Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | President, Health | March 20, 2019 | March 22, 2019 |
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 March 20, 2019 · Filed March 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,855 |
Ending reported balance
After 2019-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-20 · Exercise / conversion · Acquired 317 · Balance 13,986 Row 2 · 2019-03-20 · Tax withholding · Disposed 131 · Balance 13,855 F1: Represents tax withholding in connection with the vesting of the Restricted Stock Units "RSUs" on March 20, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 650 |
Reported balance
After 2019-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-20 · Grant · Acquired 650 · Balance 650 F2: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 318 |
Reported balance
After 2019-03-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-20 · Exercise / conversion · Disposed 317 · Balance 318 F4: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $184.81 | Direct | 2,060 |
Reported balance
After 2019-03-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-20 · Grant · Acquired 2,060 · Balance 2,060 F3: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents tax withholding in connection with the vesting of the Restricted Stock Units "RSUs" on March 20, 2019.
F2: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant.
F3: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant.
F4: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 20, 2019 Filed Mar 22, 2019 16:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000057 · wf-form4_155328661628934.xml · derivative · entry 5 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318 Underlying: Common Stock · 317 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:30 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,060 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000057 · wf-form4_155328661628934.xml · derivative · entry 4 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060 Underlying: Common Stock · 2,060 shares Expires not disclosed F3 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F3 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:30 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000057 · wf-form4_155328661628934.xml · derivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires not disclosed F2 · derivative.exercise_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · derivative.expiration_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:30 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 131 | $186.20 | $24,392.20 |
DisclosureSEC source: 0001309108-19-000057 · wf-form4_155328661628934.xml · nonDerivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,855 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 16:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 317 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000057 · wf-form4_155328661628934.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,986 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 8,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · derivative · entry 13 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,355 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 8,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · derivative · entry 12 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 Underlying: Common Stock · 8,355 shares Expires not disclosed F3 · derivative.exercise_date: 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 15, 2019. 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. F3 · derivative.expiration_date: 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 15, 2019. 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. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,866 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · derivative · entry 11 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,866 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · derivative · entry 10 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506 Underlying: Common Stock · 252 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · derivative · entry 9 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 217 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 2,959 | $180.06 | $532,797.54 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 8 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,669 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 8,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 7 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,628 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 488 | $180.06 | $87,869.28 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 6 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,273 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 5 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,761 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 67 | $180.06 | $12,064.02 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 4 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,895 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,962 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 69 | $180.06 | $12,424.14 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,710 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 18:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000040 · wf-form4_155303295657728.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779 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 27, 2018 Filed Feb 13, 2019 18:35 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000004 · wf-form5_155010089552437.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,562 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 16:24 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · derivative · entry 6 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 Underlying: Common Stock · 317 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 16:24 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · derivative · entry 5 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 538 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 16:24 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 84 | $159.41 | $13,390.44 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · nonDerivative · entry 4 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,762 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 16:24 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 317 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · nonDerivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,846 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 16:24 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 141 | $159.41 | $22,476.81 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · nonDerivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,529 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 16:24 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000060 · wf-form4_152175025624860.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,670 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,340 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · derivative · entry 8 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,340 Underlying: Common Stock · 2,340 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · derivative · entry 7 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758 Underlying: Common Stock · 758 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,863 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · derivative · entry 6 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 Underlying: Common Stock · 1,863 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 215 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · derivative · entry 5 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217 Underlying: Common Stock · 215 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 488 | $158.66 | $77,426.08 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · nonDerivative · entry 4 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,132 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · nonDerivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 57 | $158.66 | $9,043.62 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · nonDerivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,757 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 16:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000049 · wf-form4_152149074567353.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,814 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 17:16 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,728 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000029 · wf-form4_152046097933869.xml · derivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · President, Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,728 Underlying: Common Stock · 3,728 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 |
| May 10, 2017 Filed May 12, 2017 20:07 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 52,281 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-17-000102 · wf-form4_149463402599892.xml · derivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,281 Underlying: Common Stock · 52,281 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 16:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000056 · wf-form4_149021556327509.xml · derivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538 Underlying: Common Stock · 538 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 16:46 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,672 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000056 · wf-form4_149021556327509.xml · derivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,672 Underlying: Common Stock · 2,672 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 16:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000056 · wf-form4_149021556327509.xml · derivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952 Underlying: Common Stock · 952 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 16:34 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,810 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000074 · wf-form4a_149073322864500.xml · derivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,810 Underlying: Common Stock · 2,810 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 215 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · derivative · entry 6 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 215 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · derivative · entry 5 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,890 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 63 | $105.20 | $6,627.60 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · nonDerivative · entry 4 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,599 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · nonDerivative · entry 3 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,662 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 844 | $105.20 | $88,788.80 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · nonDerivative · entry 2 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000042 · wf-form4_148978158859582.xml · nonDerivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,291 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 16:08 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000025 · wf-form4_148900728690477.xml · derivative · entry 1 Young Jeffrey Alan · CIK 0001670479 · SVP, GM WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 Underlying: Common Stock · 2,890 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.