Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Director | June 04, 2022 | June 06, 2022 |
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 04, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,250 |
Reported balance
After 2022-06-04 transaction · row 1
1 source rowRow 1 · 2022-06-04 · Exercise / conversion · Acquired 1,250 · Balance 1,250 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-04 · Exercise / conversion · Disposed 1,250 · Balance 0 F1: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock.
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 04, 2022 Filed Jun 6, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000137 · wf-form4_165456372144707.xml · derivative · entry 2 Bartholf Bhavana · CIK 0001865885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 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. F1 · derivative.exercise_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. Read SEC document |
| June 04, 2022 Filed Jun 6, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000137 · wf-form4_165456372144707.xml · nonDerivative · entry 1 Bartholf Bhavana · CIK 0001865885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 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 |
| May 12, 2022 Filed May 16, 2022 17:56 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000108 · wf-form4_165273817086117.xml · derivative · entry 1 Bartholf Bhavana · CIK 0001865885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 16:16 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000164 · wf-form4_162318334543564.xml · derivative · entry 1 Bartholf Bhavana · CIK 0001865885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. 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.