Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Chief of Operations | 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.
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 | 13,266 |
Ending reported balance
After 2021-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-04-01 · Exercise / conversion · Acquired 914 · Balance 13,419 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 451 · Balance 12,968 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 587 · Balance 13,555 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 289 · Balance 13,266 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 | 914 |
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 914 · Balance 914 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 | 1,175 |
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 587 · Balance 1,175 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · derivative · entry 6 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,175 Underlying: Common Stock · 587 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 914 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · derivative · entry 5 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914 Underlying: Common Stock · 914 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 289 | $42.34 | $12,236.26 |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 4 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,266 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 3 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,555 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 451 | $42.34 | $19,095.34 |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,968 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 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000109 · wf-form4_161738027773005.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,419 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 |
| February 21, 2021 Filed Feb 22, 2021 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 228 | $39.44 | $8,992.32 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 5 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,505 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · derivative · entry 7 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 841 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · derivative · entry 6 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,683 Underlying: Common Stock · 841 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 276 | $39.10 | $10,791.60 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 4 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,733 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 3 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,009 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 459 | $39.10 | $17,946.90 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,504 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 21:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000057 · wf-form4_161402882134903.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,963 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 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · derivative · entry 6 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,828 Underlying: Common Stock · 913 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 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · derivative · entry 5 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,762 Underlying: Common Stock · 588 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 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 450 | $25.21 | $11,344.50 |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · nonDerivative · entry 4 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,122 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · nonDerivative · entry 3 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,572 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 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 290 | $25.21 | $7,310.90 |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,659 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000050 · wf-form4_158584421475446.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,949 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 23, 2020 Filed Feb 24, 2020 19:49 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 212 | $39.11 | $8,291.32 |
DisclosureSEC source: 0001104659-20-024199 · a4.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,361 F2 · kind: Reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 444 shares of restricted stock. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 19:49 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 219 | $39.11 | $8,565.09 |
DisclosureSEC source: 0001104659-20-024199 · a4.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,573 F1 · kind: Reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 874 shares of restricted stock. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:17 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 20,772 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023469 · a4.xml · derivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 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 22:17 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 4,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023469 · a4.xml · derivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,543 Underlying: Common Stock · 4,543 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: 2,524 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: 2,524 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: 2,524 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 |
| January 21, 2020 Filed Jan 22, 2020 21:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 179 | $49.10 | $8,788.90 |
DisclosureSEC source: 0000027996-20-000004 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,608 F2 · balance_after: Total ownership includes 1,318 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:25 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000004 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,787 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. F2 · balance_after: Total ownership includes 1,318 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:58 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 358 | $49.10 | $17,577.80 |
DisclosureSEC source: 0000027996-20-000012 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,792 F2 · balance_after: Total ownership includes 1,318 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:58 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000012 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · SVP, Chief of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,150 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. F2 · balance_after: Total ownership includes 1,318 shares of restricted stock. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:25 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 22,436 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000046 · edgar.xml · derivative · entry 8 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,436 Underlying: Common Stock · 22,436 shares Expires 2029-04-01 F4 · 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 3, 2019 19:25 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 5,091 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000046 · edgar.xml · derivative · entry 3 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,091 Underlying: Common Stock · 5,091 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 2,350 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 2,741 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. F2 · derivative.exercise_date: Restricted stock units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 2,350 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 2,741 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. F2 · derivative.expiration_date: Restricted stock units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 2,350 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 2,741 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 |
| February 22, 2019 Filed Feb 25, 2019 20:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 212 | $48.89 | $10,364.68 |
DisclosureSEC source: 0000027996-19-000028 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,424 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,318 shares of restricted stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 20:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 219 | $49.00 | $10,731.00 |
DisclosureSEC source: 0000027996-19-000028 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,636 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,748 shares of restricted stock. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 17:26 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 906 | $49.80 | $45,118.80 |
DisclosureSEC source: 0000027996-19-000021 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,855 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,192 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 629 | $43.28 | $27,223.12 |
DisclosureSEC source: 0000027996-19-000007 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,761 F2 · balance_after: Total ownership includes 4,032 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:02 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000007 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,390 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 |
| February 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 7,270 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · derivative · entry 10 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,636 Underlying: Common Stock · 7,270 shares Expires 2023-02-17 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: 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 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionComon Stock Option · Derivative | 4,510 | $0.00 Strike: $50.32 | $0.00 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · derivative · entry 8 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,510 shares Expires 2021-02-27 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. F3 · 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 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 1,383 | $73.83 | $102,106.89 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 6 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,236 F2 · balance_after: Total ownership includes 4,032 shares of restricted stock. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 1,703 | $73.93 | $125,902.79 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 5 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,619 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 10,077 | $73.93 | $744,992.61 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 4 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,322 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,270 | $54.30 | $394,761.00 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 3 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,399 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 26, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,510 | $50.32 | $226,943.20 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,129 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 23, 2018 Filed Feb 27, 2018 22:07 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 212 | $73.81 | $15,647.72 |
DisclosureSEC source: 0000027996-18-000047 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,619 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 6,231 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000039 · edgar.xml · derivative · entry 7 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 Underlying: Common Stock · 6,231 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 19:43 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,332 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000039 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,831 F1 · balance_after: Total ownership includes 4,462 shares of restricted stock. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 611 | $70.20 | $42,892.20 |
DisclosureSEC source: 0000027996-18-000023 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,499 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 3,130 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:26 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 642 | $77.36 | $49,665.12 |
DisclosureSEC source: 0000027996-18-000004 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,110 F2 · balance_after: Total ownership includes 4,371 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000004 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,752 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 |
| February 28, 2017 Filed Mar 2, 2017 21:30 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 3,098 | $75.27 | $233,186.46 |
DisclosureSEC source: 0000027996-17-000050 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,575 F1 · price: Shares were sold in multiple transactions at prices ranging from $75.05 to $75.39. The price reported is the weighted average sale price. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the selling range. F2 · balance_after: Total ownership includes 4,371 shares of restricted stock. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 600 | $75.79 | $45,474.00 |
DisclosureSEC source: 0000027996-17-000042 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,673 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 4,371 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 6,313 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000032 · edgar.xml · derivative · entry 6 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,313 Underlying: Common Stock · 6,313 shares Expires 2024-02-23 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.