Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | September 15, 2026 | September 16, 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 September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,227 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 1,168 · Balance 26,227 F1: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 15:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,168 | $23.56 | $27,518.08 |
DisclosureSEC source: 0000027996-26-000125 · wk-form4_1789574236.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,227 F1 · shares: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 15:00 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,205 | $22.84 | $27,522.20 |
DisclosureSEC source: 0000027996-26-000106 · wk-form4_1781708406.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,059 F1 · shares: Consists of restricted stock units granded in lieu of director fees pursuant to an election by the director pursuant to the Company's Non-Employee Director Stock and Deferral Plan. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002031039-26-000002 · wk-form4_1777301231.xml · derivative · entry 3 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 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 |
| April 23, 2026 Filed Apr 27, 2026 14:47 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002031039-26-000002 · wk-form4_1777301231.xml · derivative · entry 2 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,286 Underlying: Common Stock · 5,286 shares Expires 2027-04-24 F2 · date: Consists of restricted stock units granted pursuant to the Company's Non-Employee Director Stock and Deferral Plan for which the Director elected to defer vesting pursuant to that Plan. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:47 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,349 | $0.00 | $0.00 |
DisclosureSEC source: 0002031039-26-000002 · wk-form4_1777301231.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,854 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 · date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 15:40 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,036 | $26.56 | $27,516.16 |
DisclosureSEC source: 0000027996-26-000082 · wk-form4_1773762042.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,505 F1 · balance_after: 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 |
| December 15, 2025 Filed Dec 17, 2025 14:16 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,227 | $22.42 | $27,509.34 |
DisclosureSEC source: 0000027996-25-000199 · wk-form4_1765980982.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,469 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 16:07 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,399 | $19.65 | $27,490.35 |
DisclosureSEC source: 0000027996-25-000182 · wk-form4_1758125223.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,242 F1 · shares: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 21:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 6,243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000165 · wk-form4_1755205302.xml · derivative · entry 2 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,243 shares Expires 2025-08-13 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 |
| August 13, 2025 Filed Aug 14, 2025 21:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 6,243 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000165 · wk-form4_1755205302.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,843 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 |
| June 13, 2025 Filed Jun 17, 2025 13:33 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,864 | $14.75 | $27,494.00 |
DisclosureSEC source: 0000027996-25-000157 · wk-form4_1750167186.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,600 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 20:03 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000134 · wk-form4_1745611392.xml · derivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 F1 · derivative.exercise_date: Restricted stock units vest on the date of our 2026 annual shareholder meeting, which is expected to be April 23, 2026. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 15:47 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,736 | $15.84 | $27,498.24 |
DisclosureSEC source: 0000027996-25-000114 · wk-form4_1742226471.xml · nonDerivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,736 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 21:14 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 6,243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000152 · wk-form4_1723756466.xml · derivative · entry 1 Brown Angela L · CIK 0002031039 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,243 Underlying: Common Stock · 6,243 shares Expires 2025-08-13 F1 · derivative.exercise_date: Restricted stock units vest one year from 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.