Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 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 May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,007 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 1,567 · Balance 3,007 F1: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,605 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 1,605 · Balance 1,605 F2: 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. F3: RSUs will vest in total on May 14, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Exercise / conversion · Disposed 1,567 · Balance 0 F1: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.
F2: 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.
F3: RSUs will vest in total on May 14, 2027.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 18:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002004261-26-000002 · wk-form4_1779141803.xml · derivative · entry 3 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,567 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. F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 15, 2026 Filed May 18, 2026 18:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,567 | $0.00 | $0.00 |
DisclosureSEC source: 0002004261-26-000002 · wk-form4_1779141803.xml · nonDerivative · entry 1 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,007 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 · shares: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 14, 2026 Filed May 18, 2026 18:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002004261-26-000002 · wk-form4_1779141803.xml · derivative · entry 2 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 Underlying: Common Stock · 1,605 shares Expires not disclosed F2 · 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. F3 · derivative.exercise_date: RSUs will vest in total on May 14, 2027. F3 · derivative.expiration_date: RSUs will vest in total on May 14, 2027. Read SEC document |
| May 15, 2025 Filed May 19, 2025 19:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000140 · wk-form4_1747696304.xml · derivative · entry 1 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567 Underlying: Common Stock · 1,567 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 15, 2026. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. Read SEC document |
| May 09, 2025 Filed May 13, 2025 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000102 · wk-form4_1747171982.xml · derivative · entry 2 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,440 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. F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs) granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs) granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 09, 2025 Filed May 13, 2025 17:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000102 · wk-form4_1747171982.xml · nonDerivative · entry 1 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,440 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 · shares: Represents Restricted Stock Units ("RSUs) granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 09, 2024 Filed May 13, 2024 19:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000142 · wk-form4_1715644004.xml · derivative · entry 1 Cardwell Aimee · CIK 0002004261 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,440 Underlying: Common Stock · 1,440 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 9, 2025. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. 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.