Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | President, Merchant Services | February 14, 2025 | February 18, 2025 |
| International Money Express, Inc.IMXI · Entity 5575 | Director | October 01, 2026 | October 03, 2026 |
| Triumph Financial, Inc.TFIN · Entity 4635 | Director | May 01, 2026 | May 05, 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 14, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,985 |
Ending reported balance
After 2025-02-16 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-02-14 · Exercise / conversion · Acquired 1,671 · Balance 47,994 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2025-02-14 · Tax withholding · Disposed 747 · Balance 47,247 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Row 3 · 2025-02-15 · Exercise / conversion · Acquired 2,217 · Balance 49,464 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 4 · 2025-02-15 · Tax withholding · Disposed 990 · Balance 48,474 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Row 5 · 2025-02-16 · Exercise / conversion · Acquired 925 · Balance 49,399 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 6 · 2025-02-16 · Tax withholding · Disposed 414 · Balance 48,985 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 2027-02-14 | Direct | 3,342 |
Reported balance
After 2025-02-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-14 · Exercise / conversion · Disposed 1,671 · Balance 3,342 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-02-15 | Direct | 2,217 |
Reported balance
After 2025-02-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-15 · Exercise / conversion · Disposed 2,217 · Balance 2,217 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-02-16 | Direct | 925 |
Reported balance
After 2025-02-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-02-16 · Exercise / conversion · Disposed 925 · Balance 925 F4: 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. |
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.
F4: 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.
International Money Express, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,028 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 218 · Balance 51,028 F1: The reported transaction is an award of restricted stock, subject to the reporting person's continued service as a director of the issuer. This restricted stock will vest on 12/31/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock, subject to the reporting person's continued service as a director of the issuer. This restricted stock will vest on 12/31/2026.
Triumph Financial, Inc.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,537 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 1,258 · Balance 8,537 F1: Shares represented by time-vested restricted stock units that vest one year from date of award. F2: Consists of (i) 7,279 shares beneficially owned by reporting person. and (ii) 1,258 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. |
| Common StockSEC Table I · non-derivative | IndirectBradford Living Trust | 3,348 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,348 F3: These 3,348 shares are beneficially owned by reporting person as trustee of the Bradford Living Trust. Reporting person disclaims beneficial ownership of such shares except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represented by time-vested restricted stock units that vest one year from date of award.
F2: Consists of (i) 7,279 shares beneficially owned by reporting person. and (ii) 1,258 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements.
F3: These 3,348 shares are beneficially owned by reporting person as trustee of the Bradford Living Trust. Reporting person disclaims beneficial ownership of such shares except to the extent of her pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| July 01, 2020 Filed Jul 6, 2020 20:05 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040996 · doc4.xml · nonDerivative · entry 1 BRADFORD DEBRA A · CIK 0001109255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. 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.