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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
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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
April 01, 2021 Filed Apr 2, 2021 16:19 UTC
Godich Peter JSVP, Chief of Operations
Exercise / conversionCommon Stock 587 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 3

Godich Peter J · CIK 0001436022 · SVP, Chief of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,555

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
April 01, 2021 Filed Apr 2, 2021 16:19 UTC
Godich Peter JSVP, Chief of Operations
Tax withholdingCommon Stock 451 $42.34 $19,095.34
Disclosure

SEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 2

Godich Peter J · CIK 0001436022 · SVP, Chief of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,968

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

Read SEC document
April 01, 2021 Filed Apr 2, 2021 16:19 UTC
Godich Peter JSVP, Chief of Operations
Exercise / conversionCommon Stock 914 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · SVP, Chief of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,419

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
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionRestricted Stock Unit · Derivative 242 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · derivative · entry 6

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 242 shares

Expires 2022-04-01

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
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionRestricted Stock Unit · Derivative 280 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · derivative · entry 5

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 559

Underlying: Common Stock · 280 shares

Expires 2023-04-01

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
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Tax withholdingCommon Stock 70 $42.34 $2,963.80
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 4

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,843.59

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

Read SEC document
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionCommon Stock 242 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 3

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,913.59

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
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Tax withholdingCommon Stock 81 $42.34 $3,429.54
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,671.59

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

Read SEC document
April 01, 2021 Filed Apr 2, 2021 16:14 UTC
Engelhardt Tracey GSVP, Division President
Exercise / conversionCommon Stock 280 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,752.59

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
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,398 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · derivative · entry 6

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,797

Underlying: Common Stock · 1,398 shares

Expires 2023-04-01

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
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 616 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · derivative · entry 5

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 617

Underlying: Common Stock · 616 shares

Expires 2022-04-01

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
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Tax withholdingCommon Stock 688 $42.34 $29,129.92
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 4

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,735

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

Read SEC document
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Exercise / conversionCommon Stock 1,398 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 3

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,423

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
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Tax withholdingCommon Stock 304 $42.34 $12,871.36
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 2

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,025

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

Read SEC document
April 01, 2021 Filed Apr 2, 2021 16:05 UTC
Bush Keith ASVP, Chief Financial Officer
Exercise / conversionCommon Stock 616 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 1

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,329

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
March 26, 2021 Filed Apr 16, 2021 19:01 UTC
van Houwelingen RonaldVP, Controller, PAO
GrantRestricted Stock Unit · Derivative 3,482 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000121 · wf-form4_161859965972826.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,482

Underlying: Common Stock · 3,482 shares

Expires 2022-03-26

F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, which units vest in full on the first anniversary of the 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.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 14:44 UTC OtherCommon Stock 750 $40.98 $30,735.00
Disclosure

SEC source: 0000027996-21-000098 · wf-form4_161590583358741.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,510

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
March 01, 2021 Filed Mar 3, 2021 22:14 UTC GrantRestricted Stock Unit · Derivative 7,269 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000086 · wf-form4_161480964946853.xml · derivative · entry 3

Elliott Jane Marie · CIK 0001592950 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,269

Underlying: Common Stock · 7,269 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:14 UTC GrantRestricted Stock Unit · Derivative 2,575 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000086 · wf-form4_161480964946853.xml · derivative · entry 2

Elliott Jane Marie · CIK 0001592950 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,575

Underlying: Common Stock · 2,575 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:14 UTC GrantCommon Stock Option · Derivative 11,068 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000086 · wf-form4_161480964946853.xml · derivative · entry 1

Elliott Jane Marie · CIK 0001592950 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,068

Underlying: Common Stock · 11,068 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:04 UTC
Parrilli Amanda BSVP, Chief of Strategy
GrantRestricted Stock Unit · Derivative 6,058 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000084 · wf-form4_161480902516277.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,058

Underlying: Common Stock · 6,058 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:04 UTC
Parrilli Amanda BSVP, Chief of Strategy
GrantRestricted Stock Unit · Derivative 1,817 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000084 · wf-form4_161480902516277.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,817

Underlying: Common Stock · 1,817 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:04 UTC
Parrilli Amanda BSVP, Chief of Strategy
GrantCommon Stock Option · Derivative 7,813 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000084 · wf-form4_161480902516277.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,813

Underlying: Common Stock · 7,813 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:03 UTC
Mathews Michael SSVP, Chief Information Officer
GrantRestricted Stock Unit · Derivative 4,846 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,846

Underlying: Common Stock · 4,846 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:03 UTC
Mathews Michael SSVP, Chief Information Officer
GrantRestricted Stock Unit · Derivative 1,817 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,817

Underlying: Common Stock · 1,817 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:03 UTC
Mathews Michael SSVP, Chief Information Officer
GrantCommon Stock Option · Derivative 7,813 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,813

Underlying: Common Stock · 7,813 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:58 UTC
Capers Garry LSVP, Division President
GrantRestricted Stock Unit · Derivative 6,058 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000081 · wf-form4_161480868642372.xml · derivative · entry 3

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,058

Underlying: Common Stock · 6,058 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:58 UTC
Capers Garry LSVP, Division President
GrantRestricted Stock Unit · Derivative 3,029 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000081 · wf-form4_161480868642372.xml · derivative · entry 2

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,029

Underlying: Common Stock · 3,029 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:58 UTC
Capers Garry LSVP, Division President
GrantCommon Stock Option · Derivative 13,021 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000081 · wf-form4_161480868642372.xml · derivative · entry 1

Capers Garry L · CIK 0001787774 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,021

Underlying: Common Stock · 13,021 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:00 UTC
Riccio ThomasSVP, Division President
GrantRestricted Stock Unit · Derivative 6,058 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 3

Riccio Thomas · CIK 0001788205 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,058

Underlying: Common Stock · 6,058 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:00 UTC
Riccio ThomasSVP, Division President
GrantRestricted Stock Unit · Derivative 3,029 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 2

Riccio Thomas · CIK 0001788205 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,029

Underlying: Common Stock · 3,029 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:00 UTC
Riccio ThomasSVP, Division President
GrantCommon Stock Option · Derivative 13,021 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 1

Riccio Thomas · CIK 0001788205 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,021

Underlying: Common Stock · 13,021 shares

Expires 2031-03-01

F1 · 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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March 01, 2021 Filed Mar 3, 2021 21:57 UTC
Engelhardt Tracey GSVP, Division President
GrantRestricted Stock Unit · Derivative 4,846 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 3

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,846

Underlying: Common Stock · 4,846 shares

Expires 2023-03-01

F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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.

F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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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March 01, 2021 Filed Mar 3, 2021 21:57 UTC
Engelhardt Tracey GSVP, Division President
GrantRestricted Stock Unit · Derivative 3,029 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,029

Underlying: Common Stock · 3,029 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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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March 01, 2021 Filed Mar 3, 2021 21:57 UTC
Engelhardt Tracey GSVP, Division President
GrantCommon Stock Option · Derivative 13,021 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,021

Underlying: Common Stock · 13,021 shares

Expires 2031-03-01

F1 · 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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March 01, 2021 Filed Mar 3, 2021 21:55 UTC
Reed Michael AaronSVP, Division President
GrantRestricted Stock Unit · Derivative 3,332 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000079 · wf-form4_161480851935932.xml · derivative · entry 2

Reed Michael Aaron · CIK 0001793393 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,332

Underlying: Common Stock · 3,332 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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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March 01, 2021 Filed Mar 3, 2021 21:55 UTC
Reed Michael AaronSVP, Division President
GrantCommon Stock Option · Derivative 14,323 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000079 · wf-form4_161480851935932.xml · derivative · entry 1

Reed Michael Aaron · CIK 0001793393 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,323

Underlying: Common Stock · 14,323 shares

Expires 2031-03-01

F1 · 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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March 01, 2021 Filed Mar 3, 2021 21:54 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
GrantRestricted Stock Unit · Derivative 4,543 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000078 · wf-form4_161480843337158.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,543

Underlying: Common Stock · 4,543 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:54 UTC
Cotter Jeffrey LouisSVP, CAO and General Counsel
GrantCommon Stock Option · Derivative 19,531 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000078 · wf-form4_161480843337158.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,531

Underlying: Common Stock · 19,531 shares

Expires 2031-03-01

F1 · 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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March 01, 2021 Filed Mar 3, 2021 21:53 UTC
Thomas Christopher LeeSVP, Chief Revenue Officer
GrantRestricted Stock Unit · Derivative 8,329 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000077 · wf-form4_161480836420707.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,329

Underlying: Common Stock · 8,329 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:53 UTC
Thomas Christopher LeeSVP, Chief Revenue Officer
GrantCommon Stock Option · Derivative 35,807 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000077 · wf-form4_161480836420707.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,807

Underlying: Common Stock · 35,807 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:51 UTC
McCarthy Barry CDirector · President & CEO
GrantRestricted Stock Unit · Derivative 24,231 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000076 · wf-form4_161480825586783.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,231

Underlying: Common Stock · 24,231 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:51 UTC
McCarthy Barry CDirector · President & CEO
GrantCommon Stock Option · Derivative 104,167 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000076 · wf-form4_161480825586783.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,167

Underlying: Common Stock · 104,167 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
March 01, 2021 Filed Mar 12, 2021 19:32 UTC
van Houwelingen RonaldVP, Controller, PAO
GrantRestricted Stock Unit · Derivative 4,240 $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000092 · wf-form4_161557754602355.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,240

Underlying: Common Stock · 4,240 shares

Expires not disclosed

F2 · 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.

F2 · 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.

F2 · derivative.expiration_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.

Read SEC document
March 01, 2021 Filed Mar 12, 2021 19:32 UTC
van Houwelingen RonaldVP, Controller, PAO
GrantCommon Stock Option · Derivative 6,510 $0.00 Strike: $41.27 $0.00
Disclosure

SEC source: 0000027996-21-000092 · wf-form4_161557754602355.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,510

Underlying: Common Stock · 6,510 shares

Expires 2031-03-01

F1 · 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.

Read SEC document
February 21, 2021 Filed Feb 22, 2021 21:20 UTC
Godich Peter JSVP, Chief of Operations
Tax withholdingCommon Stock 228 $39.44 $8,992.32
Disclosure

SEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 5

Godich Peter J · CIK 0001436022 · SVP, Chief of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,505

F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock.

Read SEC document
February 21, 2021 Filed Feb 22, 2021 21:16 UTC
Mathews Michael SSVP, Chief Information Officer
Tax withholdingCommon Stock 149 $39.44 $5,876.56
Disclosure

SEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,859

F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock.

Read SEC document
February 21, 2021 Filed Feb 22, 2021 21:06 UTC
Bush Keith ASVP, Chief Financial Officer
Tax withholdingCommon Stock 673 $39.44 $26,543.12
Disclosure

SEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 5

Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,713

F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock.

Read SEC document
February 21, 2021 Filed Feb 22, 2021 21:02 UTC
Engelhardt Tracey GSVP, Division President
Tax withholdingCommon Stock 96 $39.44 $3,786.24
Disclosure

SEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 5

Engelhardt Tracey G · CIK 0001553924 · SVP, Division President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,472.59

F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock.

Read SEC document
February 19, 2021 Filed Feb 22, 2021 21:28 UTC
McCarthy Barry CDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 4,794 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-21-000059 · wf-form4_161402925879316.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,383

Underlying: Common Stock · 4,794 shares

Expires 2024-02-19

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.

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