Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| W.W. GRAINGER, INC.GWW · Entity 2997 | SVP & Chief HR Officer | May 01, 2026 | May 05, 2026 |
| WEX Inc.WEX · Entity 2285 | Chief People Officer | February 20, 2025 | February 25, 2025 |
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.
W.W. GRAINGER, INC.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,123 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Tax withholding · Disposed 109 · Balance 3,536 F1: Shares withheld for tax withholding for the partial settlement of the May 1, 2025 award of restricted stock units (RSUs). The RSU award will be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis. This award vests in three tranches, where 1/3 vested on May 1, 2026, 1/3 vests on May 1, 2027, and the remainder vests on May 1, 2028. Row 2 · 2026-05-01 · Tax withholding · Disposed 413 · Balance 3,123 F2: Shares withheld for tax withholding for the partial settlement of the May 1, 2025 award of restricted stock units (RSUs). The RSU award will be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis. This award vests in three tranches, where 1/2 vested on May 1, 2026, 1/4 vests on May 1, 2027, and the remainder vests on May 1, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for tax withholding for the partial settlement of the May 1, 2025 award of restricted stock units (RSUs). The RSU award will be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis. This award vests in three tranches, where 1/3 vested on May 1, 2026, 1/3 vests on May 1, 2027, and the remainder vests on May 1, 2028.
F2: Shares withheld for tax withholding for the partial settlement of the May 1, 2025 award of restricted stock units (RSUs). The RSU award will be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis. This award vests in three tranches, where 1/2 vested on May 1, 2026, 1/4 vests on May 1, 2027, and the remainder vests on May 1, 2028.
WEX Inc.
Report date February 20, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,023 |
Reported balance
After 2025-02-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-20 · Grant · Acquired 6,023 · Balance 6,023 F1: 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: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2025.
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 |
|---|---|---|---|---|---|---|
| March 16, 2020 Filed Mar 18, 2020 22:11 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 3,701 | $0.00 Strike: $109.66 | $0.00 |
DisclosureSEC source: 0001309108-20-000061 · wf-form4_158456947109901.xml · derivative · entry 2 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,701 Underlying: Common Stock · 3,701 shares Expires not disclosed F2 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000061 · wf-form4_158456947109901.xml · derivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 Underlying: Common Stock · 1,186 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · 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, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · derivative · entry 7 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock · 189 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 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · derivative · entry 6 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 631 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 · derivative.exercise_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2020 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 56 | $135.30 | $7,576.80 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · nonDerivative · entry 4 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2020. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · nonDerivative · entry 3 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,196 Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 186 | $135.30 | $25,165.80 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · nonDerivative · entry 2 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2020. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:46 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000053 · wf-form4_158447795936784.xml · nonDerivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193 Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 23:40 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 5,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000034 · wf-form4_158319238757882.xml · derivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,054 Underlying: Common Stock · 5,054 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The 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 28, 2020. 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 20, 2020. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 20, 2020. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:29 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,060 | $0.00 Strike: $184.81 | $0.00 |
DisclosureSEC source: 0001309108-19-000056 · wf-form4_155328656817767.xml · derivative · entry 2 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060 Underlying: Common Stock · 2,060 shares Expires not disclosed F2 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F2 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:29 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000056 · wf-form4_155328656817767.xml · derivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · derivative.expiration_date: RSUs vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · derivative · entry 6 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 Underlying: Common Stock · 631 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, 2019 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · derivative · entry 5 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379 Underlying: Common Stock · 189 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, 2019 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2019 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommom Stock | 192 | $180.06 | $34,571.52 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · nonDerivative · entry 4 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommom Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · nonDerivative · entry 3 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754 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, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommom Stock | 66 | $180.06 | $11,883.96 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · nonDerivative · entry 2 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:30 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommom Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000034 · wf-form4_155302738204400.xml · nonDerivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189 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, 2018 Filed Mar 19, 2018 20:16 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 1,755 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000042 · wf-form4_152149055607872.xml · derivative · entry 2 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Underlying: Common Stock · 1,755 shares Expires 2028-03-15 F2 · derivative.exercise_date: This stock option will vest with respect to one third of these shares on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:16 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000042 · wf-form4_152149055607872.xml · derivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568 Underlying: Common Stock · 568 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F1 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. Read SEC document |
| March 15, 2018 Filed Apr 10, 2018 20:31 UTC Amendment | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 2,463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000073 · wf-form4a_152339223694270.xml · derivative · entry 1 Tinto Melanie J · CIK 0001732729 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,463 Underlying: Common Stock · 2,463 shares Expires not disclosed F1 · shares: This Form 4/A is being filed to report the correct number of restricted stock units that were awarded on 3/15/2018. F2 · derivative.exercise_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. F2 · derivative.expiration_date: RSUs vest with respect to one third of these units on each of 3/15/2019, 3/15/2020 and 3/15/2021. 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.