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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 279 | $17.98 | $5,016.42 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,983.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,262.59 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 |
| March 01, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,781 | $17.98 | $32,022.38 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,504.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000066 · wf-form4_167779442810456.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,285.59 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, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · derivative · entry 9 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505 Underlying: Common Stock · 504 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, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 842 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 842 shares Expires 2023-02-18 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, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 186 | $19.11 | $3,554.46 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,439.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,625.59 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 18, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 310 | $19.11 | $5,924.10 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,121.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,431.59 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, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · derivative · entry 7 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,250 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. 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, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,160 | $19.48 | $22,596.80 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,589.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 16:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000042 · wf-form4_167699582148364.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,749.59 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, 2023 Filed Feb 17, 2023 21:35 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 30,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000032 · wf-form4_167666972452876.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,691 Underlying: Common Stock · 30,691 shares Expires 2026-02-15 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 |
| January 28, 2023 Filed Jan 31, 2023 17:35 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,884 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000009 · wf-form4_167518648871921.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,884 shares Expires 2023-01-28 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 awarded under the Company's Long-Term Incentive Plan resulting from an advance election by the holder to receive a portion of the holder's 2020 annual incentive compensation in restricted stock units, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 17:35 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 794 | $19.99 | $15,872.06 |
DisclosureSEC source: 0000027996-23-000009 · wf-form4_167518648871921.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,665.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 17:35 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000009 · wf-form4_167518648871921.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,459.59 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 |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 279 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280 Underlying: Common Stock · 279 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.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 · 243 shares Expires 2022-04-01 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 81 | $30.37 | $2,459.97 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,575.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,656.59 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 |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 71 | $30.37 | $2,156.27 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,377.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 13:44 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000124 · wf-form4_164907986380042.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,448.59 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 |
| March 01, 2022 Filed Mar 3, 2022 21:03 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000086 · wf-form4_164634140858739.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 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. F2 · 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, 2022 Filed Mar 3, 2022 21:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 219 | $30.37 | $6,651.03 |
DisclosureSEC source: 0000027996-22-000086 · wf-form4_164634140858739.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,205.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:03 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000086 · wf-form4_164634140858739.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,424.59 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. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009 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, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 841 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842 Underlying: Common Stock · 841 shares Expires 2023-02-18 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, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 146 | $33.03 | $4,822.38 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,667.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,813.59 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, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 244 | $33.03 | $8,059.32 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,308.59 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:27 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000062 · wf-form4_164555082827611.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,552.59 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, 2022 Filed Feb 18, 2022 21:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 12,334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000040 · wf-form4_164521953632041.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,334 Underlying: Common Stock · 12,334 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 |
| January 27, 2022 Filed Jan 31, 2022 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 583 | $28.78 | $16,778.74 |
DisclosureSEC source: 0000027996-22-000012 · wf-form4_164364598191137.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,711.59 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 16:19 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000012 · wf-form4_164364598191137.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,294.59 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 |
| January 21, 2022 Filed Jan 24, 2022 22:03 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,143 shares Expires 2022-01-21 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 were awarded under the Company's Long-Term Incentive Plan resulting from the holder's advance election to receive a portion of the holder's 2019 annual incentive compensation in restricted stock units in lieu of cash, which units vested and were converted into common stock on the second anniversary of the date of grant. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 22:03 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,706 | $30.19 | $51,504.14 |
DisclosureSEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,280.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 22:03 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000008 · wf-form4_164306179222491.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,986.59 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 |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 242 shares Expires 2022-04-01 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 70 | $42.34 | $2,963.80 |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,843.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,913.59 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 |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 81 | $42.34 | $3,429.54 |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,671.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:14 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000107 · wf-form4_161737999906264.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,752.59 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 |
| March 01, 2021 Filed Mar 3, 2021 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 4,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 Underlying: Common Stock · 4,846 shares Expires 2023-03-01 F3 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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. F3 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan as part of a retention program for the Company's executive team members, which units vest in full on the second anniversary of the 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, 2021 Filed Mar 3, 2021 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029 Underlying: Common Stock · 3,029 shares Expires not disclosed F2 · 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. F2 · 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. F2 · derivative.expiration_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 |
| March 01, 2021 Filed Mar 3, 2021 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 13,021 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0000027996-21-000080 · wf-form4_161480858979991.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,021 Underlying: Common Stock · 13,021 shares Expires 2031-03-01 F1 · 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 |
| February 21, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 96 | $39.44 | $3,786.24 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,472.59 F3 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · derivative · entry 7 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 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, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 841 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,683 Underlying: Common Stock · 841 shares Expires 2023-02-18 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.