Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Director | May 07, 2026 | May 11, 2026 |
| WEX Inc.WEX · Entity 2285 | Director · CEO and President | September 01, 2026 | September 03, 2026 |
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.
EQUIFAX INC
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,802 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,253 · Balance 6,802 F1: Annual director grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/7/2027. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
| Common StockSEC Table I · non-derivative | IndirectSmith Trust u/a 4/2/09 | 1,586 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,586 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/7/2027.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
WEX Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,812 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Exercise / conversion · Acquired 23,187 · Balance 149,812 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F2: Reflects distribution of 14,809 shares of common stock in accordance with the terms of the trust on August 28, 2026, from the Melissa D. Smith 2024 Trust, which are now directly held by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 154,554 |
Reported balance
After 2026-09-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-01 · Sale · Disposed 180 · Balance 154,554 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F3: The price listed is a weighted average price. These shares were sold for between $186.30 and $186.65, inclusive. F4: 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. |
| Common StockSEC Table I · non-derivative | Direct | 145,309 |
Reported balance
After 2026-09-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-09-01 · Sale · Disposed 9,245 · Balance 145,309 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4: 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. F5: The price listed is a weighted average price. These shares were sold for between $188.26 and $189.25, inclusive. |
| Common StockSEC Table I · non-derivative | Direct | 137,734 |
Reported balance
After 2026-09-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-09-01 · Sale · Disposed 7,575 · Balance 137,734 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4: 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. F6: The price listed is a weighted average price. These shares were sold for between $189.50 and $190.19, inclusive. |
| Common StockSEC Table I · non-derivative | Direct | 126,625 |
Reported balance
After 2026-09-01 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-09-01 · Sale · Disposed 11,109 · Balance 126,625 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4: 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. F7: The price listed is a weighted average price. These shares were sold for between $191.11 and $191.17, inclusive. |
| Common StockSEC Table I · non-derivative | Direct | 154,734 |
Reported balance
After 2026-09-01 transaction · row 2
1 source rowRow 2 · 2026-09-01 · Exercise / conversion · Acquired 4,922 · Balance 154,734 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $104.95 · Expires 2027-03-20 | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-01 · Exercise / conversion · Disposed 23,187 · Balance 0 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F10: This stock option vested with respect to one-third of these shares each on 03/20/2018, 03/20/2019, and 03/20/2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $99.69 · Expires 2027-05-10 | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-09-01 · Exercise / conversion · Disposed 4,922 · Balance 0 F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F11: Half of the performance based non-statutory stock options ("Performance-Based NSOs") reported on the reporting person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. |
| Common StockSEC Table I · non-derivative | IndirectBy husband | 18,277 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 18,277 |
| Common StockSEC Table I · non-derivative | IndirectFBC Irrevocable Trust | 1,693 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,693 F8: This trust was first described in a Form 4 filed by the reporting person on 06/28/2022. |
| Common StockSEC Table I · non-derivative | IndirectBDC Irrevocable Trust | 1,692 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,692 F8: This trust was first described in a Form 4 filed by the reporting person on 06/28/2022. |
| Common StockSEC Table I · non-derivative | IndirectGMC Irrevocable Trust | 1,693 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,693 F8: This trust was first described in a Form 4 filed by the reporting person on 06/28/2022. |
| Common StockSEC Table I · non-derivative | IndirectMelissa D. Smith 2025 Trust | 42,274 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 42,274 F9: This trust was first described in a Form 4 filed by the reporting person on 02/25/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates.
F2: Reflects distribution of 14,809 shares of common stock in accordance with the terms of the trust on August 28, 2026, from the Melissa D. Smith 2024 Trust, which are now directly held by the reporting person.
F3: The price listed is a weighted average price. These shares were sold for between $186.30 and $186.65, inclusive.
F4: 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.
F5: The price listed is a weighted average price. These shares were sold for between $188.26 and $189.25, inclusive.
F6: The price listed is a weighted average price. These shares were sold for between $189.50 and $190.19, inclusive.
F7: The price listed is a weighted average price. These shares were sold for between $191.11 and $191.17, inclusive.
F8: This trust was first described in a Form 4 filed by the reporting person on 06/28/2022.
F9: This trust was first described in a Form 4 filed by the reporting person on 02/25/2026.
F10: This stock option vested with respect to one-third of these shares each on 03/20/2018, 03/20/2019, and 03/20/2020.
F11: Half of the performance based non-statutory stock options ("Performance-Based NSOs") reported on the reporting person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 4,922 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · derivative · entry 13 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,922 shares Expires 2027-05-10 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 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F11 · derivative.exercise_date: Half of the performance based non-statutory stock options ("Performance-Based NSOs") reported on the reporting person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 23,187 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · derivative · entry 12 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,187 shares Expires 2027-03-20 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 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F10 · derivative.exercise_date: This stock option vested with respect to one-third of these shares each on 03/20/2018, 03/20/2019, and 03/20/2020. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 11,109 | $191.11 | $2,123,040.99 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 126,625 F1 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4 · price: 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. F7 · price: The price listed is a weighted average price. These shares were sold for between $191.11 and $191.17, inclusive. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 7,575 | $189.87 | $1,438,265.25 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 137,734 F1 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4 · price: 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. F6 · price: The price listed is a weighted average price. These shares were sold for between $189.50 and $190.19, inclusive. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 9,245 | $189.12 | $1,748,414.40 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,309 F1 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F4 · price: 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. F5 · price: The price listed is a weighted average price. These shares were sold for between $188.26 and $189.25, inclusive. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 180 | $186.48 | $33,566.40 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,554 F1 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F3 · price: The price listed is a weighted average price. These shares were sold for between $186.30 and $186.65, inclusive. F4 · price: 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 |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,922 | $99.69 | $490,674.18 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,734 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 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 23,187 | $104.95 | $2,433,475.65 |
DisclosureSEC source: 0001317498-26-000011 · wk-form4_1788472639.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,812 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 · kind: The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates. F2 · balance_after: Reflects distribution of 14,809 shares of common stock in accordance with the terms of the trust on August 28, 2026, from the Melissa D. Smith 2024 Trust, which are now directly held by the reporting person. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:07 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,253 | $175.62 | $220,051.86 |
DisclosureSEC source: 0001225208-26-005096 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,802 F1 · security: Annual director grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/7/2027. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:51 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 7,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000008 · wk-form4_1773874311.xml · derivative · entry 9 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,882 Underlying: Common Stock · 7,515 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_price: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F6 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock. F7 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F7 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:51 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,333 | $156.79 | $522,581.07 |
DisclosureSEC source: 0001317498-26-000008 · wk-form4_1773874311.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,816 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:51 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000008 · wk-form4_1773874311.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,149 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, 2026 Filed Mar 18, 2026 22:51 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 21,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000008 · wk-form4_1773874311.xml · derivative · entry 10 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,570 Underlying: Common Stock · 21,570 shares Expires not disclosed F5 · derivative.exercise_price: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F8 · shares: Represents the target number of shares underlying the MSU award granted on March 16, 2026. F7 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F7 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 3,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · derivative · entry 15 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 3,460 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. F9 · derivative.exercise_price: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F10 · shares: Represents the number of MSUs that vested in the second tranche of the MSU award granted on March 15, 2024, based on a 71.27% payout factor, and were converted into an equal number of shares of common stock. F11 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F11 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 36,916 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · derivative · entry 14 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,916 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. F6 · shares: RSUs vested on March 15, 2026 and each RSU converted into one share of common stock. F8 · derivative.exercise_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. F8 · derivative.expiration_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · derivative · entry 13 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,548 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. F6 · shares: RSUs vested on March 15, 2026 and each RSU converted into one share of common stock. F7 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F7 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,535 | $159.95 | $245,523.25 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,634 F2 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,169 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 16,372 | $159.95 | $2,618,701.40 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,709 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 36,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,081 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,131 | $159.95 | $180,903.45 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,165 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000006 · wk-form4_1773793669.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,296 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 23, 2026 Filed Feb 26, 2026 00:59 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 2,971 | $151.67 | $450,611.57 |
DisclosureSEC source: 0001317498-26-000004 · wk-form4_1772067590.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,748 F4 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the grant of common stock on February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:59 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 8,901 | $151.67 | $1,350,014.67 |
DisclosureSEC source: 0001317498-26-000004 · wk-form4_1772067590.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,719 F1 · shares: Represents fully vested shares of WEX Inc. ("WEX") common stock granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025 and issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. F2 · balance_after: Reflects distribution of 18,910 shares of common stock in accordance with the terms of the trust on August 27, 2025, from the Melissa D. Smith 2024 Trust, which are now directly held by the reporting person. F3 · balance_after: Reflects contribution of 42,274 shares of common stock that were previously directly owned but were contributed to a trust for the benefit of Ms. Smith's children on November 14, 2025. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 23:54 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 36,916 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001317498-26-000002 · wk-form4_1771458878.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,916 Underlying: Common Stock · 36,916 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and 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 13, 2026. 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 15, 2026. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2026. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 21:05 UTC | WEX Inc. WEX · Entity 2285 | PurchaseCommon Stock | 3,721 | $134.57 | $500,720.46 |
DisclosureSEC source: 0001309108-25-000149 · wk-form4_1748898297.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,182 F1 · price: The price listed is a weighted average price for all shares purchased. All shares were purchased for between $134.14 and $134.83. 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 purchased at each separate purchase price. Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:14 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004978 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,541 F1 · security: Annual director grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/8/2026. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 21,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · derivative · entry 18 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,397 Underlying: Common Stock · 21,397 shares Expires not disclosed F8 · derivative.exercise_price: Each MSU, a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F11 · shares: Represents the target number of shares underlying the MSU award granted on March 17, 2025. F10 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F10 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 3,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · derivative · entry 17 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,710 Underlying: Common Stock · 3,265 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. F8 · derivative.exercise_price: Each MSU, a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F9 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 15, 2024, based on a 67.24% payout factor, and were converted into an equal number of shares of common stock. F10 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F10 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 43,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · derivative · entry 16 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,054 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F7 · derivative.exercise_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. F7 · derivative.expiration_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · derivative · entry 15 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,548 Underlying: Common Stock · 2,540 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F6 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F6 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · derivative · entry 14 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,195 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F6 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F6 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,449 | $154.09 | $223,276.41 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,461 F2 · kind: Represents tax withholding in connection with the vesting of the Market Stock Units ("MSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,910 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, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 19,095 | $154.09 | $2,942,348.55 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,645 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 43,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,740 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, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,127 | $154.09 | $173,659.43 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,686 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,813 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, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 942 | $154.09 | $145,152.78 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,273 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000049 · wk-form4_1742343458.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,215 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 20, 2025 Filed Feb 25, 2025 01:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 43,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000037 · wk-form4_1740446919.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,054 Underlying: Common Stock · 43,054 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and 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 20, 2025. 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 15, 2025. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2025. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:17 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 891 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005657 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,725 F1 · security: Annual director grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/2/2025. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 14,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · derivative · entry 17 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,565 Underlying: Common Stock · 14,565 shares Expires not disclosed F4 · derivative.exercise_price: Each market share unit (MSU), a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. The target number of MSUs is reported in this Form 4. F5 · derivative.exercise_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited. F5 · derivative.expiration_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 33,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · derivative · entry 16 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,184 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · derivative · entry 15 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,088 Underlying: Common Stock · 2,540 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,188 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · derivative · entry 14 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,195 Underlying: Common Stock · 2,188 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · derivative · entry 13 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,386 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. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 14,718 | $233.95 | $3,443,276.10 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · nonDerivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,739 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 33,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · nonDerivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,457 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, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,127 | $233.95 | $263,661.65 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,273 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. 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.