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, 2021 Filed Mar 17, 2021 21:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000054 · wf-form4_161601754706779.xml · nonDerivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,398 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, 2021 Filed Mar 17, 2021 21:46 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 23 | $221.08 | $5,084.84 |
DisclosureSEC source: 0001309108-21-000054 · wf-form4_161601754706779.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,262 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000054 · wf-form4_161601754706779.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,285 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 01, 2021 Filed Mar 3, 2021 21:38 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,136 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000035 · wf-form4_161480748446986.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136 Underlying: Common Stock · 1,136 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 1, 2021. 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, 2021. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:39 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,874 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000138 · wf-form4_159320397963064.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,874 Underlying: Common Stock · 1,874 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 |
| March 20, 2020 Filed Mar 24, 2020 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · derivative · entry 9 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,714 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 63 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · derivative · entry 8 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127 Underlying: Common Stock · 63 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · derivative · entry 7 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96 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: RSUs vested on March 20, 2020 and each RSU converted into one share of common stock. F2 · 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 593 | $100.42 | $59,549.06 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 6 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,221 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 5 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,814 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 22 | $100.42 | $2,209.24 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 4 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,122 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 34 | $100.42 | $3,414.28 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,059 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 23:01 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000081 · wf-form4_158509086057462.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 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 22:12 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 6,832 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000064 · wf-form4_158456953591922.xml · derivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,832 Underlying: Common Stock · 6,832 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 22:12 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000064 · wf-form4_158456953591922.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189 Underlying: Common Stock · 2,189 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 20:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 63 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000051 · wf-form4_158447791619219.xml · derivative · entry 3 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64 Underlying: Common Stock · 63 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, 2020 and each RSU converted into one share of common stock. F2 · 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 20:45 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000051 · wf-form4_158447791619219.xml · nonDerivative · entry 2 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,997 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 20:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000051 · wf-form4_158447791619219.xml · nonDerivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,019 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 23:39 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000032 · wf-form4_158319234570716.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,714 Underlying: Common Stock · 1,714 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 |
| September 16, 2019 Filed Sep 18, 2019 20:50 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000168 · wf-form4_156883978552145.xml · derivative · entry 1 Deshaies Robert Joseph · CIK 0001788329 · President, WEX Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,410 Underlying: Common Stock · 1,410 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest with respect to the entirety of these units on 9/16/2022. F1 · derivative.expiration_date: RSUs vest with respect to the entirety of these units on 9/16/2022. 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.