Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | COO, Benefits | October 05, 2026 | October 07, 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 October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,288 |
Ending reported balance
After 2026-10-05 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-10-05 · Sale · Disposed 98 · Balance 19,190 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F2: The price listed is a weighted average price. These shares were sold for between $169.67 and $169.96, inclusive. F3: 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. Row 2 · 2026-10-05 · Sale · Disposed 48 · Balance 19,142 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F3: 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. F4: The price listed is a weighted average price. These shares were sold for between $170.72 and $171.71, inclusive. Row 3 · 2026-10-05 · Sale · Disposed 602 · Balance 18,540 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F3: 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 $172.14 and $173.11, inclusive. Row 4 · 2026-10-05 · Sale · Disposed 549 · Balance 17,991 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F3: 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 $173.25 and $174.22, inclusive. Row 5 · 2026-10-05 · Sale · Disposed 615 · Balance 17,376 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F3: 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 $174.30 and $175.17, inclusive. Row 6 · 2026-10-05 · Sale · Disposed 88 · Balance 17,288 F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026. F3: 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. F8: The price listed is a weighted average price. These shares were sold for between $175.54 and $175.87, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 24, 2026.
F2: The price listed is a weighted average price. These shares were sold for between $169.67 and $169.96, inclusive.
F3: 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.
F4: The price listed is a weighted average price. These shares were sold for between $170.72 and $171.71, inclusive.
F5: The price listed is a weighted average price. These shares were sold for between $172.14 and $173.11, inclusive.
F6: The price listed is a weighted average price. These shares were sold for between $173.25 and $174.22, inclusive.
F7: The price listed is a weighted average price. These shares were sold for between $174.30 and $175.17, inclusive.
F8: The price listed is a weighted average price. These shares were sold for between $175.54 and $175.87, inclusive.
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, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · derivative · entry 11 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 989 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 162 | $154.09 | $24,962.58 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 10 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,205 F2 · kind: Represents tax withholding in connection with the vesting of the Market Stock Units ("MSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 9 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,367 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, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 7,088 | $154.09 | $1,092,189.92 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 8 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,901 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 14,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 7 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,989 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, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 240 | $154.09 | $36,981.60 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 6 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,446 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 5 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,686 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, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 405 | $154.09 | $62,406.45 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 4 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,994 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,399 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, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 342 | $154.09 | $52,698.78 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,229 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000051 · wk-form4_1742343478.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,571 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 20, 2025 Filed Feb 25, 2025 01:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 14,543 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000034 · wk-form4_1740446888.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,543 Underlying: Common Stock · 14,543 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 20, 2025. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established. F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2025. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2025. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:04 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 175 | $189.44 | $33,152.00 |
DisclosureSEC source: 0001309108-24-000203 · wk-form4_1733267062.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,582 Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 22:41 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,651 | $181.67 | $299,937.17 |
DisclosureSEC source: 0001309108-24-000184 · wk-form4_1724452908.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Benefits 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,757 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $181.53 and $181.72. 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 |
| May 02, 2024 Filed May 6, 2024 21:40 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,897 | $211.01 | $400,285.97 |
DisclosureSEC source: 0001309108-24-000124 · wk-form4_1715031645.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,408 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $210.97 and $211.05. 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 15, 2024 Filed Mar 20, 2024 01:07 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 14 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 shares Expires not disclosed F4 · derivative.exercise_price: Each market share unit (MSU), a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. The target number of MSUs is reported in this Form 4. F5 · derivative.exercise_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited. F5 · derivative.expiration_date: One-third of the MSU award will vest on each of the first, second and third anniversaries of the grant date and will be converted into shares of common stock based on a payout factor, provided that the MSUs will only vest if the payout factor is at least 60%, and if the payout factor is not at least 60% on an applicable vesting date MSUs eligible to vest on that date will be forfeited. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:07 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 13 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 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, 2024 Filed Mar 20, 2024 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 8,324 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 12 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,324 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 11 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,345 Underlying: Common Stock · 1,170 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 986 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 10 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989 Underlying: Common Stock · 986 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 464 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · derivative · entry 9 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 464 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 4,128 | $233.95 | $965,745.60 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 8 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,305 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 8,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 7 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,433 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 579 | $233.95 | $135,457.05 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 6 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,109 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 5 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,688 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 341 | $233.95 | $79,776.95 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 4 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,518 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 986 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,859 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 161 | $233.95 | $37,665.95 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,873 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 01:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000093 · wk-form4_1710896841.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,034 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 23, 2024 Filed Feb 27, 2024 23:08 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 8,324 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000048 · wk-form4_1709075275.xml · derivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,324 Underlying: Common Stock · 8,324 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Leadership Development and Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of February 23, 2024. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established. F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2024. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2024. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 23:08 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,500 | $221.85 | $332,775.00 |
DisclosureSEC source: 0001309108-24-000048 · wk-form4_1709075275.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,570 Read SEC document |
| December 29, 2023 Filed Jan 4, 2024 01:11 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,000 | $195.98 | $195,980.00 |
DisclosureSEC source: 0001309108-24-000003 · wk-form4_1704330634.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,070 F1 · ownership.direct: The reported sale of 1000 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2023. Read SEC document |
| August 31, 2023 Filed Sep 2, 2023 01:11 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,000 | $196.22 | $196,220.00 |
DisclosureSEC source: 0001309108-23-000172 · wk-form4_1693617106.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,070 F1 · ownership.direct: The reported sale of 1000 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2023. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:56 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,394 | $172.84 | $240,938.96 |
DisclosureSEC source: 0001309108-23-000150 · wk-form4_1687993000.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,070 F2 · acquired: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:56 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 2,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000150 · wk-form4_1687993000.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,464 F1 · acquired: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 20:56 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 937 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000124 · wk-form4_1687899376.xml · derivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 937 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 June 24, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 20:56 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 465 | $172.22 | $80,082.30 |
DisclosureSEC source: 0001309108-23-000124 · wk-form4_1687899376.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,653 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2023. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 20:56 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000124 · wk-form4_1687899376.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,118 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 02, 2023 Filed Jun 6, 2023 21:35 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 750 | $172.25 | $129,187.50 |
DisclosureSEC source: 0001309108-23-000113 · wk-form4_1686087334.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,181 F1 · ownership.direct: The reported sale of 750 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2023. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:47 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,100 | $167.79 | $184,569.00 |
DisclosureSEC source: 0001309108-23-000083 · wf-form4_168331961859461.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,931 Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 732 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 12 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 11 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 788 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 363 | $173.56 | $63,002.28 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · nonDerivative · entry 8 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,031 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · nonDerivative · entry 7 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,394 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, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 391 | $173.56 | $67,861.96 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · nonDerivative · entry 6 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,662 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · nonDerivative · entry 5 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,053 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 23:34 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 7,471 | $0.00 Strike: $173.56 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 14 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,471 Underlying: Common Stock · 7,471 shares Expires 2033-03-15 F6 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:34 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,515 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 13 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,515 Underlying: Common Stock · 3,515 shares Expires not disclosed F5 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F5 · 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 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 985 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 10 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975 Underlying: Common Stock · 985 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, 2023 and each RSU converted into one share of common stock. F3 · 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 23:34 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000054 · wf-form4_167909603488800.xml · derivative · entry 9 Deshaies Robert Joseph · CIK 0001788329 · COO, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464 Underlying: Common Stock · 462 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, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.