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 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 366 | $173.29 | $63,424.14 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,939 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 6,396 | $173.29 | $1,108,362.84 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.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: 73,057 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 15,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000066 · wf-form4_164798288956812.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: 79,453 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, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,733 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.xml · derivative · entry 9 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 Underlying: Common Stock · 2,733 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. F7 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2022, and each RSU converted into one share of common stock. F7 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2022, and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 803 | $163.22 | $131,065.66 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,502 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2022. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,305 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, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,381 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.xml · derivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · CEO and Chair, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,767 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. F6 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2022, and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2022, and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 25,241 | $0.00 Strike: $163.22 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.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: 25,241 Underlying: Common Stock · 25,241 shares Expires not disclosed F5 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F5 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 6,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.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: 6,571 Underlying: Common Stock · 6,571 shares Expires not disclosed F4 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F4 · 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, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 403 | $159.56 | $64,302.68 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.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: 61,572 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2022. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 00:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000049 · wf-form4_164756311948761.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: 61,975 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, 2022 Filed Mar 3, 2022 23:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 15,951 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000030 · wf-form4_164634906067174.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,951 Underlying: Common Stock · 15,951 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 March 1, 2022. 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 20, 2022. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2022. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:09 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007859 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/6/2022. 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 |
| April 15, 2021 Filed Apr 19, 2021 20:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 43,568 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-21-000104 · wf-form4_161886446190351.xml · derivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,136 Underlying: Common Stock · 43,568 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. F2 · 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 |
| April 15, 2021 Filed Apr 19, 2021 20:34 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 43,568 | $230.00 | $10,020,640.00 |
DisclosureSEC source: 0001309108-21-000104 · wf-form4_161886446190351.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,779 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 20:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 43,568 | $99.69 | $4,343,293.92 |
DisclosureSEC source: 0001309108-21-000104 · wf-form4_161886446190351.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,347 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 |
| April 07, 2021 Filed Apr 9, 2021 20:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 43,568 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-21-000095 · wf-form4_161800111301696.xml · derivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,704 Underlying: Common Stock · 43,568 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. F2 · 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 |
| April 07, 2021 Filed Apr 9, 2021 20:45 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 43,568 | $220.00 | $9,584,960.00 |
DisclosureSEC source: 0001309108-21-000095 · wf-form4_161800111301696.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,779 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 20:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 43,568 | $99.69 | $4,343,293.92 |
DisclosureSEC source: 0001309108-21-000095 · wf-form4_161800111301696.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,347 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 29, 2021 Filed Mar 31, 2021 23:09 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 13,739 | $208.47 | $2,864,169.33 |
DisclosureSEC source: 0001309108-21-000086 · wf-form4_161723210121573.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,779 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan that was entered into on February 26, 2021. Read SEC document |
| March 20, 2021 Filed Mar 24, 2021 00:04 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000080 · wf-form4_161654423712822.xml · derivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248 Underlying: Common Stock · 1,243 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") vested on March 20, 2021 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 20, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2021 Filed Mar 24, 2021 00:04 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 552 | $215.25 | $118,818.00 |
DisclosureSEC source: 0001309108-21-000080 · wf-form4_161654423712822.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,518 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2021. Read SEC document |
| March 20, 2021 Filed Mar 24, 2021 00:04 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000080 · wf-form4_161654423712822.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,070 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, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,733 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · derivative · entry 12 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,475 Underlying: Common Stock · 2,733 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. F7 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2021 and each RSU converted into one share of common stock. F7 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,213 | $226.02 | $274,162.26 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,827 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2021. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,040 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, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 27,302 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · derivative · entry 11 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,302 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 · derivative.exercise_date: Restricted Stock Units (RSU) vested on March 15, 2021 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units (RSU) vested on March 15, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · derivative · entry 10 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,140 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 · derivative.exercise_date: Restricted Stock Units (RSU) vested on March 15, 2021 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units (RSU) vested on March 15, 2021 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 15,654 | $0.00 Strike: $226.02 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · derivative · entry 9 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,654 Underlying: Common Stock · 15,654 shares Expires not disclosed F5 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F5 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 4,148 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · derivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,148 Underlying: Common Stock · 4,148 shares Expires not disclosed F4 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F4 · 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, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 12,109 | $221.08 | $2,677,057.72 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,307 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 27,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,416 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, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 506 | $221.08 | $111,866.48 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,114 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000060 · wf-form4_161601946791313.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,620 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:40 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 27,302 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000038 · wf-form4_161480759155231.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,302 Underlying: Common Stock · 27,302 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of March 1, 2021. 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, 2021. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:22 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013242 · doc4.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154 F1 · security: Initial new director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on November 5, 2023. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:42 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000146 · wf-form4_159320415438567.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,367 Underlying: Common Stock · 9,367 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023. F1 · derivative.expiration_date: Restricted stock units will vest with respect to half of the underlying shares on each of June 24, 2022 and June 24, 2023. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 37,732 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · derivative · entry 9 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,732 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · derivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,491 Underlying: Common Stock · 1,243 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,576 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · derivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,576 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 16,735 | $100.42 | $1,680,528.70 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 6 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,480 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 37,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 5 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,215 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 |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 552 | $100.42 | $55,431.84 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 4 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,483 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,035 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 699 | $100.42 | $70,193.58 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,792 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000083 · wf-form4_158509090511164.xml · nonDerivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,491 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, 2020 Filed Mar 18, 2020 22:12 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 42,696 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000063 · wf-form4_158456951318581.xml · derivative · entry 2 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,696 Underlying: Common Stock · 42,696 shares Expires not disclosed F2 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:12 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 8,208 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000063 · wf-form4_158456951318581.xml · derivative · entry 1 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,208 Underlying: Common Stock · 8,208 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · 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, 2020 Filed Mar 17, 2020 20:44 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,136 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000048 · wf-form4_158447784562427.xml · derivative · entry 3 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 1,136 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2020 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.