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 |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Mar 1, 2017 22:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 445 | $75.79 | $33,726.55 |
DisclosureSEC source: 0000027996-17-000044 · edgar.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Vice President, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,977 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 3,113 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 4,371 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC 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 | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 893 | $0.00 | $0.00 |
DisclosureSEC 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 |
| January 24, 2017 Filed Jan 27, 2017 00:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 1,587 | $73.63 Strike: $0.00 | $116,850.81 |
DisclosureSEC 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. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:57 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 562 | $73.63 | $41,380.06 |
DisclosureSEC 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. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,441 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 2,301 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000006 · edgar.xml · derivative · entry 3 Mathews Michael S · CIK 0001574656 · Vice President, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,301 shares Expires 2017-01-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long-Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. F1 · derivative.exercise_date: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long-Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 854 | $73.03 | $62,367.62 |
DisclosureSEC source: 0000027996-17-000006 · edgar.xml · nonDerivative · entry 2 Mathews Michael S · CIK 0001574656 · Vice President, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,650 F2 · balance_after: Total ownership includes 3,544 shares of restricted stock. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000006 · edgar.xml · nonDerivative · entry 1 Mathews Michael S · CIK 0001574656 · Vice President, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,504 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 1/20/15 under the Company's Long-Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. 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.