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 |
|---|---|---|---|---|---|---|
| March 15, 2025 Filed Mar 19, 2025 00:19 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000057 · wk-form4_1742343538.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,073 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 | 2,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000033 · wk-form4_1740446879.xml · derivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,410 Underlying: Common Stock · 2,410 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 |
| December 16, 2024 Filed Dec 18, 2024 23:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,821 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000212 · wk-form4_1734564527.xml · derivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,821 Underlying: Common Stock · 2,821 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units vest with respect to 1,410 units on December 16, 2025, and 1,411 units on December 16, 2026. F1 · derivative.expiration_date: Restricted Stock Units vest with respect to 1,410 units on December 16, 2025, and 1,411 units on December 16, 2026. Read SEC document |
| May 02, 2024 Filed May 6, 2024 21:40 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,200 | $211.55 | $253,860.00 |
DisclosureSEC source: 0001309108-24-000122 · wk-form4_1715031615.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,909 Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:07 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 20 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Underlying: Common Stock · 603 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 | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 19 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Underlying: Common Stock · 603 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 | 1,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 18 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,462 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. 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 | 289 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.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 · 289 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 | 153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 16 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 153 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 | 714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 15 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 717 Underlying: Common Stock · 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: 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 | 164 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · derivative · entry 14 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164 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. 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 | 82 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.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 · 82 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 | 638 | $233.95 | $149,260.10 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 12 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,109 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 | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 11 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,747 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 | 85 | $233.95 | $19,885.75 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 10 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,285 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 | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 9 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,370 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 | 45 | $233.95 | $10,527.75 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 8 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 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 | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 7 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,126 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 | 210 | $233.95 | $49,129.50 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 6 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,973 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 | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 5 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,183 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 | 49 | $233.95 | $11,463.55 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 4 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,469 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 | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,518 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 | 25 | $233.95 | $5,848.75 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,354 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 | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000091 · wk-form4_1710896813.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,379 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 | 1,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000050 · wk-form4_1709075296.xml · derivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,462 Underlying: Common Stock · 1,462 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 16, 2024 Filed Feb 21, 2024 22:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 188 | $0.00 Strike: $163.22 | $0.00 |
DisclosureSEC source: 0001309108-24-000026 · wk-form4_1708553808.xml · derivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 942 Underlying: Common Stock · 188 shares Expires 2032-03-15 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. F1 · derivative.exercise_date: This stock option vested with respect to one-third of these shares on March 15, 2023. The remaining two-thirds of these shares will vest with respect to one-third of these shares on March 15, 2024, and the remaining one-third on March 15, 2025. F1 · derivative.expiration_date: This stock option vested with respect to one-third of these shares on March 15, 2023. The remaining two-thirds of these shares will vest with respect to one-third of these shares on March 15, 2024, and the remaining one-third on March 15, 2025. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:17 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 574 | $222.24 | $127,565.76 |
DisclosureSEC source: 0001309108-24-000026 · wk-form4_1708553808.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,297 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 188 | $163.22 | $30,685.36 |
DisclosureSEC source: 0001309108-24-000026 · wk-form4_1708553808.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,871 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 |
| January 19, 2024 Filed Jan 23, 2024 22:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000005 · wk-form4_1706047506.xml · derivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,144 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 January 19, 2024, and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on January 19, 2024, and each RSU converted into one share of common stock. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 22:05 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 372 | $198.03 | $73,667.16 |
DisclosureSEC source: 0001309108-24-000005 · wk-form4_1706047506.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,683 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on January 19, 2024. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 22:05 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000005 · wk-form4_1706047506.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,055 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 |
| November 07, 2023 Filed Nov 9, 2023 01:37 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 399 | $173.87 | $69,374.13 |
DisclosureSEC source: 0001309108-23-000187 · wk-form4_1699493851.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:46 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 135 | $172.84 | $23,333.40 |
DisclosureSEC source: 0001309108-23-000138 · wk-form4_1687992355.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,310 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 22:46 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000138 · wk-form4_1687992355.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,445 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 21:11 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000130 · wk-form4_1687900292.xml · derivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 153 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 21:11 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 45 | $172.22 | $7,749.90 |
DisclosureSEC source: 0001309108-23-000130 · wk-form4_1687900292.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988 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 21:11 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000130 · wk-form4_1687900292.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,033 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 15, 2023 Filed Jun 21, 2023 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000116 · wf-form4_168730729452147.xml · derivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 522 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 15, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 154 | $173.90 | $26,780.60 |
DisclosureSEC source: 0001309108-23-000116 · wf-form4_168730729452147.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 880 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 15, 2023. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000116 · wf-form4_168730729452147.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034 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 |
| May 17, 2023 Filed May 19, 2023 01:49 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionStock Option (right to buy) · Derivative | 427 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-23-000111 · wf-form4_168446093812311.xml · derivative · entry 4 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427 Underlying: Common Stock · 427 shares Expires 2030-03-16 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. F1 · derivative.exercise_date: This stock option became exercisable with respect to 284 shares on March 16, 2021, 284 shares on March 16, 2022, and 286 shares on March 16, 2023. Read SEC document |
| May 17, 2023 Filed May 19, 2023 01:49 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 512 | $176.08 | $90,152.96 |
DisclosureSEC source: 0001309108-23-000111 · wf-form4_168446093812311.xml · nonDerivative · entry 3 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512 Read SEC document |
| May 17, 2023 Filed May 19, 2023 01:49 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 427 | $176.09 | $75,190.43 |
DisclosureSEC source: 0001309108-23-000111 · wf-form4_168446093812311.xml · nonDerivative · entry 2 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,024 Read SEC document |
| May 17, 2023 Filed May 19, 2023 01:49 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 427 | $109.66 | $46,824.82 |
DisclosureSEC source: 0001309108-23-000111 · wf-form4_168446093812311.xml · nonDerivative · entry 1 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,451 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 99 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · derivative · entry 18 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · derivative · entry 17 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 305 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · derivative · entry 16 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 305 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 30 | $173.56 | $5,206.80 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · nonDerivative · entry 12 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · nonDerivative · entry 11 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054 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 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 28 | $173.56 | $4,859.68 |
DisclosureSEC source: 0001309108-23-000058 · wf-form4_167909609839660.xml · nonDerivative · entry 10 Kimball Jennifer · CIK 0001903739 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 955 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. 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.