Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Senior Vice President, SBS | April 01, 2019 | April 03, 2019 |
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, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,667 |
Reported balance
After 2019-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-04-01 · Grant · Acquired 9,667 · Balance 9,667 F3: Restricted stock units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 4,028 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 5,639 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-01-22 | Direct | 2,902 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,902 F2: 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. |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $44.69 · Expires 2029-04-01 | Direct | 38,462 |
Reported balance
After 2019-04-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-04-01 · Grant · Acquired 38,462 · Balance 38,462 F5: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.32 · Expires 2021-02-27 | Direct | 12,372 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,372 F4: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $67.08 · Expires 2022-02-12 | Direct | 12,832 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 12,832 F4: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.30 · Expires 2023-02-17 | Direct | 26,356 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 26,356 F4: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $75.61 · Expires 2024-02-23 | Direct | 14,083 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 14,083 F4: 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). |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.21 · Expires 2025-02-21 | Direct | 15,337 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,337 F4: 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). |
| Common StockSEC Table I · non-derivative | Direct | 33,635 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,635 F1: Total ownership includes 3,145 shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Total ownership includes 3,145 shares of restricted stock.
F2: 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.
F3: Restricted stock units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 4,028 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 5,639 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.
F4: 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).
F5: 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).
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, 2019 Filed Apr 3, 2019 19:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 38,462 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000048 · edgar.xml · derivative · entry 9 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,462 Underlying: Common Stock · 38,462 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 3, 2019 19:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 9,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000048 · edgar.xml · derivative · entry 3 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,667 Underlying: Common Stock · 9,667 shares Expires not disclosed F3 · 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: 4,028 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 5,639 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 on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 4,028 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 5,639 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 on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 4,028 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 5,639 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 20:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 472 | $48.89 | $23,076.08 |
DisclosureSEC source: 0000027996-19-000031 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,635 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 3,145 shares of restricted stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 20:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 538 | $49.00 | $26,362.00 |
DisclosureSEC source: 0000027996-19-000031 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,107 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 4,104 shares of restricted stock. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 17:31 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,188 | $49.80 | $108,962.40 |
DisclosureSEC source: 0000027996-19-000024 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,645 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 5,196 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 798 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000017 · edgar.xml · derivative · entry 3 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 798 shares Expires 2019-01-24 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_price: Restricted Stock Units were awarded on 1/24/17 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 2016 annual incentive compensation in restricted stock units in lieu of cash. F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 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 2016 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:49 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 386 | $44.31 | $17,103.66 |
DisclosureSEC source: 0000027996-19-000017 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,833 F2 · balance_after: Total ownership includes 9,642 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-19-000017 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,219 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:06 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 2,902 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000010 · edgar.xml · derivative · entry 4 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,902 Underlying: Common Stock · 2,902 shares Expires 2021-01-22 F4 · 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. F4 · 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 |
| January 22, 2019 Filed Jan 24, 2019 18:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,509 | $43.28 | $65,309.52 |
DisclosureSEC source: 0000027996-19-000010 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,421 F2 · balance_after: Total ownership includes 9,642 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:06 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-19-000010 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,930 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 23, 2018 Filed Feb 27, 2018 22:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 472 | $73.81 | $34,838.32 |
DisclosureSEC source: 0000027996-18-000050 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,425 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 8,925 shares of restricted stock. Read SEC document |
| February 23, 2018 Filed Mar 8, 2018 17:56 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 472 | $73.81 | $34,838.32 |
DisclosureSEC source: 0001179110-18-003842 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,142 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. F2 · balance_after: The reporting person's Form 4 filed on February 27, 2018 inadvertently understated the reporting person's direct holdings by 717 shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 11,982 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000041 · edgar.xml · derivative · entry 7 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,982 Underlying: Common Stock · 11,982 shares Expires 2025-02-21 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 21, 2018 Filed Feb 23, 2018 19:45 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000041 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,897 F1 · balance_after: Total ownership includes 9,884 shares of restricted stock. Read SEC document |
| February 21, 2018 Filed Mar 8, 2018 17:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 15,337 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0001179110-18-003840 · edgar.xml · derivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,337 Underlying: Common Stock · 15,337 shares Expires 2025-02-21 F2 · shares: The reporting person's Form 4 filed on February 23, 2018 inadvertently understated the stock option award by 3,355 shares. 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 21, 2018 Filed Mar 8, 2018 17:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 3,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003840 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,614 F1 · shares: The reporting person's Form 4 filed on February 23, 2018 inadvertently understated the restricted stock award by 717 shares. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:31 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,466 | $70.20 | $102,913.20 |
DisclosureSEC source: 0000027996-18-000026 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,336 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 7,323 shares of restricted stock. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 21,900 | $0.00 Strike: $38.80 | $0.00 |
DisclosureSEC source: 0000027996-18-000019 · edgar.xml · derivative · entry 5 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,900 shares Expires 2020-02-20 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. F4 · 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 |
| January 29, 2018 Filed Jan 30, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 5,402 | $76.45 | $412,982.90 |
DisclosureSEC source: 0000027996-18-000019 · edgar.xml · nonDerivative · entry 3 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,802 F1 · price: Shares were sold in multiple transactions at prices ranging from $76.41 to $76.71. 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 10,302 shares of restricted stock. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 16,498 | $76.45 | $1,261,272.10 |
DisclosureSEC source: 0000027996-18-000019 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,204 Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 21,900 | $38.80 | $849,720.00 |
DisclosureSEC source: 0000027996-18-000019 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,702 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 |
| January 25, 2018 Filed Jan 26, 2018 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 2,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000016 · edgar.xml · derivative · entry 3 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,226 shares Expires 2018-01-25 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_price: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash. F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,097 | $73.51 | $80,640.47 |
DisclosureSEC source: 0000027996-18-000016 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,802 F2 · balance_after: Total ownership includes 10,302 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000016 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,899 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:29 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,456 | $77.36 | $112,636.16 |
DisclosureSEC source: 0000027996-18-000006 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,673 F2 · balance_after: Total ownership includes 10,302 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000006 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,129 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 21:31 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 3,950 | $75.05 | $296,447.50 |
DisclosureSEC source: 0000027996-17-000051 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,306 F1 · balance_after: Total ownership includes 10,302 shares of restricted stock. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,646 | $75.79 | $124,750.34 |
DisclosureSEC source: 0000027996-17-000045 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,256 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 10,302 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:01 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 14,083 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000034 · edgar.xml · derivative · entry 8 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,083 Underlying: Common Stock · 14,083 shares Expires 2024-02-23 F4 · 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 23, 2017 Filed Feb 27, 2017 22:01 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000034 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,902 F1 · balance_after: Total ownership includes 13,478 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:58 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 798 | $73.63 Strike: $0.00 | $58,756.74 |
DisclosureSEC source: 0000027996-17-000018 · edgar.xml · derivative · entry 4 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 Underlying: Common Stock · 798 shares Expires 2019-01-24 F4 · derivative.exercise_price: Restricted Stock Units were awarded on 1/24/17 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 2016 annual incentive compensation in restricted stock units in lieu of cash. F4 · price: Restricted Stock Units were awarded on 1/24/17 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 2016 annual incentive compensation in restricted stock units in lieu of cash. F4 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 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 2016 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:58 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,860 | $73.63 | $136,951.80 |
DisclosureSEC source: 0000027996-17-000018 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,025 F2 · balance_after: Total ownership includes 10,601 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:58 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 3,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000018 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,885 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 20, 2017 Filed Jan 24, 2017 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 1,882 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000007 · edgar.xml · derivative · entry 3 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,882 shares Expires 2017-01-20 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long-Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,059 | $73.03 | $77,338.77 |
DisclosureSEC source: 0000027996-17-000007 · edgar.xml · nonDerivative · entry 2 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,428 F2 · balance_after: Total ownership includes 10,601 shares of restricted stock. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,882 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000007 · edgar.xml · nonDerivative · entry 1 McRoberts Malcolm · CIK 0001434797 · Senior Vice President, SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,487 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long-Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. 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.