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 18, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 142 | $39.10 | $5,552.20 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,568.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,710.59 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, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 277 | $39.10 | $10,830.70 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,205.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000051 · wf-form4_161402776000875.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,482.59 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 28, 2021 Filed Feb 1, 2021 21:19 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 1,884 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000014 · wf-form4_161221432865164.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division Pres., Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884 Underlying: Common Stock · 1,884 shares Expires 2023-01-28 F1 · 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 in lieu of cash. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000006 · wf-form4_161159984077907.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Division Pres., Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,845 shares Expires 2021-01-22 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 2018 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 22, 2021 Filed Jan 25, 2021 18:37 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 743 | $33.99 | $25,254.57 |
DisclosureSEC source: 0000027996-21-000006 · wf-form4_161159984077907.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Division Pres., Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,641.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 18:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-21-000006 · wf-form4_161159984077907.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Division Pres., Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,384.59 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, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · derivative · entry 6 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 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, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839 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, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 71 | $25.21 | $1,789.91 |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,922.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,993.59 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, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 82 | $25.21 | $2,067.22 |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,751.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:07 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000040 · wf-form4_158584360534557.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,833.59 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 23, 2020 Filed Feb 24, 2020 18:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 77 | $39.11 | $3,011.47 |
DisclosureSEC source: 0001104659-20-024163 · a4.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,553.59 F2 · kind: Reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 342 shares of restricted stock Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 18:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 99 | $39.11 | $3,871.89 |
DisclosureSEC source: 0001104659-20-024163 · a4.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630.59 F1 · kind: Reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 607 shares of restricted stock. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:09 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 20,772 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023460 · a4.xml · derivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,772 Underlying: Common Stock · 20,772 shares Expires 2030-02-18 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 |
| February 18, 2020 Filed Feb 20, 2020 22:09 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 4,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023460 · a4.xml · derivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,543 Underlying: Common Stock · 4,543 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,524 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,524 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.expiration_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 2,524 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,019 units will vest in four equal amounts on each of the first four anniversaries 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 |
| February 05, 2020 Filed Feb 7, 2020 14:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 6,800 | $0.00 Strike: $38.80 | $0.00 |
DisclosureSEC source: 0000027996-20-000014 · edgar.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,800 shares Expires 2020-02-20 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. F5 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of the date of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 14:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 6,800 | $49.01 | $333,268.00 |
DisclosureSEC source: 0000027996-20-000014 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,729.59 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 · balance_after: Total ownership includes 948 shares of restricted stock and 462 shares of common stock purchased under the Company's Employee Stock Purchase Plan (ESPP) on 1/31/2020. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 5,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,143 Underlying: Common Stock · 5,143 shares Expires 2022-01-21 F7 · derivative.exercise_price: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. F7 · derivative.exercise_date: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 65 | $49.10 | $3,191.50 |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,309.59 F3 · balance_after: Total ownership includes 948 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F2 · price: This award reflects 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, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 5,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,143 Underlying: Common Stock · 5,143 shares Expires 2022-01-21 F7 · derivative.exercise_price: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. F7 · derivative.exercise_date: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 130 | $49.10 | $6,383.00 |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,467.59 F3 · balance_after: Total ownership includes 948 shares of restricted stock. Read SEC document |
| January 21, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F2 · price: This amendment corrects amounts previously reported in connection with the settlement of performance share units that vested based on the level of achievement of the specified performance targets. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 715 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 715 shares Expires 2020-01-19 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. F4 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2017 annual incentive compensation in restricted stock units in lieu of cash. F4 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2017 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 208 | $49.39 | $10,273.12 |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:21 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000003 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,359.59 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/19/18 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2017 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 17, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 715 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 715 shares Expires 2020-01-19 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. F4 · derivative.exercise_price: Restricted Stock Units were awarded on 1/19/18 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2017 annual incentive compensation in restricted stock units in lieu of cash. F4 · derivative.exercise_date: Restricted Stock Units were awarded on 1/19/18 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2017 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 17, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 208 | $49.39 | $10,273.12 |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| January 17, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000011 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,359.59 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/19/18 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2017 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| July 31, 2019 Filed Nov 26, 2019 21:56 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000110 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, GM, Checks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,644.59 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 · balance_after: Total ownership includes 948 shares of restricted stock. This voluntary filing is made solely for the purposes of increasing the total shares held as of 7/31/19 by 436 shares of common stock purchased under the Comany's Employee Stock Purchase Plan (ESPP). Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:24 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 10,684 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000045 · edgar.xml · derivative · entry 11 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,684 Underlying: Common Stock · 10,684 shares Expires 2029-04-01 F6 · derivative.exercise_date: Options vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:24 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 1,846 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000045 · edgar.xml · derivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846 Underlying: Common Stock · 1,846 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 1,119 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 727 units will vest in three equal amounts on each of the first three anniversaries 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. F4 · derivative.exercise_date: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 1,119 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 727 units will vest in three equal amounts on each of the first three anniversaries 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. F4 · derivative.expiration_date: Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 1,119 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 727 units will vest in three equal amounts on each of the first three anniversaries 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 |
| February 22, 2019 Filed Feb 25, 2019 20:00 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 112 | $48.89 | $5,475.68 |
DisclosureSEC source: 0000027996-19-000027 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,208.59 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 948 shares of restricted stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 20:00 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 144 | $49.00 | $7,056.00 |
DisclosureSEC source: 0000027996-19-000027 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,320.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,213 shares of restricted stock. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 17:21 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 451 | $49.80 | $22,459.80 |
DisclosureSEC source: 0000027996-19-000020 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,464.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,554 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 708 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000014 · edgar.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 708 shares Expires 2019-01-24 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. F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash. F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/24/17 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2016 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:46 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 336 | $44.31 | $14,888.16 |
DisclosureSEC source: 0000027996-19-000014 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915.59 F2 · balance_after: Total ownership includes 2,627 shares of restricted stock. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 18:46 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-19-000014 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,251.59 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: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/24/17 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2016 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 17:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 1,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000005 · edgar.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 Underlying: Common Stock · 1,845 shares Expires 2021-01-22 F5 · derivative.exercise_price: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash. F5 · derivative.exercise_date: Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 17:59 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 319 | $43.28 | $13,806.32 |
DisclosureSEC source: 0000027996-19-000005 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,543.59 F2 · balance_after: Total ownership includes 2,627 shares of restricted stock. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 17:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000005 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,862.59 F1 · price: This award reflects 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, 2018 Filed Sep 17, 2018 22:13 UTC | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000099 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,189.59 F1 · balance_after: Total ownership includes 2,627 shares of restricted stock. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 2,680 | $0.00 Strike: $26.31 | $0.00 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · derivative · entry 8 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,680 shares Expires 2019-07-16 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. F5 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock Option · Derivative | 1,167 | $0.00 Strike: $25.45 | $0.00 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · derivative · entry 7 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,167 shares Expires 2019-02-16 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. F5 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,413 | $73.13 | $176,462.69 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · nonDerivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,669.59 F2 · balance_after: Total ownership includes 2,627 shares of restricted stock. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,680 | $26.31 | $70,510.80 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,082.59 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 27, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,167 | $25.45 | $29,700.15 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,402.59 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.