63
Disclosure

SEC source: 0000027996-21-000190 · wf-form4_163310865240557.xml · nonDerivative · entry 2

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,302

F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
September 30, 2021 Filed Oct 1, 2021 17:17 UTC
Capers Garry LSVP, Division President
Exercise / conversionCommon Stock 1,478 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000190 · wf-form4_163310865240557.xml · nonDerivative · entry 1

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,969

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:37 UTC OtherCommon Stock 853 $36.07 $30,767.71
Disclosure

SEC source: 0000027996-21-000188 · wf-form4_163180301578868.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,124

F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan.

Read SEC document
August 18, 2021 Filed Aug 19, 2021 17:55 UTC Exercise / conversionRestricted Stock Unit · Derivative 3,784 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000183 · wf-form4_162939571353760.xml · derivative · entry 2

GARCIA PAUL R · CIK 0001226012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,784 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
August 18, 2021 Filed Aug 19, 2021 17:55 UTC Exercise / conversionCommon Stock 3,784 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000183 · wf-form4_162939571353760.xml · nonDerivative · entry 1

GARCIA PAUL R · CIK 0001226012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,784

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
July 22, 2021 Filed Jul 26, 2021 17:59 UTC
Thomas Christopher LeeSVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,989 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · derivative · entry 3

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,956

Underlying: Common Stock · 1,989 shares

Expires 2022-07-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
July 22, 2021 Filed Jul 26, 2021 17:59 UTC
Thomas Christopher LeeSVP, Chief Revenue Officer
Tax withholdingCommon Stock 646 $43.62 $28,178.52
Disclosure

SEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · nonDerivative · entry 2

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,060

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
July 22, 2021 Filed Jul 26, 2021 17:59 UTC
Thomas Christopher LeeSVP, Chief Revenue Officer
Exercise / conversionCommon Stock 1,989 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · nonDerivative · entry 1

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,414

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

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July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment
Thomas Christopher LeeSVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,989 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · derivative · entry 3

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,956

Underlying: Common Stock · 1,989 shares

Expires 2022-07-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment
Thomas Christopher LeeSVP, Chief Revenue Officer
Tax withholdingCommon Stock 646 $43.62 $28,178.52
Disclosure

SEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · nonDerivative · entry 2

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,768

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

F3 · acquired: Amending filing to correctly report the shares withheld for taxes as disposed rather than acquired.

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July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment
Thomas Christopher LeeSVP, Chief Revenue Officer
Exercise / conversionCommon Stock 1,989 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · nonDerivative · entry 1

Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,414

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
July 15, 2021 Filed Jul 16, 2021 19:11 UTC
van Houwelingen RonaldVP, Controller, PAO
Exercise / conversionRestricted Stock Unit · Derivative 1,614 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000170 · wf-form4_162646269155742.xml · derivative · entry 3

van Houwelingen Ronald · CIK 0001792463 · VP, Controller, PAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,615

Underlying: Common Stock · 1,614 shares

Expires 2022-07-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
July 15, 2021 Filed Jul 16, 2021 19:11 UTC
van Houwelingen RonaldVP, Controller, PAO
Tax withholdingCommon Stock 494 $44.08 $21,775.52
Disclosure

SEC source: 0000027996-21-000170 · wf-form4_162646269155742.xml · nonDerivative · entry 2

van Houwelingen Ronald · CIK 0001792463 · VP, Controller, PAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,969

F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.

Read SEC document
July 15, 2021 Filed Jul 16, 2021 19:11 UTC
van Houwelingen RonaldVP, Controller, PAO
Exercise / conversionCommon Stock 1,614 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000170 · wf-form4_162646269155742.xml · nonDerivative · entry 1

van Houwelingen Ronald · CIK 0001792463 · VP, Controller, PAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,463

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document
June 15, 2021 Filed Jun 15, 2021 21:25 UTC OtherCommon Stock 657 $46.78 $30,734.46
Disclosure

SEC source: 0000027996-21-000163 · wf-form4_162379229048473.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,271

F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan.

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June 14, 2021 Filed Jun 15, 2021 22:18 UTC
Bomar Scott CSVP, Chief Financial Officer
GrantCommon Stock Option · Derivative 18,288 $0.00 Strike: $46.82 $0.00
Disclosure

SEC source: 0000027996-21-000168 · wf-form4_162379545304664.xml · derivative · entry 2

Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,288

Underlying: Common Stock · 18,288 shares

Expires 2031-06-14

F2 · derivative.exercise_date: Options will vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests.

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June 14, 2021 Filed Jun 15, 2021 22:18 UTC
Bomar Scott CSVP, Chief Financial Officer
GrantRestricted Stock Unit · Derivative 53,396 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000168 · wf-form4_162379545304664.xml · derivative · entry 1

Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,396

Underlying: Common Stock · 53,396 shares

Expires 2025-06-14

F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment.

F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment.

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June 11, 2021 Filed Jun 15, 2021 14:33 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
Tax withholdingCommon Stock 359 $47.62 $17,095.58
Disclosure

SEC source: 0000027996-21-000161 · wf-form4_162376758438368.xml · nonDerivative · entry 1

Cotter Jeffrey Louis · CIK 0001437814 · SVP, CAO and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,542

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock.

Read SEC document
May 11, 2021 Filed May 12, 2021 15:15 UTC GrantRestricted Stock Unit · Derivative 3,328 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000154 · wf-form4_162083252370654.xml · derivative · entry 1

Yancy Telisa L · CIK 0001861222 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,328

Underlying: Common Stock · 3,328 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted stock units vest one year from date of grant.

F1 · derivative.expiration_date: Restricted stock units vest one year from date of grant.

Read SEC document
April 28, 2021 Filed Apr 29, 2021 18:46 UTC Exercise / conversionRestricted Stock Unit · Derivative 5,104 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000139 · wf-form4_161972197043967.xml · derivative · entry 3

COBB WILLIAM C · CIK 0001209172 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,104 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.