Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Accounting Officer | July 27, 2026 | July 29, 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 July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,916 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Sale · Disposed 1,183 · Balance 4,916 |
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 |
|---|---|---|---|---|---|---|
| July 27, 2026 Filed Jul 29, 2026 22:26 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,183 | $176.55 | $208,858.65 |
DisclosureSEC source: 0001903739-26-000013 · wk-form4_1785363965.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,916 Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 21:32 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 104 | $147.66 | $15,356.64 |
DisclosureSEC source: 0001903739-26-000010 · wk-form4_1774301521.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,099 F1 · shares: The reported sale of 104 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2025. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · derivative · entry 7 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 576 Underlying: Common Stock · 310 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. F6 · derivative.exercise_price: Each MSU, a form of performance-based restricted share 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 volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F7 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · derivative · entry 6 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 591 Underlying: Common Stock · 295 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 · shares: RSUs vested on March 17, 2026 and each RSU converted into one share of common stock. F5 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F5 · 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 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 715 | $157.82 | $112,841.30 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · nonDerivative · entry 5 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,203 F3 · shares: The reported sale of 715 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2025. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 91 | $156.79 | $14,267.89 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · nonDerivative · entry 4 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,918 F2 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · nonDerivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,009 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 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 87 | $156.79 | $13,640.73 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,699 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 17, 2026. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,786 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, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 893 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · derivative · entry 9 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 893 Underlying: Common Stock · 893 shares Expires not disclosed F6 · derivative.exercise_price: Each MSU, a form of performance-based restricted share 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 volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F9 · shares: Represents the target number of shares underlying the MSU award granted on March 16, 2026. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,679 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000008 · wk-form4_1773874349.xml · derivative · entry 8 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,679 Underlying: Common Stock · 2,679 shares Expires not disclosed F5 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F5 · 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · derivative · entry 12 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259 Underlying: Common Stock · 143 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. F6 · derivative.exercise_price: Each MSU, a form of performance-based restricted share 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 volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F7 · shares: Represents the number of MSUs that vested in the second tranche of the MSU award granted on March 15, 2024, based on a 71.27% payout factor, and were converted into an equal number of shares of common stock. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,674 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · derivative · entry 11 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,674 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, 2026 and each RSU converted into one share of common stock. F5 · derivative.exercise_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. F5 · derivative.expiration_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 201 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · derivative · entry 10 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202 Underlying: Common Stock · 201 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, 2026 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · derivative · entry 9 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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. F3 · shares: RSUs vested on March 15, 2026 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 42 | $159.95 | $6,717.90 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 8 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,491 F2 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 7 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,533 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 492 | $159.95 | $78,695.40 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 6 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,390 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 5 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,882 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 59 | $159.95 | $9,437.05 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 4 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,208 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,267 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 46 | $159.95 | $7,357.70 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,066 F1 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000006 · wk-form4_1773793663.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,112 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, 2026 Filed Feb 26, 2026 01:00 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 594 | $151.67 | $90,091.98 |
DisclosureSEC source: 0001903739-26-000004 · wk-form4_1772067635.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,958 F2 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the grant of common stock on February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:00 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 1,881 | $151.67 | $285,291.27 |
DisclosureSEC source: 0001903739-26-000004 · wk-form4_1772067635.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,552 F1 · shares: Represents fully vested shares of WEX Inc. ("WEX") common stock granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025 and issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 23:55 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,674 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-26-000002 · wk-form4_1771458926.xml · derivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,674 Underlying: Common Stock · 1,674 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 13, 2026. 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, 2026. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2026. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 23:25 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 494 | $151.40 | $74,791.60 |
DisclosureSEC source: 0001903739-25-000005 · wk-form4_1766445907.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,671 F1 · shares: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted on August 28, 2025. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 23:23 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001903739-25-000003 · wk-form4_1766013822.xml · derivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,411 Underlying: Common Stock · 1,410 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 December 16, 2025 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on December 16, 2025 and each RSU converted into one share of common stock. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 23:23 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 422 | $151.05 | $63,743.10 |
DisclosureSEC source: 0001903739-25-000003 · wk-form4_1766013822.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,165 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on December 16, 2025. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 23:23 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001903739-25-000003 · wk-form4_1766013822.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,587 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, 2025 Filed Jun 4, 2025 22:01 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,400 | $131.08 | $183,512.00 |
DisclosureSEC source: 0001309108-25-000151 · wk-form4_1749074471.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,177 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $130.95 and $131.14. 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 17, 2025 Filed Mar 19, 2025 00:19 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 20 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 886 Underlying: Common Stock · 886 shares Expires not disclosed F6 · derivative.exercise_price: Each 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%. F9 · shares: Represents the target number of shares underlying the MSU award granted on March 17, 2025. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 00:19 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 886 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 19 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 886 Underlying: Common Stock · 886 shares Expires not disclosed 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 18 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402 Underlying: Common Stock · 136 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. F6 · derivative.exercise_price: Each 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%. F7 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 15, 2024, based on a 67.24% payout factor, and were converted into an equal number of shares of common stock. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 17 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,410 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. F5 · derivative.exercise_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. F5 · derivative.expiration_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 16 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403 Underlying: Common Stock · 200 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 15 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154 Underlying: Common Stock · 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. 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 14 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 717 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 164 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · derivative · entry 13 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 164 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 40 | $154.09 | $6,163.60 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 12 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,577 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 11 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,617 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 708 | $154.09 | $109,095.72 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 10 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,481 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 9 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,189 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 59 | $154.09 | $9,091.31 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 8 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 7 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,838 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 46 | $154.09 | $7,088.14 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 6 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,638 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 5 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,684 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 211 | $154.09 | $32,512.99 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 4 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,530 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,741 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 00:19 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 49 | $154.09 | $7,550.41 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,024 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. 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.