Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, General Counsel & Secy | February 12, 2018 | February 13, 2018 |
| Vireo Growth Inc.GDNSF · Entity 5397 | GENERAL COUNSEL & CCO | June 07, 2023 | June 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DELUXE CORP
Report date February 12, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,586 |
Reported balance
After 2018-02-12 transaction · row 1
1 source rowRow 1 · 2018-02-12 · Tax withholding · Disposed 110 · Balance 3,586 F1: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,723 shares of restricted stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-01-24 | Direct | 520 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 520 F2: 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. |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $58.93 · Expires 2021-07-07 | Direct | 554 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 554 F3: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $67.08 · Expires 2022-02-12 | Direct | 1,069 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,069 F3: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.30 · Expires 2023-02-17 | Direct | 9,088 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 9,088 F3: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $75.61 · Expires 2024-02-23 | Direct | 5,828 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,828 F3: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,723 shares of restricted stock.
F2: 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: 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).
Vireo Growth Inc.
Report date June 07, 2023 · Filed June 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.18 · Expires 2033-06-06 | Direct | 1,690,075 |
Reported balance
After 2023-06-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-07 · Grant · Acquired 619,907 · Balance 1,690,075 F1: Stock options vest as follows: 284,977 are vested immediately upon grant; 39,994 vest on each of June 30, 2023, September 30, 2023, December 31, 2023, March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024; and 14,994 vest on each of March 31, 2025, June 30, 2025, September 30, 2025, December 31, 2025, and March 31, 2026. F2: Total owned following transactions reflects voluntary cancellation by reporting person of 639,907 subordinate voting share options on for no consideration on March 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options vest as follows: 284,977 are vested immediately upon grant; 39,994 vest on each of June 30, 2023, September 30, 2023, December 31, 2023, March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024; and 14,994 vest on each of March 31, 2025, June 30, 2025, September 30, 2025, December 31, 2025, and March 31, 2026.
F2: Total owned following transactions reflects voluntary cancellation by reporting person of 639,907 subordinate voting share options on for no consideration on March 15, 2023.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 07, 2023 Filed Jun 14, 2023 08:30 UTC | Vireo Growth Inc. GDNSF · Entity 5397 | GrantStock Options · Derivative | 619,907 | $0.00 Strike: $0.18 | $0.00 |
DisclosureSEC source: 0001415889-23-009773 · form4-06142023_120631.xml · derivative · entry 1 Schroeder J Michael · CIK 0001667710 · GENERAL COUNSEL & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,690,075 Underlying: Subordinate Voting Shares · 619,907 shares Expires 2033-06-06 F1 · derivative.exercise_date: Stock options vest as follows: 284,977 are vested immediately upon grant; 39,994 vest on each of June 30, 2023, September 30, 2023, December 31, 2023, March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024; and 14,994 vest on each of March 31, 2025, June 30, 2025, September 30, 2025, December 31, 2025, and March 31, 2026. F2 · balance_after: Total owned following transactions reflects voluntary cancellation by reporting person of 639,907 subordinate voting share options on for no consideration on March 15, 2023. Read SEC document |
| December 14, 2022 Filed Dec 21, 2022 17:42 UTC | Vireo Growth Inc. GDNSF · Entity 5397 | GrantStock Options · Derivative | 308,927 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0001415889-22-012903 · form4-12212022_101243.xml · derivative · entry 2 Schroeder J Michael · CIK 0001667710 · GENERAL COUNSEL & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,999,002 Underlying: Subordinate Voting Shares · 308,927 shares Expires 2032-12-14 F2 · derivative.exercise_date: Stock options vest 25% on December 31, 2023, then 6.25% on March 31, 2024 and on the last day of each calendar quarter thereafter, with the final 6.25% vesting on December 31, 2026. Read SEC document |
| December 14, 2022 Filed Dec 21, 2022 17:42 UTC | Vireo Growth Inc. GDNSF · Entity 5397 | GrantRestricted Stock Units | 257,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012903 · form4-12212022_101243.xml · nonDerivative · entry 1 Schroeder J Michael · CIK 0001667710 · GENERAL COUNSEL & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,732 F1 · shares: Restricted stock units vest one-third on December 14, 2023, another one-third on December 14, 2024, and the final one-third on December 14, 2025. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 17:36 UTC | Vireo Growth Inc. GDNSF · Entity 5397 | GrantStock Options · Derivative | 239,907 | $0.00 Strike: $1.77 | $0.00 |
DisclosureSEC source: 0001415889-22-003196 · form4-03182022_020347.xml · derivative · entry 2 Schroeder J Michael · CIK 0001667710 · GENERAL COUNSEL & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,907 Underlying: Subordinate Voting Shares · 239,907 shares Expires 2032-03-14 F2 · derivative.exercise_date: Options vest as follows: 25% on March 31, 2023, 6.25% on June 30, 2023 and the last day of each calendar quarter thereafter until 100% are vested. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 17:36 UTC | Vireo Growth Inc. GDNSF · Entity 5397 | GrantRestricted Stock Units | 99,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003196 · form4-03182022_020347.xml · nonDerivative · entry 1 Schroeder J Michael · CIK 0001667710 · GENERAL COUNSEL & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,511 F1 · shares: Restricted Stock Units vest in three equal annual installments beginning on March 31, 2023; each vested tranche becomes Subordinated Voting Shares. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:33 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 110 | $70.20 | $7,722.00 |
DisclosureSEC source: 0000027996-18-000028 · edgar.xml · nonDerivative · entry 1 Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,723 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000017 · edgar.xml · derivative · entry 3 Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 442 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 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 220 | $73.51 | $16,172.20 |
DisclosureSEC source: 0000027996-18-000017 · edgar.xml · nonDerivative · entry 2 Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,696 F2 · balance_after: Total ownership includes 2,971 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 442 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000017 · edgar.xml · nonDerivative · entry 1 Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,916 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 | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 118 | $77.36 | $9,128.48 |
DisclosureSEC 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 | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 236 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| July 07, 2017 Filed Jul 11, 2017 20:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 256 | $70.52 | $18,053.12 |
DisclosureSEC source: 0000027996-17-000078 · edgar.xml · nonDerivative · entry 1 Schroeder J Michael · CIK 0001667710 · SVP, General Counsel & Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,356 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,971 shares of restricted stock. F1 · balance_after: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,971 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:07 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 5,828 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC 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 | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC 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 |
| January 24, 2017 Filed Jan 27, 2017 01:01 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 520 | $73.63 Strike: $0.00 | $38,287.60 |
DisclosureSEC 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 | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 78 | $73.63 | $5,743.14 |
DisclosureSEC 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 | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 154 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.