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 |
|---|---|---|---|---|---|---|
| March 20, 2021 Filed Mar 23, 2021 20:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000072 · wf-form4_161654406620505.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,905 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 516 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · derivative · entry 14 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035 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. F7 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2021 and each RSU converted into one share of common stock. F7 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 126 | $226.02 | $28,478.52 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 8 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,635 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2021. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 7 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,761 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 12,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · derivative · entry 13 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,184 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 15, 2021 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.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 · 4,550 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 15, 2021 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.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 · 254 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, 2021 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,605 | $0.00 Strike: $226.02 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · derivative · entry 10 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,605 Underlying: Common Stock · 2,605 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · derivative · entry 9 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 1,151 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 4,454 | $221.08 | $984,690.32 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,245 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 12,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,699 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,791 | $221.08 | $395,954.28 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,515 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,306 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, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 62 | $221.08 | $13,706.96 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,756 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000053 · wf-form4_161601751630367.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,818 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 09, 2021 Filed Mar 11, 2021 16:33 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 12,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000040 · wf-form4_161549842024234.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,184 Underlying: Common Stock · 12,184 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 March 9, 2021. 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 15, 2021. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:37 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 4,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000034 · wf-form4_161480742730632.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 Underlying: Common Stock · 4,550 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 March 1, 2021. 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 15, 2021. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 16:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 779 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-20-000217 · wf-form4_160824167492472.xml · derivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 Underlying: Common Stock · 779 shares Expires 2028-03-15 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 |
| December 15, 2020 Filed Dec 17, 2020 16:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 1,403 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-20-000217 · wf-form4_160824167492472.xml · derivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704 Underlying: Common Stock · 1,403 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 |
| December 15, 2020 Filed Dec 17, 2020 16:48 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,777 | $201.00 | $759,177.00 |
DisclosureSEC source: 0001309108-20-000217 · wf-form4_160824167492472.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,564 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on February 24, 2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 16:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 779 | $158.23 | $123,261.17 |
DisclosureSEC source: 0001309108-20-000217 · wf-form4_160824167492472.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,341 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 15, 2020 Filed Dec 17, 2020 16:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,403 | $104.95 | $147,244.85 |
DisclosureSEC source: 0001309108-20-000217 · wf-form4_160824167492472.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,562 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, 2020 Filed Jun 26, 2020 16:39 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 1,562 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000137 · wf-form4_159320395788483.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 Underlying: Common Stock · 1,562 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023. F1 · derivative.expiration_date: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · derivative · entry 9 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,286 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 March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · derivative · entry 8 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 239 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · derivative · entry 7 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 239 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 March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,258 | $100.42 | $126,328.36 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,159 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,417 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, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 80 | $100.42 | $8,033.60 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,211 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, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 71 | $100.42 | $7,129.82 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,941 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 239 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000084 · wf-form4_158509093165803.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,012 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, 2020 Filed Mar 18, 2020 18:11 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,839 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000062 · wf-form4_158456949284402.xml · derivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,839 Underlying: Common Stock · 4,839 shares Expires not disclosed F2 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · 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 16, 2020 Filed Mar 18, 2020 18:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,551 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000062 · wf-form4_158456949284402.xml · derivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 Underlying: Common Stock · 1,551 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · 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, 2020 Filed Mar 17, 2020 16:44 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000049 · wf-form4_158447787062133.xml · derivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254 Underlying: Common Stock · 252 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 16:44 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 74 | $135.30 | $10,012.20 |
DisclosureSEC source: 0001309108-20-000049 · wf-form4_158447787062133.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 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 16:44 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000049 · wf-form4_158447787062133.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 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 18:37 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 4,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
| December 15, 2019 Filed Dec 17, 2019 16:37 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 902 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 265 | $203.38 | $53,895.70 |
DisclosureSEC 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 | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 902 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · derivative · entry 6 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239 Underlying: Common Stock · 238 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: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,574 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · derivative · entry 5 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574 Underlying: Common Stock · 2,574 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 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 812 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · derivative · entry 4 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812 Underlying: Common Stock · 812 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. F3 · derivative.expiration_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 167 | $186.05 | $31,070.35 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · nonDerivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 958 F2 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 7, 2018. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 78 | $186.20 | $14,523.60 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units "RSUs" on March 20, 2019. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000061 · wf-form4_155328678523811.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,203 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, 2019 Filed Mar 19, 2019 16:48 UTC | WEX Inc. WEX · Entity 2285 | Disposition to issuerRestricted Stock Unit · Derivative | 252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000035 · wf-form4_155302773032446.xml · derivative · entry 3 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506 Underlying: Common Stock · 252 shares Expires not disclosed F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 16:48 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 88 | $180.06 | $15,845.28 |
DisclosureSEC source: 0001309108-19-000035 · wf-form4_155302773032446.xml · nonDerivative · entry 2 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 16:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000035 · wf-form4_155302773032446.xml · nonDerivative · entry 1 Cooper David G · CIK 0001694241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,053 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.