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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 21:13 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 5,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,932 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 | 263 | $180.06 | $47,355.78 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,524 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 | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000039 · wf-form4_155302998141536.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,787 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 06, 2018 Filed Aug 8, 2018 20:32 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 4,137 | $189.05 | $782,094.89 |
DisclosureSEC source: 0001309108-18-000120 · wf-form4_153376035989423.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,921 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $189.00 and $189.26. 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, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · derivative · entry 7 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,154 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 20,2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · derivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,779 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. F2 · derivative.exercise_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 956 | $159.41 | $152,395.96 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,058 F1 · kind: Represents tax withholdings in connection with the vesting of the Restricted stock units ("RSUs") on March 20, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,014 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, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 394 | $159.41 | $62,807.54 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,860 F1 · kind: Represents tax withholdings in connection with the vesting of the Restricted stock units ("RSUs") on March 20, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 888 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000066 · wf-form4_152175058924201.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,254 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 4,876 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 12 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,876 Underlying: Common Stock · 4,876 shares Expires 2028-03-15 F4 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 1,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 11 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579 Underlying: Common Stock · 1,579 shares Expires not disclosed F3 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F3 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 7,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 10 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,457 Underlying: Common Stock · 7,457 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 5,392 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 9 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,408 Underlying: Common Stock · 5,392 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · derivative · entry 8 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Stock · 862 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 3,308 | $158.66 | $524,847.28 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,366 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 7,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,674 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,921 | $158.66 | $304,785.86 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,217 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 5,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,138 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 253 | $158.66 | $40,140.98 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,746 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 20:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000047 · wf-form4_152149069285651.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999 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 22:15 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 14,914 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000025 · wf-form4_152046088633116.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,914 Underlying: Common Stock · 14,914 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 |
| May 10, 2017 Filed May 13, 2017 00:07 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 87,136 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0001309108-17-000103 · wf-form4_149463404443421.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,136 Underlying: Common Stock · 87,136 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000060 · wf-form4_149021563827440.xml · derivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,154 Underlying: Common Stock · 2,154 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 7,482 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000060 · wf-form4_149021563827440.xml · derivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,482 Underlying: Common Stock · 7,482 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 20:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000060 · wf-form4_149021563827440.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,667 Underlying: Common Stock · 2,667 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 3/20/2021. F1 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/20/2018, 3/20/2019 and 3/20/2021. Read SEC document |
| March 20, 2017 Filed Mar 28, 2017 20:33 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 7,869 | $0.00 Strike: $104.95 | $0.00 |
DisclosureSEC source: 0001309108-17-000072 · wf-form4a_149073317494231.xml · derivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,869 Underlying: Common Stock · 7,869 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 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · derivative · entry 6 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728 Underlying: Common Stock · 862 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 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 5,391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · derivative · entry 5 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 Underlying: Common Stock · 5,391 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 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 279 | $105.20 | $29,350.80 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · nonDerivative · entry 4 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,137 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 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · nonDerivative · entry 3 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416 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, 2017 Filed Mar 17, 2017 20:12 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,837 | $105.20 | $193,252.40 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · nonDerivative · entry 2 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,554 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 20:12 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 5,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-17-000040 · wf-form4_148978155136965.xml · nonDerivative · entry 1 Simon Roberto · CIK 0001620028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,391 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.