Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Division President | March 01, 2022 | March 03, 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 March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,892 |
Ending reported balance
After 2022-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-01 · Exercise / conversion · Acquired 757 · Balance 2,259 Row 2 · 2022-03-01 · Tax withholding · Disposed 367 · Balance 1,892 F1: 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 | 2,272 |
Reported balance
After 2022-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-01 · Exercise / conversion · Disposed 757 · Balance 2,272 F2: 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 withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.
F2: 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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000096 · wf-form4_164634241358959.xml · derivative · entry 3 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 Underlying: Common Stock · 757 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 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 367 | $30.37 | $11,145.79 |
DisclosureSEC source: 0000027996-22-000096 · wf-form4_164634241358959.xml · nonDerivative · entry 2 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,892 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 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000096 · wf-form4_164634241358959.xml · nonDerivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,259 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · derivative · entry 6 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009 Underlying: Common Stock · 505 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 789 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · derivative · entry 5 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789 Underlying: Common Stock · 789 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 245 | $33.03 | $8,092.35 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · nonDerivative · entry 4 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,502 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · nonDerivative · entry 3 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 382 | $33.03 | $12,617.46 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · nonDerivative · entry 2 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242 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 17:33 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000070 · wf-form4_164555118687975.xml · nonDerivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 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 21:30 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 9,251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000044 · wf-form4_164521982242145.xml · derivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251 Underlying: Common Stock · 9,251 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 |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 6,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 3 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 6,058 shares Expires 2023-03-01 F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary 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. F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary 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 |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 2 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029 Underlying: Common Stock · 3,029 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 22:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 13,021 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0000027996-21-000082 · wf-form4_161480878485200.xml · derivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,021 Underlying: Common Stock · 13,021 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · derivative · entry 6 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 505 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · derivative · entry 5 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578 Underlying: Common Stock · 788 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 179 | $39.10 | $6,998.90 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · nonDerivative · entry 4 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · nonDerivative · entry 3 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 279 | $39.10 | $10,908.90 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · nonDerivative · entry 2 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509 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 20:57 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000049 · wf-form4_161402739538416.xml · nonDerivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 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 22:16 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 20,772 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023468 · a4.xml · derivative · entry 2 Riccio Thomas · CIK 0001788205 · SVP, GM , Promotions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,772 Underlying: Common Stock · 20,772 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 22:16 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 4,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023468 · a4.xml · derivative · entry 1 Riccio Thomas · CIK 0001788205 · SVP, GM , Promotions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,385 Underlying: Common Stock · 4,385 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: 2,366 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 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: 2,366 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 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: 2,366 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 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.