Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Chief of Strategy | April 01, 2023 | April 03, 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 April 01, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,505 |
Ending reported balance
After 2023-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-04-01 · Exercise / conversion · Acquired 168 · Balance 8,581 F1: 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. Row 2 · 2023-04-01 · Tax withholding · Disposed 76 · Balance 8,505 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 2023-04-01 | Direct | 0 |
Reported balance
After 2023-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-01 · Exercise / conversion · Disposed 168 · Balance 0 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 22:04 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 7,813 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0000027996-21-000084 · wf-form4_161480902516277.xml · derivative · entry 1 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 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 18, 2021 Filed Feb 22, 2021 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 316 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · derivative · entry 6 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 946 Underlying: Common Stock · 316 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 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 736 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · derivative · entry 5 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,472 Underlying: Common Stock · 736 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 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 160 | $39.10 | $6,256.00 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · nonDerivative · entry 4 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971 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 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · nonDerivative · entry 3 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,131 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 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 371 | $39.10 | $14,506.10 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · nonDerivative · entry 2 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 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 20:16 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 736 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000037 · wf-form4_161402495182498.xml · nonDerivative · entry 1 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 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 21:27 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000022 · wf-form4_161221482464391.xml · derivative · entry 1 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827 Underlying: Common Stock · 827 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 |
| April 01, 2020 Filed Apr 2, 2020 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · derivative · entry 6 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,281 Underlying: Common Stock · 640 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 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · derivative · entry 5 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 Underlying: Common Stock · 168 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 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 283 | $25.21 | $7,134.43 |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · nonDerivative · entry 4 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 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 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · nonDerivative · entry 3 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733 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 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 75 | $25.21 | $1,890.75 |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · nonDerivative · entry 2 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93 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 16:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000038 · wf-form4_158584346506129.xml · nonDerivative · entry 1 Parrilli Amanda B · CIK 0001770249 · SVP, Chief of Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168 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, 2020 Filed Feb 20, 2020 22:54 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 12,982 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023501 · a4.xml · derivative · entry 2 Parrilli Amanda B · CIK 0001770249 · SVP, New Bus. Dev. & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,982 Underlying: Common Stock · 12,982 shares Expires 2030-02-18 F2 · 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 18, 2020 Filed Feb 20, 2020 22:54 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 3,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023501 · a4.xml · derivative · entry 1 Parrilli Amanda B · CIK 0001770249 · SVP, New Bus. Dev. & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,470 Underlying: Common Stock · 3,470 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,208 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 1,262 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,208 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 1,262 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.expiration_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,208 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 1,262 units will vest in four equal amounts on each of the first four anniversaries 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 |
| April 01, 2019 Filed Apr 3, 2019 19:35 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 6,410 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000051 · edgar.xml · derivative · entry 3 Parrilli Amanda B · CIK 0001770249 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,410 Underlying: Common Stock · 6,410 shares Expires 2029-04-01 F2 · derivative.exercise_date: Options 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(ed). Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:35 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 2,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000051 · edgar.xml · derivative · entry 2 Parrilli Amanda B · CIK 0001770249 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592 Underlying: Common Stock · 2,592 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 671 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,921 units will vest in three equal amounts on each of the first three anniversaries 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. F1 · derivative.exercise_date: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 671 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,921 units will vest in three equal amounts on each of the first three anniversaries 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. F1 · derivative.expiration_date: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 671 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,921 units will vest in three equal amounts on each of the first three anniversaries 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.