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 | 504 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 125 · Balance 504 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 Directors 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 Directors 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.
CORPAY, INC.
Report date September 03, 2019 · Filed September 05, 2019
Section 16 reporting ended · disclosed 2019-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,280 |
Reported balance
After 2019-09-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-09-03 · Exercise / conversion · Acquired 7,099 · Balance 15,280 |
| Common StockSEC Table I · non-derivative | Direct | 36,577 |
Reported balance
After 2019-09-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-09-03 · Exercise / conversion · Acquired 21,297 · Balance 36,577 |
| Common StockSEC Table I · non-derivative | Direct | 66,577 |
Reported balance
After 2019-09-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-09-03 · Exercise / conversion · Acquired 30,000 · Balance 66,577 |
| Common StockSEC Table I · non-derivative | Direct | 24,179 |
Reported balance
After 2019-09-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2019-09-03 · Tax withholding · Disposed 42,398 · Balance 24,179 F1: Payment of tax liability and exercise price by withholding securities incident to the exercise of a security issued in accordance with Rule 16b-3 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $144.59 · Expires 2025-10-21 | Direct | 7,100 |
Reported balance
After 2019-09-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-09-03 · Exercise / conversion · Disposed 21,297 · Balance 7,100 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $114.90 · Expires 2026-01-20 | Direct | 0 |
Reported balance
After 2019-09-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-09-03 · Exercise / conversion · Disposed 7,099 · Balance 0 |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $133.40 · Expires 2027-05-05 | Direct | 0 |
Reported balance
After 2019-09-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-09-03 · Exercise / conversion · Disposed 30,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability and exercise price by withholding securities incident to the exercise of a security issued in accordance with Rule 16b-3
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 30, 2026 Filed Oct 3, 2026 00:15 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001653649-26-000014 · wk-form4_1790972149.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504 F1 · price: 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 Directors 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. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:13 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001653649-26-000012 · wk-form4_1783023197.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379 F1 · price: 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 Directors 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. Read SEC document |
| May 14, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,352 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653649-26-000009 · wk-form4_1779141799.xml · derivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352 Underlying: Common Stock · 2,352 shares Expires not disclosed F1 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionEmployee Stock Options · Derivative | 30,000 | $0.00 Strike: $133.40 | $0.00 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · derivative · entry 7 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2027-05-05 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 |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionStock Options · Derivative | 7,099 | $0.00 Strike: $114.90 | $0.00 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · derivative · entry 6 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,099 shares Expires 2026-01-20 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 |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionStock Options · Derivative | 21,297 | $0.00 Strike: $144.59 | $0.00 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · derivative · entry 5 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Underlying: Common Stock · 28,397 shares Expires 2025-10-21 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 |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Tax withholdingCommon Stock | 42,398 | $292.92 | $12,419,222.16 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · nonDerivative · entry 4 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,179 F1 · security: Payment of tax liability and exercise price by withholding securities incident to the exercise of a security issued in accordance with Rule 16b-3 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionCommon Stock | 30,000 | $133.40 | $4,002,000.00 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · nonDerivative · entry 3 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,577 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 |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionCommon Stock | 21,297 | $144.59 | $3,079,333.23 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · nonDerivative · entry 2 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,577 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 |
| September 03, 2019 Filed Sep 5, 2019 21:04 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionCommon Stock | 7,099 | $114.90 | $815,675.10 |
DisclosureSEC source: 0001209191-19-048578 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,280 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:33 UTC | CORPAY, INC. FLT · Entity 3172 | Tax withholdingCommon Stock | 1,012 | $233.34 | $236,140.08 |
DisclosureSEC source: 0001209191-19-016073 · doc4.xml · nonDerivative · entry 2 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,181 F2 · security: Payment of tax liability by withholding securities incident to the vesting of a security issued in accordance with Rule 16b-3 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:33 UTC | CORPAY, INC. FLT · Entity 3172 | GrantCommon Stock | 3,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016073 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 F1 · security: Vesting of performance based restricted stock Read SEC document |
| February 27, 2019 Filed Mar 22, 2019 23:16 UTC | CORPAY, INC. FLT · Entity 3172 | GrantEmployee Stock Options · Derivative | 12,000 | $0.00 Strike: $230.71 | $0.00 |
DisclosureSEC source: 0001209191-19-021088 · doc4.xml · derivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2029-02-27 F1 · security: Option vests ratably (25%) annually on each of February 27, 2020, 2021, 2022 and 2023. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 21:48 UTC | CORPAY, INC. FLT · Entity 3172 | Tax withholdingCommon Stock | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062966 · doc4.xml · nonDerivative · entry 2 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,939 Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 21:48 UTC | CORPAY, INC. FLT · Entity 3172 | GrantCommon Stock | 5,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062966 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,650 F1 · security: Vesting of performance based restricted stock Read SEC document |
| March 01, 2018 Filed Mar 8, 2018 13:28 UTC | CORPAY, INC. FLT · Entity 3172 | GrantStock Options · Derivative | 15,000 | $0.00 Strike: $199.75 | $0.00 |
DisclosureSEC source: 0001209191-18-017897 · doc4.xml · derivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2028-03-01 F1 · security: Options vest 0% in 2018 and 2019 and then ratably (50%) on each of December 31, 2020 and 2021 Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:35 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionStock Options · Derivative | 7,099 | $0.00 Strike: $114.90 | $0.00 |
DisclosureSEC source: 0001209191-17-059517 · doc4.xml · derivative · entry 3 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 Underlying: Common Stock · 7,099 shares Expires 2026-01-20 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 · security: Pursuant to 10b5-1 Sales Plan Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:35 UTC | CORPAY, INC. FLT · Entity 3172 | SaleCommon Stock | 7,099 | $170.00 | $1,206,830.00 |
DisclosureSEC source: 0001209191-17-059517 · doc4.xml · nonDerivative · entry 2 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147 F1 · security: Pursuant to 10b5-1 Sales Plan Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:35 UTC | CORPAY, INC. FLT · Entity 3172 | Exercise / conversionCommon Stock | 7,099 | $114.90 | $815,675.10 |
DisclosureSEC source: 0001209191-17-059517 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,246 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 · security: Pursuant to 10b5-1 Sales Plan Read SEC document |
| May 05, 2017 Filed May 10, 2017 00:54 UTC | CORPAY, INC. FLT · Entity 3172 | GrantEmployee Stock Options · Derivative | 30,000 | $0.00 Strike: $133.40 | $0.00 |
DisclosureSEC source: 0001209191-17-031122 · doc4.xml · derivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2027-05-05 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:16 UTC | CORPAY, INC. FLT · Entity 3172 | SaleCommon Stock | 930 | $166.15 | $154,519.50 |
DisclosureSEC source: 0001209191-17-012982 · doc4.xml · nonDerivative · entry 2 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147 F1 · security: Pursuant to 10b5-1 sales plan Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:16 UTC | CORPAY, INC. FLT · Entity 3172 | SaleCommon Stock | 530 | $167.60 | $88,830.44 |
DisclosureSEC source: 0001209191-17-012982 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,077 F1 · security: Pursuant to 10b5-1 sales plan Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:19 UTC Amendment | CORPAY, INC. FLT · Entity 3172 | GrantCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010174 · doc4a.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,607 F1 · security: Vesting of performance based restricted stock F2 · security: Refiling in order to amend footnote explanation on prior filing, due to administrative error. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:04 UTC | CORPAY, INC. FLT · Entity 3172 | GrantCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010146 · doc4.xml · nonDerivative · entry 1 Adams Kurt Patrick · CIK 0001653649 · President Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,607 F1 · security: Pursuant to 10b5-1 sales plan 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.