Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Technology Officer | June 26, 2023 | June 28, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEX Inc.
Report date June 26, 2023 · Filed June 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,505 |
Ending reported balance
After 2023-06-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-26 · Grant · Acquired 2,342 · Balance 10,427 F1: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant. Row 2 · 2023-06-26 · Tax withholding · Disposed 922 · Balance 9,505 F2: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant.
F2: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 26, 2023 Filed Jun 28, 2023 18:49 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 922 | $172.84 | $159,358.48 |
DisclosureSEC source: 0001309108-23-000142 · wk-form4_1687992564.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,505 F2 · acquired: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 18:49 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000142 · wk-form4_1687992564.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,427 F1 · acquired: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 17:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 781 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000128 · wk-form4_1687899893.xml · derivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 781 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 June 24, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 17:05 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 308 | $172.22 | $53,043.76 |
DisclosureSEC source: 0001309108-23-000128 · wk-form4_1687899893.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,085 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2023. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 17:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000128 · wk-form4_1687899893.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,393 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 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 12 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 559 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 11 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 519 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 220 | $173.56 | $38,183.20 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 8 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,612 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 7 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,832 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 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 205 | $173.56 | $35,579.80 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,273 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,478 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, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,410 | $0.00 Strike: $173.56 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 14 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,410 Underlying: Common Stock · 4,410 shares Expires 2033-03-15 F6 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 13 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires not disclosed F5 · derivative.exercise_date: Restricted Stock Units vest with respect to one-third of these shares on each one year anniversary of this grant. F5 · derivative.expiration_date: Restricted Stock Units vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 10 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,222 Underlying: Common Stock · 610 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · derivative · entry 9 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Underlying: Common Stock · 383 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 241 | $176.84 | $42,618.44 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,959 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 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, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 151 | $176.84 | $26,702.84 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,590 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000062 · wf-form4_167909616432130.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,741 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, 2023 Filed Mar 2, 2023 19:48 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000039 · wf-form4_167780452266112.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 559 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and 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, 2023. 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 16, 2023. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 16, 2023. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 3,222 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · derivative · entry 7 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,617 Underlying: Common Stock · 3,222 shares Expires 2030-03-16 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: This stock option will vest with respect to the remaining one-third of these shares on 3/16/2023. F2 · derivative.expiration_date: This stock option will vest with respect to the remaining one-third of these shares on 3/16/2023. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 704 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · derivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 704 shares Expires 2027-03-20 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 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 8,713 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · derivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,713 shares Expires 2027-05-10 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 · derivative.exercise_date: Half of the performance based non-statutory stock options ("Performance-Based NSOs"), reported on the Reporting Person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 16,639 | $197.00 | $3,277,883.00 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,358 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,222 | $109.66 | $353,324.52 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,997 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 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 704 | $104.95 | $73,884.80 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,775 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 14, 2023 Filed Feb 16, 2023 21:21 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 8,713 | $99.69 | $868,598.97 |
DisclosureSEC source: 0001309108-23-000018 · wf-form4_167660046822131.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,071 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 |
| June 24, 2022 Filed Jun 28, 2022 17:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 781 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000158 · wf-form4_165645316377198.xml · derivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781 Underlying: Common Stock · 781 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 June 24, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2022 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 17:53 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 308 | $152.84 | $47,074.72 |
DisclosureSEC source: 0001309108-22-000158 · wf-form4_165645316377198.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,358 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2022. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 17:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000158 · wf-form4_165645316377198.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,666 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 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,601 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · derivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,601 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 272 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · derivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 272 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 634 | $173.29 | $109,865.86 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,885 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,519 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 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 81 | $173.29 | $14,036.49 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,918 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000069 · wf-form4_164798297242214.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 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 16, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 516 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · derivative · entry 8 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 Underlying: Common Stock · 516 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. F6 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2022 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 126 | $163.22 | $20,565.72 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,727 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2022. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,853 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, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · derivative · entry 7 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768 Underlying: Common Stock · 383 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. F5 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2022 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,222 | $0.00 Strike: $163.22 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · derivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,222 Underlying: Common Stock · 4,222 shares Expires not disclosed F4 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F4 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 1,832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · derivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832 Underlying: Common Stock · 1,832 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, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,337 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2022. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000054 · wf-form4_164756325995656.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,451 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 01, 2022 Filed Mar 3, 2022 18:13 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,601 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000033 · wf-form4_164634917759364.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,601 Underlying: Common Stock · 2,601 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and 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 March 1, 2022. 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, 2022. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2022. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 16:34 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,933 | $230.00 | $444,590.00 |
DisclosureSEC source: 0001309108-21-000105 · wf-form4_161886447651217.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,068 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 16:46 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,932 | $220.00 | $425,040.00 |
DisclosureSEC source: 0001309108-21-000097 · wf-form4_161800114841292.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,001 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 19:09 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,865 | $208.47 | $805,736.55 |
DisclosureSEC source: 0001309108-21-000087 · wf-form4_161723214911350.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,933 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 20:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000072 · wf-form4_161654406620505.xml · derivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272 Underlying: Common Stock · 270 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 20, 2021 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 20:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 107 | $215.25 | $23,031.75 |
DisclosureSEC source: 0001309108-21-000072 · wf-form4_161654406620505.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,798 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2021. 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.