Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | SVP, Division President | 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 | 18,476 |
Ending reported balance
After 2024-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 833 · Balance 18,850 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 374 · Balance 18,476 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 | 833 |
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 833 · Balance 833 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 |
|---|---|---|---|---|---|---|
| February 18, 2021 Filed Feb 22, 2021 20:50 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000045 · wf-form4_161402700771688.xml · nonDerivative · entry 1 Reed Michael Aaron · CIK 0001793393 · SVP, Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 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 |
| November 25, 2020 Filed Nov 30, 2020 18:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 1,637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000122 · wf-form4_160676023211769.xml · derivative · entry 3 Reed Michael Aaron · CIK 0001793393 · SVP, Division Pres., Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,276 Underlying: Common Stock · 1,637 shares Expires 2022-11-25 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. 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 |
| November 25, 2020 Filed Nov 30, 2020 18:17 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 493 | $28.29 | $13,946.97 |
DisclosureSEC source: 0000027996-20-000122 · wf-form4_160676023211769.xml · nonDerivative · entry 2 Reed Michael Aaron · CIK 0001793393 · SVP, Division Pres., Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 18:17 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 1,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000122 · wf-form4_160676023211769.xml · nonDerivative · entry 1 Reed Michael Aaron · CIK 0001793393 · SVP, Division Pres., Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637 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, 2020 Filed Feb 20, 2020 22:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 25,964 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001104659-20-023504 · a4.xml · derivative · entry 2 Reed Michael Aaron · CIK 0001793393 · SVP, GM, Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,964 Underlying: Common Stock · 25,964 shares Expires 2030-02-18 F2 · derivative.exercise_date: Options will vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:59 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 5,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023504 · a4.xml · derivative · entry 1 Reed Michael Aaron · CIK 0001793393 · SVP, GM, Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,584 Underlying: Common Stock · 5,584 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 3,060 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,524 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 3,060 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,524 units will vest in four equal amounts on each of the first four anniversaries 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. F1 · derivative.expiration_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 3,060 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 2,524 units will vest in four equal amounts on each of the first four anniversaries 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 |
| November 25, 2019 Filed Nov 26, 2019 22:07 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 4,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000113 · edgar.xml · derivative · entry 1 Reed Michael Aaron · CIK 0001793393 · SVP & General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,913 Underlying: Common Stock · 4,913 shares Expires 2022-11-25 F1 · derivative.exercise_price: Restricted Stock Units were awarded on 11/25/2019 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock in equal installments on each of the first, second and third anniversaries of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. F1 · derivative.exercise_date: Restricted Stock Units were awarded on 11/25/2019 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock in equal installments on each of the first, second and third anniversaries of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. 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.