Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director · President & CEO | February 19, 2026 | February 20, 2026 |
| FIRST DATA CORPFDC · Entity 15928 | See remarks | November 06, 2018 | November 08, 2018 |
| RADIAN GROUP INCRDN · Entity 3941 | Director | August 12, 2026 | August 13, 2026 |
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 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458,524 |
Ending reported balance
After 2026-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-19 · Exercise / conversion · Acquired 51,325 · Balance 483,776 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2026-02-19 · Tax withholding · Disposed 25,252 · Balance 458,524 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-02-19 | Direct | 102,650 |
Reported balance
After 2026-02-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-19 · Exercise / conversion · Disposed 51,325 · Balance 102,650 F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.
F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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.
FIRST DATA CORP
Report date November 06, 2018 · Filed November 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 368,571 |
Reported balance
After 2018-11-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-06 · Conversion · Acquired 35,000 · Balance 368,571 F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-11-06 · Sale · Disposed 35,000 · Balance 333,571 F2: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.59 to $18.76, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Class A Common StockSEC Table I · non-derivative | Direct | 356,790 |
Reported balance
After 2018-11-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-11-07 · Conversion · Acquired 23,219 · Balance 356,790 F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 373,571 |
Reported balance
After 2018-11-07 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-11-07 · Exercise / conversion · Acquired 16,781 · Balance 373,571 |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-07 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2018-11-07 · Sale · Disposed 40,000 · Balance 333,571 F3: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.98 to $19.63, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Class A Common StockSEC Table I · non-derivative | Direct | 362,504 |
Reported balance
After 2018-11-08 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2018-11-08 · Exercise / conversion · Acquired 28,933 · Balance 362,504 |
| Class A Common StockSEC Table I · non-derivative | Direct | 372,086 |
Reported balance
After 2018-11-08 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2018-11-08 · Exercise / conversion · Acquired 9,582 · Balance 372,086 |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-08 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2018-11-08 · Sale · Disposed 38,515 · Balance 333,571 F4: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $19.105 to $19.52, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.65 · Expires 2024-02-10 | Direct | 0 |
Reported balance
After 2018-11-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-11-06 · Exercise / conversion · Disposed 21,750 · Balance 0 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-14 | Direct | 23,219 |
Reported balance
After 2018-11-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-11-06 · Exercise / conversion · Disposed 13,250 · Balance 23,219 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-14 | Direct | 0 |
Reported balance
After 2018-11-07 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2018-11-07 · Exercise / conversion · Disposed 23,219 · Balance 0 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-14 | Direct | 88,674 |
Reported balance
After 2018-11-07 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2018-11-07 · Exercise / conversion · Disposed 16,781 · Balance 88,674 F5: These stock options are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-14 | Direct | 79,092 |
Reported balance
After 2018-11-08 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2018-11-08 · Exercise / conversion · Disposed 9,582 · Balance 79,092 F5: These stock options are fully vested and exercisable. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 190,555 |
Reported balance
After 2018-11-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-11-06 · Exercise / conversion · Acquired 21,750 · Balance 190,555 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 203,805 |
Reported balance
After 2018-11-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-11-06 · Exercise / conversion · Acquired 13,250 · Balance 203,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 168,805 |
Reported balance
After 2018-11-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-11-06 · Conversion · Disposed 35,000 · Balance 168,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 192,024 |
Reported balance
After 2018-11-07 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2018-11-07 · Exercise / conversion · Acquired 23,219 · Balance 192,024 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 168,805 |
Reported balance
After 2018-11-07 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2018-11-07 · Conversion · Disposed 23,219 · Balance 168,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.52 · Expires 2026-02-24 | Direct | 14,467 |
Reported balance
After 2018-11-08 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2018-11-08 · Exercise / conversion · Disposed 28,933 · Balance 14,467 F5: These stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock.
F2: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.59 to $18.76, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F3: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.98 to $19.63, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F4: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $19.105 to $19.52, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F5: These stock options are fully vested and exercisable.
F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events.
RADIAN GROUP INC
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units - Time-based AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,427 |
Reported balance
After 2026-08-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 3,427 · Balance 3,427 F1: Each RSU represents a contingent right to receive one share of common stock. F2: Award represents a prorated annual equity award to a non-employee director. F4: Not Applicable. F3: Time-based RSUs vest on May 25, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of common stock.
F2: Award represents a prorated annual equity award to a non-employee director.
F3: Time-based RSUs vest on May 25, 2027.
F4: Not Applicable.
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 |
|---|---|---|---|---|---|---|
| August 12, 2026 Filed Aug 13, 2026 21:01 UTC | RADIAN GROUP INC RDN · Entity 3941 | GrantRestricted Stock Units - Time-based Award · Derivative | 3,427 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000890926-26-000144 · form4.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,427 Underlying: Common Stock · 3,427 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F2 · shares: Award represents a prorated annual equity award to a non-employee director. F4 · price: Not Applicable. F3 · derivative.exercise_date: Time-based RSUs vest on May 25, 2027. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 51,325 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000066 · wk-form4_1771624180.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,650 Underlying: Common Stock · 51,325 shares Expires 2028-02-19 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 19, 2026 Filed Feb 20, 2026 21:49 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 25,252 | $27.32 | $689,884.64 |
DisclosureSEC source: 0000027996-26-000066 · wk-form4_1771624180.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,524 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 51,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000066 · wk-form4_1771624180.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,776 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 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 17,345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · derivative · entry 9 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,345 shares Expires 2026-02-16 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of 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 16, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 8,534 | $26.21 | $223,676.14 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 6 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432,451 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 17,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 5 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 440,985 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 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 46,889 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · derivative · entry 8 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,889 shares Expires 2026-02-15 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 15, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 23,070 | $26.21 | $604,664.70 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,640 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 46,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,710 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 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 14, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 45,948 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · derivative · entry 7 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,949 Underlying: Common Stock · 45,948 shares Expires 2027-02-14 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 14, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 22,607 | $26.21 | $592,529.47 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,821 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 14, 2026 Filed Feb 18, 2026 17:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 45,948 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000039 · wk-form4_1771434707.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,428 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 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 20:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 113,385 | $27.12 Strike: $0.00 | $3,075,001.20 |
DisclosureSEC source: 0000027996-26-000023 · wk-form4_1770841719.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,385 Underlying: Common Stock · 113,385 shares Expires 2029-02-09 F3 · shares: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 09, 2026 Filed Feb 11, 2026 20:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 100,757 | $27.80 | $2,801,044.60 |
DisclosureSEC source: 0000027996-26-000023 · wk-form4_1770841719.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,480 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting and granting of performance share units. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 20:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 204,386 | $27.80 | $5,681,930.80 |
DisclosureSEC source: 0000027996-26-000023 · wk-form4_1770841719.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,237 F1 · shares: Reflects shares issued in connection with 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 10, 2025 Filed Mar 10, 2025 15:58 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 3,926 | $16.45 | $64,582.70 |
DisclosureSEC source: 0000027996-25-000104 · wk-form4_1741622304.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 272,851 F1 · price: This transaction was executed in multiple trades at prices ranging from $16.19 to $16.54. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 6,058 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000097 · wk-form4_1741121266.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,058 shares Expires 2025-03-01 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:47 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,981 | $16.46 | $49,067.26 |
DisclosureSEC source: 0000027996-25-000097 · wk-form4_1741121266.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,925 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 6,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000097 · wk-form4_1741121266.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,906 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:09 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 153,975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000074 · wk-form4_1740172177.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,975 Underlying: Common Stock · 153,975 shares Expires 2028-02-19 F1 · derivative.exercise_date: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 16, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 17,345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · derivative · entry 9 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,345 Underlying: Common Stock · 17,345 shares Expires 2026-02-16 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-quarter increments on the first four anniversaries of 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 16, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 8,534 | $18.92 | $161,463.28 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 6 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,848 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 17,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 5 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,382 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 46,888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · derivative · entry 8 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,889 Underlying: Common Stock · 46,888 shares Expires 2026-02-15 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 15, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 23,069 | $18.92 | $436,465.48 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,037 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 46,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,106 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 45,948 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · derivative · entry 7 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,897 Underlying: Common Stock · 45,948 shares Expires 2027-02-14 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: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 14, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 22,607 | $18.63 | $421,168.41 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,218 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 19:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 45,948 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000045 · wk-form4_1739906736.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,825 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 28,426 | $23.42 | $665,736.92 |
DisclosureSEC source: 0000027996-25-000016 · wk-form4_1738682826.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,877 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 57,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000016 · wk-form4_1738682826.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,303 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: Reflects shares issued in connection with 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 |
| December 05, 2024 Filed Dec 6, 2024 19:17 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,290 | $23.57 | $53,975.30 |
DisclosureSEC source: 0000027996-24-000181 · wk-form4_1733512663.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 180,960 F1 · shares: Transaction made pursuant to a 10b5-1(c) plan adopted by Mr. McCarthy on December 13, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $23.38 to $23.77. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 14:22 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,820 | $19.08 | $53,805.60 |
DisclosureSEC source: 0000027996-24-000156 · wk-form4_1726150933.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 178,670 F1 · shares: Transaction made pursuant to a 10b5-1(c) plan adopted by Mr. McCarthy on December 13, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $19.00 to $19.10. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 20:49 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,440 | $21.63 | $52,777.20 |
DisclosureSEC source: 0000027996-24-000131 · wk-form4_1718138950.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,850 F1 · shares: Transaction made pursuant to a 10b5-1(c) plan adopted by Mr. McCarthy on December 13, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $21.36 to $21.72. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 18:43 UTC | DELUXE CORP DLX · Entity 1310 | PurchaseCommon Stock | 2,666 | $19.25 | $51,320.50 |
DisclosureSEC source: 0000027996-24-000090 · wk-form4_1710441795.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 173,410 F1 · price: This transaction was executed in multiple trades at prices ranging from $19.19 to $19.35. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:41 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 6,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000074 · wk-form4_1709574078.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 6,057 shares Expires 2025-03-01 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:41 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,981 | $19.41 | $57,861.21 |
DisclosureSEC source: 0000027996-24-000074 · wk-form4_1709574078.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,744 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:41 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 6,057 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000074 · wk-form4_1709574078.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,725 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 4,794 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · derivative · entry 6 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,794 shares Expires 2024-02-19 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,359 | $20.12 | $47,463.08 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · nonDerivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,668 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · nonDerivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,027 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 17,345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · derivative · entry 5 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,690 Underlying: Common Stock · 17,345 shares Expires 2026-02-16 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 8,534 | $20.12 | $171,704.08 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,233 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 14:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 17,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000047 · wk-form4_1708526224.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,767 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:29 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 46,888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000038 · wk-form4_1708122557.xml · derivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,777 Underlying: Common Stock · 46,888 shares Expires 2026-02-15 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:29 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 23,069 | $20.81 | $480,065.89 |
DisclosureSEC source: 0000027996-24-000038 · wk-form4_1708122557.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,422 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:29 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 46,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000038 · wk-form4_1708122557.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,491 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 137,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000038 · wk-form4_1708122557.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,845 Underlying: Common Stock · 137,845 shares Expires 2027-02-14 F3 · derivative.exercise_date: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of 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 |
| January 27, 2024 Filed Jan 30, 2024 22:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 24,542 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000018 · wk-form4_1706653076.xml · derivative · entry 5 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,542 shares Expires 2024-01-27 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. 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.