Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | President, Merchant Services | 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 | 2,624 |
Ending reported balance
After 2026-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-19 · Exercise / conversion · Acquired 5,132 · Balance 5,132 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 2,508 · Balance 2,624 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 | 10,266 |
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 5,132 · Balance 10,266 F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.
F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 20, 2026 21:50 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,132 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000070 · wk-form4_1771624205.xml · derivative · entry 3 Mahony Brian · CIK 0002053395 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,266 Underlying: Common Stock · 5,132 shares Expires 2028-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.expiration_date: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:50 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,508 | $27.32 | $68,518.56 |
DisclosureSEC source: 0000027996-26-000070 · wk-form4_1771624205.xml · nonDerivative · entry 2 Mahony Brian · CIK 0002053395 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,624 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:50 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,132 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000070 · wk-form4_1771624205.xml · nonDerivative · entry 1 Mahony Brian · CIK 0002053395 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 20:34 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 11,523 | $27.12 Strike: $0.00 | $312,503.76 |
DisclosureSEC source: 0000027996-26-000033 · wk-form4_1770842091.xml · derivative · entry 1 Mahony Brian · CIK 0002053395 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,523 Underlying: Common Stock · 11,523 shares Expires 2029-02-09 F1 · shares: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:11 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 15,398 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000076 · wk-form4_1740172297.xml · derivative · entry 1 Mahony Brian · CIK 0002053395 · President, Merchant Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,398 Underlying: Common Stock · 15,398 shares Expires 2028-02-19 F1 · derivative.exercise_date: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.