Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Portfolio Risk Officer | November 10, 2020 | November 12, 2020 |
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 November 10, 2020 · Filed November 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,304 |
Ending reported balance
After 2020-11-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-10 · Exercise / conversion · Acquired 7,500 · Balance 22,091 Row 2 · 2020-11-10 · Sale · Disposed 10,787 · Balance 11,304 F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 21, 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $99.69 · Expires 2027-05-10 | Direct | 19,854 |
Reported balance
After 2020-11-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-10 · Exercise / conversion · Disposed 7,500 · Balance 19,854 F2: As noted on the Reporting Person's Form 4 dated October 14, 2020, 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. There are 34,854 Performance-Based NSOs 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 21, 2020.
F2: As noted on the Reporting Person's Form 4 dated October 14, 2020, 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. There are 34,854 Performance-Based NSOs 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.
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 |
|---|---|---|---|---|---|---|
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000207 · wf-form4_160521670742330.xml · derivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,854 Underlying: Common Stock · 7,500 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 October 14, 2020, 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. There are 34,854 Performance-Based NSOs 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 |
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,787 | $170.26 | $1,836,594.62 |
DisclosureSEC source: 0001309108-20-000207 · wf-form4_160521670742330.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,304 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 21, 2020. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,500 | $99.69 | $747,675.00 |
DisclosureSEC source: 0001309108-20-000207 · wf-form4_160521670742330.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,091 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 |
| October 12, 2020 Filed Oct 14, 2020 20:42 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000197 · wf-form4_160270815139076.xml · derivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,354 Underlying: Common Stock · 7,500 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. There are 34,854 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 |
| October 12, 2020 Filed Oct 14, 2020 20:42 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,500 | $170.00 | $1,785,000.00 |
DisclosureSEC source: 0001309108-20-000197 · wf-form4_160270815139076.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,591 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 21, 2020 Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 20:42 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,500 | $99.69 | $747,675.00 |
DisclosureSEC source: 0001309108-20-000197 · wf-form4_160270815139076.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,091 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 |
| August 05, 2020 Filed Aug 6, 2020 20:29 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 4,782 | $0.00 Strike: $77.20 | $0.00 |
DisclosureSEC source: 0001309108-20-000172 · wf-form4_159674577675508.xml · derivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,782 shares Expires 2026-03-15 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 |
| August 05, 2020 Filed Aug 6, 2020 20:29 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 7,782 | $165.13 | $1,285,041.66 |
DisclosureSEC source: 0001309108-20-000172 · wf-form4_159674577675508.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,591 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $164.80 and $165.95. 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 05, 2020 Filed Aug 6, 2020 20:29 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,782 | $77.20 | $369,170.40 |
DisclosureSEC source: 0001309108-20-000172 · wf-form4_159674577675508.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,373 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 20:40 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000139 · wf-form4_159320400055056.xml · derivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 11,434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · derivative · entry 9 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 126 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · derivative · entry 8 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 Underlying: Common Stock · 126 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · derivative · entry 7 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 4,069 | $100.42 | $408,608.98 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 6 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,591 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 11,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 5 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,660 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 37 | $100.42 | $3,715.54 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 4 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,226 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,263 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 187 | $100.42 | $18,778.54 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,137 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000079 · wf-form4_158509080710082.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,324 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 22:09 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 1,993 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000056 · wf-form4_158456935957782.xml · derivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,993 Underlying: Common Stock · 1,993 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 22:09 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000056 · wf-form4_158456935957782.xml · derivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639 Underlying: Common Stock · 639 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000055 · wf-form4_158447800719120.xml · derivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock · 189 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 56 | $135.30 | $7,576.80 |
DisclosureSEC source: 0001309108-20-000055 · wf-form4_158447800719120.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,687 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000055 · wf-form4_158447800719120.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,743 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 23:38 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 11,434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000030 · wf-form4_158319230358005.xml · derivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 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 |
| March 20, 2019 Filed Mar 22, 2019 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000058 · wf-form4_155328665932347.xml · derivative · entry 5 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 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 20:31 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 1,202 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000058 · wf-form4_155328665932347.xml · derivative · entry 4 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,202 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 20:31 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000058 · wf-form4_155328665932347.xml · derivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379 Underlying: Common Stock · 379 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 20:31 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 258 | $186.20 | $48,039.60 |
DisclosureSEC source: 0001309108-19-000058 · wf-form4_155328665932347.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,554 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 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000058 · wf-form4_155328665932347.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,812 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · derivative · entry 9 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,662 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, 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · derivative · entry 8 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379 Underlying: Common Stock · 189 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, 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 541 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · derivative · entry 7 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 541 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, 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,369 | $180.06 | $246,502.14 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 6 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,178 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 5 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,547 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 54 | $180.06 | $9,723.24 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 4 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,885 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,939 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 177 | $180.06 | $31,870.62 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,750 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 20:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000032 · wf-form4_155302674625034.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,927 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 |
| August 07, 2018 Filed Aug 9, 2018 20:04 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,550 | $189.82 | $2,002,590.45 |
DisclosureSEC source: 0001309108-18-000126 · wf-form4_153384503526769.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,386 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $189.14 and $190.30. 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 |
| March 20, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,346 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · derivative · entry 6 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,346 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 ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · derivative · entry 5 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271 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. F2 · derivative.exercise_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 597 | $159.41 | $95,167.77 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · nonDerivative · entry 4 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,936 F1 · kind: Represents tax withholdings in connection with the vesting of the Restricted stock units ("RSUs") on March 20, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · nonDerivative · entry 3 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,533 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, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 282 | $159.41 | $44,953.62 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · nonDerivative · entry 2 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,187 F1 · kind: Represents tax withholdings in connection with the vesting of the Restricted stock units ("RSUs") on March 20, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000067 · wf-form4_152175065509143.xml · nonDerivative · entry 1 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,469 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 1,755 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 14 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Underlying: Common Stock · 1,755 shares Expires 2028-03-15 F4 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 13 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568 Underlying: Common Stock · 568 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 12 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,661 Underlying: Common Stock · 4,659 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000046 · wf-form4_152149067580467.xml · derivative · entry 11 Janosick Kenneth · CIK 0001507697 · Chief Portfolio Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 493 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.