Tapewire

NYSE · USD

WEX

WEX Inc.

Export transactions ↓
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

JSON API
Reset

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
March 15, 2020 Filed Mar 17, 2020 20:47 UTC
Janosick KennethChief Portfolio Risk Officer
Exercise / conversionCommon Stock 189 $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000055 · wf-form4_158447800719120.xml · nonDerivative · entry 1

Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,743

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, 2020 Filed Mar 17, 2020 20:46 UTC
Morris Nicola SChief Corp Development Officer
Exercise / conversionRestricted Stock Unit · Derivative 315 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · derivative · entry 3

Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317

Underlying: Common Stock · 315 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, 2020 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock.

Read SEC document
March 15, 2020 Filed Mar 17, 2020 20:46 UTC
Morris Nicola SChief Corp Development Officer
Tax withholdingCommon Stock 93 $135.30 $12,582.90
Disclosure

SEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · nonDerivative · entry 2

Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,605

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2020.

Read SEC document
March 15, 2020 Filed Mar 17, 2020 20:46 UTC
Morris Nicola SChief Corp Development Officer
Exercise / conversionCommon Stock 315 $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · nonDerivative · entry 1

Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,698

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
February 28, 2020 Filed Mar 2, 2020 23:37 UTC
Simon RobertoChief Financial Officer
GrantRestricted Stock Units · Derivative 16,006 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000027 · wf-form4_158319224163904.xml · derivative · entry 1

Simon Roberto · CIK 0001620028 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,006

Underlying: Common Stock · 16,006 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:40 UTC
Tinto Melanie JChief Human Resources Officer
GrantRestricted Stock Units · Derivative 5,054 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000034 · wf-form4_158319238757882.xml · derivative · entry 1

Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,054

Underlying: Common Stock · 5,054 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:39 UTC
Dearborn Joel Alan JRPresident, Corporate Payments
GrantRestricted Stock Units · Derivative 1,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000031 · wf-form4_158319232445933.xml · derivative · entry 1

Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,714

Underlying: Common Stock · 1,714 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 18:36 UTC
Phillips Scott RobertPresident, Global Fleet
GrantRestricted Stock Units · Derivative 11,434 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000025 · wf-form4_158319219909604.xml · derivative · entry 1

Phillips Scott Robert · CIK 0001703759 · President, Global Fleet

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,434

Underlying: Common Stock · 11,434 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 18:37 UTC
Cooper David GChief Technology Officer
GrantRestricted Stock Units · Derivative 4,286 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000026 · wf-form4_158319221972677.xml · derivative · entry 1

Cooper David G · CIK 0001694241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,286

Underlying: Common Stock · 4,286 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:37 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
GrantRestricted Stock Units · Derivative 37,732 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000028 · wf-form4_158319226203325.xml · derivative · entry 1

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,732

Underlying: Common Stock · 37,732 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:39 UTC
Rapkin Hilary AChief Legal Officer
GrantRestricted Stock Units · Derivative 5,716 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000033 · wf-form4_158319236581025.xml · derivative · entry 1

Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,716

Underlying: Common Stock · 5,716 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:39 UTC
Deshaies Robert JosephPresident, WEX Health
GrantRestricted Stock Units · Derivative 1,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000032 · wf-form4_158319234570716.xml · derivative · entry 1

Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,714

Underlying: Common Stock · 1,714 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:38 UTC
Janosick KennethChief Portfolio Risk Officer
GrantRestricted Stock Units · Derivative 11,434 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000030 · wf-form4_158319230358005.xml · derivative · entry 1

Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,434

Underlying: Common Stock · 11,434 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 28, 2020 Filed Mar 2, 2020 23:38 UTC
Morris Nicola SChief Corp Development Officer
GrantRestricted Stock Units · Derivative 8,574 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000029 · wf-form4_158319228268848.xml · derivative · entry 1

Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,574

Underlying: Common Stock · 8,574 shares

Expires not disclosed

F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established.

F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020.

Read SEC document
February 21, 2020 Filed Mar 2, 2020 23:40 UTC GiftCommon Stock 1,095 $0.00 $0.00
Disclosure

SEC source: 0001309108-20-000035 · wf-form4_158319240929213.xml · nonDerivative · entry 1

Dubyak Michael E · CIK 0001317497 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,134

Read SEC document
February 19, 2020 Filed Feb 20, 2020 16:47 UTC SaleCommon Stock 2,000 $234.71 $469,420.00
Disclosure

SEC source: 0001309108-20-000015 · wf-form4_158223526153863.xml · nonDerivative · entry 3

MORIARTY ROWLAND · CIK 0001182936 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Moriarty Family Charitable Trust

Disclosed balance after: 13,600

F3 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $230.06 and $235.46. 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
February 19, 2020 Filed Feb 20, 2020 16:47 UTC SaleCommon Stock 5,000 $234.63 $1,173,150.00
Disclosure

SEC source: 0001309108-20-000015 · wf-form4_158223526153863.xml · nonDerivative · entry 2

MORIARTY ROWLAND · CIK 0001182936 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Rubex, LLC

Disclosed balance after: 34,978

F2 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $234.67 and $235.46. 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
February 18, 2020 Filed Feb 20, 2020 16:47 UTC SaleCommon Stock 1,000 $230.44 $230,440.00
Disclosure

SEC source: 0001309108-20-000015 · wf-form4_158223526153863.xml · nonDerivative · entry 1

MORIARTY ROWLAND · CIK 0001182936 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Rubex, LLC

Disclosed balance after: 39,978

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $230.06 and $230.71. 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
February 18, 2020 Filed Feb 20, 2020 22:29 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionStock Option (right to buy) · Derivative 8,056 $0.00 Strike: $77.20 $0.00
Disclosure

SEC source: 0001309108-20-000019 · wf-form4_158223773136710.xml · derivative · entry 3

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,056 shares

Expires 2026-03-15

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.

F1 · kind: This option was exercised, and the shares of common stock received upon exercise were sold, pursuant to a Rule 10b5-1 trading plan that was entered into on May 30, 2019.

Read SEC document
February 18, 2020 Filed Feb 20, 2020 22:29 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 15,556 $223.19 $3,471,943.64
Disclosure

SEC source: 0001309108-20-000019 · wf-form4_158223773136710.xml · nonDerivative · entry 2

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,283

F1 · kind: This option was exercised, and the shares of common stock received upon exercise were sold, pursuant to a Rule 10b5-1 trading plan that was entered into on May 30, 2019.

F2 · kind: Additional securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 30, 2019.

Read SEC document
February 18, 2020 Filed Feb 20, 2020 22:29 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionCommon Stock 8,056 $77.20 $621,923.20
Disclosure

SEC source: 0001309108-20-000019 · wf-form4_158223773136710.xml · nonDerivative · entry 1

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,839

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 · kind: This option was exercised, and the shares of common stock received upon exercise were sold, pursuant to a Rule 10b5-1 trading plan that was entered into on May 30, 2019.

Read SEC document
February 18, 2020 Filed Feb 20, 2020 21:43 UTC
Rapkin Hilary AChief Legal Officer
SaleCommon Stock 1,043 $230.46 $240,369.78
Disclosure

SEC source: 0001309108-20-000014 · wf-form4_158223498916680.xml · nonDerivative · entry 1

Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,329

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $230.41 and $230.52. 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
January 07, 2020 Filed Jan 7, 2020 23:24 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 2,270 $214.99 $488,027.30
Disclosure

SEC source: 0001309108-20-000004 · wf-form4_157843945886604.xml · nonDerivative · entry 3

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,333

Read SEC document
January 07, 2020 Filed Feb 20, 2020 22:10 UTC Amendment
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 2,270 $214.99 $488,027.30
Disclosure

SEC source: 0001309108-20-000017 · wf-form4a_158223663256260.xml · nonDerivative · entry 2

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,783

F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 30, 2019.

F3 · balance_after: This number is updated to reflect the reporting person's holdings as of January 7, 2020, which is 450 more shares than originally reported.

Read SEC document
January 06, 2020 Filed Jan 7, 2020 22:00 UTC GrantCommon Stock 125 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-20-000002 · wf-form4_157843443624329.xml · nonDerivative · entry 1

GHOSH SHIKHAR · CIK 0001032152 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,907

F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive 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.

F2 · price: Not applicable.

Read SEC document
January 06, 2020 Filed Jan 7, 2020 22:01 UTC
Callahan DonDirector
GrantCommon Stock 101 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-20-000003 · wf-form4_157843445706566.xml · nonDerivative · entry 1

Callahan Don · CIK 0001433990 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299

F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive 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.

F2 · price: Not applicable.

Read SEC document
January 06, 2020 Filed Jan 7, 2020 23:24 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionStock Option (right to buy) · Derivative 8,056 $0.00 Strike: $77.20 $0.00
Disclosure

SEC source: 0001309108-20-000004 · wf-form4_157843945886604.xml · derivative · entry 4

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,056

Underlying: Common Stock · 8,056 shares

Expires 2026-03-15

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.

F1 · kind: This option was exercised, and the shares of common stock received upon exercise were sold, pursuant to a Rule 10b5-1 trading plan that was entered into on May 30, 2019.

Read SEC document
January 06, 2020 Filed Jan 7, 2020 23:24 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 13,736 $214.99 $2,953,102.64
Disclosure

SEC source: 0001309108-20-000004 · wf-form4_157843945886604.xml · nonDerivative · entry 2

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,603

Read SEC document
January 06, 2020 Filed Jan 7, 2020 23:24 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionCommon Stock 8,056 $77.20 $621,923.20
Disclosure

SEC source: 0001309108-20-000004 · wf-form4_157843945886604.xml · nonDerivative · entry 1

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,339

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
January 06, 2020 Filed Feb 20, 2020 22:10 UTC Amendment
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 13,286 $214.99 $2,856,357.14
Disclosure

SEC source: 0001309108-20-000017 · wf-form4a_158223663256260.xml · nonDerivative · entry 1

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,053

F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 30, 2019.

F2 · shares: On January 7, 2020, the reporting person filed a Form 4 incorrectly reporting a sale of 13,736 shares of common stock on January 6, 2020. The correct number of shares sold on that date was 13,286 as reflected above.

Read SEC document
December 15, 2019 Filed Dec 17, 2019 16:37 UTC
Cooper David GChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 902 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000198 · wf-form4_157661862238348.xml · derivative · entry 3

Cooper David G · CIK 0001694241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 902 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: RSUs vested on December 15, 2019 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: RSUs vested on December 15, 2019 and each RSU converted into one share of common stock.

Read SEC document
December 15, 2019 Filed Dec 17, 2019 16:37 UTC
Cooper David GChief Technology Officer
Tax withholdingCommon Stock 265 $203.38 $53,895.70
Disclosure

SEC source: 0001309108-19-000198 · wf-form4_157661862238348.xml · nonDerivative · entry 2

Cooper David G · CIK 0001694241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,595

F1 · kind: Represents tax withholding in connection with the vesting of the Restrict Stock Units "RSUs" on December 15, 2019.

Read SEC document
December 15, 2019 Filed Dec 17, 2019 16:37 UTC
Cooper David GChief Technology Officer
Exercise / conversionCommon Stock 902 $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000198 · wf-form4_157661862238348.xml · nonDerivative · entry 1

Cooper David G · CIK 0001694241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,860

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
December 12, 2019 Filed Dec 16, 2019 21:23 UTC
Callahan DonDirector
GrantRestricted Stock Units · Derivative 249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000195 · wf-form4_157653140991957.xml · derivative · entry 1

Callahan Don · CIK 0001433990 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249

Underlying: Common Stock · 249 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020.

Read SEC document
December 12, 2019 Filed Dec 16, 2019 21:24 UTC GrantRestricted Stock Units · Derivative 249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000196 · wf-form4_157653143223768.xml · derivative · entry 1

Sobbott Susan · CIK 0001597001 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249

Underlying: Common Stock · 249 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020.

Read SEC document
November 25, 2019 Filed Nov 27, 2019 21:25 UTC
Simon RobertoChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 7,651 $0.00 Strike: $77.20 $0.00
Disclosure

SEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · derivative · entry 4

Simon Roberto · CIK 0001620028 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,651 shares

Expires 2026-03-15

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.

Read SEC document
November 25, 2019 Filed Nov 27, 2019 21:25 UTC
Simon RobertoChief Financial Officer
SaleCommon Stock 7,651 $200.03 $1,530,429.53
Disclosure

SEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · nonDerivative · entry 2

Simon Roberto · CIK 0001620028 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,251

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $199.51 and $200.63. 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
November 25, 2019 Filed Nov 27, 2019 21:25 UTC
Simon RobertoChief Financial Officer
Exercise / conversionCommon Stock 7,651 $77.20 $590,657.20
Disclosure

SEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · nonDerivative · entry 1

Simon Roberto · CIK 0001620028 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,902

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
November 14, 2019 Filed Nov 18, 2019 16:50 UTC SaleCommon Stock 765 $195.81 $149,794.65
Disclosure

SEC source: 0001309108-19-000182 · wf-form4_157411381399970.xml · nonDerivative · entry 1

SOMMER REGINA O · CIK 0001190873 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,850

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $195.50 and $195.91. 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
November 14, 2019 Filed Nov 26, 2019 23:08 UTC GiftCommon Stock 255 $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000190 · wf-form4_157480969700651.xml · nonDerivative · entry 1

Dubyak Michael E · CIK 0001317497 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,229

Read SEC document
November 13, 2019 Filed Nov 15, 2019 21:37 UTC
Morris Nicola SChief Corp Development Officer
SaleCommon Stock 3,000 $197.60 $592,800.00
Disclosure

SEC source: 0001309108-19-000180 · wf-form4_157385381299585.xml · nonDerivative · entry 1

Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,383

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $197.17 and $198.40. 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
October 08, 2019 Filed Oct 9, 2019 20:13 UTC GrantCommon Stock 123 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-19-000173 · wf-form4_157065200689740.xml · nonDerivative · entry 1

GHOSH SHIKHAR · CIK 0001032152 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,782

F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive 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.

F2 · price: Not applicable.

Read SEC document
October 08, 2019 Filed Oct 9, 2019 20:11 UTC
Callahan DonDirector
GrantCommon Stock 102 Not disclosed Not disclosed
Disclosure

SEC source: 0001309108-19-000172 · wf-form4_157065184471122.xml · nonDerivative · entry 1

Callahan Don · CIK 0001433990 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198

F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive Plan. Each resticted 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.

F2 · price: Not applicable.

Read SEC document
September 16, 2019 Filed Sep 18, 2019 20:50 UTC
Deshaies Robert JosephPresident, WEX Health
GrantRestricted Stock Units · Derivative 1,410 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000168 · wf-form4_156883978552145.xml · derivative · entry 1

Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,410

Underlying: Common Stock · 1,410 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs vest with respect to the entirety of these units on 9/16/2022.

F1 · derivative.expiration_date: RSUs vest with respect to the entirety of these units on 9/16/2022.

Read SEC document
September 15, 2019 Filed Sep 16, 2019 20:57 UTC
Dearborn Joel Alan JRPresident, Corporate Payments
Exercise / conversionRestricted Stock Units · Derivative 637 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000159 · wf-form4_156866744531479.xml · derivative · entry 3

Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 637 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 September 15, 2019 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on September 15, 2019 and each RSU converted into one share of common stock.

Read SEC document
September 15, 2019 Filed Sep 16, 2019 20:57 UTC
Dearborn Joel Alan JRPresident, Corporate Payments
Tax withholdingCommon Stock 187 $205.45 $38,419.15
Disclosure

SEC source: 0001309108-19-000159 · wf-form4_156866744531479.xml · nonDerivative · entry 2

Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,619

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on September 15, 2019.

Read SEC document
September 15, 2019 Filed Sep 16, 2019 20:57 UTC
Dearborn Joel Alan JRPresident, Corporate Payments
Exercise / conversionCommon Stock 637 $0.00 $0.00
Disclosure

SEC source: 0001309108-19-000159 · wf-form4_156866744531479.xml · nonDerivative · entry 1

Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,806

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
September 05, 2019 Filed Sep 6, 2019 21:00 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionStock Option (right to buy) · Derivative 8,056 $0.00 Strike: $77.20 $0.00
Disclosure

SEC source: 0001309108-19-000154 · wf-form4_156780364024362.xml · derivative · entry 3

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,112

Underlying: Common Stock · 8,056 shares

Expires 2026-03-15

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.

F1 · kind: This option was exercised, and the shares of common stock received upon exercise were sold, pursuant to a Rule 10b5-1 trading plan that was entered into on May 30, 2019.

Read SEC document
September 05, 2019 Filed Sep 6, 2019 21:00 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
SaleCommon Stock 15,556 $209.99 $3,266,604.44
Disclosure

SEC source: 0001309108-19-000154 · wf-form4_156780364024362.xml · nonDerivative · entry 2

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,283

Read SEC document
September 05, 2019 Filed Sep 6, 2019 21:00 UTC
Smith Melissa DDirector · CEO and President, WEX Inc.
Exercise / conversionCommon Stock 8,056 $77.20 $621,923.20
Disclosure

SEC source: 0001309108-19-000154 · wf-form4_156780364024362.xml · nonDerivative · entry 1

Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,839

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.