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 |
|---|---|---|---|---|---|---|
| September 15, 2018 Filed Sep 18, 2018 20:59 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 187 | $197.12 | $36,861.44 |
DisclosureSEC source: 0001309108-18-000128 · wf-form4_153730436082481.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on September 15, 2018. Read SEC document |
| September 15, 2018 Filed Sep 18, 2018 20:59 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000128 · wf-form4_153730436082481.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144 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, 2018 Filed Mar 22, 2018 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 94 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000063 · wf-form4_152175042930527.xml · derivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191 Underlying: Common Stock · 94 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 ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted stock units ("RSUs") vested on March 20,2018 and each RSU converted into one share of common stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 28 | $159.41 | $4,463.48 |
DisclosureSEC source: 0001309108-18-000063 · wf-form4_152175042930527.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509 F1 · kind: Represents tax withholdings in connection with the vesting of the Restricted stock units ("RSUs") on March 20, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000063 · wf-form4_152175042930527.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 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 20:15 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 2,145 | $0.00 Strike: $158.23 | $0.00 |
DisclosureSEC source: 0001309108-18-000040 · wf-form4_152149050533861.xml · derivative · entry 5 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,145 Underlying: Common Stock · 2,145 shares Expires 2028-03-15 F4 · 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 20:15 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 695 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000040 · wf-form4_152149050533861.xml · derivative · entry 4 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695 Underlying: Common Stock · 695 shares Expires not disclosed F3 · 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. F3 · 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 Mar 19, 2018 20:15 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000040 · wf-form4_152149050533861.xml · derivative · entry 3 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,457 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, 2018 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on March 15, 2018 and each RSU converted into one share of common stock. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:15 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 427 | $158.66 | $67,747.82 |
DisclosureSEC source: 0001309108-18-000040 · wf-form4_152149050533861.xml · nonDerivative · entry 2 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,443 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:15 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-18-000040 · wf-form4_152149050533861.xml · nonDerivative · entry 1 Dearborn Joel Alan JR · CIK 0001724040 · President, Corporate Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,870 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.