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Deluxe Corp (DLX) President, Data Solutions discloses year-end share holdings

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
5

Rhea-AI Filing Summary

Deluxe Corp's President of Data Solutions filed an annual Form 5 reporting their beneficial ownership of company stock for the fiscal year ended 12/31/2025. The filing shows beneficial ownership of 24,694.35 shares of common stock, held directly. The footnote explains that this amount includes securities purchased under the company's Employee Stock Purchase Plan.

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SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
Lazzaretti Kristopher D

(Last) (First) (Middle)
801 MARQUETTE AVE. S.

(Street)
MINNEAPOLIS MN 55402

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
DELUXE CORP [ DLX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
President, Data Solutions
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
12/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Common Stock 24,694.35(1) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Includes securities purchased under the Company's Employee Stock Purchase Plan.
Remarks:
/s/ Kortney Q. Nordrum, Attorney in Fact 01/06/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does Deluxe Corp (DLX) Form 5 report for this insider?

The Form 5 reports that the President, Data Solutions of Deluxe Corp beneficially owned 24,694.35 shares of common stock at the end of the fiscal year.

Whose ownership is reported in this Deluxe Corp (DLX) Form 5?

The Form 5 covers one reporting person who is an officer of Deluxe Corp, with the title President, Data Solutions.

How many Deluxe Corp (DLX) shares does the reporting officer own?

The reporting officer beneficially owns 24,694.35 shares of Deluxe Corp common stock, held in direct ownership.

Does the Form 5 for Deluxe Corp (DLX) include employee stock purchase plan shares?

Yes. The explanatory note states that the reported total includes securities purchased under the company's Employee Stock Purchase Plan.

Is this Deluxe Corp (DLX) Form 5 filed by one or multiple reporting persons?

The filing indicates it is a Form filed by one reporting person, not a joint or group filing.

What period does this Deluxe Corp (DLX) Form 5 cover?

The statement covers the issuer's fiscal year ended 12/31/2025, summarizing the officer's beneficial ownership as of that year-end.

Deluxe Corp

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