0000027996-20-000014.txt : 20200207 0000027996-20-000014.hdr.sgml : 20200207 20200207090131 ACCESSION NUMBER: 0000027996-20-000014 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20200205 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Engelhardt Tracey G CENTRAL INDEX KEY: 0001553924 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-07945 FILM NUMBER: 20584966 MAIL ADDRESS: STREET 1: 3680 VICTORIA STREET N CITY: SHOREVIEW STATE: MN ZIP: 55126 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: DELUXE CORP CENTRAL INDEX KEY: 0000027996 STANDARD INDUSTRIAL CLASSIFICATION: BLANKBOOKS, LOOSELEAF BINDERS & BOOKBINDING & RELATED WORK [2780] IRS NUMBER: 410216800 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 3680 VICTORIA STREET NORTH CITY: SHOREVIEW STATE: MN ZIP: 55126 BUSINESS PHONE: 6514837111 MAIL ADDRESS: STREET 1: 3680 VICTORIA STREET NORTH CITY: SHOREVIEW STATE: MN ZIP: 55126 FORMER COMPANY: FORMER CONFORMED NAME: DELUXE CHECK PRINTERS INC DATE OF NAME CHANGE: 19880608 4 1 edgar.xml PRIMARY DOCUMENT X0306 4 2020-02-05 0000027996 DELUXE CORP DLX 0001553924 Engelhardt Tracey G 3680 VICTORIA STREET N SHOREVIEW MN 55126 0 1 0 0 SVP, GM, Checks Common Stock 2020-02-05 4 M 0 6800 49.01 A 20729.59 D Restricted Stock Units 0 2021-01-22 Common Stock 1845 1845 D Restricted Stock Units 0 Common Stock 1846 1846 D Restricted Stock Units 0 2022-01-21 Common Stock 5143 5143 D Common Stock Option 38.80 2020-02-05 4 M 0 6800 0 D 2014-02-20 2020-02-20 Common Stock 6800 0 D Common Stock Option 50.32 2015-02-27 2021-02-27 Common Stock 3866 3866 D Common Stock Option 67.08 2016-02-12 2022-02-12 Common Stock 3208 3208 D Common Stock Option 54.30 2017-02-17 2023-02-17 Common Stock 6362 6362 D Common Stock Option 75.61 2018-02-23 2024-02-23 Common Stock 3885 3885 D Common Stock Option 73.21 2019-02-21 2025-02-21 Common Stock 4793 4793 D Common Stock Option 44.69 2020-04-01 2029-04-01 Common Stock 10684 10684 D Total ownership includes 948 shares of restricted stock and 462 shares of common stock purchased under the Company's Employee Stock Purchase Plan (ESPP) on 1/31/2020. Restricted Stock Units were awarded on 1/22/19 under the Company's Long-Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2018 annual incentive compensation in restricted stock units in lieu of cash. Restricted Stock Units awarded on 4/1/19 under the Company's Long-Term Incentive Plan, subject to the following vesting schedule: 1,119 units will vest in four equal amounts on each of the first four anniversaries of the date of grant, and 727 units will vest in three equal amounts on each of the first three 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. Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Options vest in three equal installments on the three succeeding anniversary dates of the date of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Options vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains in the employ of the Company. Date entered reflects date on which first installment vests(ed). Jeffrey L. Cotter as Power of Attorney for Tracey G. Engelhardt 2020-02-07