Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | SVP, International | July 12, 2017 | July 13, 2017 |
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 July 12, 2017 · Filed July 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,615 |
Reported balance
After 2017-07-12 transaction · row 1
1 source rowRow 1 · 2017-07-12 · Sale · Disposed 4,500 · Balance 15,615 F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 3, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 189 |
Reported balance
Holding disclosure · report date 2017-07-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 189 |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 3, 2017.
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 |
|---|---|---|---|---|---|---|
| July 12, 2017 Filed Jul 13, 2017 16:40 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 4,500 | $110.00 | $495,000.00 |
DisclosureSEC source: 0001309108-17-000143 · wf-form4_149997843686963.xml · nonDerivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,615 F1 · shares: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 3, 2017. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 16:45 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,346 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000054 · wf-form4_149021552708984.xml · derivative · entry 3 Hogan George W · CIK 0001418188 · SVP, International 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 16:45 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 3,340 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000054 · wf-form4_149021552708984.xml · derivative · entry 2 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 3,340 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 16:45 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,191 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000054 · wf-form4_149021552708984.xml · derivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 Underlying: Common Stock · 1,191 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 16:35 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 3,513 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000077 · wf-form4a_149073329747985.xml · derivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,513 Underlying: Common Stock · 3,513 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 | 225 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 19 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226 Underlying: Common Stock · 225 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 18 Hogan George W · CIK 0001418188 · SVP, International 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 17 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock · 492 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 807 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 16 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 807 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 472 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 15 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 472 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 9,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · derivative · entry 14 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,122 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 16:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 73 | $105.20 | $7,679.60 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 12 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,115 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 | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 11 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,188 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 | 175 | $105.20 | $18,410.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 10 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,963 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 | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 9 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,138 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 | 231 | $105.20 | $24,301.20 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 8 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,599 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 | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 7 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,830 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 | 379 | $105.20 | $39,870.80 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 6 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,338 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 | 807 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 5 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,717 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 | 153 | $105.20 | $16,095.60 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 4 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,910 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 | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 3 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,063 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, 2017 Filed Mar 17, 2017 16:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,355 | $105.20 | $352,946.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 2 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,591 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 | 9,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000041 · wf-form4_148978157042999.xml · nonDerivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,946 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 16:07 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000023 · wf-form4_148900724801720.xml · derivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,122 Underlying: Common Stock · 9,122 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 |
| November 02, 2016 Filed Nov 2, 2016 16:42 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,950 | $103.88 | $202,569.32 |
DisclosureSEC source: 0001309108-16-000270 · wf-form4_147811931956512.xml · nonDerivative · entry 1 Hogan George W · CIK 0001418188 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,824 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $103.8812 and $103.8817. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.