Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Chief Revenue Officer | March 01, 2023 | March 02, 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 March 01, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,084 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 2,083 · Balance 32,073 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2023-03-01 · Tax withholding · Disposed 989 · Balance 31,084 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 2025-03-01 | Direct | 4,164 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Exercise / conversion · Disposed 2,083 · Balance 4,164 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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 2, 2023 22:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 2,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000076 · wf-form4_167779782295116.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,164 Underlying: Common Stock · 2,083 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. 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 |
| March 01, 2023 Filed Mar 2, 2023 22:57 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 989 | $17.98 | $17,782.22 |
DisclosureSEC source: 0000027996-23-000076 · wf-form4_167779782295116.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,084 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000076 · wf-form4_167779782295116.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,073 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, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · derivative · entry 9 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 Underlying: Common Stock · 1,546 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, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · derivative · entry 8 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,878 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, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 502 | $19.11 | $9,593.22 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 6 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,990 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 5 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,492 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, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 610 | $19.11 | $11,657.10 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 4 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,946 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,556 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, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · derivative · entry 7 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,767 Underlying: Common Stock · 5,589 shares Expires 2026-02-16 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 16, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,814 | $19.48 | $35,336.72 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,678 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 16:22 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,589 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000052 · wf-form4_167699653976519.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,492 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, 2023 Filed Jan 31, 2023 17:42 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 4,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000015 · wf-form4_167518695647248.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,230 shares Expires 2023-01-28 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 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, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 17:42 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,598 | $19.99 | $31,944.02 |
DisclosureSEC source: 0000027996-23-000015 · wf-form4_167518695647248.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,903 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 17:42 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000015 · wf-form4_167518695647248.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,501 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 |
| July 22, 2022 Filed Jul 25, 2022 15:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 7,956 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000185 · wf-form4_165876282584453.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,956 shares Expires 2022-07-22 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. 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 |
| July 22, 2022 Filed Jul 25, 2022 15:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 3,059 | $22.99 | $70,326.41 |
DisclosureSEC source: 0000027996-22-000185 · wf-form4_165876282584453.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,271 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| July 22, 2022 Filed Jul 25, 2022 15:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-22-000185 · wf-form4_165876282584453.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,330 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 21:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 2,082 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000098 · wf-form4_164634259748674.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,247 Underlying: Common Stock · 2,082 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 21:23 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 676 | $30.37 | $20,530.12 |
DisclosureSEC source: 0000027996-22-000098 · wf-form4_164634259748674.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,374 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 21:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000098 · wf-form4_164634259748674.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,050 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · derivative · entry 6 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,092 Underlying: Common Stock · 1,546 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,877 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · derivative · entry 5 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 Underlying: Common Stock · 1,877 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 514 | $33.03 | $16,977.42 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · nonDerivative · entry 4 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,968 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · nonDerivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,482 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 709 | $33.03 | $23,418.27 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,936 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 17:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000072 · wf-form4_164555126995395.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,645 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 21:18 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 22,356 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000032 · wf-form4_164521908887732.xml · derivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,356 Underlying: Common Stock · 22,356 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 |
| July 22, 2021 Filed Jul 26, 2021 17:59 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,956 Underlying: Common Stock · 1,989 shares Expires 2022-07-22 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. 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 |
| July 22, 2021 Filed Jul 26, 2021 17:59 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 646 | $43.62 | $28,178.52 |
DisclosureSEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,060 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 17:59 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000172 · wf-form4_162732234692871.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,414 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 |
| July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,956 Underlying: Common Stock · 1,989 shares Expires 2022-07-22 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. 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 |
| July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 646 | $43.62 | $28,178.52 |
DisclosureSEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,768 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. F3 · acquired: Amending filing to correctly report the shares withheld for taxes as disposed rather than acquired. Read SEC document |
| July 22, 2021 Filed Aug 19, 2021 18:26 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000185 · wf-form4a_162939758276362.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,414 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 21:53 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 8,329 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000077 · wf-form4_161480836420707.xml · derivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,329 Underlying: Common Stock · 8,329 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 21:53 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 35,807 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0000027996-21-000077 · wf-form4_161480836420707.xml · derivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,807 Underlying: Common Stock · 35,807 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · derivative · entry 6 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,638 Underlying: Common Stock · 1,546 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,877 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · derivative · entry 5 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,755 Underlying: Common Stock · 1,877 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 494 | $39.10 | $19,315.40 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · nonDerivative · entry 4 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,425 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · nonDerivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,919 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 707 | $39.10 | $27,643.70 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,373 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 21:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000061 · wf-form4_161402963635837.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,080 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 21:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 4,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000024 · wf-form4_161221493946589.xml · derivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,230 Underlying: Common Stock · 4,230 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 |
| July 22, 2020 Filed Jul 23, 2020 16:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,988 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000093 · wf-form4_159552007397131.xml · derivative · entry 3 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,945 Underlying: Common Stock · 1,988 shares Expires 2022-07-22 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. 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 |
| July 22, 2020 Filed Jul 23, 2020 16:01 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 485 | $21.35 | $10,354.75 |
DisclosureSEC source: 0000027996-20-000093 · wf-form4_159552007397131.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| July 22, 2020 Filed Jul 23, 2020 16:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000093 · wf-form4_159552007397131.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,688 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 15, 2020 Filed May 18, 2020 16:10 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,600 | $19.52 | $50,746.80 |
DisclosureSEC source: 0000027996-20-000083 · wf-form4_158981821373482.xml · nonDerivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 Read SEC document |
| May 15, 2020 Filed May 18, 2020 16:10 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 5,100 | $19.53 | $99,597.90 |
DisclosureSEC source: 0000027996-20-000083 · wf-form4_158981821373482.xml · nonDerivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 23:12 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 63,613 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023517 · a4.xml · derivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,613 Underlying: Common Stock · 63,613 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 23:12 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 11,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023517 · a4.xml · derivative · entry 1 Thomas Christopher Lee · CIK 0001782843 · SVP, CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,816 Underlying: Common Stock · 11,816 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: 5,632 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,184 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: 5,632 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,184 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: 5,632 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,184 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.