Form 4 for WEX WEX Inc.
Accepted 2022-06-28 00:00:00 ET · period of report 2022-06-24 · accession 0001309108-22-000154 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2022-06-28 | 2022-06-01 | WEX | Smith Melissa D | CEO, COB, WEX Inc, Dir | G - Gift | $0.00 | -5,078 | 0 | -100% | $0 |
| D | 2022-06-28 | 2022-06-24 | WEX | Smith Melissa D | CEO, COB, WEX Inc, Dir | M - OptEx | $0.00 | +4,683 | 88.7K | +6% | $0 |
| D | 2022-06-28 | 2022-06-24 | WEX | Smith Melissa D | CEO, COB, WEX Inc, Dir | F - Tax | $152.84 | -2,077 | 86.7K | -2% | -$317.4K |
| D | 2022-06-28 | 2022-06-24 | WEX | Smith Melissa D | CEO, COB, WEX Inc, Dir | M - OptEx | $0.00 | -4,683 | 4,684 | -50% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-06-01 | G | D | 5,078 | $0.00 | 0 | I | — | — | |
| 2 | Common | Common Stock | 2022-06-24 | M | A | 4,683 | $0.00 | 88,729 | D Melissa Smith GRAT | — | — | (F2) On May 19, 2020, the reporting person transferred 24,000 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of herself and her children. Upon termination of the trust on June 1, 2022, 5,078 shares were transferred to trusts for the benefit of the reporting person's children, over which she exercises no control. The remaining 10,107 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. |
| 3 | Common | Common Stock | 2022-06-24 | F | D | 2,077 | $152.84 | 86,652 | D | — | — | (F2) On May 19, 2020, the reporting person transferred 24,000 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of herself and her children. Upon termination of the trust on June 1, 2022, 5,078 shares were transferred to trusts for the benefit of the reporting person's children, over which she exercises no control. The remaining 10,107 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. |
| 4 | Derivative | Restricted Stock Units | 2022-06-24 | M | D | 4,683 | $0.00 | 4,684 | D | $0.00 · — to — | 4,683 Common Stock | (F3) Restricted Stock Units vested on June 24, 2022 and each RSU converted into one share of common stock. |