Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | President, Global Fleet | April 05, 2021 | April 07, 2021 |
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 April 05, 2021 · Filed April 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,358 |
Ending reported balance
After 2021-04-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-04-05 · Exercise / conversion · Acquired 17,427 · Balance 24,785 Row 2 · 2021-04-05 · Exercise / conversion · Acquired 3,222 · Balance 28,007 Row 3 · 2021-04-05 · Sale · Disposed 20,649 · Balance 7,358 F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on March 3, 2021. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $99.69 · Expires 2027-05-10 | Direct | 0 |
Reported balance
After 2021-04-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-04-05 · Exercise / conversion · Disposed 17,427 · Balance 0 F2: As noted on the Reporting Person's Form 4 dated March 2, 2021, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $109.66 | Direct | 6,456 |
Reported balance
After 2021-04-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-04-05 · Exercise / conversion · Disposed 3,222 · Balance 6,456 F3: This stock option vested with respect to one third of these shares on 3/16/2021 and will vest with respect to one third of these shares on both 3/16/2022 and 3/16/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on March 3, 2021.
F2: As noted on the Reporting Person's Form 4 dated March 2, 2021, 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.
F3: This stock option vested with respect to one third of these shares on 3/16/2021 and will vest with respect to one third of these shares on both 3/16/2022 and 3/16/2023.
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 |
|---|---|---|---|---|---|---|
| April 05, 2021 Filed Apr 7, 2021 16:10 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 3,222 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-21-000091 · wf-form4_161782617266587.xml · derivative · entry 5 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,456 Underlying: Common Stock · 3,222 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: This stock option vested with respect to one third of these shares on 3/16/2021 and will vest with respect to one third of these shares on both 3/16/2022 and 3/16/2023. F3 · derivative.expiration_date: This stock option vested with respect to one third of these shares on 3/16/2021 and will vest with respect to one third of these shares on both 3/16/2022 and 3/16/2023. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 16:10 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 17,427 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-21-000091 · wf-form4_161782617266587.xml · derivative · entry 4 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,427 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. F2 · derivative.exercise_date: As noted on the Reporting Person's Form 4 dated March 2, 2021, 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 |
| April 05, 2021 Filed Apr 7, 2021 16:10 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 20,649 | $215.79 | $4,455,847.71 |
DisclosureSEC source: 0001309108-21-000091 · wf-form4_161782617266587.xml · nonDerivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on March 3, 2021. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 16:10 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,222 | $109.66 | $353,324.52 |
DisclosureSEC source: 0001309108-21-000091 · wf-form4_161782617266587.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,007 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 |
| April 05, 2021 Filed Apr 7, 2021 16:10 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 17,427 | $99.69 | $1,737,297.63 |
DisclosureSEC source: 0001309108-21-000091 · wf-form4_161782617266587.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,785 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, 2021 Filed Mar 23, 2021 20:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000079 · wf-form4_161654421818752.xml · derivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507 Underlying: Common Stock · 505 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 20:03 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 199 | $215.25 | $42,834.75 |
DisclosureSEC source: 0001309108-21-000079 · wf-form4_161654421818752.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2021. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 20:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000079 · wf-form4_161654421818752.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,557 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,032 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · derivative · entry 11 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 Underlying: Common Stock · 1,032 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, 2021 and each RSU converted into one share of common stock. F6 · 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 252 | $226.02 | $56,957.04 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 6 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,052 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 5 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,304 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 9,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · derivative · entry 10 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,478 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · derivative · entry 9 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 528 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,809 | $0.00 Strike: $226.02 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · derivative · entry 8 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,809 Underlying: Common Stock · 4,809 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 2,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · derivative · entry 7 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 Underlying: Common Stock · 2,124 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,605 | $221.08 | $796,993.40 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 4 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,272 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 9,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,877 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 129 | $221.08 | $28,519.32 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399 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 18:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000061 · wf-form4_161601954975649.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 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, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 9,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · derivative · entry 6 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,478 Underlying: Common Stock · 9,478 shares Expires not disclosed F4 · 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. F5 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. F5 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 5,621 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · derivative · entry 5 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,621 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: This stock option vested with respect to one-third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. F3 · derivative.expiration_date: This stock option vested with respect to one-third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 52,281 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · derivative · entry 4 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,281 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. F2 · 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. There are 17,427 Performance-Based NSOSs from the Original Form 4 that have not yet vested. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 76,609 | $209.53 | $16,051,883.77 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · nonDerivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $205.00 and $217.03. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 5,621 | $104.95 | $589,923.95 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,609 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 26, 2021 Filed Mar 2, 2021 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 52,281 | $99.69 | $5,211,892.89 |
DisclosureSEC source: 0001309108-21-000028 · wf-form4_161472436481328.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,988 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 16:42 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,654 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000145 · wf-form4_159320413149956.xml · derivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,654 Underlying: Common Stock · 2,654 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 11,434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · derivative · entry 9 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,434 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · derivative · entry 8 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,012 Underlying: Common Stock · 504 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · derivative · entry 7 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 637 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,836 | $100.42 | $385,211.12 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 6 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,707 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 11,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 5 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,543 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 123 | $100.42 | $12,351.66 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 4 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,109 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,232 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 156 | $100.42 | $15,665.52 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,728 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 19:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000082 · wf-form4_158509088199377.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,884 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 18:12 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 9,678 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000065 · wf-form4_158456956087204.xml · derivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,678 Underlying: Common Stock · 9,678 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 18:12 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000065 · wf-form4_158456956087204.xml · derivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,101 Underlying: Common Stock · 3,101 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 16:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 526 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000046 · wf-form4_158447780126694.xml · derivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 Underlying: Common Stock · 526 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 16:43 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 129 | $135.30 | $17,453.70 |
DisclosureSEC source: 0001309108-20-000046 · wf-form4_158447780126694.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,247 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 16:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000046 · wf-form4_158447780126694.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,376 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 18:36 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 11,434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000025 · wf-form4_158319219909604.xml · derivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,434 Underlying: Common Stock · 11,434 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 28, 2020. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established. F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 16:41 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 7,987 | $208.37 | $1,664,251.19 |
DisclosureSEC source: 0001309108-19-000152 · wf-form4_156659289704232.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $207.39 and $209.16. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 16:41 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 7,986 | $208.52 | $1,665,240.72 |
DisclosureSEC source: 0001309108-19-000152 · wf-form4_156659289704232.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $208.29 and $209.09. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. F2 · balance_after: These shares are held in a trust for the benefit of the reporting person. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in the reported shares. Read SEC document |
| May 21, 2019 Filed May 22, 2019 17:15 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 4,149 | $205.02 | $850,627.98 |
DisclosureSEC source: 0001309108-19-000130 · wf-form4_155855972662164.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F3 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $203.94 and $206.44. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. F4 · balance_after: On April 15, 2017, it was reported on a Form 3 that the reporting person held 4,149 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of his spouse. On May 21, 2019, all of the shares of the GRAT were sold for the listed price. Read SEC document |
| May 21, 2019 Filed May 22, 2019 17:15 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 4,149 | $204.98 | $850,462.02 |
DisclosureSEC source: 0001309108-19-000130 · wf-form4_155855972662164.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $204.28 and $206.44. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. F2 · balance_after: On April 15, 2017, it was reported on a Form 3 that the reporting person held 4,149 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of himself. On May 21, 2019, all of the shares of the GRAT were sold for the listed price. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000059 · wf-form4_155328670214159.xml · derivative · entry 5 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637 Underlying: Common Stock · 634 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: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. F4 · 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 16:31 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,805 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000059 · wf-form4_155328670214159.xml · derivative · entry 4 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,805 Underlying: Common Stock · 4,805 shares Expires not disclosed F3 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F3 · 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 16:31 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 1,516 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000059 · wf-form4_155328670214159.xml · derivative · entry 3 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516 Underlying: Common Stock · 1,516 shares Expires not disclosed F2 · derivative.exercise_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · 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 16:31 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 154 | $186.20 | $28,674.80 |
DisclosureSEC source: 0001309108-19-000059 · wf-form4_155328670214159.xml · nonDerivative · entry 2 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,850 F1 · shares: 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 16:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000059 · wf-form4_155328670214159.xml · nonDerivative · entry 1 Phillips Scott Robert · CIK 0001703759 · President, Global Fleet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,004 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.