Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Corp Development Officer | June 24, 2020 | June 26, 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 June 24, 2020 · Filed June 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,562 |
Reported balance
After 2020-06-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-24 · Grant · Acquired 1,562 · Balance 1,562 F1: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 24, 2020 Filed Jun 26, 2020 20:41 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,562 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000142 · wf-form4_159320406800653.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 8,574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · derivative · entry 9 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,574 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 | 270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · derivative · entry 8 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 23:00 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · derivative · entry 7 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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. 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 | 2,822 | $100.42 | $283,385.24 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 6 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,884 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 | 8,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 5 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,706 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 | 80 | $100.42 | $8,033.60 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,132 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 | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,212 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 | 141 | $100.42 | $14,159.22 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,942 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 | 478 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000080 · wf-form4_158509083960456.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,083 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 | 4,555 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000057 · wf-form4_158456938262260.xml · derivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 Underlying: Common Stock · 4,555 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 | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000057 · wf-form4_158456938262260.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Common Stock · 1,460 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 20:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · derivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317 Underlying: Common Stock · 315 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 20:46 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 93 | $135.30 | $12,582.90 |
DisclosureSEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,605 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 20:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000054 · wf-form4_158447798433198.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,698 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 | 8,574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000029 · wf-form4_158319228268848.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,574 Underlying: Common Stock · 8,574 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 |
| November 13, 2019 Filed Nov 15, 2019 21:37 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,000 | $197.60 | $592,800.00 |
DisclosureSEC source: 0001309108-19-000180 · wf-form4_157385381299585.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,383 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $197.17 and $198.40. 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 22, 2019 Filed Mar 22, 2019 20:28 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 85 | $189.00 | $16,065.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,383 F2 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 28, 2018. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 20:28 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,000 | $190.00 | $570,000.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,468 F2 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 28, 2018. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · derivative · entry 7 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478 Underlying: Common Stock · 476 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 20:28 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,574 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · derivative · entry 6 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 20:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 812 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · derivative · entry 5 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 20:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 206 | $186.20 | $38,357.20 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,468 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 20:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000055 · wf-form4_155328652122660.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,674 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · derivative · entry 10 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F4 · 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · derivative · entry 9 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632 Underlying: Common Stock · 315 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F4 · 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 541 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · derivative · entry 8 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F4 · 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 992 | $184.05 | $182,572.64 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 7 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,198 F2 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 28, 2018. F3 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $183.88 and $184.31. Upon request, the reporting person will provide the Securities and ExchangeCommission, 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 15, 2019 Filed Mar 19, 2019 20:55 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,369 | $180.06 | $246,502.14 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 6 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,190 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 5 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,559 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 91 | $180.06 | $16,385.46 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,897 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,988 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 |
| March 15, 2019 Filed Mar 19, 2019 20:55 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 175 | $180.06 | $31,510.50 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,673 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 20:55 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000036 · wf-form4_155302890090206.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,848 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 |
| November 16, 2018 Filed Feb 13, 2019 23:49 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000009 · wf-form5_155010178345176.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,307 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:22 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,346 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · derivative · entry 6 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 20:22 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 475 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · derivative · entry 5 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954 Underlying: Common Stock · 475 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 20:22 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 597 | $159.41 | $95,167.77 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,367 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 20:22 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 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 20:22 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 211 | $159.41 | $33,635.51 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,618 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 20:22 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000059 · wf-form4_152175011613805.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,829 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,925 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 14 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,925 Underlying: Common Stock · 2,925 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 13 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947 Underlying: Common Stock · 947 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 421 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 12 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 421 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 11 Morris Nicola S · CIK 0001600131 · Chief Corp Development 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 10 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 Underlying: Common Stock · 539 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 194 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · derivative · entry 9 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 194 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 187 | $158.66 | $29,669.42 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 8 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,354 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 7 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,541 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 20:16 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,443 | $158.66 | $228,946.38 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 6 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,120 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. 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.