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Trickett Sara

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36405
SEC CIK
0002008665

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WEX Inc.WEX · Entity 2285Chief Legal OfficerJune 17, 2026June 23, 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 June 17, 2026 · Filed June 23, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect3,595 Ending reported balance After 2026-06-17 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2026-06-17 · Exercise / conversion · Acquired 98 · Balance 3,572

Row 2 · 2026-06-17 · Tax withholding · Disposed 29 · Balance 3,543

F1: 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 June 17, 2026.

Row 3 · 2026-06-17 · Exercise / conversion · Acquired 75 · Balance 3,618

Row 4 · 2026-06-17 · Tax withholding · Disposed 23 · Balance 3,595

F2: 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 June 17, 2026.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct98 Reported balance After 2026-06-17 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-06-17 · Exercise / conversion · Disposed 98 · Balance 98

F3: RSUs vested on June 17, 2026 and each RSU converted into one share of common stock.

F4: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant.

Market Share UnitsSEC Table II · derivative / convertible securityDirect98 Reported balance After 2026-06-17 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-06-17 · Exercise / conversion · Disposed 75 · Balance 98

F5: 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: Represents the number of MSUs that vested in the second tranche of the MSU award granted on June 17, 2024, based on a 77.53% payout factor, and were converted into an equal number of shares of common stock.

F7: 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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 June 17, 2026.

F2: 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 June 17, 2026.

F3: RSUs vested on June 17, 2026 and each RSU converted into one share of common stock.

F4: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant.

F5: 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: Represents the number of MSUs that vested in the second tranche of the MSU award granted on June 17, 2024, based on a 77.53% payout factor, and were converted into an equal number of shares of common stock.

F7: 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2025 Filed Mar 19, 2025 00:18 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 535 $154.09 $82,438.15
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 10

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,702

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 00:18 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 1,206 $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 9

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,237

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 00:18 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 35 $154.09 $5,393.15
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 8

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,031

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 00:18 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 78 $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 7

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,066

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 00:18 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 478 $154.09 $73,655.02
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 6

Trickett Sara · CIK 0002008665 · Chief Legal 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 March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 00:18 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 1,077 $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 5

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,466

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 00:18 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 40 $154.09 $6,163.60
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 4

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 389

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 00:18 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 89 $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 3

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 429

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 00:18 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 37 $154.09 $5,701.33
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 2

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 340

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 00:18 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 83 $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000053 · wk-form4_1742343497.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 377

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 1,206 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-25-000029 · wk-form4_1740446839.xml · derivative · entry 1

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,206

Underlying: Common Stock · 1,206 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 15, 2024 Filed Dec 17, 2024 23:52 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionRestricted Stock Units · Derivative 530 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000206 · wk-form4_1734479566.xml · derivative · entry 3

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 531

Underlying: Common Stock · 530 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 December 15, 2024 and each RSU converted into one share of common stock.

F2 · derivative.expiration_date: Restricted Stock Units vested on December 15, 2024 and each RSU converted into one share of common stock.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 23:52 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 236 $176.20 $41,583.20
Disclosure

SEC source: 0001309108-24-000206 · wk-form4_1734479566.xml · nonDerivative · entry 2

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294

F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on December 15, 2024.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 23:52 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 530 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000206 · wk-form4_1734479566.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 530

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 17, 2024 Filed Jun 20, 2024 22:54 UTC WEX Inc. WEX · Entity 2285 GrantRestricted Stock Units · Derivative 293 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000159 · wk-form4_1718924064.xml · derivative · entry 2

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 293

Underlying: Common Stock · 293 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
June 17, 2024 Filed Jun 20, 2024 22:54 UTC WEX Inc. WEX · Entity 2285 GrantMarket Share Units · Derivative 293 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000159 · wk-form4_1718924064.xml · derivative · entry 1

Trickett Sara · CIK 0002008665 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 293

Underlying: Common Stock · 293 shares

Expires not disclosed

F1 · 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.

F2 · 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.

F2 · 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
May 01, 2024 Filed May 3, 2024 22:44 UTC WEX Inc. WEX · Entity 2285 SaleCommon Stock 734 $210.43 $154,455.62
Disclosure

SEC source: 0001309108-24-000118 · wk-form4_1714776232.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $210.26 and $210.46. 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 15, 2024 Filed Mar 20, 2024 01:06 UTC WEX Inc. WEX · Entity 2285 GrantMarket Share Units · Derivative 237 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 12

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237

Underlying: Common Stock · 237 shares

Expires not disclosed

F5 · 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.

F6 · 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.

F6 · 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 01:06 UTC WEX Inc. WEX · Entity 2285 GrantRestricted Stock Units · Derivative 1,077 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 11

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,077

Underlying: Common Stock · 1,077 shares

Expires not disclosed

F4 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to all of these shares on the one year anniversary of this grant.

F4 · 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 01:06 UTC WEX Inc. WEX · Entity 2285 GrantRestricted Stock Units · Derivative 237 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 10

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237

Underlying: Common Stock · 237 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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionRestricted Stock Units · Derivative 88 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 9

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178

Underlying: Common Stock · 88 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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionRestricted Stock Units · Derivative 1,153 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 8

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,153 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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionRestricted Stock Units · Derivative 82 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · derivative · entry 7

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83

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 01:06 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 40 $233.95 $9,358.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 6

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 734

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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 88 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 5

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 774

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 01:06 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 512 $233.95 $119,782.40
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 4

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 686

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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 1,153 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 3

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,198

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 01:06 UTC WEX Inc. WEX · Entity 2285 Tax withholdingCommon Stock 37 $233.95 $8,656.15
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 2

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45

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 01:06 UTC WEX Inc. WEX · Entity 2285 Exercise / conversionCommon Stock 82 $0.00 $0.00
Disclosure

SEC source: 0001309108-24-000086 · wk-form4_1710896751.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82

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 16, 2024 Filed Feb 21, 2024 22:16 UTC WEX Inc. WEX · Entity 2285 SaleCommon Stock 887 $224.61 $199,229.07
Disclosure

SEC source: 0001309108-24-000024 · wk-form4_1708553738.xml · nonDerivative · entry 1

Trickett Sara · CIK 0002008665 · SVP, Acting General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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.