Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Director | May 12, 2018 | May 15, 2018 |
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 May 12, 2018 · Filed May 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,222 |
Reported balance
After 2018-05-12 transaction · row 1
1 source rowRow 1 · 2018-05-12 · Exercise / conversion · Acquired 1,099 · Balance 35,222 F1: Restricted stock units ("RSUs") vested on May 12, 2018 and each RSU converted into one share of common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-12 · Exercise / conversion · Disposed 1,099 · Balance 0 F1: Restricted stock units ("RSUs") vested on May 12, 2018 and each RSU converted into one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") vested on May 12, 2018 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 |
|---|---|---|---|---|---|---|
| May 12, 2018 Filed May 15, 2018 20:37 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,099 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000098 · wf-form4_152641661969663.xml · derivative · entry 2 McTavish George L · CIK 0001385545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,099 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. F1 · derivative.exercise_date: Restricted stock units ("RSUs") vested on May 12, 2018 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted stock units ("RSUs") vested on May 12, 2018 and each RSU converted into one share of common stock. Read SEC document |
| May 12, 2018 Filed May 15, 2018 20:37 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000098 · wf-form4_152641661969663.xml · nonDerivative · entry 1 McTavish George L · CIK 0001385545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,222 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. F1 · price: Restricted stock units ("RSUs") vested on May 12, 2018 and each RSU converted into one share of common stock. Read SEC document |
| May 13, 2017 Filed May 16, 2017 20:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,263 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000124 · wf-form4_149496740784697.xml · derivative · entry 3 McTavish George L · CIK 0001385545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,263 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. F1 · derivative.exercise_date: Restricted stock units ("RSUs") vested on May 13, 2017 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted stock units ("RSUs") vested on May 13, 2017 and each RSU converted into one share of common stock. Read SEC document |
| May 13, 2017 Filed May 16, 2017 20:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000124 · wf-form4_149496740784697.xml · nonDerivative · entry 1 McTavish George L · CIK 0001385545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,123 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. F1 · price: Restricted stock units ("RSUs") vested on May 13, 2017 and each RSU converted into one share of common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:43 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,099 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000124 · wf-form4_149496740784697.xml · derivative · entry 2 McTavish George L · CIK 0001385545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 Underlying: Common Stock · 1,099 shares Expires not disclosed F2 · derivative.exercise_date: RSUs vest with respect to this award on 5/12/2018. F2 · derivative.expiration_date: RSUs vest with respect to this award on 5/12/2018. 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.