Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Financial Officer | March 16, 2026 | March 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 March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,851 |
Ending reported balance
After 2026-03-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-17 · Exercise / conversion · Acquired 1,265 · Balance 26,672 Row 2 · 2026-03-17 · Tax withholding · Disposed 562 · Balance 26,110 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 March 17, 2026. Row 3 · 2026-03-17 · Exercise / conversion · Acquired 1,333 · Balance 27,443 Row 4 · 2026-03-17 · Tax withholding · Disposed 592 · Balance 26,851 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 March 17, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,532 |
Reported balance
After 2026-03-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-17 · Exercise / conversion · Disposed 1,265 · Balance 2,532 F3: RSUs vested on March 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,823 |
Reported balance
After 2026-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-16 · Grant · Acquired 9,823 · Balance 9,823 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 security | Direct | 2,464 |
Reported balance
After 2026-03-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-17 · Exercise / conversion · Disposed 1,333 · Balance 2,464 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 first tranche of the MSU award granted on March 17, 2025, based on a 105.38% 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. |
| Market Share UnitsSEC Table II · derivative / convertible security | Direct | 7,367 |
Reported balance
After 2026-03-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-16 · Grant · Acquired 7,367 · Balance 7,367 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%. F8: Represents the target number of shares underlying the MSU award granted on March 16, 2026. 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 March 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 March 17, 2026.
F3: RSUs vested on March 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 first tranche of the MSU award granted on March 17, 2025, based on a 105.38% 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.
F8: Represents the target number of shares underlying the MSU award granted on March 16, 2026.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
3D SYSTEMS CORP
Report date May 20, 2022 · Filed May 23, 2022
Section 16 reporting ended · disclosed 2022-05-23. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Sterling Check Corp.
Report date October 31, 2024 · Filed November 04, 2024
Section 16 reporting ended · disclosed 2024-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-10-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-10-31 · Disposition to issuer · Disposed 12,756 · Balance 0 F3: This number reflects the number of shares of Company Common Stock subject to outstanding restricted stock awards. F1: The shares of Company common stock ("Company Common Stock") were disposed of pursuant to the Agreement and Plan of Merger, dated as of February 28, 2024 (the "Merger Agreement"), by and among Sterling Check Corp., a Delaware corporation (the "Company"), First Advantage Corporation, a Delaware corporation ("Parent"), and Starter Merger Sub, Inc., a Delaware corporation and an indirect wholly-owned subsidiary of Parent, whereby at the effective time of the merger contemplated therein (the "Effective Time"), [Footnote continued below] F2: [Footnote continued from above] each share of Company Common Stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive, at the election of the holder of such share of Company Common Stock, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in cash, without interest (the "Cash Consideration") or (ii) 0.979 shares of common stock, par value $0.001 per share, of Parent, together with cash in lieu of fractional shares, if any, at the rate per share of common stock of Parent of the last reported sale price of common stock of Parent on NASDAQ (as reported in The Wall Street Journal or, if not reported therein, in another authoritative source mutually selected by Parent and the Company) on the last complete trading day prior to the date of the Effective Time (the "Stock Consideration"). F4: Pursuant to the Merger Agreement, as of the Effective Time, each restricted share of Company Common Stock (each, a "Company Restricted Share") was converted into the right to receive, at the election of the holder of such Company Restricted Share, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in restricted cash (the "Restricted Cash Consideration") or (ii) 0.979 shares of Stock Consideration, in the form of restricted stock of Parent (the "Restricted Stock Consideration"), in either case, subject to substantially the same terms and conditions as were applicable to such Company Restricted Shares. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.13 | Direct | 0 |
Reported balance
After 2024-10-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-31 · Disposition to issuer · Disposed 37,590 · Balance 0 F5: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73. F6: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration. F7: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Company common stock ("Company Common Stock") were disposed of pursuant to the Agreement and Plan of Merger, dated as of February 28, 2024 (the "Merger Agreement"), by and among Sterling Check Corp., a Delaware corporation (the "Company"), First Advantage Corporation, a Delaware corporation ("Parent"), and Starter Merger Sub, Inc., a Delaware corporation and an indirect wholly-owned subsidiary of Parent, whereby at the effective time of the merger contemplated therein (the "Effective Time"), [Footnote continued below]
F2: [Footnote continued from above] each share of Company Common Stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive, at the election of the holder of such share of Company Common Stock, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in cash, without interest (the "Cash Consideration") or (ii) 0.979 shares of common stock, par value $0.001 per share, of Parent, together with cash in lieu of fractional shares, if any, at the rate per share of common stock of Parent of the last reported sale price of common stock of Parent on NASDAQ (as reported in The Wall Street Journal or, if not reported therein, in another authoritative source mutually selected by Parent and the Company) on the last complete trading day prior to the date of the Effective Time (the "Stock Consideration").
F3: This number reflects the number of shares of Company Common Stock subject to outstanding restricted stock awards.
F4: Pursuant to the Merger Agreement, as of the Effective Time, each restricted share of Company Common Stock (each, a "Company Restricted Share") was converted into the right to receive, at the election of the holder of such Company Restricted Share, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in restricted cash (the "Restricted Cash Consideration") or (ii) 0.979 shares of Stock Consideration, in the form of restricted stock of Parent (the "Restricted Stock Consideration"), in either case, subject to substantially the same terms and conditions as were applicable to such Company Restricted Shares.
F5: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73.
F6: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration.
F7: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock.
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 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · derivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,464 Underlying: Common Stock · 1,333 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. F5 · derivative.exercise_price: 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 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock. F7 · derivative.exercise_date: 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. F7 · derivative.expiration_date: 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. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · derivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,532 Underlying: Common Stock · 1,265 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 · shares: RSUs vested on March 17, 2026 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 592 | $156.79 | $92,819.68 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,851 F2 · shares: 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 March 17, 2026. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,443 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 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 562 | $156.79 | $88,115.98 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,110 F1 · shares: 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 March 17, 2026. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,672 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, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · derivative · entry 8 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,367 Underlying: Common Stock · 7,367 shares Expires not disclosed F5 · derivative.exercise_price: 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%. F8 · shares: Represents the target number of shares underlying the MSU award granted on March 16, 2026. F7 · derivative.exercise_date: 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. F7 · derivative.expiration_date: 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. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 22:52 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000008 · wk-form4_1773874341.xml · derivative · entry 7 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,823 Underlying: Common Stock · 9,823 shares Expires not disclosed F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · derivative · entry 12 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,110 Underlying: Common Stock · 613 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_price: 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%. F7 · shares: Represents the number of MSUs that vested in the second tranche of the MSU award granted on March 15, 2024, based on a 71.27% payout factor, and were converted into an equal number of shares of common stock. F8 · derivative.exercise_date: 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. F8 · derivative.expiration_date: 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. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 9,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · derivative · entry 11 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,622 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 · shares: RSUs vested on March 15, 2026 and each RSU converted into one share of common stock. F5 · derivative.exercise_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. F5 · derivative.expiration_date: Following certification of performance relating to the award (as previously reported by the reporting person), the RSUs vested on March 15, 2026 and each converted into one share of common stock. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 860 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · derivative · entry 10 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864 Underlying: Common Stock · 860 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 · shares: RSUs vested on March 15, 2026 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 886 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · derivative · entry 9 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 886 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 · shares: RSUs vested on March 15, 2026 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 272 | $159.95 | $43,506.40 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 8 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,407 F2 · shares: 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 March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 7 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,679 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 4,046 | $159.95 | $647,157.70 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,066 F1 · shares: 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 March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 9,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,112 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 253 | $159.95 | $40,467.35 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,490 F1 · shares: 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 March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,743 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, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 261 | $159.95 | $41,746.95 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,883 F1 · shares: 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 March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:27 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000006 · wk-form4_1773793640.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,144 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 |
| February 23, 2026 Filed Feb 26, 2026 00:59 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 974 | $151.67 | $147,726.58 |
DisclosureSEC source: 0001824593-26-000004 · wk-form4_1772067584.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,258 F2 · shares: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the grant of common stock on February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:59 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 3,195 | $151.67 | $484,585.65 |
DisclosureSEC source: 0001824593-26-000004 · wk-form4_1772067584.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,232 F1 · shares: Represents fully vested shares of WEX Inc. ("WEX") common stock granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025 and issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 23:55 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001824593-26-000002 · wk-form4_1771458909.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,622 Underlying: Common Stock · 9,622 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 13, 2026. 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, 2026. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2026. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 830 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000153 · wk-form4_1750197984.xml · derivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 830 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 · shares: RSUs vested on June 15, 2025 and each RSU converted into one share of common stock. F3 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F3 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:06 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 369 | $137.65 | $50,792.85 |
DisclosureSEC source: 0001309108-25-000153 · wk-form4_1750197984.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,037 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 15, 2025. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000153 · wk-form4_1750197984.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,406 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 17, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 3,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 14 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,797 Underlying: Common Stock · 3,797 shares Expires not disclosed F6 · derivative.exercise_price: Each 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%. F9 · shares: Represents the target number of shares underlying the MSU award granted on March 17, 2025. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date 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. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date 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. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 3,797 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 13 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,797 Underlying: Common Stock · 3,797 shares Expires not disclosed F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionMarket Share Units · Derivative | 579 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 12 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,723 Underlying: Common Stock · 579 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_price: Each 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%. F7 · shares: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 15, 2024, based on a 67.24% payout factor, and were converted into an equal number of shares of common stock. F8 · derivative.exercise_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date 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. F8 · derivative.expiration_date: One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date 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. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 12,204 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 11 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,204 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F5 · derivative.exercise_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. F5 · derivative.expiration_date: Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 860 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 10 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,724 Underlying: Common Stock · 860 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · derivative · entry 9 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 886 Underlying: Common Stock · 883 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 · shares: RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. F4 · derivative.exercise_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. F4 · derivative.expiration_date: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 00:18 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 170 | $154.09 | $26,195.30 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 8 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,576 F2 · kind: Represents tax withholding in connection with the vesting of the Market Stock Units ("MSUs") 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 | 579 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 7 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,746 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 | 5,126 | $154.09 | $789,865.34 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,167 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 | 12,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,293 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 | 382 | $154.09 | $58,862.38 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,089 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 | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,471 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 | 392 | $154.09 | $60,403.28 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,611 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 | 883 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000056 · wk-form4_1742343529.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,003 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 | 12,204 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000031 · wk-form4_1740446860.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,204 Underlying: Common Stock · 12,204 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 |
| October 31, 2024 Filed Nov 4, 2024 21:38 UTC | Sterling Check Corp. STER · Entity 11356 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 37,590 | Not disclosed Strike: $13.13 | Not disclosed |
DisclosureSEC source: 0000895345-24-000531 · form4.xml · derivative · entry 2 Narula Jagtar · CIK 0001824593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,590 shares Expires not disclosed F5 · kind: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73. F6 · kind: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration. F7 · kind: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock. F5 · price: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73. F6 · price: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration. F7 · price: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73. F6 · derivative.exercise_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding in-the-money Company stock option (i.e., a stock option that has an exercise price per share that is less than the per-share cash consideration of $16.73) (each, an "In-The-Money Company Stock Option"), whether vested or unvested, was canceled, with the holder becoming entitled to receive merger consideration based on each share of Net Option Stock that is associated with such In-The-Money Company Stock Option. The number of shares of "Net Option Stock" subject to an In-The-Money Company Stock Option is the number of shares of Company Common Stock equal to the excess of $16.73 over the per-share exercise price of such In-The-Money Company Stock Option multiplied by the number of shares of Company Common Stock underlying such In-The-Money Company Stock Option divided by $16.73. F6 · derivative.expiration_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with vested In-The-Money Company Stock Options ("Vested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Cash Consideration or (ii) the Stock Consideration. F7 · derivative.expiration_date: Pursuant to the Merger Agreement, as of the Effective Time, each outstanding share of Net Option Stock associated with unvested In-The-Money Company Stock Options ("Unvested Net Option Stock") was converted into the right to receive, at the election of the holder, and subject to proration in accordance with the Merger Agreement: (i) the Restricted Cash Consideration or (ii) the Restricted Stock Consideration, in either case, subject to substantially the same terms and conditions as were applicable under such In-The-Money Company Stock Options underlying the Unvested Net Option Stock. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:38 UTC | Sterling Check Corp. STER · Entity 11356 | Disposition to issuerCommon Stock | 12,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000895345-24-000531 · form4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · security: This number reflects the number of shares of Company Common Stock subject to outstanding restricted stock awards. F1 · kind: The shares of Company common stock ("Company Common Stock") were disposed of pursuant to the Agreement and Plan of Merger, dated as of February 28, 2024 (the "Merger Agreement"), by and among Sterling Check Corp., a Delaware corporation (the "Company"), First Advantage Corporation, a Delaware corporation ("Parent"), and Starter Merger Sub, Inc., a Delaware corporation and an indirect wholly-owned subsidiary of Parent, whereby at the effective time of the merger contemplated therein (the "Effective Time"), [Footnote continued below] F2 · kind: [Footnote continued from above] each share of Company Common Stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive, at the election of the holder of such share of Company Common Stock, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in cash, without interest (the "Cash Consideration") or (ii) 0.979 shares of common stock, par value $0.001 per share, of Parent, together with cash in lieu of fractional shares, if any, at the rate per share of common stock of Parent of the last reported sale price of common stock of Parent on NASDAQ (as reported in The Wall Street Journal or, if not reported therein, in another authoritative source mutually selected by Parent and the Company) on the last complete trading day prior to the date of the Effective Time (the "Stock Consideration"). F4 · kind: Pursuant to the Merger Agreement, as of the Effective Time, each restricted share of Company Common Stock (each, a "Company Restricted Share") was converted into the right to receive, at the election of the holder of such Company Restricted Share, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in restricted cash (the "Restricted Cash Consideration") or (ii) 0.979 shares of Stock Consideration, in the form of restricted stock of Parent (the "Restricted Stock Consideration"), in either case, subject to substantially the same terms and conditions as were applicable to such Company Restricted Shares. F3 · shares: This number reflects the number of shares of Company Common Stock subject to outstanding restricted stock awards. F1 · price: The shares of Company common stock ("Company Common Stock") were disposed of pursuant to the Agreement and Plan of Merger, dated as of February 28, 2024 (the "Merger Agreement"), by and among Sterling Check Corp., a Delaware corporation (the "Company"), First Advantage Corporation, a Delaware corporation ("Parent"), and Starter Merger Sub, Inc., a Delaware corporation and an indirect wholly-owned subsidiary of Parent, whereby at the effective time of the merger contemplated therein (the "Effective Time"), [Footnote continued below] F2 · price: [Footnote continued from above] each share of Company Common Stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive, at the election of the holder of such share of Company Common Stock, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in cash, without interest (the "Cash Consideration") or (ii) 0.979 shares of common stock, par value $0.001 per share, of Parent, together with cash in lieu of fractional shares, if any, at the rate per share of common stock of Parent of the last reported sale price of common stock of Parent on NASDAQ (as reported in The Wall Street Journal or, if not reported therein, in another authoritative source mutually selected by Parent and the Company) on the last complete trading day prior to the date of the Effective Time (the "Stock Consideration"). F4 · price: Pursuant to the Merger Agreement, as of the Effective Time, each restricted share of Company Common Stock (each, a "Company Restricted Share") was converted into the right to receive, at the election of the holder of such Company Restricted Share, and subject to proration in accordance with the Merger Agreement: (i) $16.73 per share in restricted cash (the "Restricted Cash Consideration") or (ii) 0.979 shares of Stock Consideration, in the form of restricted stock of Parent (the "Restricted Stock Consideration"), in either case, subject to substantially the same terms and conditions as were applicable to such Company Restricted Shares. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 22:23 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 508 | $200.00 | $101,600.00 |
DisclosureSEC source: 0001309108-24-000189 · wk-form4_1726611787.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,120 F1 · ownership.direct: The reported sale of 508 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 14, 2023. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 20:30 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 540 | $190.00 | $102,600.00 |
DisclosureSEC source: 0001309108-24-000167 · wk-form4_1721334642.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,628 F1 · ownership.direct: The reported sale of 540 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 14, 2023. Read SEC document |
| July 08, 2024 Filed Jul 11, 2024 00:36 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 540 | $180.00 | $97,200.00 |
DisclosureSEC source: 0001309108-24-000165 · wk-form4_1720658181.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,168 F1 · ownership.direct: The reported sale of 540 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 14, 2023. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 20:56 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · derivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830 Underlying: Common Stock · 827 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 15, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 20:56 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · derivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,657 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 15, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 15, 2024 and each RSU converted into one share of common stock. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 20:56 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 348 | $169.47 | $58,975.56 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,708 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 15, 2024. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 20:56 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,056 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.