Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Risk and Compliance | 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 | 7,988 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Sale · Disposed 3,400 · Balance 7,988 F1: The price listed is a weighted average price. These shares were sold for between $176.00 and $176.29, inclusive. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price listed is a weighted average price. These shares were sold for between $176.00 and $176.29, inclusive.
F2: 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.
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 | 3,400 | $176.02 | $598,468.00 |
DisclosureSEC source: 0001834871-26-000011 · wk-form4_1785363973.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,988 F1 · price: The price listed is a weighted average price. These shares were sold for between $176.00 and $176.29, inclusive. F2 · price: 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, 2026 Filed Mar 18, 2026 22:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 533 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · derivative · entry 6 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 533 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. F5 · 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%. F6 · 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. F7 · 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. F7 · 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 506 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · derivative · entry 5 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,013 Underlying: Common Stock · 506 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 17, 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 17, 2026 Filed Mar 18, 2026 22:53 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 237 | $156.79 | $37,159.23 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · nonDerivative · entry 4 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,388 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 533 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · nonDerivative · entry 3 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,625 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 225 | $156.79 | $35,277.75 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,092 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,317 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 2,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · derivative · entry 8 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,297 Underlying: Common Stock · 2,297 shares Expires not disclosed F5 · 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%. F8 · shares: Represents the target number of shares underlying the MSU award granted on March 16, 2026. F7 · 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. F7 · 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 22:53 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,062 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000008 · wk-form4_1773874379.xml · derivative · entry 7 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062 Underlying: Common Stock · 3,062 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, 2026 Filed Mar 18, 2026 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · derivative · entry 12 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 331 Underlying: Common Stock · 183 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · derivative · entry 11 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,929 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · derivative · entry 10 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258 Underlying: Common Stock · 256 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · derivative · entry 9 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 270 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 82 | $159.95 | $13,115.90 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 8 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,811 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 7 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,893 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,299 | $159.95 | $207,775.05 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 6 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,710 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 5 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,009 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 15, 2026 Filed Mar 18, 2026 00:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 114 | $159.95 | $18,234.30 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 4 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,080 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 3 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,194 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 120 | $159.95 | $19,194.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,938 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 00:28 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000006 · wk-form4_1773793693.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,058 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 | 675 | $151.67 | $102,377.25 |
DisclosureSEC source: 0001834871-26-000004 · wk-form4_1772067624.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,788 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 | 2,168 | $151.67 | $328,820.56 |
DisclosureSEC source: 0001834871-26-000004 · wk-form4_1772067624.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,463 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 | 2,929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001834871-26-000002 · wk-form4_1771458901.xml · derivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,929 Underlying: Common Stock · 2,929 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 |
| August 06, 2025 Filed Aug 8, 2025 21:14 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,931 | $171.69 | $331,533.39 |
DisclosureSEC source: 0001309108-25-000178 · wk-form4_1754687676.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,295 Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 22:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,465 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000158 · wk-form4_1750458337.xml · derivative · entry 3 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,465 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 · shares: RSUs vested on June 17, 2025 and each RSU converted into one share of common stock. F3 · derivative.exercise_date: All RSUs vested on the first anniversary of the date of grant. F3 · derivative.expiration_date: All RSUs vested on the first anniversary of the date of grant. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 22:25 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 478 | $143.39 | $68,540.42 |
DisclosureSEC source: 0001309108-25-000158 · wk-form4_1750458337.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,226 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 17, 2025. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 22:25 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000158 · wk-form4_1750458337.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,704 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, 2025 Filed Mar 19, 2025 00:17 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 17 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,519 Underlying: Common Stock · 1,519 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 16 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,519 Underlying: Common Stock · 1,519 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 15 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514 Underlying: Common Stock · 173 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 3,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 14 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,013 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 13 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514 Underlying: Common Stock · 256 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 269 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 12 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270 Underlying: Common Stock · 269 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · derivative · entry 11 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 205 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 51 | $154.09 | $7,858.59 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 10 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 9 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,290 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 885 | $154.09 | $136,369.65 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 8 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,117 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 3,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 7 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,002 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 114 | $154.09 | $17,566.26 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 6 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,989 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 5 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,103 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 120 | $154.09 | $18,490.80 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 4 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,847 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 3 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,967 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 91 | $154.09 | $14,022.19 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,698 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 00:17 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000050 · wk-form4_1742343468.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,789 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 01:27 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000032 · wk-form4_1740446869.xml · derivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,013 Underlying: Common Stock · 3,013 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 |
| August 02, 2024 Filed Aug 6, 2024 20:23 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,182 | $172.73 | $204,166.86 |
DisclosureSEC source: 0001309108-24-000182 · wk-form4_1722975799.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,584 Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 22:54 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,465 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000158 · wk-form4_1718924054.xml · derivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,465 Underlying: Common Stock · 1,465 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to all of these shares on the one year anniversary of this grant. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to all of these shares on the one year anniversary of this grant. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:05 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 17 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 770 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 01:05 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000084 · wk-form4_1710896723.xml · derivative · entry 16 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 770 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.