Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Sr. V.P., Financial Services | January 22, 2019 | January 24, 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 January 22, 2019 · Filed January 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,202 |
Reported balance
After 2019-01-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-22 · Grant · Acquired 2,230 · Balance 21,202 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 20,378 |
Reported balance
After 2019-01-22 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-01-22 · Tax withholding · Disposed 824 · Balance 20,378 F2: Total ownership includes 7,772 shares of restricted stock. |
| Common Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.30 · Expires 2023-02-17 | Direct | 7,029 |
Reported balance
Holding disclosure · report date 2019-01-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,029 F3: 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 | 12,141 |
Reported balance
Holding disclosure · report date 2019-01-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,141 F3: 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 | 11,982 |
Reported balance
Holding disclosure · report date 2019-01-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 11,982 F3: 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: 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: Total ownership includes 7,772 shares of restricted stock.
F3: 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 |
|---|---|---|---|---|---|---|
| January 22, 2019 Filed Jan 24, 2019 18:00 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 824 | $43.28 | $35,662.72 |
DisclosureSEC source: 0000027996-19-000006 · edgar.xml · nonDerivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,378 F2 · balance_after: Total ownership includes 7,772 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 18:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000006 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,202 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 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 7,028 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · derivative · entry 6 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,029 Underlying: Common Stock · 7,028 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 |
| March 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 4,135 | $0.00 Strike: $67.08 | $0.00 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · derivative · entry 5 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,135 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. 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 |
| March 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 4,737 | $75.00 | $355,275.00 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · nonDerivative · entry 4 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,972 F2 · balance_after: Total ownership includes 7,772 shares of restricted stock. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 11,163 | $74.99 | $837,113.37 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · nonDerivative · entry 3 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,709 F1 · price: Shares were sold in multiple transactions at prices ranging from $74.72 to $75.00. 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 |
| March 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,135 | $67.08 | $277,375.80 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · nonDerivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,872 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 |
| March 13, 2018 Filed Mar 15, 2018 20:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,028 | $54.30 | $381,620.40 |
DisclosureSEC source: 0000027996-18-000052 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,737 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 22:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 253 | $73.81 | $18,673.93 |
DisclosureSEC source: 0000027996-18-000046 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,426 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 8,489 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 | 253 | $73.81 | $18,673.93 |
DisclosureSEC source: 0001179110-18-003841 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,709 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 8,489 shares of restricted stock. F2 · balance_after: The reporting person's Form 4 filed on February 27, 2018 inadvertently overstated the reporting person's direct holdings by 717 shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 15,337 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000038 · edgar.xml · derivative · entry 6 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,337 Underlying: Common Stock · 15,337 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 | 3,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000038 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,679 F1 · balance_after: Total ownership includes 9,315 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 | 11,982 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0001179110-18-003839 · edgar.xml · derivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,982 Underlying: Common Stock · 11,982 shares Expires 2025-02-21 F3 · shares: The reporting person's Form 4 filed on February 23, 2018 inadvertently overstated the stock option award by 3,355 shares. 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 Mar 8, 2018 17:55 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003839 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,962 F1 · shares: The reporting person's Form 4 filed on February 23, 2018 inadvertently overstated the restricted stock award by 717 shares. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:26 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 881 | $70.20 | $61,846.20 |
DisclosureSEC source: 0000027996-18-000022 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,401 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 6,037 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:24 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 903 | $77.36 | $69,856.08 |
DisclosureSEC source: 0000027996-18-000003 · edgar.xml · nonDerivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,282 F2 · balance_after: Total ownership includes 8,916 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:24 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000003 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,185 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 7,028 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 15 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,057 Underlying: Common Stock · 7,028 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 8,270 | $0.00 Strike: $67.08 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 14 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,135 Underlying: Common Stock · 8,270 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 12,372 | $0.00 Strike: $50.32 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 13 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,372 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 21,900 | $0.00 Strike: $38.80 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 12 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 2,285 | $0.00 Strike: $23.81 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 11 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,285 shares Expires 2019-04-30 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 26,491 | $0.00 Strike: $23.81 | $0.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · derivative · entry 10 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,285 Underlying: Common Stock · 26,491 shares Expires 2019-04-30 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. 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,493 | $72.20 | $107,794.60 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 9 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,455 F1 · balance_after: Total ownership includes 8,916 shares of restricted stock. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,285 | $23.81 | $54,405.85 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 8 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,948 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | SaleCommon Stock | 18,936 | $72.21 | $1,367,368.56 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 7 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,663 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 57,125 | $72.21 | $4,124,996.25 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 6 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,599 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,028 | $54.30 | $381,620.40 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 5 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,724 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 8,270 | $67.08 | $554,751.60 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 4 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,696 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 12,372 | $50.32 | $622,559.04 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 3 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,426 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 21,900 | $38.80 | $849,720.00 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,054 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 |
| July 31, 2017 Filed Aug 2, 2017 20:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 26,491 | $23.81 | $630,750.71 |
DisclosureSEC source: 0000027996-17-000087 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,154 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 27, 2017 Filed Mar 1, 2017 22:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,068 | $75.79 | $80,943.72 |
DisclosureSEC source: 0000027996-17-000041 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,663 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 8,916 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:58 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 12,141 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000031 · edgar.xml · derivative · entry 7 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,141 Underlying: Common Stock · 12,141 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 |
| February 23, 2017 Filed Feb 27, 2017 21:58 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,480 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000031 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,731 F1 · balance_after: Total ownership includes 12,092 shares of resticted stock. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:06 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 12,141 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000041 · edgar.xml · derivative · entry 7 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,141 Underlying: Common Stock · 12,141 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 |
| January 24, 2017 Filed Jan 27, 2017 00:54 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,231 | $73.63 | $90,638.53 |
DisclosureSEC source: 0000027996-17-000014 · edgar.xml · nonDerivative · entry 2 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,251 F2 · balance_after: Total ownership includes 9,612 shares of resticted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:54 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 3,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000014 · edgar.xml · nonDerivative · entry 1 Filby John D · CIK 0001548181 · Sr. V.P., Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,482 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.