Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | President, Merchant Services | September 01, 2026 | September 03, 2026 |
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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-08-31 | Direct | 54,753 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 54,753 · Balance 54,753 F1: Restricted stock units granted under the Company's Stock Incentive Plan, two-thirds of which vest on the second anniversary of the grant date and the following one-third on the third anniversary of the grant date. 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 Stock Incentive Plan, two-thirds of which vest on the second anniversary of the grant date and the following one-third on the third anniversary of the grant date. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 14:09 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock · Derivative | 54,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000119 · wk-form4_1788444577.xml · derivative · entry 1 Jones Kevin Grant · CIK 0002151047 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,753 Underlying: Restricted Stock Unit · 54,753 shares Expires 2029-08-31 F1 · balance_after: Restricted stock units granted under the Company's Stock Incentive Plan, two-thirds of which vest on the second anniversary of the grant date and the following one-third on the third anniversary of the grant date. 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.