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 |
|---|---|---|---|---|---|---|
| June 15, 2024 Filed Jun 18, 2024 20:56 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 1,956 | $169.47 | $331,483.32 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,229 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 | 4,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000150 · wk-form4_1718744180.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,185 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 |
| May 22, 2024 Filed May 24, 2024 16:11 UTC | Sterling Check Corp. STER · Entity 11356 | GrantCommon Stock | 12,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001645070-24-000095 · wk-form4_1716581474.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,756 F1 · shares: Annual award grant of restricted stock to independent non-employee directors. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 21:16 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 309 | $233.24 | $72,071.16 |
DisclosureSEC source: 0001309108-24-000095 · wk-form4_1711055747.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,528 F1 · ownership.direct: The reported sale of 309 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 14, 2023. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:06 UTC | WEX Inc. WEX · Entity 2285 | GrantMarket Share Units · Derivative | 2,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · derivative · entry 8 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,584 Underlying: Common Stock · 2,584 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 | 2,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · derivative · entry 7 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,584 Underlying: Common Stock · 2,584 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 | 6,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · derivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,210 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 | 882 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · derivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial 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 | Tax withholdingCommon Stock | 2,755 | $233.95 | $644,532.25 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,837 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 | 6,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,592 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 | 259 | $233.95 | $60,593.05 |
DisclosureSEC source: 0001309108-24-000090 · wk-form4_1710896798.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,382 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: 0001309108-24-000090 · wk-form4_1710896798.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,641 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 05, 2024 Filed Mar 7, 2024 22:50 UTC | WEX Inc. WEX · Entity 2285 | SaleCommon Stock | 1,725 | $221.07 | $381,345.75 |
DisclosureSEC source: 0001309108-24-000057 · wk-form4_1709851832.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,759 F1 · price: The price listed is a weighted average price for all shares sold. All shares were sold for between $220.66 and $221.67. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc., or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 23:08 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 6,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000049 · wk-form4_1709075285.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,210 Underlying: Common Stock · 6,210 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 June 15, 2024. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on June 15, 2024. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 16:11 UTC | Sterling Check Corp. STER · Entity 11356 | GrantStock Option (Right to Buy) · Derivative | 37,590 | $0.00 Strike: $13.13 | $0.00 |
DisclosureSEC source: 0001645070-23-000123 · wk-form4_1702674672.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,590 Underlying: Common Stock · 37,590 shares Expires 2033-12-14 F1 · derivative.exercise_date: This option is scheduled to vest with respect to one-third of the underlying shares on each of the first three anniversaries of December 14, 2023, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · derivative · entry 6 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,657 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, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 4,656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · derivative · entry 5 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,657 Underlying: Common Stock · 4,656 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, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on June 15, 2023 and each RSU converted into one share of common stock. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingRestricted Stock Units | 243 | $173.90 | $42,257.70 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · nonDerivative · entry 4 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,484 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 15, 2023. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · nonDerivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,727 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 |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingRestricted Stock Units | 1,756 | $173.90 | $305,368.40 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,900 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on June 15, 2023. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 00:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units | 4,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000117 · wf-form4_168730759104610.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,656 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: 0001309108-23-000059 · wf-form4_167909611629780.xml · derivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,634 Underlying: Common Stock · 5,634 shares Expires 2033-03-15 F2 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:35 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,651 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000059 · wf-form4_167909611629780.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,651 Underlying: Common Stock · 2,651 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 12:36 UTC | WEX Inc. WEX · Entity 2285 | GrantStock Option (right to buy) · Derivative | 5,407 | $0.00 Strike: $161.08 | $0.00 |
DisclosureSEC source: 0001309108-22-000141 · wf-form4_165546937335455.xml · derivative · entry 3 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,407 Underlying: Common Stock · 5,407 shares Expires not disclosed F3 · derivative.exercise_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. F3 · derivative.expiration_date: This stock option will vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 12:36 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 9,313 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000141 · wf-form4_165546937335455.xml · derivative · entry 2 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,313 Underlying: Common Stock · 9,313 shares Expires not disclosed F2 · derivative.exercise_date: RSUs vest with respect to half of these shares on each one year anniversary of this grant. F2 · derivative.expiration_date: RSUs vest with respect to half of these shares on each one year anniversary of this grant. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 12:36 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000141 · wf-form4_165546937335455.xml · derivative · entry 1 Narula Jagtar · CIK 0001824593 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,484 Underlying: Common Stock · 2,484 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vest with respect to one-third of these shares on each one year anniversary of this grant. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:51 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 5,863 | $16.13 | $94,570.19 |
DisclosureSEC source: 0001209191-22-020553 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,054 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on August 27, 2021. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:01 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 40,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019663 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,917 F1 · shares: The Reporting Person has been awarded 40,810 shares of restricted stock under the Issuer's 2015 Incentive Plan. One-third of the total shares awarded vest on March 15, 2023, an additional one-third of the total shares awarded vest on March 15, 2024, and the remaining shares awarded vest on March 15, 2025. Read SEC document |
| March 09, 2022 Filed Mar 9, 2022 21:20 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 11,878 | $15.16 | $180,064.54 |
DisclosureSEC source: 0001209191-22-017576 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,107 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.08 to $15.23, inclusive. The reporting person undertakes to provide to 3D Systems Corporation, any security holder of 3D Systems Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote 1 of this Form 4. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:46 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | Tax withholdingCommon Stock | 11,575 | $15.81 | $183,000.75 |
DisclosureSEC source: 0001209191-22-016787 · doc4.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,985 F2 · shares: Shares reported were withheld to satisfy tax withholding obligations with respect to the vesting of a grant of restricted stock issued on March 3, 2022. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:46 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 23,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016787 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,560 F1 · shares: The Reporting Person has been awarded 23,453 shares of restricted stock under the Issuer's 2015 Incentive Plan as payout under the 2021 Bonus Plan. These shares vested in full upon grant. Read SEC document |
| February 22, 2022 Filed Feb 22, 2022 21:17 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 5,863 | $16.95 | $99,377.85 |
DisclosureSEC source: 0001209191-22-011647 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,107 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on August 27, 2021. Read SEC document |
| January 21, 2022 Filed Jan 21, 2022 21:16 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 5,863 | $17.99 | $105,475.37 |
DisclosureSEC source: 0001209191-22-004408 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,970 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on August 27, 2021. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 21:18 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | Tax withholdingCommon Stock | 6,689 | $20.18 | $134,984.02 |
DisclosureSEC source: 0001209191-22-003331 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,833 F1 · shares: Shares reported were withheld to satisfy tax withholding obligations with respect to the vesting of a grant of restricted stock originally made on January 12, 2021. Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 21:16 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 5,863 | $21.50 | $126,054.50 |
DisclosureSEC source: 0001209191-21-070770 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,522 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on August 27, 2021. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 21:16 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | SaleCommon Stock | 5,863 | $24.40 | $143,057.20 |
DisclosureSEC source: 0001209191-21-066410 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,385 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on August 27, 2021. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:02 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | Tax withholdingCommon Stock | 71,407 | $29.88 | $2,133,641.16 |
DisclosureSEC source: 0001209191-21-056192 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,248 F1 · shares: Shares reported were withheld to satisfy tax withholding obligations with respect to the vesting of a grant of restricted stock originally made on September 14, 2020. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 00:17 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007510 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,373 F1 · shares: On February 1, 2021, the Reporting Person was awarded 1,530 shares of common stock under the Issuer's 2015 Incentive Plan in satisfaction of amounts earned under his Employment Agreement, dated August 21, 2020, which vested immediately upon grant. Read SEC document |
| February 01, 2021 Filed Feb 5, 2021 22:59 UTC Amendment | 3D SYSTEMS CORP DDD · Entity 5407 | Tax withholdingCommon Stock | 718 | $38.91 | $27,937.38 |
DisclosureSEC source: 0001209191-21-008240 · doc4a.xml · nonDerivative · entry 2 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,655 F1 · security: This Form 4/A amends the Form 4 filed on February 3, 2021 to report the shares withheld to satisfy the Reporting Person's tax withholding obligations with respect to the reported vesting of a grant of restricted stock, originally made on February 1, 2021. Read SEC document |
| February 01, 2021 Filed Feb 5, 2021 22:59 UTC Amendment | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008240 · doc4a.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,373 F1 · security: This Form 4/A amends the Form 4 filed on February 3, 2021 to report the shares withheld to satisfy the Reporting Person's tax withholding obligations with respect to the reported vesting of a grant of restricted stock, originally made on February 1, 2021. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 21:43 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 38,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003626 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,843 F1 · shares: The Reporting Person has been awarded 38,454 shares of restricted stock under the Issuer's 2015 Incentive Plan. One-third of the total shares awarded vest on January 12, 2022, an additional one-third of the total shares awarded vest on January 12, 2023, and the remaining shares awarded vest on January 12, 2024. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 20:44 UTC | 3D SYSTEMS CORP DDD · Entity 5407 | GrantCommon Stock | 332,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050477 · doc4.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,901 F1 · shares: The Reporting Person has been awarded 332,901 shares of restricted stock under the Issuer's 2015 Incentive Plan. Subject to his continued employment, one-half of the total shares awarded will vest on September 14, 2021, and the remaining shares awarded will vest on September 14, 2022. Read SEC document |
| September 14, 2020 Filed Jan 14, 2021 21:49 UTC Amendment | 3D SYSTEMS CORP DDD · Entity 5407 | Disposition to issuerCommon Stock | 289,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003633 · doc4a.xml · nonDerivative · entry 1 Narula Jagtar · CIK 0001824593 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,389 F1 · security: This Form 4/A amends the original Form 4 filed on September 15, 2020 to correct an error in the number of shares reported as issued to the Reporting Person on September 14, 2020 from 332,901 shares to 289,389 shares of restricted stock. A corresponding reduction to the number of shares beneficially owned by the Reporting Person is also reported in the Form 4/A. F2 · shares: The Reporting Person has been awarded 289,389 shares of restricted stock under the Issuer's 2015 Incentive Plan. Subject to his continued employment, one-half of the total shares awarded will vest on September 14, 2021, and the remaining shares awarded will vest on September 14, 2022. 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.