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 | 58,652 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 1,115 · Balance 58,652 |
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 15:56 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,115 | $23.56 | $26,269.40 |
DisclosureSEC source: 0000027996-26-000123 · wk-form4_1789574181.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,652 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 22:07 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,168 | $22.84 | $26,677.12 |
DisclosureSEC source: 0000027996-26-000102 · wk-form4_1781647631.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,537 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 |
| April 23, 2026 Filed Apr 27, 2026 14:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001861222-26-000002 · wk-form4_1777301057.xml · derivative · entry 3 Yancy Telisa L · CIK 0001861222 · 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 14:44 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001861222-26-000002 · wk-form4_1777301057.xml · derivative · entry 2 Yancy Telisa L · CIK 0001861222 · 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: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001861222-26-000002 · wk-form4_1777301057.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,369 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 |
| March 13, 2026 Filed Mar 17, 2026 15:41 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 0 | $15.84 | $0.00 |
DisclosureSEC source: 0000027996-26-000083 · wk-form4_1773762090.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,984 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 |
| 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: 0000027996-25-000200 · wk-form4_1765981007.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,984 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 16:06 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,399 | $19.65 | $27,490.35 |
DisclosureSEC source: 0000027996-25-000181 · wk-form4_1758125200.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,757 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 13, 2025 Filed Jun 17, 2025 13:32 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,864 | $14.75 | $27,494.00 |
DisclosureSEC source: 0000027996-25-000155 · wk-form4_1750167132.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,358 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 19:59 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 7,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000130 · wk-form4_1745611192.xml · derivative · entry 3 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,980 shares Expires 2025-04-24 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 24, 2025 Filed Apr 25, 2025 19:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000130 · wk-form4_1745611192.xml · derivative · entry 2 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 F2 · 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 |
| April 24, 2025 Filed Apr 25, 2025 19:59 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000130 · wk-form4_1745611192.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,494 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 |
| March 14, 2025 Filed Mar 17, 2025 15:41 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,736 | $15.84 | $27,498.24 |
DisclosureSEC source: 0000027996-25-000112 · wk-form4_1742226102.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,514 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 |
| December 13, 2024 Filed Dec 16, 2024 15:31 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,179 | $23.32 | $27,494.28 |
DisclosureSEC source: 0000027996-24-000185 · wk-form4_1734363059.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,778 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 13, 2024 Filed Sep 16, 2024 13:39 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,386 | $19.84 | $27,498.24 |
DisclosureSEC source: 0000027996-24-000160 · wk-form4_1726493986.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,599 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 |
| June 14, 2024 Filed Jun 17, 2024 14:10 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,278 | $21.52 | $27,502.56 |
DisclosureSEC source: 0000027996-24-000135 · wk-form4_1718633406.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,213 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 25, 2024 Filed Apr 29, 2024 18:31 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 7,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000112 · wk-form4_1714415477.xml · derivative · entry 3 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,980 Underlying: Common Stock · 7,980 shares Expires 2025-04-24 F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2025 annual shareholder meeting, which is expected to be April 24, 2025. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 18:31 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000112 · wk-form4_1714415477.xml · derivative · entry 2 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,402 shares Expires 2024-04-25 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 25, 2024 Filed Apr 29, 2024 18:31 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000112 · wk-form4_1714415477.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,935 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 |
| March 15, 2024 Filed Mar 18, 2024 20:05 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,407 | $19.55 | $27,506.85 |
DisclosureSEC source: 0000027996-24-000092 · wk-form4_1710792314.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,533 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 |
| December 15, 2023 Filed Dec 18, 2023 16:59 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,413 | $19.46 | $27,496.98 |
DisclosureSEC source: 0000027996-23-000182 · wk-form4_1702918763.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,126 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, 2023 Filed Sep 19, 2023 14:53 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,385 | $19.85 | $27,492.25 |
DisclosureSEC source: 0000027996-23-000170 · wk-form4_1695135204.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,713 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 |
| June 15, 2023 Filed Jun 16, 2023 15:28 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,599 | $17.20 | $27,502.80 |
DisclosureSEC source: 0000027996-23-000146 · wk-form4_1686929320.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,328 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 26, 2023 Filed Apr 27, 2023 22:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000126 · wf-form4_168263417571999.xml · derivative · entry 3 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 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 26, 2023 Filed Apr 27, 2023 22:23 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000126 · wf-form4_168263417571999.xml · derivative · entry 2 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,402 Underlying: Common Stock · 10,402 shares Expires 2024-04-25 F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2024 annual shareholder meeting, which is expected to be April 25, 2024. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:23 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000126 · wf-form4_168263417571999.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,729 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 |
| March 15, 2023 Filed Mar 16, 2023 15:43 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,730 | $15.90 | $27,507.00 |
DisclosureSEC source: 0000027996-23-000093 · wf-form4_167898141452215.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,058 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 |
| May 11, 2022 Filed May 12, 2022 17:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000167 · wf-form4_165237592807748.xml · derivative · entry 2 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,328 shares Expires not disclosed 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. F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| May 11, 2022 Filed May 12, 2022 17:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000167 · wf-form4_165237592807748.xml · nonDerivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,328 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 |
| April 27, 2022 Filed Apr 28, 2022 16:40 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000147 · wf-form4_165116398723839.xml · derivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,671 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 F1 · derivative.exercise_price: Restricted stock units vest on the date of our 2023 annual shareholder meeting, which is expected to be April 26, 2023. Read SEC document |
| May 11, 2021 Filed May 12, 2021 15:15 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000154 · wf-form4_162083252370654.xml · derivative · entry 1 Yancy Telisa L · CIK 0001861222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,328 Underlying: Common Stock · 3,328 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units vest one year from date of grant. F1 · derivative.expiration_date: Restricted stock units vest one year from 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.