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 23, 2018 Filed Feb 27, 2018 22:04 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 111 | $73.81 | $8,192.91 |
DisclosureSEC source: 0000027996-18-000045 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,235.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:41 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 4,793 | $0.00 Strike: $73.21 | $0.00 |
DisclosureSEC source: 0000027996-18-000037 · edgar.xml · derivative · entry 11 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,793 Underlying: Common Stock · 4,793 shares Expires 2025-02-21 F4 · 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 21, 2018 Filed Feb 23, 2018 19:41 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000037 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,346.59 F1 · balance_after: Total ownership includes 2,891 shares of restricted stock. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:25 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 313 | $70.20 | $21,972.60 |
DisclosureSEC source: 0000027996-18-000021 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,322.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 1,867 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 1,137 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000013 · 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 · 1,137 shares Expires 2018-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash. F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/25/16 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 2015 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:05 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 520 | $73.51 | $38,225.20 |
DisclosureSEC source: 0000027996-18-000013 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,635.59 F2 · balance_after: Total ownership includes 2,612 shares of restricted stock. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:05 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,137 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000013 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,155.59 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 1/25/16 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive certain 2015 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:22 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 715 | $77.36 Strike: $0.00 | $55,312.40 |
DisclosureSEC source: 0000027996-18-000002 · edgar.xml · derivative · entry 5 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715 Underlying: Common Stock · 715 shares Expires 2020-01-19 F5 · 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. F5 · 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 19, 2018 Filed Jan 23, 2018 22:22 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 335 | $77.36 | $25,915.60 |
DisclosureSEC source: 0000027996-18-000002 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,018.59 F2 · balance_after: Total ownership includes 2,612 shares of restricted stock. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:22 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-18-000002 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · SVP, Direct-to-Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,353.59 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 27, 2017 Filed Mar 1, 2017 22:06 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 463 | $75.79 | $35,090.77 |
DisclosureSEC source: 0000027996-17-000040 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,647.59 F1 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock. Total ownership includes 2,612 shares of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 3,885 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0000027996-17-000030 · edgar.xml · derivative · entry 12 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 Underlying: Common Stock · 3,885 shares Expires 2024-02-23 F4 · 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 23, 2017 Filed Feb 27, 2017 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 794 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,110.59 F1 · balance_after: Total ownership includes 3,605 shares of restricted stock. Read SEC document |
| February 07, 2017 Filed Feb 27, 2017 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,316 Read SEC document |
| February 01, 2017 Filed Feb 27, 2017 21:57 UTC | DELUXE CORP DLX · Entity 1310 | GiftCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000030 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,376 Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:53 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 708 | $73.63 Strike: $0.00 | $52,130.04 |
DisclosureSEC source: 0000027996-17-000013 · edgar.xml · derivative · entry 4 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708 Underlying: Common Stock · 708 shares Expires 2019-01-24 F4 · 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. F4 · 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. F4 · 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, 2017 Filed Jan 27, 2017 00:53 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 562 | $73.63 | $41,380.06 |
DisclosureSEC source: 0000027996-17-000013 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,551.59 F2 · balance_after: Total ownership includes 2,811 shares of restricted stock. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 00:53 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-17-000013 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,113.59 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 |
| January 20, 2017 Filed Jan 24, 2017 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 759 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000004 · edgar.xml · derivative · entry 3 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 759 shares Expires 2017-01-20 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. F1 · derivative.exercise_price: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. F1 · derivative.exercise_date: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 1/20/15 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 395 | $73.03 | $28,846.85 |
DisclosureSEC source: 0000027996-17-000004 · edgar.xml · nonDerivative · entry 2 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,032.59 F2 · balance_after: Total ownership includes 2,811 shares of restricted stock. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:02 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000004 · edgar.xml · nonDerivative · entry 1 Engelhardt Tracey G · CIK 0001553924 · VP, Direct-to-Consumer Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,427.59 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 1/20/15 under the Company's Long Term Incentive Plan. Award of units resulted from an election by executive to receive 2014 annual incentive compensation in restricted stock units in lieu of cash. 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.