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 |
|---|---|---|---|---|---|---|
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.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: 85,400 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 | 971 | $233.95 | $227,165.45 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.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: 82,860 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 | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.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: 83,831 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 | 615 | $233.95 | $143,879.25 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.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: 81,643 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 | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000089 · wk-form4_1710896786.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: 82,258 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 01, 2024 Filed Mar 5, 2024 12:24 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000055 · wk-form4_1709641468.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: 80,872 F1 · kind: This transaction involved a gift of common stock to a charitable donor-advised fund. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 23:07 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 33,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000046 · wk-form4_1709075253.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: 33,184 Underlying: Common Stock · 33,184 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 23, 2024. 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, 2024. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:15 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $103.75 | $0.00 |
DisclosureSEC source: 0001309108-24-000023 · wk-form4_1708553689.xml · derivative · entry 7 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 · 13,000 shares Expires 2025-03-15 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: This stock option vested with respect to one-third of these shares on each of 3/15/2016, 3/15/2017, and 3/15/2018. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:15 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 13,000 | $222.33 | $2,890,290.00 |
DisclosureSEC source: 0001309108-24-000023 · wk-form4_1708553689.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: 81,998 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $221.89 and $222.92. 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 |
| February 16, 2024 Filed Feb 21, 2024 22:15 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 13,000 | $103.75 | $1,348,750.00 |
DisclosureSEC source: 0001309108-24-000023 · wk-form4_1708553689.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: 94,998 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 |
| January 22, 2024 Filed Jan 24, 2024 22:54 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 41,107 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-24-000011 · wk-form4_1706136863.xml · derivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,922 Underlying: Common Stock · 41,107 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 exercising of 41,107 options and subsequent sale of 41,107 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2023. F3 · 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 |
| January 22, 2024 Filed Jan 24, 2024 22:54 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 41,107 | $205.00 | $8,426,935.00 |
DisclosureSEC source: 0001309108-24-000011 · wk-form4_1706136863.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,998 F1 · ownership.direct: The reported exercising of 41,107 options and subsequent sale of 41,107 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 22:54 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 41,107 | $99.69 | $4,097,956.83 |
DisclosureSEC source: 0001309108-24-000011 · wk-form4_1706136863.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,105 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 |
| October 26, 2023 Filed Oct 30, 2023 20:39 UTC | EQUIFAX INC EFX · Entity 3235 | PurchaseCommon Stock | 94 | $166.94 | $15,692.22 |
DisclosureSEC source: 0001225208-23-009811 · doc4.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Smith Trust u/a 4/2/09 Disclosed balance after: 1,586 F2 · price: The price reported in column 4 is a weighted average price. The shares were purchased at prices ranging from $166.93 to $166.94, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. Read SEC document |
| October 26, 2023 Filed Oct 30, 2023 20:39 UTC | EQUIFAX INC EFX · Entity 3235 | PurchaseCommon Stock | 820 | $166.19 | $136,279.16 |
DisclosureSEC source: 0001225208-23-009811 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Smith Trust u/a 4/2/09 Disclosed balance after: 1,492 F1 · price: The price reported in column 4 is a weighted average price. The shares were purchased at prices ranging from $165.92 to $166.86, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. Read SEC document |
| July 13, 2023 Filed Jul 18, 2023 00:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 41,107 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-23-000158 · wk-form4_1689639224.xml · derivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,029 Underlying: Common Stock · 41,107 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 exercising of 41,107 options and subsequent sale of 41,107 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2023. F3 · 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 |
| July 13, 2023 Filed Jul 18, 2023 00:13 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 41,107 | $195.00 | $8,015,865.00 |
DisclosureSEC source: 0001309108-23-000158 · wk-form4_1689639224.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,998 F1 · ownership.direct: The reported exercising of 41,107 options and subsequent sale of 41,107 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2023. Read SEC document |
| July 13, 2023 Filed Jul 18, 2023 00:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 41,107 | $99.69 | $4,097,956.83 |
DisclosureSEC source: 0001309108-23-000158 · wk-form4_1689639224.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,105 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 |
| June 26, 2023 Filed Jun 28, 2023 22:59 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 6,232 | $172.84 | $1,077,138.88 |
DisclosureSEC source: 0001309108-23-000152 · wk-form4_1687993144.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: 81,998 F2 · acquired: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:59 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 14,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000152 · wk-form4_1687993144.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: 88,230 F1 · acquired: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000136 · wk-form4_1687901297.xml · derivative · entry 7 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 · 4,684 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 June 24, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 2,078 | $172.22 | $357,873.16 |
DisclosureSEC source: 0001309108-23-000136 · wk-form4_1687901297.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: 74,179 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2023. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000136 · wk-form4_1687901297.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: 76,257 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 |
| May 04, 2023 Filed May 15, 2023 20:11 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005890 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/4/2024. 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 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 3,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 16 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,940 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_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 15 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,742 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_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,748 | $173.56 | $303,382.88 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,573 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,321 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, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,217 | $173.56 | $211,222.52 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,381 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,598 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, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock · Derivative | 7,628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 18 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,628 Underlying: Common Stock · 7,628 shares Expires not disclosed F7 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F7 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 27,021 | $0.00 Strike: $173.56 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 17 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,021 Underlying: Common Stock · 27,021 shares Expires 2033-03-15 F6 · derivative.exercise_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 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,381 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 14 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386 Underlying: Common Stock · 1,381 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: Restricted Stock Units vested on March 15, 2023, and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023, and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,188 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · derivative · entry 13 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,383 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2023, and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023, and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 613 | $176.84 | $108,402.92 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,856 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,469 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, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 971 | $176.84 | $171,711.64 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,088 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000056 · wf-form4_167909606478498.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,059 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 02, 2023 Filed Mar 6, 2023 21:31 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000042 · wf-form4_167813828281714.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,871 F1 · kind: This transaction involved a gift of common stock to a charitable donor advised fund. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 00:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000035 · wf-form4_167780443406231.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,940 Underlying: Common Stock · 3,940 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 28, 2023. 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 16, 2023. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 16, 2023. Read SEC document |
| November 14, 2022 Filed Feb 15, 2023 00:20 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 18,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000012 · wf-form5_167642038796801.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,121 F2 · kind: This transaction involved a gift by the reporting person to her husband, who shares the reporting person's household. Read SEC document |
| November 14, 2022 Filed Feb 15, 2023 00:20 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000012 · wf-form5_167642038796801.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · Chair, CEO, and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,398 F1 · kind: This transaction involved a gift of common stock to a charitable donor advised fund. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:06 UTC | EQUIFAX INC EFX · Entity 3235 | PurchaseCommon Stock | 672 | $148.69 | $99,922.50 |
DisclosureSEC source: 0001225208-22-011114 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 F1 · price: The price reported in column 4 is a weighted average price. The shares were purchased at prices ranging from $148.52 to $149.01, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. 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 |
| June 24, 2022 Filed Jun 28, 2022 21:51 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,683 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000154 · wf-form4_165645306205369.xml · derivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,684 Underlying: Common Stock · 4,683 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 June 24, 2022 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2022 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 21:51 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 2,077 | $152.84 | $317,448.68 |
DisclosureSEC source: 0001309108-22-000154 · wf-form4_165645306205369.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,652 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2022. F2 · balance_after: On May 19, 2020, the reporting person transferred 24,000 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of herself and her children. Upon termination of the trust on June 1, 2022, 5,078 shares were transferred to trusts for the benefit of the reporting person's children, over which she exercises no control. The remaining 10,107 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 21:51 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000154 · wf-form4_165645306205369.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,729 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 |
| June 01, 2022 Filed Jun 28, 2022 21:51 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 5,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000154 · wf-form4_165645306205369.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Indirect · Melissa Smith GRAT Disclosed balance after: 0 F2 · ownership.nature: On May 19, 2020, the reporting person transferred 24,000 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of herself and her children. Upon termination of the trust on June 1, 2022, 5,078 shares were transferred to trusts for the benefit of the reporting person's children, over which she exercises no control. The remaining 10,107 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:10 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006695 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,794 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023. 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 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.xml · derivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,248 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 15,951 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.xml · derivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,951 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. 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.