Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | Director | May 08, 2023 | May 15, 2023 |
| DELUXE CORPDLX · Entity 1310 | SVP, Chief Information Officer | April 01, 2022 | April 04, 2022 |
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.
ALERUS FINANCIAL CORP
Report date May 08, 2023 · Filed May 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,324 |
Reported balance
After 2023-05-08 transaction · row 1
1 source rowRow 1 · 2023-05-08 · Grant · Acquired 2,589 · Balance 10,324 F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan.
DELUXE CORP
Report date April 01, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,565 |
Ending reported balance
After 2022-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-04-01 · Exercise / conversion · Acquired 261 · Balance 15,567 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2022-04-01 · Tax withholding · Disposed 129 · Balance 15,438 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Row 3 · 2022-04-01 · Exercise / conversion · Acquired 251 · Balance 15,689 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 4 · 2022-04-01 · Tax withholding · Disposed 124 · Balance 15,565 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-04-01 | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-04-01 · Exercise / conversion · Disposed 261 · Balance 0 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-04-01 | Direct | 252 |
Reported balance
After 2022-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-04-01 · Exercise / conversion · Disposed 251 · Balance 252 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 08, 2023 Filed May 15, 2023 15:11 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-060457 · tm2315664-4_4seq1.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,324 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| May 11, 2022 Filed Feb 2, 2023 19:25 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-009821 · tm235177-8_5seq1.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,735 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · balance_after: Indicates the total number of shares of common stock owned directly by Mr. Mathews as of December 31, 2022. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · derivative · entry 6 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 Underlying: Common Stock · 251 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · derivative · entry 5 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 261 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 124 | $30.37 | $3,765.88 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · nonDerivative · entry 4 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,565 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · nonDerivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,689 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 129 | $30.37 | $3,917.73 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,438 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000126 · wf-form4_164907998042124.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000088 · wf-form4_164634153074724.xml · derivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,363 Underlying: Common Stock · 454 shares Expires 2025-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 224 | $30.37 | $6,802.88 |
DisclosureSEC source: 0000027996-22-000088 · wf-form4_164634153074724.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,306 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000088 · wf-form4_164634153074724.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,530 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. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · derivative · entry 6 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757 Underlying: Common Stock · 378 shares Expires 2024-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · derivative · entry 5 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759 Underlying: Common Stock · 758 shares Expires 2023-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 186 | $33.03 | $6,143.58 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · nonDerivative · entry 4 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,076 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 378 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · nonDerivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,262 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 373 | $33.03 | $12,320.19 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,884 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000064 · wf-form4_164555091905972.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:40 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 4,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000050 · wf-form4_164522040520348.xml · derivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,625 Underlying: Common Stock · 4,625 shares Expires 2026-02-16 F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 16:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 892 | $28.78 | $25,671.76 |
DisclosureSEC source: 0000027996-22-000016 · wf-form4_164364632800631.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,499 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 16:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,813 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000016 · wf-form4_164364632800631.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,391 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: Reflects shares issued in connection with 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 21, 2022 Filed Jan 24, 2022 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · derivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,280 shares Expires 2022-01-21 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_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,821 | $30.19 | $85,165.99 |
DisclosureSEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,578 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000009 · wf-form4_164306183693576.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,399 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| May 12, 2021 Filed May 13, 2021 14:33 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-065651 · tm2116200-5_4seq1.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F1 · shares: All 1,215 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · derivative · entry 6 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261 Underlying: Common Stock · 261 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · derivative · entry 5 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 Underlying: Common Stock · 252 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 129 | $42.34 | $5,461.86 |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · nonDerivative · entry 4 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,119 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · nonDerivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 124 | $42.34 | $5,250.16 |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,987 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000111 · wf-form4_161738050160197.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,111 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 4,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 Underlying: Common Stock · 4,846 shares Expires 2023-03-01 F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 1,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817 Underlying: Common Stock · 1,817 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. F2 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. F2 · derivative.expiration_date: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 7,813 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0000027996-21-000083 · wf-form4_161480895606895.xml · derivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,813 Underlying: Common Stock · 7,813 shares Expires 2031-03-01 F1 · derivative.exercise_date: Options will vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests. Read SEC document |
| February 21, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 149 | $39.44 | $5,876.56 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 5 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,859 F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · derivative · entry 7 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,135 Underlying: Common Stock · 379 shares Expires 2024-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · derivative · entry 6 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,517 Underlying: Common Stock · 758 shares Expires 2023-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 184 | $39.10 | $7,194.40 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 4 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,008 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 375 | $39.10 | $14,662.50 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,813 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000055 · wf-form4_161402857168303.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,188 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:16 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 1,697 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000012 · wf-form4_161221416862467.xml · derivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 Underlying: Common Stock · 1,697 shares Expires 2023-01-28 F1 · derivative.exercise_date: Restricted Stock Units awarded under the Company's Long-Term Incentive Plan resulting from an advance election by the holder to receive a portion of the holder's 2020 annual incentive compensation in restricted stock units in lieu of cash. 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. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:40 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 2,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000010 · wf-form4_161160002218321.xml · derivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,563 shares Expires 2021-01-22 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_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2018 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:40 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,398 | $33.99 | $47,518.02 |
DisclosureSEC source: 0000027996-21-000010 · wf-form4_161160002218321.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,430 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:40 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,563 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000010 · wf-form4_161160002218321.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 13:55 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-068076 · a4.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,170 F1 · shares: All 2,114 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000044 · wf-form4_158584388302604.xml · derivative · entry 6 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 Underlying: Common Stock · 261 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000044 · wf-form4_158584388302604.xml · derivative · entry 5 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755 Underlying: Common Stock · 252 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 129 | $25.21 | $3,252.09 |
DisclosureSEC source: 0000027996-20-000044 · wf-form4_158584388302604.xml · nonDerivative · entry 4 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,265 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000044 · wf-form4_158584388302604.xml · nonDerivative · entry 3 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,394 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 124 | $25.21 | $3,126.04 |
DisclosureSEC source: 0000027996-20-000044 · wf-form4_158584388302604.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,133 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. 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.