Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WEX | Common Stock | Options Exercise | $0 | +1.39K | +1.71% | $0.00 | 82.3K | Mar 15, 2024 | Direct | |
transaction | WEX | Common Stock | Tax liability | -$144K | -615 | -0.75% | $233.95 | 81.6K | Mar 15, 2024 | Direct | F1 |
transaction | WEX | Common Stock | Options Exercise | $0 | +2.19K | +2.68% | $0.00 | 83.8K | Mar 15, 2024 | Direct | |
transaction | WEX | Common Stock | Tax liability | -$227K | -971 | -1.16% | $233.95 | 82.9K | Mar 15, 2024 | Direct | F1 |
transaction | WEX | Common Stock | Options Exercise | $0 | +2.54K | +3.07% | $0.00 | 85.4K | Mar 15, 2024 | Direct | |
transaction | WEX | Common Stock | Tax liability | -$264K | -1.13K | -1.32% | $233.95 | 84.3K | Mar 15, 2024 | Direct | F1 |
transaction | WEX | Common Stock | Options Exercise | $0 | +33.2K | +39.38% | $0.00 | 117K | Mar 15, 2024 | Direct | |
transaction | WEX | Common Stock | Tax liability | -$3.44M | -14.7K | -12.53% | $233.95 | 103K | Mar 15, 2024 | Direct | F1 |
holding | WEX | Common Stock | 18.3K | Mar 15, 2024 | By husband | ||||||
holding | WEX | Common Stock | 1.69K | Mar 15, 2024 | FBC Irrevocable Trust | F2 | |||||
holding | WEX | Common Stock | 1.69K | Mar 15, 2024 | BDC Irrevocable Trust | F2 | |||||
holding | WEX | Common Stock | 1.69K | Mar 15, 2024 | GMC Irrevocable Trust | F2 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -1.39K | -100% | $0.00* | 0 | Mar 15, 2024 | Common Stock | 1.39K | $0.00 | Direct | F3 |
transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -2.19K | -49.92% | $0.00 | 2.2K | Mar 15, 2024 | Common Stock | 2.19K | $0.00 | Direct | F3 |
transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -2.54K | -33.3% | $0.00 | 5.09K | Mar 15, 2024 | Common Stock | 2.54K | $0.00 | Direct | F3 |
transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -33.2K | -100% | $0.00* | 0 | Mar 15, 2024 | Common Stock | 33.2K | $0.00 | Direct | F3 |
transaction | WEX | Market Share Units | Award | $0 | +14.6K | $0.00 | 14.6K | Mar 15, 2024 | Common Stock | 14.6K | Direct | F4, F5 |
Id | Content |
---|---|
F1 | Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2024. |
F2 | This trust was first described in a Form 4 filed by the reporting person on 06/28/2022. |
F3 | Restricted Stock Units vested on March 15, 2024 and each RSU converted into one share of common stock. |
F4 | 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 | 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. |