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DELUXE CORP

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SEC CIK
0000027996
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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.
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MonthPurchasesSales
Nov 202500
Dec 202510
Jan 202600
Feb 202600
Mar 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
February 27, 2017 Filed Mar 1, 2017 22:09 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 600 $75.79 $45,474.00
Disclosure

SEC source: 0000027996-17-000043 · 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: 18,959

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 3,993 shares of restricted stock.

Read SEC document
February 27, 2017 Filed Mar 1, 2017 22:08 UTC
Godich Peter JSenior Vice President
Tax withholdingCommon Stock 600 $75.79 $45,474.00
Disclosure

SEC source: 0000027996-17-000042 · edgar.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,673

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 4,371 shares of restricted stock.

Read SEC document
February 27, 2017 Filed Mar 1, 2017 22:06 UTC
Filby John DSr. V.P., Financial Services
Tax withholdingCommon Stock 1,068 $75.79 $80,943.72
Disclosure

SEC source: 0000027996-17-000041 · 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: 19,663

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 8,916 shares of restricted stock.

Read SEC document
February 27, 2017 Filed Mar 1, 2017 22:06 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
Tax withholdingCommon Stock 463 $75.79 $35,090.77
Disclosure

SEC source: 0000027996-17-000040 · edgar.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,647.59

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,612 shares of restricted stock.

Read SEC document
February 27, 2017 Filed Mar 1, 2017 22:05 UTC
Brinkman Amanda KVP, Brand and Communications
Tax withholdingCommon Stock 296 $75.79 $22,433.84
Disclosure

SEC source: 0000027996-17-000039 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,957

F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,235 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:07 UTC
Schroeder J MichaelSVP, General Counsel & Secy
GrantCommon Stock Option · Derivative 5,828 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000038 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,828

Underlying: Common Stock · 5,828 shares

Expires 2024-02-23

F4 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed).

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:07 UTC
Schroeder J MichaelSVP, General Counsel & Secy
GrantCommon Stock 1,190 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000038 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,612

F1 · balance_after: Total ownership includes 3,536 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:04 UTC
SCHRAM LEE JDirector · Chief Executive Officer
GrantCommon Stock Option · Derivative 77,700 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000037 · edgar.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,700

Underlying: Common Stock · 77,700 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 22:04 UTC
SCHRAM LEE JDirector · Chief Executive Officer
GrantComon Stock 15,871 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000037 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,651

F1 · balance_after: Total ownership includes 98,581 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:04 UTC
Merritt Edward ATreasurer, VP of IR and CFO
GrantCommon Stock Option · Derivative 1,943 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000036 · edgar.xml · derivative · entry 7

Merritt Edward A · CIK 0001683453 · Treasurer, VP of IR and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,943

Underlying: Common Stock · 1,943 shares

Expires 2024-02-23

F3 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed).

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:04 UTC
Merritt Edward ATreasurer, VP of IR and CFO
GrantCommon Stock 397 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000036 · edgar.xml · nonDerivative · entry 1

Merritt Edward A · CIK 0001683453 · Treasurer, VP of IR and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,614

F1 · balance_after: Total ownership includes 1,636 shares of restricted stock and 196 shares purchased under the ESPP on 1/31/2017.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:01 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantCommon Stock Option · Derivative 14,083 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000034 · edgar.xml · derivative · entry 8

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,083

Underlying: Common Stock · 14,083 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 22:01 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000034 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,902

F1 · balance_after: Total ownership includes 13,478 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:03 UTC
Mathews Michael SVice President, CIO
GrantCommon Stock Option · Derivative 4,371 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000035 · edgar.xml · derivative · entry 8

Mathews Michael S · CIK 0001574656 · Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,371

Underlying: Common Stock · 4,371 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 22:03 UTC
Mathews Michael SVice President, CIO
GrantCommon Stock 893 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000035 · edgar.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,422

F1 · balance_after: Total ownership includes 4,437 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:00 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantCommon Stock Option · Derivative 5,828 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000033 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,828

Underlying: Common Stock · 5,828 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 22:00 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantCommon Stock 1,190 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000033 · 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: 19,559

F1 · balance_after: Total ownership includes 5,151 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 21:59 UTC
Godich Peter JSenior Vice President
GrantCommon Stock Option · Derivative 6,313 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000032 · edgar.xml · derivative · entry 6

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,313

Underlying: Common Stock · 6,313 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 21:59 UTC
Godich Peter JSenior Vice President
GrantCommon Stock 1,290 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000032 · edgar.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,273

F1 · balance_after: Total ownership includes 5,529 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 21:58 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock Option · Derivative 12,141 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000031 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,141

Underlying: Common Stock · 12,141 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 21:58 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock 2,480 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000031 · 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: 20,731

F1 · balance_after: Total ownership includes 12,092 shares of resticted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 21:57 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
GrantCommon Stock Option · Derivative 3,885 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000030 · edgar.xml · derivative · entry 12

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,885

Underlying: Common Stock · 3,885 shares

Expires 2024-02-23

F4 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed).

Read SEC document
February 23, 2017 Filed Feb 27, 2017 21:57 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
GrantCommon Stock 794 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 3

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,110.59

F1 · balance_after: Total ownership includes 3,605 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 21:56 UTC
Brinkman Amanda KVP, Brand and Communications
GrantCommon Stock Option · Derivative 3,399 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000029 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,399

Underlying: Common Stock · 3,399 shares

Expires 2024-02-23

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
February 23, 2017 Filed Feb 27, 2017 21:56 UTC
Brinkman Amanda KVP, Brand and Communications
GrantCommon Stock 694 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000029 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,253

F1 · balance_after: Total ownership includes 2,897 shares of restricted stock.

Read SEC document
February 23, 2017 Filed Mar 1, 2017 22:06 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock Option · Derivative 12,141 $0.00 Strike: $75.61 $0.00
Disclosure

SEC source: 0000027996-17-000041 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,141

Underlying: Common Stock · 12,141 shares

Expires 2024-02-23

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
February 07, 2017 Filed Feb 27, 2017 21:57 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
GiftCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 2

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,316

Read SEC document
February 03, 2017 Filed Feb 6, 2017 21:15 UTC SaleCommon Stock 5,000 $73.34 $366,700.00
Disclosure

SEC source: 0000027996-17-000022 · edgar.xml · nonDerivative · entry 1

McGrath Don J · CIK 0001405481 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,764

F1 · price: The shares were sold in multiple transactions at prices ranging from $73.34 to $73.37. 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.

F2 · balance_after: Total direct ownership reported in column 5 includes 2,183 shares of restricted stock, and 22,431 restricted stock units that will convert to shares of Common Stock on deferred dates specified by the director.

Read SEC document
February 01, 2017 Filed Feb 27, 2017 21:57 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
GiftCommon Stock 175 $0.00 $0.00
Disclosure

SEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 1

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,376

Read SEC document
January 24, 2017 Filed Jan 27, 2017 01:01 UTC
Schroeder J MichaelSVP, General Counsel & Secy
GrantRestricted Stock Units · Derivative 520 $73.63 Strike: $0.00 $38,287.60
Disclosure

SEC source: 0000027996-17-000021 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 520

Underlying: Common Stock · 520 shares

Expires 2019-01-24

F4 · 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.

F4 · 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.

F4 · 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, 2017 Filed Jan 27, 2017 01:01 UTC
Schroeder J MichaelSVP, General Counsel & Secy
Tax withholdingCommon Stock 78 $73.63 $5,743.14
Disclosure

SEC source: 0000027996-17-000021 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,422

F2 · balance_after: Total ownership includes 2,346 shares of restricted stock.

Read SEC document
January 24, 2017 Filed Jan 27, 2017 01:01 UTC
Schroeder J MichaelSVP, General Counsel & Secy
GrantCommon Stock 154 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000021 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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 24, 2017 Filed Jan 27, 2017 00:56 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantRestricted Stock Units · Derivative 298 $73.63 Strike: $0.00 $21,941.74
Disclosure

SEC source: 0000027996-17-000016 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298

Underlying: Common Stock · 298 shares

Expires 2019-01-24

F4 · 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.

F4 · 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, 2017 Filed Jan 27, 2017 00:56 UTC
Loosbrock Julie MSr. V.P., Human Resources
Tax withholdingCommon Stock 721 $73.63 $53,087.23
Disclosure

SEC source: 0000027996-17-000016 · 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: 18,369

F2 · balance_after: Total ownership includes 3,961 shares of restricted stock.

Read SEC document
January 24, 2017 Filed Jan 27, 2017 00:56 UTC
Loosbrock Julie MSr. V.P., Human Resources
GrantCommon Stock 1,261 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000016 · 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: 19,090

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 24, 2017 Filed Jan 27, 2017 01:00 UTC
SCHRAM LEE JDirector · Chief Executive Officer
Tax withholdingComon Stock 9,382 $73.63 $690,796.66
Disclosure

SEC source: 0000027996-17-000020 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,780

F2 · balance_after: Total ownership includes 82,710 shares of restricted stock.

Read SEC document
January 24, 2017 Filed Jan 27, 2017 01:00 UTC
SCHRAM LEE JDirector · Chief Executive Officer
GrantCommon Stock 18,004 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000020 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 296,162

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 24, 2017 Filed Jan 27, 2017 00:59 UTC
Merritt Edward ATreasurer, VP of IR and CFO
Tax withholdingCommon Stock 198 $73.63 $14,578.74
Disclosure

SEC source: 0000027996-17-000019 · edgar.xml · nonDerivative · entry 2

Merritt Edward A · CIK 0001683453 · Treasurer, VP of IR and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,021

F2 · balance_after: Total ownership includes 1,239 shares of restricted stock.

Read SEC document
January 24, 2017 Filed Jan 27, 2017 00:59 UTC
Merritt Edward ATreasurer, VP of IR and CFO
GrantCommon Stock 505 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000019 · edgar.xml · nonDerivative · entry 1

Merritt Edward A · CIK 0001683453 · Treasurer, VP of IR and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,219

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 24, 2017 Filed Jan 27, 2017 00:58 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantRestricted Stock Units · Derivative 798 $73.63 Strike: $0.00 $58,756.74
Disclosure

SEC source: 0000027996-17-000018 · edgar.xml · derivative · entry 4

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 798

Underlying: Common Stock · 798 shares

Expires 2019-01-24

F4 · 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.

F4 · 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.

F4 · 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, 2017 Filed Jan 27, 2017 00:58 UTC
McRoberts MalcolmSenior Vice President, SBS
Tax withholdingCommon Stock 1,860 $73.63 $136,951.80
Disclosure

SEC source: 0000027996-17-000018 · edgar.xml · nonDerivative · entry 2

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,025

F2 · balance_after: Total ownership includes 10,601 shares of restricted stock.

Read SEC document
January 24, 2017 Filed Jan 27, 2017 00:58 UTC
McRoberts MalcolmSenior Vice President, SBS
GrantCommon Stock 3,457 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000018 · edgar.xml · nonDerivative · entry 1

McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,885

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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January 24, 2017 Filed Jan 27, 2017 00:57 UTC
Mathews Michael SVice President, CIO
GrantRestricted Stock Units · Derivative 1,587 $73.63 Strike: $0.00 $116,850.81
Disclosure

SEC source: 0000027996-17-000017 · edgar.xml · derivative · entry 4

Mathews Michael S · CIK 0001574656 · Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,587

Underlying: Common Stock · 1,587 shares

Expires 2019-01-24

F4 · 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.

F4 · 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.

F4 · 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.

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January 24, 2017 Filed Jan 27, 2017 00:57 UTC
Mathews Michael SVice President, CIO
Tax withholdingCommon Stock 562 $73.63 $41,380.06
Disclosure

SEC source: 0000027996-17-000017 · edgar.xml · nonDerivative · entry 2

Mathews Michael S · CIK 0001574656 · Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,529

F2 · balance_after: Total ownership includes 3,544 shares of restricted stock.

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January 24, 2017 Filed Jan 27, 2017 00:57 UTC
Mathews Michael SVice President, CIO
GrantCommon Stock 1,441 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000017 · edgar.xml · nonDerivative · entry 1

Mathews Michael S · CIK 0001574656 · Vice President, CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,091

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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January 24, 2017 Filed Jan 27, 2017 00:55 UTC
Godich Peter JSenior Vice President
Tax withholdingCommon Stock 721 $73.63 $53,087.23
Disclosure

SEC source: 0000027996-17-000015 · edgar.xml · nonDerivative · entry 2

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,983

F2 · balance_after: Total ownership includes 4,239 shares of restricted stock.

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January 24, 2017 Filed Jan 27, 2017 00:55 UTC
Godich Peter JSenior Vice President
GrantCommon Stock 1,261 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000015 · edgar.xml · nonDerivative · entry 1

Godich Peter J · CIK 0001436022 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,704

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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January 24, 2017 Filed Jan 27, 2017 00:54 UTC
Filby John DSr. V.P., Financial Services
Tax withholdingCommon Stock 1,231 $73.63 $90,638.53
Disclosure

SEC source: 0000027996-17-000014 · 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: 18,251

F2 · balance_after: Total ownership includes 9,612 shares of resticted stock.

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January 24, 2017 Filed Jan 27, 2017 00:54 UTC
Filby John DSr. V.P., Financial Services
GrantCommon Stock 3,457 Not disclosed Not disclosed
Disclosure

SEC source: 0000027996-17-000014 · 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: 19,482

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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January 24, 2017 Filed Jan 27, 2017 00:53 UTC
Engelhardt Tracey GVP, Direct-to-Consumer Segment
GrantRestricted Stock Units · Derivative 708 $73.63 Strike: $0.00 $52,130.04
Disclosure

SEC source: 0000027996-17-000013 · edgar.xml · derivative · entry 4

Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 708

Underlying: Common Stock · 708 shares

Expires 2019-01-24

F4 · 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.

F4 · 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.

F4 · 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.

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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.