Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | COO, International | September 14, 2026 | September 17, 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 14, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,021 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 2,500 · Balance 17,021 F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/01/2026. The reporting person exercised a stock option award that was scheduled to expire on 03/20/2027. The options would have been forfeited if not exercised prior to the expiration date. F2: Reflects contribution of 3,351 shares of common stock that were previously directly owned but were contributed to a trust for the benefit of Mr. Dearborn's children on 06/01/2026. |
| Common StockSEC Table I · non-derivative | Direct | 17,864 |
Reported balance
After 2026-09-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-14 · Exercise / conversion · Acquired 843 · Balance 17,864 F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/01/2026. The reporting person exercised a stock option award that was scheduled to expire on 03/20/2027. The options would have been forfeited if not exercised prior to the expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 17,021 |
Reported balance
After 2026-09-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-14 · Sale · Disposed 843 · Balance 17,021 F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/01/2026. The reporting person exercised a stock option award that was scheduled to expire on 03/20/2027. The options would have been forfeited if not exercised prior to the expiration date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $104.95 · Expires 2027-03-20 | Direct | 0 |
Reported balance
After 2026-09-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-14 · Exercise / conversion · Disposed 843 · Balance 0 F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/01/2026. The reporting person exercised a stock option award that was scheduled to expire on 03/20/2027. The options would have been forfeited if not exercised prior to the expiration date. F5: This stock option vested with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020. |
| Common StockSEC Table I · non-derivative | IndirectDearborn 2025 Trust | 3,914 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,914 F3: Reflects distribution of 3,486 shares of common stock in accordance with the terms of the trust on 06/01/2026, from the Dearborn 2025 Trust, which were then held directly by the reporting person. This trust was first described in a Form 4 filed by the reporting person on 02/25/2026. |
| Common StockSEC Table I · non-derivative | IndirectDearborn 2026 Trust | 6,837 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,837 F4: Reflects contribution of 6,837 shares of common stock that were previously directly owned but were contributed to a trust for the benefit of Mr. Dearborn's children on 06/01/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/01/2026. The reporting person exercised a stock option award that was scheduled to expire on 03/20/2027. The options would have been forfeited if not exercised prior to the expiration date.
F2: Reflects contribution of 3,351 shares of common stock that were previously directly owned but were contributed to a trust for the benefit of Mr. Dearborn's children on 06/01/2026.
F3: Reflects distribution of 3,486 shares of common stock in accordance with the terms of the trust on 06/01/2026, from the Dearborn 2025 Trust, which were then held directly by the reporting person. This trust was first described in a Form 4 filed by the reporting person on 02/25/2026.
F4: Reflects contribution of 6,837 shares of common stock that were previously directly owned but were contributed to a trust for the benefit of Mr. Dearborn's children on 06/01/2026.
F5: This stock option vested with respect to one third of these shares on each of 3/20/2018, 3/20/2019 and 3/20/2020.
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 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000055 · wk-form4_1742343517.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,699 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 01:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,937 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000038 · wk-form4_1740446929.xml · derivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · COO, International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,937 Underlying: Common Stock · 9,937 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 |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 1,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 14 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,628 Underlying: Common Stock · 1,628 shares Expires not disclosed F4 · 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. F5 · 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. F5 · 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 | 1,628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 13 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,628 Underlying: Common Stock · 1,628 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 | 6,904 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 12 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,904 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 Unit · Derivative | 882 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 11 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,769 Underlying: Common Stock · 882 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 Unit · Derivative | 673 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 10 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 Underlying: Common Stock · 673 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 | 385 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · derivative · entry 9 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 385 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 | 3,062 | $233.95 | $716,354.90 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 8 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,023 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 | 6,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 7 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,085 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 | 392 | $233.95 | $91,708.40 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 6 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,181 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 | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 5 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,573 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 | 299 | $233.95 | $69,951.05 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 4 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,691 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 | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,990 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 | 171 | $233.95 | $40,005.45 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,317 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 | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000088 · wk-form4_1710896775.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,488 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, 2024 Filed Mar 5, 2024 12:23 UTC | WEX Inc. WEX · Entity 2285 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000053 · wk-form4_1709641376.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,103 F1 · kind: This transaction involved a gift of common stock to a charitable donor-advised fund. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 23:07 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 6,904 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000045 · wk-form4_1709075228.xml · derivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 Underlying: Common Stock · 6,904 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 23, 2024. 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, 2024. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2024. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:50 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,039 | $172.84 | $179,580.76 |
DisclosureSEC source: 0001309108-23-000144 · wk-form4_1687992645.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,453 F2 · acquired: Represents tax withholding in connection with the settlement of the common stock on June 26, 2023. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:50 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000144 · wk-form4_1687992645.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,492 F1 · acquired: This award was granted as a performance stock unit on June 24, 2020 and was described in the Issuer's Proxy Statement filed on April 20, 2021. On June 26, 2023, the Subcommittee of the Leadership Development and Compensation Committee certified the extent to which the performance criteria established in connection with this grant had been met and the award converted from PSUs to common stock in the amounts as set forth in the grant. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 781 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000132 · wk-form4_1687900717.xml · derivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 781 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 June 24, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 347 | $172.22 | $59,760.34 |
DisclosureSEC source: 0001309108-23-000132 · wk-form4_1687900717.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,150 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2023. Read SEC document |
| June 24, 2023 Filed Jun 27, 2023 21:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000132 · wk-form4_1687900717.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,497 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 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 854 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 12 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 854 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 792 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 11 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 792 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. F4 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. F4 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 251 | $173.56 | $43,563.56 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 8 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,716 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 854 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 7 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,967 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 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 233 | $173.56 | $40,439.48 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 6 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,113 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2023. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 5 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,346 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, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 5,634 | $0.00 Strike: $173.56 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 14 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,634 Underlying: Common Stock · 5,634 shares Expires 2033-03-15 F6 · derivative.exercise_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 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 2,651 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 13 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,651 Underlying: Common Stock · 2,651 shares Expires not disclosed F5 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F5 · 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, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 673 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 10 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,349 Underlying: Common Stock · 673 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, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · derivative · entry 9 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Underlying: Common Stock · 383 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, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 198 | $176.84 | $35,014.32 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 4 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,554 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,752 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, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 113 | $176.84 | $19,982.92 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,079 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000060 · wf-form4_167909613254053.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,192 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 28, 2023 Filed Mar 3, 2023 00:48 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 854 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000037 · wf-form4_167780447971452.xml · derivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 854 Underlying: Common Stock · 854 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 23, 2023. 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 16, 2023 F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 16, 2023 Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 21:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 781 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000156 · wf-form4_165645311842688.xml · derivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781 Underlying: Common Stock · 781 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 June 24, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 24, 2022 and each RSU converted into one share of common stock. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 21:52 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 347 | $152.84 | $53,035.48 |
DisclosureSEC source: 0001309108-22-000156 · wf-form4_165645311842688.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,809 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 24, 2022. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 21:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000156 · wf-form4_165645311842688.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,156 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 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · derivative · entry 6 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 470 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,509 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · derivative · entry 5 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,509 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 20, 2022 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 20, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 154 | $173.29 | $26,686.66 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · nonDerivative · entry 4 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,375 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · nonDerivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,529 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 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,322 | $173.29 | $229,089.38 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,059 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 20, 2022. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 21:02 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 4,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000067 · wf-form4_164798292530456.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,381 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 16, 2022 Filed Mar 18, 2022 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 790 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000052 · wf-form4_164756321607149.xml · derivative · entry 8 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792 Underlying: Common Stock · 790 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. F6 · derivative.exercise_date: Restricted Stock Units vested on March 16, 2022 and each RSU converted into one share of common stock. F6 · derivative.expiration_date: Restricted Stock Units vested on March 16, 2022 and each RSU converted into one share of common stock. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 233 | $163.22 | $38,030.26 |
DisclosureSEC source: 0001309108-22-000052 · wf-form4_164756321607149.xml · nonDerivative · entry 4 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,872 F2 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 16, 2022. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 790 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000052 · wf-form4_164756321607149.xml · nonDerivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,105 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.