Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | COO, Amer. Payments & Mobility | August 04, 2026 | August 06, 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.
WEX Inc.
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,076 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 1,075 · Balance 11,076 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 9 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,307 Underlying: Common Stock · 1,151 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, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,020 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 8 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,024 Underlying: Common Stock · 1,020 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, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 408 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · derivative · entry 7 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410 Underlying: Common Stock · 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. F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 541 | $233.95 | $126,566.95 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 6 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,366 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 5 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,907 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 480 | $233.95 | $112,296.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 4 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 3 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 192 | $233.95 | $44,918.40 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 2 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000083 · wk-form4_1710896710.xml · nonDerivative · entry 1 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408 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 01, 2023 Filed Aug 4, 2023 00:08 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 756 | $190.68 | $144,154.08 |
DisclosureSEC source: 0001309108-23-000165 · wk-form4_1691107702.xml · nonDerivative · entry 1 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,458 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · derivative · entry 7 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,458 Underlying: Common Stock · 3,458 shares Expires not disclosed F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one-year anniversary of this grant. F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one-year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,020 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · derivative · entry 6 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,044 Underlying: Common Stock · 1,020 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, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 408 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · derivative · entry 5 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 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. F2 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 480 | $176.84 | $84,883.20 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · nonDerivative · entry 4 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · nonDerivative · entry 3 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 192 | $176.84 | $33,953.28 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · nonDerivative · entry 2 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:36 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000063 · wf-form4_167909618049820.xml · nonDerivative · entry 1 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 00:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000055 · wf-form4_164756328298174.xml · derivative · entry 2 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,226 Underlying: Common Stock · 1,226 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, 2022 Filed Mar 18, 2022 00:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,064 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000055 · wf-form4_164756328298174.xml · derivative · entry 1 Carriedo Carlos · CIK 0001904058 · COO, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064 Underlying: Common Stock · 3,064 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.