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 |
|---|---|---|---|---|---|---|
| July 22, 2019 Filed Jul 23, 2019 20:10 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 11,933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000088 · edgar.xml · derivative · entry 2 Thomas Christopher Lee · CIK 0001782843 · SVP, CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,933 Underlying: Common Stock · 11,933 shares Expires 2022-07-22 F1 · derivative.exercise_price: Restricted Stock Units were awarded on 7/22/19 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock as follows: 50% upon third anniversary; the remaining 50% will vest one-third per year on the first, second and third anniversaries of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date or if the holder is terminated other than for cause prior to the third anniversary of the date of grant. F1 · derivative.exercise_date: Restricted Stock Units were awarded on 7/22/19 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock as follows: 50% upon third anniversary; the remaining 50% will vest one-third per year on the first, second and third anniversaries of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date or if the holder is terminated other than for cause prior to the third anniversary of the date of grant. 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.