Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Chief Financial Officer | June 14, 2022 | June 16, 2022 |
| YETI Holdings, Inc.YETI · Entity 4252 | SVP, CFO and Treasurer | February 23, 2026 | February 25, 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 June 14, 2022 · Filed June 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,595 |
Ending reported balance
After 2022-06-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-14 · Exercise / conversion · Acquired 13,349 · Balance 13,349 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2022-06-14 · Tax withholding · Disposed 5,754 · Balance 7,595 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 2025-06-14 | Direct | 40,047 |
Reported balance
After 2022-06-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-14 · Exercise / conversion · Disposed 13,349 · Balance 40,047 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
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.
YETI Holdings, Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,343 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Grant · Acquired 20,045 · Balance 20,045 F1: Represents restricted stock units. One-third of the restricted stock units will vest on February 23, 2027, and one-sixth of the restricted stock units will vest on each of the first four six-month anniversaries thereafter. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. Row 2 · 2026-02-23 · Grant · Acquired 55,298 · Balance 75,343 F1: Represents restricted stock units. One-third of the restricted stock units will vest on February 23, 2027, and one-sixth of the restricted stock units will vest on each of the first four six-month anniversaries thereafter. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units. One-third of the restricted stock units will vest on February 23, 2027, and one-sixth of the restricted stock units will vest on each of the first four six-month anniversaries thereafter. Each restricted stock unit represents the right to receive one share of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 16:32 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantCommon Stock | 55,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-019721 · tm267294-2_4seq1.xml · nonDerivative · entry 2 Bomar Scott C · CIK 0001864802 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,343 F1 · shares: Represents restricted stock units. One-third of the restricted stock units will vest on February 23, 2027, and one-sixth of the restricted stock units will vest on each of the first four six-month anniversaries thereafter. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:32 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantCommon Stock | 20,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-019721 · tm267294-2_4seq1.xml · nonDerivative · entry 1 Bomar Scott C · CIK 0001864802 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,045 F1 · shares: Represents restricted stock units. One-third of the restricted stock units will vest on February 23, 2027, and one-sixth of the restricted stock units will vest on each of the first four six-month anniversaries thereafter. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 14:24 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 13,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000178 · wf-form4_165538943456587.xml · derivative · entry 3 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,047 Underlying: Common Stock · 13,349 shares Expires 2025-06-14 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. 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 |
| June 14, 2022 Filed Jun 16, 2022 14:24 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 5,754 | $21.74 | $125,091.96 |
DisclosureSEC source: 0000027996-22-000178 · wf-form4_165538943456587.xml · nonDerivative · entry 2 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,595 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 14:24 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 13,349 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000178 · wf-form4_165538943456587.xml · nonDerivative · entry 1 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,349 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, 2022 Filed Feb 18, 2022 21:20 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 16,960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000034 · wf-form4_164521919280397.xml · derivative · entry 1 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,960 Underlying: Common Stock · 16,960 shares Expires 2026-02-16 F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term 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 |
| June 14, 2021 Filed Jun 15, 2021 22:18 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 18,288 | $0.00 Strike: $46.82 | $0.00 |
DisclosureSEC source: 0000027996-21-000168 · wf-form4_162379545304664.xml · derivative · entry 2 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,288 Underlying: Common Stock · 18,288 shares Expires 2031-06-14 F2 · derivative.exercise_date: Options will vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 22:18 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 53,396 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000168 · wf-form4_162379545304664.xml · derivative · entry 1 Bomar Scott C · CIK 0001864802 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,396 Underlying: Common Stock · 53,396 shares Expires 2025-06-14 F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term 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. F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.