Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeMD, Inc.LFMD · Entity 6521 | Director | December 02, 2024 | August 13, 2026 |
| WEX Inc.WEX · Entity 2285 | Chief Financial Officer | April 07, 2021 | April 09, 2021 |
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.
LifeMD, Inc.
Report date December 02, 2024 · Filed August 13, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 180,810 |
Last balance in matching sequence
After 2024-12-02 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-12-02 · Grant · Acquired 50,000 · Balance 150,000 F1: The grant of restricted shares vests on December 2, 2024. Row 2 · 2024-12-02 · Grant · Acquired 6,162 · Balance 156,162 F2: The grant of restricted shares vests immediately. Row 3 · 2024-12-02 · Grant · Acquired 24,648 · Balance 180,810 F3: The grant of restricted shares vests on June 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The grant of restricted shares vests on December 2, 2024.
F2: The grant of restricted shares vests immediately.
F3: The grant of restricted shares vests on June 1, 2025.
WEX Inc.
Report date April 07, 2021 · Filed April 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,421 |
Ending reported balance
After 2021-04-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-07 · Exercise / conversion · Acquired 11,784 · Balance 24,205 Row 2 · 2021-04-07 · Sale · Disposed 11,784 · Balance 12,421 F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on February 26, 2021. |
| 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 2021-04-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-04-07 · Exercise / conversion · Disposed 11,784 · Balance 0 F3: As noted on the Reporting Person's Form 4 dated April 5, 2021, 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 | Indirect401(k) | 105 |
Reported balance
Holding disclosure · report date 2021-04-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 105 F2: Between April 1, 2021 and April 9, 2021 the reporting person acquired 0 shares of WEX Inc. common stock under the WEX Inc. 401(k) savings plan. The information in this report is based on a plan statement dated April 8, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on February 26, 2021.
F2: Between April 1, 2021 and April 9, 2021 the reporting person acquired 0 shares of WEX Inc. common stock under the WEX Inc. 401(k) savings plan. The information in this report is based on a plan statement dated April 8, 2021.
F3: As noted on the Reporting Person's Form 4 dated April 5, 2021, 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 |
|---|---|---|---|---|---|---|
| February 26, 2021 Filed Mar 2, 2021 22:32 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 17,869 | $210.56 | $3,762,496.64 |
DisclosureSEC source: 0001309108-21-000027 · wf-form4_161472432044024.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $210.00 and $211.00. 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 26, 2021 Filed Mar 2, 2021 22:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 10,000 | $99.69 | $996,900.00 |
DisclosureSEC source: 0001309108-21-000027 · wf-form4_161472432044024.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,747 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,869 | $104.95 | $825,851.55 |
DisclosureSEC source: 0001309108-21-000027 · wf-form4_161472432044024.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,747 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 |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000219 · wf-form4_160824171021415.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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. F3 · derivative.exercise_date: As noted on the Reporting Person's Form 4 dated August 6, 2020, 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. There are 43,568 Performance-Based NSOs from the Original Form 4 that have not yet vested. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,000 | $199.50 | $1,995,000.00 |
DisclosureSEC source: 0001309108-20-000219 · wf-form4_160824171021415.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 12, 2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 10,000 | $99.69 | $996,900.00 |
DisclosureSEC source: 0001309108-20-000219 · wf-form4_160824171021415.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,878 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 |
| November 24, 2020 Filed Nov 24, 2020 22:09 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000210 · wf-form4_160625572129575.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 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. F3 · derivative.exercise_date: As noted on the Reporting Person's Form 4 dated August 6, 2020, 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. There are 43,568 Performance-Based NSOs from the Original Form 4 that have not yet vested. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| November 24, 2020 Filed Nov 24, 2020 22:09 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,000 | $185.00 | $1,850,000.00 |
DisclosureSEC source: 0001309108-20-000210 · wf-form4_160625572129575.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 12, 2020. Read SEC document |
| November 24, 2020 Filed Nov 24, 2020 22:09 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 10,000 | $99.69 | $996,900.00 |
DisclosureSEC source: 0001309108-20-000210 · wf-form4_160625572129575.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,878 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 |
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000208 · wf-form4_160521672788625.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 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. F3 · derivative.exercise_date: As noted on the Reporting Person's Form 4 dated August 6, 2020, 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. There are 43,568 Performance-Based NSOs from the Original Form 4 that have not yet vested. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 10,000 | $175.00 | $1,750,000.00 |
DisclosureSEC source: 0001309108-20-000208 · wf-form4_160521672788625.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · kind: These securities were sold pursuant to a Rule 10b5-1 trading plan that was adopted on August 12, 2020 Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 10,000 | $99.69 | $996,900.00 |
DisclosureSEC source: 0001309108-20-000208 · wf-form4_160521672788625.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,878 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 |
| August 05, 2020 Filed Aug 6, 2020 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 13,568 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-20-000173 · wf-form4_159674580063973.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 13,568 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. 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. There are 43,568 Performance-Based NSOSs from the Original Form 4 that have not yet vested. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 20:31 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 13,568 | $165.54 | $2,246,046.72 |
DisclosureSEC source: 0001309108-20-000173 · wf-form4_159674580063973.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $165.00 and $166.64. 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 |
| August 05, 2020 Filed Aug 6, 2020 20:31 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 13,568 | $99.69 | $1,352,593.92 |
DisclosureSEC source: 0001309108-20-000173 · wf-form4_159674580063973.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,446 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 24, 2020 Filed Jun 26, 2020 20:42 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,123 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000144 · wf-form4_159320410938283.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,123 Underlying: Common Stock · 3,123 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 |
| May 13, 2020 Filed May 15, 2020 20:21 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 9,251 | $118.70 | $1,098,093.70 |
DisclosureSEC source: 0001309108-20-000121 · wf-form4_158957405758532.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,878 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $115.11 and $123.79. 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 |
| March 20, 2020 Filed Mar 24, 2020 23:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 16,006 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · derivative · entry 10 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,006 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F3 · 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 | 540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · derivative · entry 9 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084 Underlying: Common Stock · 540 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F3 · 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 | 891 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · derivative · entry 8 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 891 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F3 · 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 | 6,509 | $100.42 | $653,633.78 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,129 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 | 16,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,638 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 | 159 | $100.42 | $15,966.78 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,632 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 | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,791 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 | 262 | $100.42 | $26,310.04 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,251 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 | 891 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000085 · wf-form4_158509095403642.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,513 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 22:11 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 11,386 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000060 · wf-form4_158456945034570.xml · derivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,386 Underlying: Common Stock · 11,386 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 22:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,648 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000060 · wf-form4_158456945034570.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,648 Underlying: Common Stock · 3,648 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 | 526 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000047 · wf-form4_158447782316422.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 Underlying: Common Stock · 526 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:44 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 155 | $135.30 | $20,971.50 |
DisclosureSEC source: 0001309108-20-000047 · wf-form4_158447782316422.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2020. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:44 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000047 · wf-form4_158447782316422.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,777 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 23:37 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 16,006 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000027 · wf-form4_158319224163904.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,006 Underlying: Common Stock · 16,006 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 February 28, 2020. 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, 2020. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 21:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 7,651 | $0.00 Strike: $77.20 | $0.00 |
DisclosureSEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,651 shares Expires 2026-03-15 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. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 21:25 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 7,651 | $200.03 | $1,530,429.53 |
DisclosureSEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $199.51 and $200.63. 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 |
| November 25, 2019 Filed Nov 27, 2019 21:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,651 | $77.20 | $590,657.20 |
DisclosureSEC source: 0001309108-19-000192 · wf-form4_157488992271842.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,902 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 08, 2019 Filed May 10, 2019 20:26 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 9,921 | $202.00 | $2,004,042.00 |
DisclosureSEC source: 0001309108-19-000092 · wf-form4_155752000088574.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251 Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000060 · wf-form4_155328674622903.xml · derivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Underlying: Common Stock · 888 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: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. F5 · derivative.expiration_date: RSUs vested on March 20, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:32 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 5,148 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000060 · wf-form4_155328674622903.xml · derivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,148 Underlying: Common Stock · 5,148 shares Expires not disclosed F4 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F4 · 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 20, 2019 Filed Mar 22, 2019 20:32 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000060 · wf-form4_155328674622903.xml · derivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Underlying: Common Stock · 1,624 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. F3 · derivative.expiration_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:32 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 394 | $186.20 | $73,362.80 |
DisclosureSEC source: 0001309108-19-000060 · wf-form4_155328674622903.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,172 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units "RSUs" on March 20, 2019. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 888 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000060 · wf-form4_155328674622903.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,566 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, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 7,458 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · derivative · entry 13 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,458 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · derivative · entry 12 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054 Underlying: Common Stock · 525 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 5,408 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · derivative · entry 11 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,408 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 866 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · derivative · entry 10 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 866 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 8 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,678 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 7 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,986 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, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 233 | $180.06 | $41,953.98 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,528 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,761 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, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,696 | $180.06 | $305,381.76 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,236 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. 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.