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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
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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 25, 2018 Filed Jan 26, 2018 21:06 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 335 $73.51 $24,625.85
Disclosure

SEC source: 0000027996-18-000014 · 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: 14,234

F2 · balance_after: Total ownership includes 3,993 shares of restricted stock.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:06 UTC
Loosbrock Julie MSr. V.P., Human Resources
Exercise / conversionCommon Stock 739 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000014 · 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: 14,569

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 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:11 UTC
McRoberts MalcolmSenior Vice President, SBS
Exercise / conversionRestricted Stock Units · Derivative 2,226 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-18-000016 · 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 · 2,226 shares

Expires 2018-01-25

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

F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:11 UTC
McRoberts MalcolmSenior Vice President, SBS
Tax withholdingCommon Stock 1,097 $73.51 $80,640.47
Disclosure

SEC source: 0000027996-18-000016 · edgar.xml · nonDerivative · entry 2

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,802

F2 · balance_after: Total ownership includes 10,302 shares of restricted stock.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:11 UTC
McRoberts MalcolmSenior Vice President, SBS
Exercise / conversionCommon Stock 2,226 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000016 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,899

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 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:05 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Exercise / conversionRestricted Stock Units · Derivative 1,137 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-18-000013 · 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 · 1,137 shares

Expires 2018-01-25

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

F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:05 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Tax withholdingCommon Stock 520 $73.51 $38,225.20
Disclosure

SEC source: 0000027996-18-000013 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,635.59

F2 · balance_after: Total ownership includes 2,612 shares of restricted stock.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:05 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Exercise / conversionCommon Stock 1,137 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000013 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,155.59

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 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:03 UTC
Brinkman Amanda KVP, Brand and Communications
Exercise / conversionRestricted Stock Units · Derivative 1,670 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000027996-18-000012 · 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 · 1,670 shares

Expires 2018-01-25

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

F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:03 UTC
Brinkman Amanda KVP, Brand and Communications
Tax withholdingCommon Stock 800 $73.51 $58,808.00
Disclosure

SEC source: 0000027996-18-000012 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,117

F2 · balance_after: Total ownership includes 2,235 shares of restricted stock.

Read SEC document
January 25, 2018 Filed Jan 26, 2018 21:03 UTC
Brinkman Amanda KVP, Brand and Communications
Exercise / conversionCommon Stock 1,670 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000012 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,917

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 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:32 UTC
Schroeder J MichaelSVP, General Counsel & Secy
Tax withholdingCommon Stock 118 $77.36 $9,128.48
Disclosure

SEC source: 0000027996-18-000009 · edgar.xml · nonDerivative · entry 2

Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,474

F2 · balance_after: Total ownership includes 2,971 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:32 UTC
Schroeder J MichaelSVP, General Counsel & Secy
GrantCommon Stock 236 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000009 · edgar.xml · nonDerivative · entry 1

Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,592

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 19, 2018 Filed Jan 23, 2018 22:31 UTC
SCHRAM LEE JDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 11,406 $77.36 Strike: $0.00 $882,368.16
Disclosure

SEC source: 0000027996-18-000008 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,406

Underlying: Common Stock · 11,406 shares

Expires 2020-01-19

F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:31 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Tax withholdingCommon Stock 6,997 $77.36 $541,287.92
Disclosure

SEC source: 0000027996-18-000008 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,757

F2 · balance_after: Total ownership includes 52,228 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:31 UTC
SCHRAM LEE JDirector · Chief Executive Officer
GrantCommon Stock 14,115 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000008 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 292,754

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 19, 2018 Filed Jan 23, 2018 22:30 UTC
Mathews Michael SSr. Vice President, CIO
GrantRestricted Stock Units · Derivative 1,543 $77.36 Strike: $0.00 $119,366.48
Disclosure

SEC source: 0000027996-18-000007 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,543

Underlying: Common Stock · 1,543 shares

Expires 2020-01-19

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:30 UTC
Mathews Michael SSr. Vice President, CIO
Tax withholdingCommon Stock 487 $77.36 $37,674.32
Disclosure

SEC source: 0000027996-18-000007 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,226

F2 · balance_after: Total ownership includes 3,113 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:30 UTC
Mathews Michael SSr. Vice President, CIO
GrantCommon Stock 941 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000007 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,713

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 19, 2018 Filed Jan 23, 2018 22:29 UTC
McRoberts MalcolmSenior Vice President, SBS
Tax withholdingCommon Stock 1,456 $77.36 $112,636.16
Disclosure

SEC source: 0000027996-18-000006 · edgar.xml · nonDerivative · entry 2

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,673

F2 · balance_after: Total ownership includes 10,302 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:29 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantCommon Stock 2,823 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000006 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,129

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 19, 2018 Filed Jan 23, 2018 22:28 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantRestricted Stock Units · Derivative 732 $77.36 Strike: $0.00 $56,627.52
Disclosure

SEC source: 0000027996-18-000005 · 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: 732

Underlying: Common Stock · 732 shares

Expires 2020-01-19

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:28 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 505 $77.36 $39,066.80
Disclosure

SEC source: 0000027996-18-000005 · 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: 13,830

F2 · balance_after: Total ownership includes 3,993 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:28 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantCommon Stock 1,059 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000005 · 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: 14,335

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 19, 2018 Filed Jan 23, 2018 22:26 UTC
Godich Peter JSenior Vice President
Tax withholdingCommon Stock 642 $77.36 $49,665.12
Disclosure

SEC source: 0000027996-18-000004 · edgar.xml · nonDerivative · entry 2

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,110

F2 · balance_after: Total ownership includes 4,371 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:26 UTC
Godich Peter JSenior Vice President
GrantCommon Stock 1,177 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000004 · edgar.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,752

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 19, 2018 Filed Jan 23, 2018 22:24 UTC
Filby John DSr. V.P., Financial Services
Tax withholdingCommon Stock 903 $77.36 $69,856.08
Disclosure

SEC source: 0000027996-18-000003 · 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: 22,282

F2 · balance_after: Total ownership includes 8,916 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:24 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock 2,730 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000003 · 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: 23,185

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 19, 2018 Filed Jan 23, 2018 22:22 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
GrantRestricted Stock Units · Derivative 715 $77.36 Strike: $0.00 $55,312.40
Disclosure

SEC source: 0000027996-18-000002 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 715

Underlying: Common Stock · 715 shares

Expires 2020-01-19

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:22 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
Tax withholdingCommon Stock 335 $77.36 $25,915.60
Disclosure

SEC source: 0000027996-18-000002 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,018.59

F2 · balance_after: Total ownership includes 2,612 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:22 UTC
Engelhardt Tracey GSVP, Direct-to-Consumer
GrantCommon Stock 706 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000002 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,353.59

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 19, 2018 Filed Jan 23, 2018 22:20 UTC
Brinkman Amanda KVP, Brand and Communications
GrantRestricted Stock Units · Derivative 1,173 $77.36 Strike: $0.00 $90,743.28
Disclosure

SEC source: 0000027996-18-000001 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,173

Underlying: Common Stock · 1,173 shares

Expires 2020-01-19

F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:20 UTC
Brinkman Amanda KVP, Brand and Communications
Tax withholdingCommon Stock 297 $77.36 $22,975.92
Disclosure

SEC source: 0000027996-18-000001 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,247

F2 · balance_after: Total ownership includes 2,235 shares of restricted stock.

Read SEC document
January 19, 2018 Filed Jan 23, 2018 22:20 UTC
Brinkman Amanda KVP, Brand and Communications
GrantCommon Stock 587 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-18-000001 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,544

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
December 15, 2017 Filed Dec 18, 2017 21:15 UTC OtherCommon Stock 345 $76.04 $26,233.80
Disclosure

SEC source: 0000027996-17-000096 · edgar.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,890

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 1,853 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 1,853 shares of restricted stock.

Read SEC document
November 29, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
SaleCommon Stock 33,030 $71.32 $2,355,699.60
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,639

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

F2 · price: Shares were sold in multiple transactions at prices ranging from $70.06 to $72.13. 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.

F3 · balance_after: Total ownership includes 52,228 shares of restricted stock.

Read SEC document
November 28, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Exercise / conversionCommon Stock Option · Derivative 53,000 $0.00 Strike: $25.45 $0.00
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,000

Underlying: Common Stock · 53,000 shares

Expires 2019-02-16

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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

F4 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

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November 28, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Exercise / conversionCommon Stock Option · Derivative 54,200 $0.00 Strike: $25.59 $0.00
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 54,200 shares

Expires 2018-02-16

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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

F4 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
November 28, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Tax withholdingCommon Stock 74,170 $70.75 $5,247,527.50
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 311,669

F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

Read SEC document
November 28, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Exercise / conversionCommon Stock 53,000 $25.45 $1,348,850.00
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,839

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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

Read SEC document
November 28, 2017 Filed Nov 30, 2017 21:05 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Exercise / conversionComon Stock 54,200 $25.59 $1,386,978.00
Disclosure

SEC source: 0000027996-17-000094 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 332,839

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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2017.

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September 15, 2017 Filed Sep 18, 2017 20:52 UTC OtherCommon Stock 379 $69.26 $26,249.54
Disclosure

SEC source: 0000027996-17-000088 · edgar.xml · nonDerivative · entry 1

Stauch John L · CIK 0001390036 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,545

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 1,853 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 1,853 shares of restricted stock.

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August 18, 2017 Filed Dec 18, 2017 21:14 UTC GiftCommon Stock 330 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000095 · edgar.xml · nonDerivative · entry 1

REDDIN THOMAS · CIK 0001107092 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,243

F1 · balance_after: Total direct ownership reported in column 5 includes 8,184 restricted stock units.

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July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 7,028 $0.00 Strike: $54.30 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,057

Underlying: Common Stock · 7,028 shares

Expires 2023-02-17

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.

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 8,270 $0.00 Strike: $67.08 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,135

Underlying: Common Stock · 8,270 shares

Expires 2022-02-12

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.

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 12,372 $0.00 Strike: $50.32 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,372 shares

Expires 2021-02-27

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.

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 21,900 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,900 shares

Expires 2020-02-20

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.

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 2,285 $0.00 Strike: $23.81 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,285 shares

Expires 2019-04-30

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

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Exercise / conversionCommon Stock Option · Derivative 26,491 $0.00 Strike: $23.81 $0.00
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,285

Underlying: Common Stock · 26,491 shares

Expires 2019-04-30

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

F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed).

Read SEC document
July 31, 2017 Filed Aug 2, 2017 20:04 UTC
Filby John DSr. V.P., Financial Services
Tax withholdingCommon Stock 1,493 $72.20 $107,794.60
Disclosure

SEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,455

F1 · balance_after: Total ownership includes 8,916 shares of restricted stock.

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.