Home > Insider Trading > Filing (0001309108-23-000158)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1309108	Wex Inc.	WEX	Services-Business Services, Nec (7389)	010526993

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1317498	D Melissa Smith	1 Hancock Street Portland ME 04101	Chair, Ceo, And President	Yes	Yes	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2023-07-13	41,107	$99.69	123,105	No	4	M	Direct
Common Stock	Disposition	2023-07-13	41,107	$195.00	81,998	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Stock Option (right to buy)	Disposition	2023-07-13	41,107	$0.00	41,107	$99.69

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
46,029		2027-05-10	No	4	M	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	18,277	Indirect	By husband
Common Stock	1,693	Indirect	FBC Irrevocable Trust
Common Stock	1,693	Indirect	GMC Irrevocable Trust
Common Stock	1,692	Indirect	BDC Irrevocable Trust

Footnotes

The reported exercising of 41,107 options and subsequent sale of 41,107 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2023.
This trust was first described in a Form 4 filed by the reporting person on 06/28/2022.
Half of the performance-based non-statutory stock options ("Performance-Based NSOs"), reported on the Reporting Person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs.