Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, CHRO | March 01, 2024 | March 04, 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 March 01, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,305 |
Ending reported balance
After 2024-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 339 · Balance 5,472 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2024-03-01 · Tax withholding · Disposed 167 · Balance 5,305 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 2025-03-01 | Direct | 339 |
Reported balance
After 2024-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-01 · Exercise / conversion · Disposed 339 · Balance 339 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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 4, 2024 17:55 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000078 · wk-form4_1709574906.xml · derivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339 Underlying: Common Stock · 339 shares Expires 2025-03-01 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 |
| March 01, 2024 Filed Mar 4, 2024 17:55 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 167 | $19.41 | $3,241.47 |
DisclosureSEC source: 0000027996-24-000078 · wk-form4_1709574906.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,305 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:55 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000078 · wk-form4_1709574906.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472 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, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · derivative · entry 6 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 221 shares Expires 2024-02-18 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 18, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 109 | $20.12 | $2,193.08 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · nonDerivative · entry 4 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,133 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · nonDerivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,242 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 16, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · derivative · entry 5 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 617 shares Expires 2026-02-16 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. 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 16, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 337 | $20.12 | $6,780.44 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,021 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 15:10 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000055 · wk-form4_1708528245.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,358 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 22:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 2,344 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000042 · wk-form4_1708122845.xml · derivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,689 Underlying: Common Stock · 2,344 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. 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, 2024 Filed Feb 16, 2024 22:34 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 1,278 | $20.81 | $26,595.18 |
DisclosureSEC source: 0000027996-24-000042 · wk-form4_1708122845.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,741 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 22:34 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000042 · wk-form4_1708122845.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,019 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, 2023 Filed Apr 3, 2023 19:43 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000099 · wf-form4_168055099537010.xml · derivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 89 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: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four 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 |
| April 01, 2023 Filed Apr 3, 2023 19:43 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 47 | $16.00 | $752.00 |
DisclosureSEC source: 0000027996-23-000099 · wf-form4_168055099537010.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,675 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 19:43 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000099 · wf-form4_168055099537010.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,722 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: Restricted stock units granted under the Company's Long-Term Incentive Plan that vest in equal one-quarter increments on the first four 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 |
| March 01, 2023 Filed Mar 2, 2023 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000068 · wf-form4_167779489455020.xml · derivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Common Stock · 340 shares Expires 2025-03-01 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 |
| March 01, 2023 Filed Mar 2, 2023 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 161 | $17.98 | $2,894.78 |
DisclosureSEC source: 0000027996-23-000068 · wf-form4_167779489455020.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,633 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:08 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000068 · wf-form4_167779489455020.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,794 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, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · derivative · entry 9 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221 Underlying: Common Stock · 220 shares Expires 2024-02-18 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 18, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 342 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · derivative · entry 8 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 342 shares Expires 2023-02-18 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 18, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 116 | $19.11 | $2,216.76 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 6 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 5 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,570 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, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 180 | $19.11 | $3,439.80 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 4 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 3 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,530 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 16, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · derivative · entry 7 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 Underlying: Common Stock · 617 shares Expires 2026-02-16 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. 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 16, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 324 | $19.48 | $6,311.52 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 2 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,188 F2 · price: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 16:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000044 · wf-form4_167699592851602.xml · nonDerivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,512 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, 2023 Filed Feb 17, 2023 21:27 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 7,033 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000026 · wf-form4_167666922249541.xml · derivative · entry 1 Herrick Jean L · CIK 0001933504 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,033 Underlying: Common Stock · 7,033 shares Expires 2026-02-15 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.