Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Sr. V.P., Human Resources | February 21, 2019 | February 25, 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 February 21, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,494 |
Ending reported balance
After 2019-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-21 · Tax withholding · Disposed 189 · Balance 11,663 F1: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,682 shares of restricted stock. Row 2 · 2019-02-22 · Tax withholding · Disposed 169 · Balance 11,494 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,285 shares of restricted stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-01-19 | Direct | 732 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 732 F3: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-01-22 | Direct | 2,512 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,512 F4: 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 $67.08 · Expires 2022-02-12 | Direct | 1,604 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,604 F5: 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 | 3,333 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,333 F5: 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 | 5,828 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,828 F5: 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 | 6,231 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,231 F5: 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: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,682 shares of restricted stock.
F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,285 shares of restricted stock.
F3: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash.
F4: 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.
F5: 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).
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 22, 2019 Filed Feb 25, 2019 20:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 169 | $48.89 | $8,262.41 |
DisclosureSEC source: 0000027996-19-000029 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,494 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,285 shares of restricted stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 20:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 189 | $49.00 | $9,261.00 |
DisclosureSEC source: 0000027996-19-000029 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,663 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,682 shares of restricted stock. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 711 | $49.80 | $35,407.80 |
DisclosureSEC source: 0000027996-19-000022 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,852 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,126 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000015 · edgar.xml · derivative · entry 3 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 298 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 18:47 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 143 | $44.31 | $6,336.33 |
DisclosureSEC source: 0000027996-19-000015 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,563 F2 · balance_after: Total ownership includes 3,812 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-19-000015 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,706 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 18:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 2,512 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000008 · edgar.xml · derivative · entry 5 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Common Stock · 2,512 shares Expires 2021-01-22 F5 · 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. F5 · 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 18:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 505 | $43.28 | $21,856.40 |
DisclosureSEC source: 0000027996-19-000008 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,408 F2 · balance_after: Total ownership includes 3,812 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000008 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,913 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 27, 2018 Filed Feb 27, 2018 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 3,332 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0000027996-18-000048 · edgar.xml · derivative · entry 8 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common Stock · 3,332 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. F7 · 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 27, 2018 Filed Feb 27, 2018 22:08 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 871 | $74.15 | $64,584.65 |
DisclosureSEC source: 0000027996-18-000048 · edgar.xml · nonDerivative · entry 4 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,855 F3 · price: Shares were sold in multiple transactions at prices ranging from $74.13 to $74.18. 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. F4 · balance_after: Total ownership includes 3,812 shares of restricted stock. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:08 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 3,332 | $74.22 | $247,301.04 |
DisclosureSEC source: 0000027996-18-000048 · edgar.xml · nonDerivative · entry 3 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,726 F2 · price: Shares were sold in multiple transactions at prices ranging from $74.18 to $74.24. 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. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,332 | $54.30 | $180,927.60 |
DisclosureSEC source: 0000027996-18-000048 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,058 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 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 168 | $73.81 | $12,400.08 |
DisclosureSEC source: 0000027996-18-000048 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,726 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 19:44 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 6,231 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000040 · edgar.xml · derivative · entry 7 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 Underlying: Common Stock · 6,231 shares Expires 2025-02-21 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 21, 2018 Filed Feb 23, 2018 19:44 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,332 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000040 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,894 F1 · balance_after: Total ownership includes 4,208 shares of restricted stock. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:29 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 474 | $70.20 | $33,274.80 |
DisclosureSEC source: 0000027996-18-000024 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,562 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,876 shares of restricted stock. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 21:08 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 1,250 | $76.34 | $95,425.00 |
DisclosureSEC source: 0000027996-18-000018 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,036 F2 · price: Shares were sold in multiple transactions at prices ranging from $76.31 to $76.37. 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. F3 · balance_after: Total ownership includes 3,993 shares of restricted stock. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 21:08 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 948 | $76.42 | $72,446.16 |
DisclosureSEC source: 0000027996-18-000018 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,286 F1 · price: Shares were sold in multiple transactions at prices ranging from $76.35 to $76.87. 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. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000014 · edgar.xml · derivative · entry 3 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 739 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 335 | $73.51 | $24,625.85 |
DisclosureSEC source: 0000027996-18-000014 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,234 F2 · balance_after: Total ownership includes 3,993 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000014 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,569 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 22:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 732 | $77.36 Strike: $0.00 | $56,627.52 |
DisclosureSEC source: 0000027996-18-000005 · edgar.xml · derivative · entry 5 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732 Underlying: Common Stock · 732 shares Expires 2020-01-19 F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash. F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 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 2017 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 505 | $77.36 | $39,066.80 |
DisclosureSEC source: 0000027996-18-000005 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,830 F2 · balance_after: Total ownership includes 3,993 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,059 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000005 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,335 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 |
| March 01, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 1,000 | $75.08 | $75,080.00 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 7 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,276 F2 · price: Shares were sold in multiple transactions at prices ranging from $74.90 to $75.15. 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. F3 · balance_after: Total ownership includes 3,993 shares of restricted stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 3,332 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · derivative · entry 12 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,665 Underlying: Common Stock · 3,332 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. F6 · 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 3,208 | $0.00 Strike: $67.08 | $0.00 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · derivative · entry 11 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,604 Underlying: Common Stock · 3,208 shares Expires 2022-02-12 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. F6 · 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 1,504 | $0.00 Strike: $50.32 | $0.00 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · derivative · entry 10 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,504 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. F6 · 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 875 | $75.05 | $65,668.75 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 6 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 7,169 | $75.05 | $538,033.45 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 5 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,151 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,332 | $54.30 | $180,927.60 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 4 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,320 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,208 | $67.08 | $215,192.64 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 3 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,988 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,504 | $50.32 | $75,681.28 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780 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 28, 2017 Filed Mar 2, 2017 21:28 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 4,683 | $74.13 | $347,150.79 |
DisclosureSEC source: 0000027996-17-000048 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 F1 · price: Shares were sold in multiple transactions at prices ranging from $73.68 to $75.05. 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. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:09 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 600 | $75.79 | $45,474.00 |
DisclosureSEC source: 0000027996-17-000043 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,959 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 3,993 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 5,828 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000033 · edgar.xml · derivative · entry 7 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,828 Underlying: Common Stock · 5,828 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 22:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000033 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,559 F1 · balance_after: Total ownership includes 5,151 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:56 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 298 | $73.63 Strike: $0.00 | $21,941.74 |
DisclosureSEC source: 0000027996-17-000016 · edgar.xml · derivative · entry 4 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298 Underlying: Common Stock · 298 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 · 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 00:56 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 721 | $73.63 | $53,087.23 |
DisclosureSEC source: 0000027996-17-000016 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,369 F2 · balance_after: Total ownership includes 3,961 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:56 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000016 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,090 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000005 · edgar.xml · derivative · entry 3 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400 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_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. 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 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 229 | $73.03 | $16,723.87 |
DisclosureSEC source: 0000027996-17-000005 · edgar.xml · nonDerivative · entry 2 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,829 F2 · balance_after: Total ownership includes 3,961 shares of restricted stock. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:06 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000005 · edgar.xml · nonDerivative · entry 1 Loosbrock Julie M · CIK 0001447757 · Sr. V.P., Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,058 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.