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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 27, 2017 21:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000032 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,273 F1 · balance_after: Total ownership includes 5,529 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:55 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 721 | $73.63 | $53,087.23 |
DisclosureSEC source: 0000027996-17-000015 · edgar.xml · nonDerivative · entry 2 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,983 F2 · balance_after: Total ownership includes 4,239 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:55 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000015 · edgar.xml · nonDerivative · entry 1 Godich Peter J · CIK 0001436022 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,704 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.