Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARTER SECURITIES CORPDLX · Entity 174424 | Sr. Vice President, CFO | March 31, 2017 | July 14, 2017 |
| DELUXE CORPDLX · Entity 1310 | SVP, Chief Financial Officer | April 01, 2021 | April 02, 2021 |
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.
CARTER SECURITIES CORP
Report date March 31, 2017 · Filed July 14, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,157 |
Reported balance
After 2017-03-31 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-03-31 · Grant · Acquired 4,157 · Balance 4,157 F1: The original Form 4 contained an error in the number of restricted shares granted. |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $72.17 · Expires 2024-03-31 | Direct | 20,678 |
Reported balance
Holding disclosure · report date 2017-03-31 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 20,678 F2: Options vest in three equal installments on the three 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(ed). |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 4 contained an error in the number of restricted shares granted.
F2: Options vest in three equal installments on the three 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(ed).
DELUXE CORP
Report date April 01, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,735 |
Ending reported balance
After 2021-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-04-01 · Exercise / conversion · Acquired 616 · Balance 16,329 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2021-04-01 · Tax withholding · Disposed 304 · Balance 16,025 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Row 3 · 2021-04-01 · Exercise / conversion · Acquired 1,398 · Balance 17,423 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 4 · 2021-04-01 · Tax withholding · Disposed 688 · Balance 16,735 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 2022-04-01 | Direct | 617 |
Reported balance
After 2021-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-04-01 · Exercise / conversion · Disposed 616 · Balance 617 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 · Conversion / exercise price $0.00 · Expires 2023-04-01 | Direct | 2,797 |
Reported balance
After 2021-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-04-01 · Exercise / conversion · Disposed 1,398 · Balance 2,797 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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,398 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · derivative · entry 6 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,797 Underlying: Common Stock · 1,398 shares Expires 2023-04-01 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 |
| April 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 616 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · derivative · entry 5 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 Underlying: Common Stock · 616 shares Expires 2022-04-01 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 |
| April 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 688 | $42.34 | $29,129.92 |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 4 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,735 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 3 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,423 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 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 304 | $42.34 | $12,871.36 |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,025 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 616 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000104 · wf-form4_161737948251930.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,329 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 21, 2021 Filed Feb 22, 2021 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 673 | $39.44 | $26,543.12 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 5 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,713 F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · derivative · entry 7 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,111 Underlying: Common Stock · 1,704 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,824 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · derivative · entry 6 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 Underlying: Common Stock · 1,824 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 839 | $39.10 | $32,804.90 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 4 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,386 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 3 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,225 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 898 | $39.10 | $35,111.80 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,521 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000053 · wf-form4_161402795429208.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,419 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 22, 2021 Filed Jan 25, 2021 18:38 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 6,052 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000008 · wf-form4_161159992590408.xml · derivative · entry 3 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,052 shares Expires 2021-01-22 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. F3 · derivative.exercise_date: Restricted Stock Units were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2018 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:38 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 3,154 | $33.99 | $107,204.46 |
DisclosureSEC source: 0000027996-21-000008 · wf-form4_161159992590408.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,595 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:38 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000008 · wf-form4_161159992590408.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,749 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 01, 2020 Filed Apr 2, 2020 16:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 616 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000046 · wf-form4_158584398429051.xml · derivative · entry 4 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 616 shares Expires 2022-04-01 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 |
| April 01, 2020 Filed Apr 2, 2020 16:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,399 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000046 · wf-form4_158584398429051.xml · derivative · entry 3 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,195 Underlying: Common Stock · 1,399 shares Expires 2023-04-01 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 |
| April 01, 2020 Filed Apr 2, 2020 16:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 616 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000046 · wf-form4_158584398429051.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,697 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 01, 2020 Filed Apr 2, 2020 16:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000046 · wf-form4_158584398429051.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,081 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 23:04 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 70,104 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023511 · a4.xml · derivative · entry 2 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,104 Underlying: Common Stock · 70,104 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 23:04 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 12,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023511 · a4.xml · derivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,289 Underlying: Common Stock · 12,289 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: 5,474 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,815 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: 5,474 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,815 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: 5,474 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 6,815 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 |
| January 21, 2020 Filed Jan 22, 2020 21:17 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 6,324 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000001 · edgar.xml · derivative · entry 5 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 Underlying: Common Stock · 6,324 shares Expires 2022-01-21 F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:17 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 576 | $49.10 | $28,281.60 |
DisclosureSEC source: 0000027996-20-000001 · edgar.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,089 F2 · balance_after: Total ownership includes 4,118 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:17 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,169 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000001 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,665 F1 · price: This award reflects the settlement of performance share units that were determined to vest based on the level of achievement of the specified performance targets. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 6,324 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000010 · edgar.xml · derivative · entry 5 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 Underlying: Common Stock · 6,324 shares Expires 2022-01-21 F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,152 | $49.10 | $56,563.20 |
DisclosureSEC source: 0000027996-20-000010 · edgar.xml · nonDerivative · entry 2 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,682 F2 · balance_after: Total ownership includes 4,118 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000010 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,834 F1 · price: This amendment corrects amounts previously reported in connection with the settlement of performance share units that vested based on the level of achievement of the specified performance targets. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 53,419 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000042 · edgar.xml · derivative · entry 6 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,419 Underlying: Common Stock · 53,419 shares Expires 2029-04-01 F5 · derivative.exercise_date: Options 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(ed). Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 7,443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000042 · edgar.xml · derivative · entry 3 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,443 Underlying: Common Stock · 7,443 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Stock Units awarded 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 5,594 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,849 units will vest in three equal amounts on each of the first three 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. F3 · derivative.exercise_date: Restricted Stock Units awarded 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 5,594 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,849 units will vest in three equal amounts on each of the first three 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. F3 · derivative.expiration_date: Restricted Stock Units awarded 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 5,594 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 1,849 units will vest in three equal amounts on each of the first three 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 |
| March 29, 2019 Filed Apr 2, 2019 21:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 682 | $43.72 | $29,817.04 |
DisclosureSEC source: 0000027996-19-000042 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,496 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 4,118 shares of restricted stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:59 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 673 | $49.00 | $32,977.00 |
DisclosureSEC source: 0000027996-19-000026 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,178 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 5,504 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 17:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 6,052 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000004 · edgar.xml · derivative · entry 2 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,052 Underlying: Common Stock · 6,052 shares Expires 2021-01-22 F2 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash. F2 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. 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. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 14:10 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,020 | $49.60 | $100,192.00 |
DisclosureSEC source: 0000027996-18-000106 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,851 F1 · balance_after: Total ownership includes 6,870 shares of restricted stock. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 20:17 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 424 | $74.01 | $31,380.24 |
DisclosureSEC source: 0000027996-18-000057 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,831 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated wtih vesting of restricted stock. Total ownership includes 6,870 shares of restricted stock. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:38 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 19,172 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000036 · edgar.xml · derivative · entry 3 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,172 Underlying: Common Stock · 19,172 shares Expires 2025-02-21 F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed). Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:38 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 4,098 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000036 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,255 F1 · balance_after: Represents 8,255 shares of restricted stock. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 16:34 UTC | CARTER SECURITIES CORP DLX · Entity 174424 | GrantCommon Stock Option · Derivative | 20,678 | $0.00 Strike: $72.17 | $0.00 |
DisclosureSEC source: 0000027996-17-000056 · edgar.xml · derivative · entry 2 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,678 Underlying: Common Stock · 20,678 shares Expires 2024-03-31 F2 · derivative.exercise_date: Options vest in three equal installments on the three 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(ed). Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 16:34 UTC | CARTER SECURITIES CORP DLX · Entity 174424 | GrantCommon Stock | 4,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000056 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,215 F1 · balance_after: Represents 4,215 shares of restricted stock. Read SEC document |
| March 31, 2017 Filed Jul 14, 2017 16:15 UTC Amendment | CARTER SECURITIES CORP DLX · Entity 174424 | GrantCommon Stock | 4,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000079 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,157 F1 · shares: The original Form 4 contained an error in the number of restricted shares granted. Read SEC document |
| March 31, 2017 Filed Jul 14, 2017 20:21 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 4,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000080 · edgar.xml · nonDerivative · entry 1 Bush Keith A · CIK 0001701516 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,157 F1 · shares: The original Form 4 contained an error in the number of restricted shares granted. 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.