SEC Form 5 · accession 0001309108-15-000013
WEX Inc. · WEX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Nicola S Morris
Officer — SVP, Corporate Development
Period of report
Dec 31, 2014
Accepted (ET)
Feb 17, 2015 · 9:22 am EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001309108
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Mar 31, 2014 | P | 12 | $94.75 | A | 16 | D | |
| Common Stock | Jun 3, 2014 | P | 10 | $95.63 | A | 15 | I | By Spouse |
| Common Stock | Jun 9, 2014 | S | 16 | $100.688 | D | 0 | D | |
| Common Stock | Jun 9, 2014 | S | 15 | $100.688 | D | 0 | I | By Spouse |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The reporting person's sale of WEX common stock reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 12 shares, with the reporting person's purchase of 12 shares of WEX common stock at a price of $94.75 per share on March 31, 2014. The reporting person has paid WEX $71.25, representing the full amount of the profit realized in connection with the short-swing transaction. These purchases and sales were made by the reporting person's financial adviser on a discretionary basis and without the advanced knowledge of the reporting person, her spouse or WEX.
- F2The reporting person's spouse's sale of WEX common stock reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 10 shares, with the reporting person's purchase of 10 shares of WEX common stock at a price of $95.63 per share on June 3, 2014. The reporting person has paid WEX $50.58, representing the full amount of the profit realized in connection with the short-swing transaction. These purchases and sales were made by the reporting person's financial adviser on a discretionary basis and without the advanced knowledge of the reporting person, her spouse or WEX.