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 |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 19, 2018 20:16 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 5 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,563 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 | 159 | $158.66 | $25,226.94 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,904 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 | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,063 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 | 57 | $158.66 | $9,043.62 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,524 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 | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000043 · wf-form4_152149057436599.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,581 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 05, 2018 Filed Mar 7, 2018 22:16 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000028 · wf-form4_152046096034498.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,320 Underlying: Common Stock · 9,320 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of March 5, 2018. 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 one half of the underlying shares on each of March 15, 2018 and March 15, 2019. F2 · derivative.expiration_date: Restricted stock units will vest with respect to one half of the underlying shares on each of March 15, 2018 and March 15, 2019. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:59 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 2,700 | $149.47 | $403,569.00 |
DisclosureSEC source: 0001309108-18-000015 · wf-form4_152002794720249.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,387 Read SEC document |
| May 10, 2017 Filed May 13, 2017 00:06 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 17,427 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-17-000101 · wf-form4_149463400374019.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,427 Underlying: Common Stock · 17,427 shares Expires 2027-05-10 F1 · derivative.exercise_date: The performance-based stock option (right to buy) vests upon the attainment of specified stock price hurdles beginning on the third anniversary of the Grant Date, being May 10, 2020, and ending on the fifth anniversary of the Grant Date, being May 10, 2022 ("Performance-Based NSOs"). Each stock price requirement is as follows: (a) 50% of the total award vests if the Company closing stock price is at least $149.53 for twenty consecutive trading days; (b) an additional 25% vests if the Company closing stock price is at least $174.45 for twenty consecutive trading days; and, (c) an additional 25% vests if the Company closing stock price is at least $199.38 for twenty consecutive trading days, in each instance so long at the reporting person remains employed with the company. If the respective stock price hurdles are not reached by the fifth anniversary of the grant date, being May 10, 2022, the option does not vest at all. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,346 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000059 · wf-form4_149021562030803.xml · derivative · entry 3 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 1,346 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to all of these units on 3/20/2018. F3 · derivative.expiration_date: RSUs vest with respect to all of these units on 3/20/2018. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,008 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000059 · wf-form4_149021562030803.xml · derivative · entry 2 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,008 Underlying: Common Stock · 4,008 shares Expires 2027-03-20 F2 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000059 · wf-form4_149021562030803.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429 Underlying: Common Stock · 1,429 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/20/2018, 3/20/2019 and 3/20/2020. F1 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 20, 2017 Filed Mar 28, 2017 20:34 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,215 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000076 · wf-form4a_149073327257904.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,215 Underlying: Common Stock · 4,215 shares Expires 2027-03-20 F1 · shares: This Form 4/A is being filed to report the correct number of shares that the stock option (right to buy) entitles the reporting person to purchase from WEX Inc. F2 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 21 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 436 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 20 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 19 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194 Underlying: Common Stock · 193 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 726 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 18 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 726 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 421 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 17 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 6,516 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 16 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,516 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · derivative · entry 15 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 744 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, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 142 | $105.20 | $14,938.40 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 14 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,087 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 13 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,229 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 175 | $105.20 | $18,410.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 12 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 11 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 63 | $105.20 | $6,627.60 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 10 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,429 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 193 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 9 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,492 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 235 | $105.20 | $24,722.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 8 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,299 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 7 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,534 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 6 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,808 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 5 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,006 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 2,415 | $105.20 | $254,058.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 4 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,585 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 6,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 3 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 241 | $105.20 | $25,353.20 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 2 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,484 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000038 · wf-form4_148978151367878.xml · nonDerivative · entry 1 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,725 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 06, 2017 Filed Mar 8, 2017 21:08 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 6,516 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000027 · wf-form4_148900732159579.xml · derivative · entry 1 Morris Nicola S · CIK 0001600131 · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,516 Underlying: Common Stock · 6,516 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of March 6, 2017. 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: RSUs vest with respect to this award on 3/15/2017. F2 · derivative.expiration_date: RSUs vest with respect to this award on 3/15/2017. 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.