Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Division President | February 19, 2026 | February 20, 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 | 115,615.59 |
Ending reported balance
After 2026-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-19 · Exercise / conversion · Acquired 13,298 · Balance 121,167.59 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 5,552 · Balance 115,615.59 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 | 26,596 |
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 13,298 · Balance 26,596 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.
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 19, 2026 Filed Feb 20, 2026 21:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 13,298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000063 · wk-form4_1771624160.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,596 Underlying: Common Stock · 13,298 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 | 5,552 | $27.32 | $151,680.64 |
DisclosureSEC source: 0000027996-26-000063 · wk-form4_1771624160.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,615.59 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 | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000063 · wk-form4_1771624160.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,167.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · derivative · entry 9 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,083 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,288 | $26.21 | $33,758.48 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,869.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,157.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,231 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,231 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,272 | $26.21 | $111,969.12 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,074.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,346.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,025 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · derivative · entry 7 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,025 Underlying: Common Stock · 10,025 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,186 | $26.21 | $109,715.06 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,115.59 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 17:18 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000045 · wk-form4_1771435120.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,301.59 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 20:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 23,968 | $27.12 Strike: $0.00 | $650,012.16 |
DisclosureSEC source: 0000027996-26-000019 · wk-form4_1770841563.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,968 Underlying: Common Stock · 23,968 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 20:26 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 18,868 | $27.80 | $524,530.40 |
DisclosureSEC source: 0000027996-26-000019 · wk-form4_1770841563.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,276.59 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 20:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 44,593 | $27.80 | $1,239,685.40 |
DisclosureSEC source: 0000027996-26-000019 · wk-form4_1770841563.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,144.59 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 |
| February 28, 2025 Filed Mar 4, 2025 20:52 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000100 · wk-form4_1741121550.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 757 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 20:52 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 317 | $16.46 | $5,217.82 |
DisclosureSEC source: 0000027996-25-000100 · wk-form4_1741121550.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,551.59 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 20:52 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000100 · wk-form4_1741121550.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,868.59 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 21:10 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 39,894 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000075 · wk-form4_1740172238.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,894 Underlying: Common Stock · 39,894 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · derivative · entry 9 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,083 Underlying: Common Stock · 3,084 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,288 | $18.92 | $24,368.96 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,111.59 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,399.59 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,231 Underlying: Common Stock · 10,230 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,272 | $18.92 | $80,826.24 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,315.59 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,587.59 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,025 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · derivative · entry 7 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,050 Underlying: Common Stock · 10,025 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,186 | $18.63 | $77,985.18 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,357.59 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 19:15 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000039 · wk-form4_1739906103.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,543.59 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 15:32 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,530 | $23.42 | $106,092.60 |
DisclosureSEC source: 0000027996-25-000022 · wk-form4_1738683141.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,518.59 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:32 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,194 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000022 · wk-form4_1738683141.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,048.59 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 |
| March 01, 2024 Filed Mar 4, 2024 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000070 · wk-form4_1709573267.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 757 Underlying: Common Stock · 757 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 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 317 | $19.41 | $6,152.97 |
DisclosureSEC source: 0000027996-24-000070 · wk-form4_1709573267.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,854.59 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 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000070 · wk-form4_1709573267.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,171.59 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 18, 2024 Filed Feb 21, 2024 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 505 shares Expires 2024-02-18 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 18, 2024 Filed Feb 21, 2024 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 211 | $20.12 | $4,245.32 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,414.59 Read SEC document |
| February 18, 2024 Filed Feb 21, 2024 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,625.59 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 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,167 Underlying: Common Stock · 3,083 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 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,288 | $20.12 | $25,914.56 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,120.59 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 15:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000053 · wk-form4_1708527722.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,408.59 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 22:24 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000035 · wk-form4_1708122272.xml · derivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,461 Underlying: Common Stock · 10,230 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 22:24 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,283 | $20.81 | $89,129.23 |
DisclosureSEC source: 0000027996-24-000035 · wk-form4_1708122272.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,325.59 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 22:24 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000035 · wk-form4_1708122272.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,608.59 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 22:24 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 30,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000035 · wk-form4_1708122272.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,075 Underlying: Common Stock · 30,075 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 26, 2024 Filed Jan 30, 2024 22:19 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,972 | $20.01 | $39,459.72 |
DisclosureSEC source: 0000027996-24-000019 · wk-form4_1706653173.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,378.59 Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 22:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000019 · wk-form4_1706653173.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,350.59 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 |
| April 01, 2023 Filed Apr 3, 2023 19:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000097 · wf-form4_168054872844323.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 280 shares Expires 2023-04-01 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: 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 |
| April 01, 2023 Filed Apr 3, 2023 19:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 103 | $16.00 | $1,648.00 |
DisclosureSEC source: 0000027996-23-000097 · wf-form4_168054872844323.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,160.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 19:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000097 · wf-form4_168054872844323.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,263.59 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: 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 |
| March 01, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 758 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, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 4,846 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,846 shares Expires 2023-03-01 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.