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DELUXE CORP

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0000027996
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666

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1 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Dec 202510
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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 24, 2019 Filed Jan 28, 2019 18:49 UTC
McRoberts MalcolmSenior Vice President, SBS
Exercise / conversionRestricted Stock Units · Derivative 798 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000017 · edgar.xml · derivative · entry 3

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 798 shares

Expires 2019-01-24

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_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:49 UTC
McRoberts MalcolmSenior Vice President, SBS
Tax withholdingCommon Stock 386 $44.31 $17,103.66
Disclosure

SEC source: 0000027996-19-000017 · edgar.xml · nonDerivative · entry 2

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,833

F2 · balance_after: Total ownership includes 9,642 shares of restricted stock.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:49 UTC
McRoberts MalcolmSenior Vice President, SBS
Exercise / conversionCommon Stock 798 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000017 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,219

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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:49 UTC
Mathews Michael SSr. Vice President, CIO
Exercise / conversionRestricted Stock Units · Derivative 1,587 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000016 · edgar.xml · derivative · entry 3

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,587 shares

Expires 2019-01-24

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_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:49 UTC
Mathews Michael SSr. Vice President, CIO
Tax withholdingCommon Stock 821 $44.31 $36,378.51
Disclosure

SEC source: 0000027996-19-000016 · edgar.xml · nonDerivative · entry 2

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,118

F2 · balance_after: Total ownership includes 2,745 shares of restricted stock.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:49 UTC
Mathews Michael SSr. Vice President, CIO
Exercise / conversionCommon Stock 1,587 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000016 · edgar.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,939

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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:47 UTC
Loosbrock Julie MSr. V.P., Human Resources
Exercise / conversionRestricted Stock Units · Derivative 298 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000015 · edgar.xml · derivative · entry 3

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 298 shares

Expires 2019-01-24

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_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:47 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 143 $44.31 $6,336.33
Disclosure

SEC source: 0000027996-19-000015 · edgar.xml · nonDerivative · entry 2

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,563

F2 · balance_after: Total ownership includes 3,812 shares of restricted stock.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:47 UTC
Loosbrock Julie MSr. V.P., Human Resources
Exercise / conversionCommon Stock 298 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000015 · edgar.xml · nonDerivative · entry 1

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,706

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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:46 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Exercise / conversionRestricted Stock Units · Derivative 708 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000014 · edgar.xml · derivative · entry 3

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 708 shares

Expires 2019-01-24

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_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:46 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Tax withholdingCommon Stock 336 $44.31 $14,888.16
Disclosure

SEC source: 0000027996-19-000014 · edgar.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,915.59

F2 · balance_after: Total ownership includes 2,627 shares of restricted stock.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:46 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Exercise / conversionCommon Stock 708 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000014 · edgar.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,251.59

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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:45 UTC
Brinkman Amanda KVP, Brand and Communications
Exercise / conversionRestricted Stock Units · Derivative 1,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000013 · edgar.xml · derivative · entry 3

Brinkman Amanda K · CIK 0001596037 · VP, Brand and Communications

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,200 shares

Expires 2019-01-24

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_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:45 UTC
Brinkman Amanda KVP, Brand and Communications
Tax withholdingCommon Stock 607 $44.31 $26,896.17
Disclosure

SEC source: 0000027996-19-000013 · edgar.xml · nonDerivative · entry 2

Brinkman Amanda K · CIK 0001596037 · VP, Brand and Communications

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,327

F2 · balance_after: Total ownership includes 2,100 shares of restricted stock.

Read SEC document
January 24, 2019 Filed Jan 28, 2019 18:45 UTC
Brinkman Amanda KVP, Brand and Communications
Exercise / conversionCommon Stock 1,200 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000013 · edgar.xml · nonDerivative · entry 1

Brinkman Amanda K · CIK 0001596037 · VP, Brand and Communications

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,934

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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:05 UTC
Mathews Michael SSr. Vice President, CIO
GrantRestricted Stock Units · Derivative 2,563 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000009 · edgar.xml · derivative · entry 5

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,563

Underlying: Common Stock · 2,563 shares

Expires 2021-01-22

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:05 UTC
Mathews Michael SSr. Vice President, CIO
Tax withholdingCommon Stock 398 $43.28 $17,225.44
Disclosure

SEC source: 0000027996-19-000009 · edgar.xml · nonDerivative · entry 2

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,352

F2 · balance_after: Total ownership includes 2,745 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:05 UTC
Mathews Michael SSr. Vice President, CIO
GrantCommon Stock 769 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000009 · edgar.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · Sr. Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,750

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 18:06 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantRestricted Stock Units · Derivative 2,902 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000010 · edgar.xml · derivative · entry 4

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,902

Underlying: Common Stock · 2,902 shares

Expires 2021-01-22

F4 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

F4 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:06 UTC
McRoberts MalcolmSenior Vice President, SBS
Tax withholdingCommon Stock 1,509 $43.28 $65,309.52
Disclosure

SEC source: 0000027996-19-000010 · edgar.xml · nonDerivative · entry 2

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,421

F2 · balance_after: Total ownership includes 9,642 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:06 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantCommon Stock 2,788 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-19-000010 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,930

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 18:03 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantRestricted Stock Units · Derivative 2,512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000008 · edgar.xml · derivative · entry 5

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,512

Underlying: Common Stock · 2,512 shares

Expires 2021-01-22

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:03 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 505 $43.28 $21,856.40
Disclosure

SEC source: 0000027996-19-000008 · edgar.xml · nonDerivative · entry 2

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,408

F2 · balance_after: Total ownership includes 3,812 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:03 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantCommon Stock 1,058 $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000008 · edgar.xml · nonDerivative · entry 1

Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,913

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 18:02 UTC
Godich Peter JSenior Vice President
Tax withholdingCommon Stock 629 $43.28 $27,223.12
Disclosure

SEC source: 0000027996-19-000007 · edgar.xml · nonDerivative · entry 2

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,761

F2 · balance_after: Total ownership includes 4,032 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:02 UTC
Godich Peter JSenior Vice President
GrantCommon Stock 1,154 $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000007 · edgar.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,390

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 17:59 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
GrantRestricted Stock Units · Derivative 1,845 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000005 · edgar.xml · derivative · entry 5

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,845

Underlying: Common Stock · 1,845 shares

Expires 2021-01-22

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 17:59 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Tax withholdingCommon Stock 319 $43.28 $13,806.32
Disclosure

SEC source: 0000027996-19-000005 · edgar.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,543.59

F2 · balance_after: Total ownership includes 2,627 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 17:59 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
GrantCommon Stock 673 $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000005 · edgar.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,862.59

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 18:00 UTC
Filby John DSr. V.P., Financial Services
Tax withholdingCommon Stock 824 $43.28 $35,662.72
Disclosure

SEC source: 0000027996-19-000006 · edgar.xml · nonDerivative · entry 2

Filby John D · CIK 0001548181 · Sr. V.P., Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,378

F2 · balance_after: Total ownership includes 7,772 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 18:00 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock 2,230 $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000006 · edgar.xml · nonDerivative · entry 1

Filby John D · CIK 0001548181 · Sr. V.P., Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,202

F1 · price: This award reflects 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 22, 2019 Filed Jan 24, 2019 17:57 UTC
Bush Keith ASr. Vice President, CFO
GrantRestricted Stock Units · Derivative 6,052 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000004 · edgar.xml · derivative · entry 2

Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,052

Underlying: Common Stock · 6,052 shares

Expires 2021-01-22

F2 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

F2 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 17:56 UTC
Brinkman Amanda KVP, Brand and Communications
Tax withholdingCommon Stock 292 $43.28 $12,637.76
Disclosure

SEC source: 0000027996-19-000003 · edgar.xml · nonDerivative · entry 2

Brinkman Amanda K · CIK 0001596037 · VP, Brand and Communications

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,734

F2 · balance_after: Total ownership includes 2,100 shares of restricted stock.

Read SEC document
January 22, 2019 Filed Jan 24, 2019 17:56 UTC
Brinkman Amanda KVP, Brand and Communications
GrantCommon Stock 578 $0.00 $0.00
Disclosure

SEC source: 0000027996-19-000003 · edgar.xml · nonDerivative · entry 1

Brinkman Amanda K · CIK 0001596037 · VP, Brand and Communications

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,026

F1 · price: This award reflects the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets.

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December 14, 2018 Filed Jun 6, 2019 16:48 UTC OtherCommon Stock 185 $41.39 $7,657.15
Disclosure

SEC source: 0000027996-19-000077 · edgar.xml · nonDerivative · entry 1

Treyger Victoria A · CIK 0001703867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,436

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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December 14, 2018 Filed Dec 17, 2018 21:04 UTC OtherCommon Stock 670 $41.39 $27,731.30
Disclosure

SEC source: 0000027996-18-000110 · edgar.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,881

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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November 26, 2018 Filed Nov 28, 2018 21:12 UTC
McCarthy Barry CDirector · President and CEO
GrantCommon Stock Option · Derivative 235,018 $0.00 Strike: $48.92 $0.00
Disclosure

SEC source: 0000027996-18-000109 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,018

Underlying: Common Stock · 235,018 shares

Expires 2025-11-26

F2 · derivative.exercise_date: Options vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. Date entered reflects date on which first installment vests(ed).

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November 26, 2018 Filed Nov 28, 2018 21:12 UTC
McCarthy Barry CDirector · President and CEO
GrantRestricted Stock Units · Derivative 81,766 $48.92 Strike: $0.00 $3,999,992.72
Disclosure

SEC source: 0000027996-18-000109 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,766

Underlying: Common Stock · 81,766 shares

Expires 2021-11-26

F1 · derivative.exercise_price: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates.

F1 · derivative.exercise_date: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates.

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November 07, 2018 Filed Nov 9, 2018 14:11 UTC
Cotter Jeffrey LouisSVP, General Counsel & Secy
PurchaseCommon Stock 2,035 $49.20 $100,122.00
Disclosure

SEC source: 0000027996-18-000107 · edgar.xml · nonDerivative · entry 1

Cotter Jeffrey Louis · CIK 0001437814 · SVP, General Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,221

F1 · balance_after: Total ownership includes 2,186 shares of restricted stock.

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November 07, 2018 Filed Nov 9, 2018 14:10 UTC
Bush Keith ASr. Vice President, CFO
PurchaseCommon Stock 2,020 $49.60 $100,192.00
Disclosure

SEC source: 0000027996-18-000106 · edgar.xml · nonDerivative · entry 1

Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,851

F1 · balance_after: Total ownership includes 6,870 shares of restricted stock.

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September 14, 2018 Filed Jun 6, 2019 16:47 UTC OtherCommon Stock 135 $56.88 $7,678.80
Disclosure

SEC source: 0000027996-19-000076 · edgar.xml · nonDerivative · entry 1

Treyger Victoria A · CIK 0001703867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,251

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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September 14, 2018 Filed Sep 17, 2018 22:01 UTC OtherCommon Stock 488 $56.88 $27,757.44
Disclosure

SEC source: 0000027996-18-000097 · edgar.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,211

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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June 18, 2018 Filed Jun 19, 2018 20:03 UTC
SCHRAM LEE JDirector · Chief Executive Officer
SaleCommon Stock 6,309 $68.07 $429,453.63
Disclosure

SEC source: 0000027996-18-000088 · edgar.xml · nonDerivative · entry 2

SCHRAM LEE J · CIK 0001228410 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 261,872

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2018.

F3 · price: Shares were sold in multiple transactions at prices ranging from $68.00 to $68.21. The price reported is the weighted average sale price. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the selling range.

F4 · balance_after: Total ownership includes 49,461 shares of restricted stock.

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June 15, 2018 Filed Jun 6, 2019 16:46 UTC OtherCommon Stock 113 $67.76 $7,656.88
Disclosure

SEC source: 0000027996-19-000075 · edgar.xml · nonDerivative · entry 1

Treyger Victoria A · CIK 0001703867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,116

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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June 15, 2018 Filed Jun 19, 2018 20:07 UTC OtherCommon Stock 410 $67.76 $27,781.60
Disclosure

SEC source: 0000027996-18-000089 · edgar.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,723

F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock.

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June 15, 2018 Filed Jun 19, 2018 20:03 UTC
SCHRAM LEE JDirector · Chief Executive Officer
SaleCommon Stock 691 $68.12 $47,070.92
Disclosure

SEC source: 0000027996-18-000088 · edgar.xml · nonDerivative · entry 1

SCHRAM LEE J · CIK 0001228410 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,181

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2018.

F2 · price: Shares were sold in multiple transactions at prices ranging from $68.00 to $68.19. The price reported is the weighted average sale price. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the selling range.

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June 11, 2018 Filed Jun 11, 2018 21:26 UTC
SCHRAM LEE JDirector · Chief Executive Officer
SaleCommon Stock 3,744 $68.11 $255,003.84
Disclosure

SEC source: 0000027996-18-000083 · edgar.xml · nonDerivative · entry 3

SCHRAM LEE J · CIK 0001228410 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,872

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2018.

F4 · price: Shares were sold in multiple transactions at prices ranging from $68.00 to $68.36. The price reported is the weighted average sale price. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the selling range.

F5 · balance_after: Total ownership includes 49,461 shares of restricted stock.

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June 11, 2018 Filed Jun 13, 2018 20:15 UTC
Cotter Jeffrey LouisSVP, General Counsel & Secy
GrantCommon Stock Option · Derivative 10,196 $0.00 Strike: $68.62 $0.00
Disclosure

SEC source: 0000027996-18-000085 · edgar.xml · derivative · entry 2

Cotter Jeffrey Louis · CIK 0001437814 · SVP, General Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,196

Underlying: Common Stock · 10,196 shares

Expires 2025-06-11

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

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June 11, 2018 Filed Jun 13, 2018 20:15 UTC
Cotter Jeffrey LouisSVP, General Counsel & Secy
GrantCommon Stock 2,186 $0.00 $0.00
Disclosure

SEC source: 0000027996-18-000085 · edgar.xml · nonDerivative · entry 1

Cotter Jeffrey Louis · CIK 0001437814 · SVP, General Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,186

F1 · balance_after: Represents 2,186 shares of restricted stock.

Read SEC document
June 08, 2018 Filed Jun 11, 2018 21:26 UTC
SCHRAM LEE JDirector · Chief Executive Officer
SaleCommon Stock 201 $68.02 $13,672.02
Disclosure

SEC source: 0000027996-18-000083 · edgar.xml · nonDerivative · entry 2

SCHRAM LEE J · CIK 0001228410 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 272,616

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2018.

F3 · price: Shares were sold in multiple transactions at prices ranging from $68.00 to $68.11. The price reported is the weighted average sale price. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the selling range.

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.