Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Chief Accounting Officer, PAO | April 25, 2024 | April 29, 2024 |
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 April 25, 2024 · Filed April 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,476 |
Ending reported balance
After 2024-04-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-25 · Exercise / conversion · Acquired 10,000 · Balance 14,279 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2024-04-25 · Exercise / conversion · Acquired 2,197 · Balance 16,476 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-05-13 | Direct | 0 |
Reported balance
After 2024-04-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-25 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-05-25 | Direct | 0 |
Reported balance
After 2024-04-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-04-25 · Exercise / conversion · Disposed 2,197 · Balance 0 |
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.
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 |
|---|---|---|---|---|---|---|
| April 25, 2024 Filed Apr 29, 2024 16:51 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 2,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000095 · wk-form4_1714409462.xml · derivative · entry 4 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,197 shares Expires 2024-05-25 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. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 16:51 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000095 · wk-form4_1714409462.xml · derivative · entry 3 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2024-05-13 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 |
| April 25, 2024 Filed Apr 29, 2024 16:51 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000095 · wk-form4_1714409462.xml · nonDerivative · entry 2 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,476 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 25, 2024 Filed Apr 29, 2024 16:51 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000095 · wk-form4_1714409462.xml · nonDerivative · entry 1 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,279 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, 2024 Filed Feb 16, 2024 22:35 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,115 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000043 · wk-form4_1708122892.xml · derivative · entry 4 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,230 Underlying: Common Stock · 5,115 shares Expires 2026-02-15 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 |
| February 15, 2024 Filed Feb 16, 2024 22:35 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,788 | $20.81 | $58,018.28 |
DisclosureSEC source: 0000027996-24-000043 · wk-form4_1708122892.xml · nonDerivative · entry 2 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,279 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:35 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,115 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000043 · wk-form4_1708122892.xml · nonDerivative · entry 1 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,067 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 14, 2024 Filed Feb 16, 2024 22:35 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 15,037 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000043 · wk-form4_1708122892.xml · derivative · entry 3 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,037 Underlying: Common Stock · 15,037 shares Expires 2027-02-14 F3 · 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 |
| February 15, 2023 Filed Mar 3, 2023 00:16 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 15,345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000080 · wf-form4_167780257350893.xml · derivative · entry 2 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,345 Underlying: Common Stock · 15,345 shares Expires 2026-02-15 F2 · 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 |
| May 25, 2022 Filed Mar 3, 2023 00:16 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 2,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000080 · wf-form4_167780257350893.xml · derivative · entry 1 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,197 Underlying: Common Stock · 2,197 shares Expires 2024-05-25 F1 · derivative.exercise_date: Restricted stock units granted under the company's Stock Incentive Plan, 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 |
| May 13, 2022 Filed May 17, 2022 20:36 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000169 · wf-form4_165281975525322.xml · derivative · entry 1 Kurth Chad P · CIK 0001920512 · Chief Accounting Officer, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2024-05-13 F1 · derivative.exercise_date: Restricted stock units granted under the Company's Stock Incentive Plan, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.