Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | April 27, 2022 | April 28, 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.
DELUXE CORP
Report date April 27, 2022 · Filed April 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,117 |
Reported balance
After 2022-04-27 transaction · row 1
1 source rowRow 1 · 2022-04-27 · Exercise / conversion · Acquired 3,391 · Balance 16,117 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 · Expires 2022-04-27 | Direct | 0 |
Reported balance
After 2022-04-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-27 · Exercise / conversion · Disposed 3,391 · Balance 0 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.
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 |
|---|---|---|---|---|---|---|
| April 27, 2022 Filed Apr 28, 2022 18:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000157 · wf-form4_165116925546774.xml · derivative · entry 2 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 18:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000157 · wf-form4_165116925546774.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,117 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 15, 2022 Filed Mar 16, 2022 15:19 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 840 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000114 · wf-form4_164744398355942.xml · derivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 Underlying: Common Stock · 840 shares Expires not disclosed F1 · derivative.exercise_date: Consists of restricted stock units granted in lieu of director fees pursuant to an election by the director. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. F1 · derivative.expiration_date: Consists of restricted stock units granted in lieu of director fees pursuant to an election by the director. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 18:41 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000135 · wf-form4_161972169665094.xml · derivative · entry 3 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,104 shares Expires not disclosed 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 18:41 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000135 · wf-form4_161972169665094.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,726 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 27, 2021 Filed Apr 29, 2021 18:41 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000135 · wf-form4_161972169665094.xml · derivative · entry 2 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 F2 · derivative.exercise_price: Restricted stock units vest on the date of our 2022 annual shareholder meeting, which is expected to be April 27, 2022. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 16:51 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000066 · wf-form4_158826548158415.xml · derivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,104 Underlying: Common Stock · 5,104 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. F1 · derivative.exercise_date: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. F1 · derivative.expiration_date: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. Read SEC document |
| May 01, 2019 Filed May 2, 2019 21:33 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 3,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000065 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,622 F1 · balance_after: Total ownership reported in Column 5 includes 3,186 shares of restricted stock units that will convert to shares of Common Stock on May 1, 2020. Read SEC document |
| December 14, 2018 Filed Jun 6, 2019 16:48 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 185 | $41.39 | $7,657.15 |
DisclosureSEC source: 0000027996-19-000077 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,436 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| September 14, 2018 Filed Jun 6, 2019 16:47 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 135 | $56.88 | $7,678.80 |
DisclosureSEC source: 0000027996-19-000076 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,251 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| June 15, 2018 Filed Jun 6, 2019 16:46 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 113 | $67.76 | $7,656.88 |
DisclosureSEC source: 0000027996-19-000075 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,116 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| May 02, 2018 Filed Jun 6, 2019 16:45 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000074 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,003 F1 · balance_after: Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:14 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 104 | $73.51 | $7,645.04 |
DisclosureSEC source: 0000027996-18-000054 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,957 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:23 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000069 · edgar.xml · nonDerivative · entry 1 Treyger Victoria A · CIK 0001703867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 F1 · balance_after: Represents 1,853 shares of restricted stock. 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.