Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Director | September 30, 2026 | October 03, 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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,298 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 155 · Balance 18,298 F1: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with the Company's Non-Employee Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason. |
Filing footnotes · ownership attribution and instrument terms
F1: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with the Company's Non-Employee Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CBRE GROUP, INC.
Report date December 31, 2019 · Filed January 03, 2020
Section 16 reporting ended · disclosed 2020-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 309,514 |
Reported balance
After 2019-12-31 transaction · row 1
1 source rowRow 1 · 2019-12-31 · Tax withholding · Disposed 8,486 · Balance 309,514 |
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 |
|---|---|---|---|---|---|---|
| September 20, 2019 Filed Sep 24, 2019 20:08 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 75,000 | $54.10 | $4,057,777.50 |
DisclosureSEC source: 0001225208-19-012769 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,000 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 to $54.26. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 21:05 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 6,097 | $49.86 | $303,996.42 |
DisclosureSEC source: 0001225208-19-011622 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,000 Read SEC document |
| August 11, 2019 Filed Aug 13, 2019 22:03 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 5,821 | $53.23 | $309,851.83 |
DisclosureSEC source: 0001225208-19-011306 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,097 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 20:38 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 50,000 | $55.13 | $2,756,275.00 |
DisclosureSEC source: 0001225208-19-010830 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,918 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $55.00 to $55.465. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 12, 2019 Filed Apr 12, 2019 22:16 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 50,000 | $52.00 | $2,600,040.00 |
DisclosureSEC source: 0001225208-19-006677 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,918 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $52.00 to $52.025. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:35 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 31,193 | $50.50 | $1,575,099.89 |
DisclosureSEC source: 0001225208-19-005233 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,918 F2 · price: This transaction was executed in multiple trades at prices ranging from $50.29 to $50.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:35 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 18,807 | $50.42 | $948,207.56 |
DisclosureSEC source: 0001225208-19-005233 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,111 F1 · price: This transaction was executed in multiple trades at prices ranging from $50.21 to $50.62. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2019 Filed Mar 5, 2019 21:51 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 3,236 | $49.67 | $160,732.12 |
DisclosureSEC source: 0001225208-19-004606 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,918 Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 22:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 40,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004178 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,154 F2 · kind: The Issuer granted these securities to the Reporting Person on February 28, 2019 as part of the Reporting Person's 2019 annual management equity award. These securities will vest at a rate of 25% per year on each of February 28, 2020, 2021, 2022 and 2023, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 22:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 82,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004178 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,962 F1 · kind: The Issuer granted these securities to the Reporting Person on March 3, 2017 as part of the Reporting Person's 2017 annual management equity award. On February 27, 2019, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on March 3, 2020, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 16, 2019 Filed Feb 21, 2019 00:17 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 3,458 | $50.04 | $173,038.32 |
DisclosureSEC source: 0001225208-19-003154 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,614 Read SEC document |
| August 14, 2018 Filed Aug 17, 2018 00:05 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 33,175 | $46.92 | $1,556,571.00 |
DisclosureSEC source: 0001225208-18-012699 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,072 Read SEC document |
| August 11, 2018 Filed Aug 14, 2018 23:03 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 5,768 | $46.99 | $271,038.32 |
DisclosureSEC source: 0001225208-18-012564 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,247 Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 22:29 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | SaleClass A Common Stock | 50,000 | $49.01 | $2,450,310.00 |
DisclosureSEC source: 0001225208-18-010872 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,015 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $49.00 to $49.04. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:39 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 3,177 | $46.10 | $146,459.70 |
DisclosureSEC source: 0001225208-18-005491 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,015 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:39 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 44,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003633 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,192 F2 · kind: The Issuer granted these securities to the Reporting Person on February 16, 2018 as part of the Reporting Person's 2018 annual management equity award. These securities will vest at a rate of 25% per year on each of February 16, 2019, 2020, 2021 and 2022, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:39 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 44,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003633 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486,945 F1 · kind: The Issuer granted these securities to the Reporting Person in August 2015 as part of the Reporting Person's 2015 annual management equity award. On February 16, 2018, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on August 14, 2018, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 14, 2018 Filed Feb 17, 2018 00:02 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 50,000 | $45.03 | $2,251,305.00 |
DisclosureSEC source: 0001225208-18-003174 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,444 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $45.00 to $45.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 23:00 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 42,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018274 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,444 F1 · kind: The Issuer granted these restricted stock units to the Reporting Person on December 1, 2017 as part of a one-time strategic equity grant. These restricted stock units will vest 100% on December 1, 2023, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement governing the grant of these restricted stock units. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 22:54 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 7,864 | $35.99 | $283,025.36 |
DisclosureSEC source: 0001225208-17-014763 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,996 Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 41,715 | $36.05 | $1,503,825.75 |
DisclosureSEC source: 0001225208-17-014070 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,860 Read SEC document |
| August 11, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 5,276 | $35.77 | $188,722.52 |
DisclosureSEC source: 0001225208-17-014070 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,575 Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:23 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 41,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005820 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,851 F2 · kind: The Issuer granted these restricted stock units to the Reporting Person on March 3, 2017 as part of the Reporting Person's 2017 annual management equity award. These restricted stock units will vest at a rate of 25% per year on each of March 3, 2018, 2019, 2020 and 2021, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:23 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 58,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005820 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,677 F1 · kind: The Issuer granted these securities to the Reporting Person in August 2014 as part of the Reporting Person's 2014 annual management equity award. On March 3, 2017, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on August 14, 2017, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 00:31 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 75,000 | $35.03 | $2,627,197.50 |
DisclosureSEC source: 0001225208-17-003285 · doc4.xml · nonDerivative · entry 2 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,483 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.11. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 00:31 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 10,000 | $32.60 | $326,000.00 |
DisclosureSEC source: 0001225208-17-003285 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,483 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 23:27 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 10,000 | $31.20 | $312,000.00 |
DisclosureSEC source: 0001225208-17-001039 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,483 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:21 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 10,000 | $32.66 | $326,600.00 |
DisclosureSEC source: 0001225208-16-043181 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,483 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 21:41 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 30,000 | $30.00 | $900,000.00 |
DisclosureSEC source: 0001225208-16-042800 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,483 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 22:12 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 36,375 | $30.17 | $1,097,433.75 |
DisclosureSEC source: 0001225208-16-039035 · doc4.xml · nonDerivative · entry 1 GROCH JAMES R · CIK 0001185424 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,483 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.