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WEX

WEX Inc.

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Tapewire entity
2285
SEC CIK
0001309108
Parsed reports
759

Last 12 months

Inside the activity.

2 purchase rows · 40 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202511
Dec 202501
Jan 202600
Feb 202606
Mar 202602
Apr 202607
May 202611
Jun 202600
Jul 202609
Aug 202601
Sep 202606
Oct 202606

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 09, 2024 Filed May 13, 2024 23:47 UTC
Callahan DonDirector
GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000144 · wk-form4_1715644039.xml · derivative · entry 2

Callahan Don · CIK 0001433990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:46 UTC GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000140 · wk-form4_1715643978.xml · derivative · entry 2

GROCH JAMES R · CIK 0001185424 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:47 UTC GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000145 · wk-form4_1715644057.xml · derivative · entry 2

Altobello Nancy A. · CIK 0001742905 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:47 UTC GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000143 · wk-form4_1715644021.xml · derivative · entry 2

Roman Derrick A. · CIK 0001848498 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F1 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.

F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:46 UTC GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000141 · wk-form4_1715643991.xml · derivative · entry 2

Sobbott Susan · CIK 0001597001 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:46 UTC
Neary JamesDirector
GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000139 · wk-form4_1715643955.xml · derivative · entry 2

Neary James · CIK 0001323057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 09, 2024 Filed May 13, 2024 23:45 UTC GrantRestricted Stock Units · Derivative 960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000138 · wk-form4_1715643932.xml · derivative · entry 2

Smith Stephen Montgomery · CIK 0001788053 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960

Underlying: Common Stock · 960 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025.

Read SEC document
May 07, 2024 Filed May 10, 2024 00:37 UTC
Rapkin Hilary AChief Legal Officer
GiftCommon Stock 240 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000126 · wk-form4_1715301411.xml · nonDerivative · entry 1

Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,232

F1 · kind: Reflects the gift of common stock to a charitable donor advised fund.

Read SEC document
May 02, 2024 Filed May 6, 2024 21:40 UTC
Carriedo CarlosCOO, International
SaleCommon Stock 683 $211.99 $144,789.17
Disclosure

SEC source: 0001309108-24-000123 · wk-form4_1715031632.xml · nonDerivative · entry 1

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 683

Read SEC document
May 02, 2024 Filed May 6, 2024 21:40 UTC SaleCommon Stock 1,897 $211.01 $400,285.97
Disclosure

SEC source: 0001309108-24-000124 · wk-form4_1715031645.xml · nonDerivative · entry 1

Deshaies Robert Joseph · CIK 0001788329 · COO, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,408

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $210.97 and $211.05. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc., or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.

Read SEC document
May 02, 2024 Filed May 6, 2024 21:40 UTC
Kimball JenniferChief Accounting Officer
SaleCommon Stock 1,200 $211.55 $253,860.00
Disclosure

SEC source: 0001309108-24-000122 · wk-form4_1715031615.xml · nonDerivative · entry 1

Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,909

Read SEC document
May 01, 2024 Filed May 3, 2024 22:44 UTC
Trickett SaraSVP, Acting General Counsel
SaleCommon Stock 734 $210.43 $154,455.62
Disclosure

SEC source: 0001309108-24-000118 · wk-form4_1714776232.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $210.26 and $210.46. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc., or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.

Read SEC document
April 04, 2024 Filed Apr 8, 2024 22:03 UTC
Callahan DonDirector
GrantCommon Stock 110 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-24-000098 · wk-form4_1712613829.xml · nonDerivative · entry 1

Callahan Don · CIK 0001433990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,123

F1 · price: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2021 WEX Inc. Proxy Statement), in lieu of the annual cash retainer and was deferred in accordance with the Company's Non-Employee Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason.

Read SEC document
April 04, 2024 Filed Apr 8, 2024 22:04 UTC GrantCommon Stock 89 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-24-000099 · wk-form4_1712613840.xml · nonDerivative · entry 1

GROCH JAMES R · CIK 0001185424 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,515

F1 · price: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2021 WEX Inc. Proxy Statement), in lieu of the annual cash retainer and was deferred in accordance with the Company's Non-Employee Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason.

Read SEC document
March 19, 2024 Filed Mar 21, 2024 21:16 UTC
Narula JagtarChief Financial Officer
SaleCommon Stock 309 $233.24 $72,071.16
Disclosure

SEC source: 0001309108-24-000095 · wk-form4_1711055747.xml · nonDerivative · entry 1

Narula Jagtar · CIK 0001824593 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,528

F1 · ownership.direct: The reported sale of 309 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 14, 2023.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
GrantMarket Share Units · Derivative 237 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 12

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237

Underlying: Common Stock · 237 shares

Expires not disclosed

F5 · derivative.exercise_price: Each market share unit (MSU), a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. The target number of MSUs is reported in this Form 4.

F6 · derivative.exercise_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited.

F6 · derivative.expiration_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
GrantRestricted Stock Units · Derivative 1,077 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 11

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,077

Underlying: Common Stock · 1,077 shares

Expires not disclosed

F4 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to all of these shares on the one year anniversary of this grant.

F4 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to all of these shares on the one year anniversary of this grant.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
GrantRestricted Stock Units · Derivative 237 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 10

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237

Underlying: Common Stock · 237 shares

Expires not disclosed

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionRestricted Stock Units · Derivative 88 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 9

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178

Underlying: Common Stock · 88 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,153 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 8

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,153 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionRestricted Stock Units · Derivative 82 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 7

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83

Underlying: Common Stock · 82 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Tax withholdingCommon Stock 40 $233.95 $9,358.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 6

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 734

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionCommon Stock 88 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 5

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 774

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
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Tax withholdingCommon Stock 512 $233.95 $119,782.40
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 4

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 686

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionCommon Stock 1,153 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 3

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,198

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
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Tax withholdingCommon Stock 37 $233.95 $8,656.15
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 2

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:06 UTC
Trickett SaraSVP, Acting General Counsel
Exercise / conversionCommon Stock 82 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
GrantRestricted Stock Units · Derivative 2,895 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 10

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,895

Underlying: Common Stock · 2,895 shares

Expires not disclosed

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionRestricted Stock Units · Derivative 1,151 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 9

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,307

Underlying: Common Stock · 1,151 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionRestricted Stock Unit · Derivative 1,020 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 8

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,024

Underlying: Common Stock · 1,020 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionRestricted Stock Units · Derivative 408 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 7

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410

Underlying: Common Stock · 408 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Tax withholdingCommon Stock 541 $233.95 $126,566.95
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 6

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,366

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionCommon Stock 1,151 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 5

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,907

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Tax withholdingCommon Stock 480 $233.95 $112,296.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 4

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 756

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionCommon Stock 1,020 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 3

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,236

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Tax withholdingCommon Stock 192 $233.95 $44,918.40
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 2

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Carriedo CarlosCOO, International
Exercise / conversionCommon Stock 408 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 1

Carriedo Carlos · CIK 0001904058 · COO, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 408

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
GrantMarket Share Units · Derivative 770 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 17

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 770

Underlying: Common Stock · 770 shares

Expires not disclosed

F4 · derivative.exercise_price: Each market share unit (MSU), a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. The target number of MSUs is reported in this Form 4.

F5 · derivative.exercise_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited.

F5 · derivative.expiration_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
GrantRestricted Stock Units · Derivative 770 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 16

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 770

Underlying: Common Stock · 770 shares

Expires not disclosed

F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionRestricted Stock Units · Derivative 2,124 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 15

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,124 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionRestricted Stock Units · Derivative 268 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 14

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 539

Underlying: Common Stock · 268 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionRestricted Stock Units · Derivative 2,881 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 13

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,881 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionRestricted Stock Units · Derivative 204 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 12

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205

Underlying: Common Stock · 204 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionRestricted Stock Units · Derivative 119 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 11

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 119 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Tax withholdingCommon Stock 942 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 10

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,766

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionCommon Stock 2,124 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 9

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,708

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Tax withholdingCommon Stock 119 $233.95 $27,840.05
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 8

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,584

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionCommon Stock 268 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 7

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,703

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
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Tax withholdingCommon Stock 1,278 $233.95 $298,988.10
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 6

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,435

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 20, 2024 01:05 UTC
Drew Ann ElenaChief Risk and Compliance
Exercise / conversionCommon Stock 2,881 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · nonDerivative · entry 5

Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,713

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.