Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | June 14, 2016 | November 30, 2016 |
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 June 14, 2016 · Filed November 30, 2016 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,209 |
Reported balance
After 2016-06-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2016-06-14 · Gift · Disposed 11,607 · Balance 30,209 F1: Represents 30,209 restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 12,334 |
Reported balance
After 2016-06-14 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2016-06-14 · Gift · Acquired 11,607 · Balance 12,334 F2: Please note that the disposition line has not changed. The amendment is to disclose that the 11,607 shares went into the Family Trust which had not been previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 30,209 restricted stock units.
F2: Please note that the disposition line has not changed. The amendment is to disclose that the 11,607 shares went into the Family Trust which had not been previously reported.
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 |
|---|---|---|---|---|---|---|
| June 14, 2016 Filed Nov 15, 2016 21:38 UTC | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 11,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-16-000113 · edgar.xml · nonDerivative · entry 1 HAGGERTY CHARLES A · CIK 0001189026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,209 F1 · balance_after: Represents 30,209 restricted stock units. Read SEC document |
| June 14, 2016 Filed Nov 30, 2016 22:56 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 11,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-16-000115 · edgar.xml · nonDerivative · entry 2 HAGGERTY CHARLES A · CIK 0001189026 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 12,334 F2 · balance_after: Please note that the disposition line has not changed. The amendment is to disclose that the 11,607 shares went into the Family Trust which had not been previously reported. Read SEC document |
| June 14, 2016 Filed Nov 30, 2016 22:56 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 11,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-16-000115 · edgar.xml · nonDerivative · entry 1 HAGGERTY CHARLES A · CIK 0001189026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,209 F1 · balance_after: Represents 30,209 restricted stock units. 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.