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, 2018 Filed Mar 19, 2018 20:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 726 | $158.66 | $115,187.16 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 61,766 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 62,492 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, 2018 Filed Mar 19, 2018 20:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 381 | $158.66 | $60,449.46 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 60,857 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000044 · wf-form4_152149060883831.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: 61,238 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 05, 2018 Filed Mar 7, 2018 22:14 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 37,687 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000023 · wf-form4_152046085172144.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: 37,687 Underlying: Common Stock · 37,687 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 5, 2018. 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 one half of the underlying shares on each of March 15, 2018 and March 15, 2019. F2 · derivative.expiration_date: Restricted stock units will vest with respect to one half of the underlying shares on each of March 15, 2018 and March 15, 2019. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 21:17 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,329 | $125.00 | $416,125.00 |
DisclosureSEC source: 0001309108-17-000165 · wf-form4_151060780466577.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: 60,380 F1 · shares: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 10, 2017. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:18 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 5 | $125.00 | $625.00 |
DisclosureSEC source: 0001309108-17-000160 · wf-form4_150974027564127.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: 63,709 F1 · shares: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 10, 2017. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 20:47 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,333 | $120.00 | $399,960.00 |
DisclosureSEC source: 0001309108-17-000155 · wf-form4_150818683436247.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: 63,714 F1 · shares: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 10, 2017. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 20:58 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 3,333 | $115.00 | $383,295.00 |
DisclosureSEC source: 0001309108-17-000150 · wf-form4_150654589141807.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: 67,047 F1 · shares: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on May 10, 2017. Read SEC document |
| May 10, 2017 Filed May 13, 2017 00:09 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 174,272 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-17-000108 · wf-form4_149463413868505.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: 174,272 Underlying: Common Stock · 174,272 shares Expires 2027-05-10 F1 · derivative.exercise_date: The performance-based stock option (right to buy) vests upon the attainment of specified stock price hurdles beginning on the third anniversary of the Grant Date, being May 10, 2020, and ending on the fifth anniversary of the Grant Date, being May 10, 2022 ("Performance-Based NSOs"). Each stock price requirement is as follows: (a) 50% of the total award vests if the Company closing stock price is at least $149.53 for twenty consecutive trading days; (b) an additional 25% vests if the Company closing stock price is at least $174.45 for twenty consecutive trading days; and, (c) an additional 25% vests if the Company closing stock price is at least $199.38 for twenty consecutive trading days, in each instance so long at the reporting person remains employed with the company. If the respective stock price hurdles are not reached by the fifth anniversary of the grant date, being May 10, 2022, the option does not vest at all. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 5,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000057 · wf-form4_149021558222492.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: 5,445 Underlying: Common Stock · 5,445 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to all of these units on 3/20/2018. F3 · derivative.expiration_date: RSUs vest with respect to all of these units on 3/20/2018. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:46 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 22,045 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000057 · wf-form4_149021558222492.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: 22,045 Underlying: Common Stock · 22,045 shares Expires 2027-03-20 F2 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 4,716 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000057 · wf-form4_149021558222492.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: 4,716 Underlying: Common Stock · 4,716 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/20/2018, 3/20/2019 and 3/20/2020. F1 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 20, 2017 Filed Mar 28, 2017 20:32 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 23,187 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000070 · wf-form4a_149073312612677.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: 23,187 Underlying: Common Stock · 23,187 shares Expires 2027-03-20 F1 · shares: This Form 4/A is being filed to report the correct number of shares that the stock option (right to buy) entitles the reporting person to purchase from WEX Inc. F2 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,497 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 18 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 Underlying: Common Stock · 2,497 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 17 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275 Underlying: Common Stock · 1,634 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 854 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 16 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Underlying: Common Stock · 854 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,814 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 15 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 · 1,814 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 3,101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 14 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 · 3,101 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 28,672 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · derivative · entry 13 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 · 28,672 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 15, 2017 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on March 15, 2017 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,173 | $105.20 | $123,399.60 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 12 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,380 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 11 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 768 | $105.20 | $80,793.60 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 10 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,056 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 9 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,824 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 401 | $105.20 | $42,185.20 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 8 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,190 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 854 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.xml · nonDerivative · entry 7 Smith Melissa D · CIK 0001317498 · Director · CEO and President, WEX Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,591 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 842 | $105.20 | $88,578.40 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 67,737 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 68,579 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,456 | $105.20 | $153,171.20 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 66,765 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 68,221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 13,462 | $105.20 | $1,416,202.40 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 65,120 F1 · kind: Represents tax withholding in connection with the vesting of the RSUs on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 28,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000044 · wf-form4_148978162452466.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: 78,582 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:08 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 28,672 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000024 · wf-form4_148900726645559.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: 28,672 Underlying: Common Stock · 28,672 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of March 6, 2017. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established. F2 · derivative.exercise_date: RSUs vest with respect to this award on 3/15/2017. F2 · derivative.expiration_date: RSUs vest with respect to this award on 3/15/2017. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.