Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, President B2B Payments | August 15, 2025 | August 18, 2025 |
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 August 15, 2025 · Filed August 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,409 |
Ending reported balance
After 2025-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-08-15 · Exercise / conversion · Acquired 20,572 · Balance 20,572 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2025-08-15 · Tax withholding · Disposed 9,163 · Balance 11,409 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 2026-08-15 | Direct | 20,572 |
Reported balance
After 2025-08-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-08-15 · Exercise / conversion · Disposed 20,572 · Balance 20,572 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
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.
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 |
|---|---|---|---|---|---|---|
| August 15, 2025 Filed Aug 18, 2025 13:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 20,572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000168 · wk-form4_1755524270.xml · derivative · entry 3 Rubinetti John F III · CIK 0002022000 · SVP, President B2B Payments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,572 Underlying: Common Stock · 20,572 shares Expires 2026-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 13:37 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 9,163 | $19.33 | $177,120.79 |
DisclosureSEC source: 0000027996-25-000168 · wk-form4_1755524270.xml · nonDerivative · entry 2 Rubinetti John F III · CIK 0002022000 · SVP, President B2B Payments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,409 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 13:37 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 20,572 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000168 · wk-form4_1755524270.xml · nonDerivative · entry 1 Rubinetti John F III · CIK 0002022000 · SVP, President B2B Payments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,572 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:13 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 12,318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000078 · wk-form4_1740172417.xml · derivative · entry 1 Rubinetti John F III · CIK 0002022000 · SVP, President B2B Payments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,318 Underlying: Common Stock · 12,318 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 |
| August 15, 2024 Filed Aug 16, 2024 14:49 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 41,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000154 · wk-form4_1723819740.xml · derivative · entry 1 Rubinetti John F III · CIK 0002022000 · SVP, President B2B Payments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,144 Underlying: Common Stock · 41,144 shares Expires 2026-08-15 F1 · derivative.exercise_date: Restricted stock units granted as an employment inducement award under Rule 303A.08 of the New York Stock Exchange Listing Manual, which units vest in equal one-half increments on the first two 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.