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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 1 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 6 |
| Mar 2026 | 0 | 2 |
| Apr 2026 | 0 | 7 |
| May 2026 | 1 | 1 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 9 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 6 |
| Oct 2026 | 0 | 6 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
GrantRestricted Stock Unit · Derivative | 1,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 11 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579 Underlying: Common Stock · 1,579 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 7,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 10 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,457 Underlying: Common Stock · 7,457 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 5,392 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 9 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,408 Underlying: Common Stock · 5,392 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 8 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Stock · 862 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Tax withholdingCommon Stock | 3,308 | $158.66 | $524,847.28 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,366 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionCommon Stock | 7,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,674 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Tax withholdingCommon Stock | 1,921 | $158.66 | $304,785.86 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,217 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionCommon Stock | 5,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,138 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Tax withholdingCommon Stock | 253 | $158.66 | $40,140.98 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,746 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Simon RobertoChief Financial Officer
|
Exercise / conversionCommon Stock | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
GrantStock Option (right to buy) · Derivative | 17,555 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 14 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,555 Underlying: Common Stock · 17,555 shares Expires 2028-03-15 F4 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
GrantRestricted Stock Unit · Derivative | 3,412 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 13 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,412 Underlying: Common Stock · 3,412 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionRestricted Stock Units · Derivative | 18,842 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 12 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,845 Underlying: Common Stock · 18,842 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionRestricted Stock Units · Derivative | 2,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 11 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 · 2,498 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionRestricted Stock Units · Derivative | 1,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 10 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 Underlying: Common Stock · 1,635 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionRestricted Stock Units · Derivative | 858 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · derivative · entry 9 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 · 858 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Tax withholdingCommon Stock | 8,357 | $158.66 | $1,325,921.62 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · nonDerivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,641 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionCommon Stock | 18,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · nonDerivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,998 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Tax withholdingCommon Stock | 1,108 | $158.66 | $175,795.28 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,156 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionCommon Stock | 2,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,264 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Tax withholdingCommon Stock | 726 | $158.66 | $115,187.16 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,766 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionCommon Stock | 1,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 62,492 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Tax withholdingCommon Stock | 381 | $158.66 | $60,449.46 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 60,857 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Smith Melissa DDirector · CEO and President, WEX Inc.
|
Exercise / conversionCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 61,238 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
GrantStock Option (right to buy) · Derivative | 1,755 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 14 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Underlying: Common Stock · 1,755 shares Expires 2028-03-15 F4 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
GrantRestricted Stock Unit · Derivative | 568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 13 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568 Underlying: Common Stock · 568 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 4,659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 12 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,661 Underlying: Common Stock · 4,659 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 11 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 493 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 10 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 Underlying: Common Stock · 539 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 9 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 226 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Tax withholdingCommon Stock | 1,454 | $158.66 | $230,691.64 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 8 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,835 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionCommon Stock | 4,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 7 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,289 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Tax withholdingCommon Stock | 219 | $158.66 | $34,746.54 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 6 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,630 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionCommon Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 5 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,849 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Tax withholdingCommon Stock | 159 | $158.66 | $25,226.94 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 4 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,356 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionCommon Stock | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,515 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, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Tax withholdingCommon Stock | 67 | $158.66 | $10,630.22 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,976 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC |
Janosick KennethChief Portfolio Risk Officer
|
Exercise / conversionCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,043 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
|
GrantStock Option (right to buy) · Derivative | 2,048 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 14 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,048 Underlying: Common Stock · 2,048 shares Expires 2028-03-15 F4 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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GrantRestricted Stock Unit · Derivative | 663 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 13 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663 Underlying: Common Stock · 663 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionRestricted Stock Unit · Derivative | 2,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 12 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982 Underlying: Common Stock · 2,982 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionRestricted Stock Units · Derivative | 457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 11 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 457 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionRestricted Stock Units · Derivative | 345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 10 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347 Underlying: Common Stock · 345 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionRestricted Stock Units · Derivative | 210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · derivative · entry 9 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 210 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Tax withholdingCommon Stock | 876 | $158.66 | $138,986.16 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 8 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,543 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 7 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,419 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Tax withholdingCommon Stock | 135 | $158.66 | $21,419.10 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 6 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,437 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionCommon Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 5 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572 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, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Tax withholdingCommon Stock | 102 | $158.66 | $16,183.32 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 4 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,115 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC |
Rapkin Hilary AChief Legal Officer
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Exercise / conversionCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000045 · wf-form4_152149064152998.xml · nonDerivative · entry 3 Rapkin Hilary A · CIK 0001317495 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,217 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.